ELV
Elevance Health Inc.Healthcare · $85.1B market cap
Verdict
Share price
$386.43
close of Oct 3, 2026
Fair value
$314.33
Sticker Price
Payback Price
$125.73
buy price
ELV is Overpriced: at $386.43 it trades 23% above its fair value of $314.33. Its buy price (Payback Price) is $125.73, 67% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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11 of the investors we track hold ELV. In Q2 2026, 1 opened a position, 1 added and 3 trimmed. Who we track
Bill Nygren
Oakmark Funds · as of Q2 2026
$1.9B
4,924,511 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$1.6B
4,188,196 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$493.1M
1,275,154 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$378.8M
979,598 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$377.8M
976,885 shares
Show all 11 holdersShow fewer
Yacktman Asset Management
Yacktman Asset Management · as of Q2 2026
$131.5M
339,985 shares
Harry Burn
Sound Shore · as of Q2 2026
$94.2M
243,452 shares
Richard Pzena
Pzena Investment Management · as of Q2 2026
$86.8M
224,575 shares
Vulcan Value Partners
Vulcan Value Partners · as of Q2 2026
$60.3M
155,873 shares
Tweedy Browne
Tweedy Browne · as of Q2 2026
$2.5M
6,417 shares
Dodge & Cox Funds
Dodge & Cox Funds · as of Q2 2026
$503K
1,300 shares
Moves in Q2 2026
New position: Harry Burn
Added: Tweedy Browne
Trimmed: Ruane Cunniff LP, Vulcan Value Partners, Glenn Greenberg
Insider activity
Since Jun 12, 2026: 3 open-market purchases worth $1.4M, 1 sale worth $149K and 3 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
BOUDREAUX GAIL
President and CEO · 2026-07-17
Bought
$249K
BOUDREAUX GAIL
President and CEO · 2026-07-17
Bought
$753K
PERU RAMIRO G
director · 2026-07-17
Bought
$366K
Sales
Other filings
About Elevance Health Inc.
Operating as a major health benefits organization, Elevance Health Inc. commits to guiding consumers, families, and communities across their entire health and wellness path. It facilitates access to vital care, assistance, and tools designed to enable healthier living for approximately 118 million individuals. The company's comprehensive offerings span medical, digital, pharmaceutical, behavioral health, clinical…
Medical - Healthcare Plans
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works