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Elevance Health (ELV) investor relations material
Elevance Health AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order with voting open online; agenda and rules posted on the meeting website.
Shareholders and proxy holders could vote online; most votes already cast by proxy.
Four proposals set for shareholder action: director elections, executive compensation, auditor ratification, and a shareholder proposal on political contributions.
Board and executive committee updates
Ramey Peru became Independent Chair last year, making an immediate impact.
Amy Schulman and Steve Collis joined the Board, adding expertise; Kerry Clark retired.
Financial performance review
2025 operating revenue reached $197.6 billion, up 13% year-over-year.
Operating gain was $7.2 billion; $4.1 billion returned to shareholders via dividends and buybacks.
Ended the year with 45.2 million medical members.
Carelon platform saw 33% growth in operating revenue and 17% in operating gain.
59% of Medicare Advantage members now in 4-Star+ plans, up from 40% last year.
- Raised full-year adjusted EPS guidance after strong Q1 revenue, but net income declined.ELV
Q1 202622 Apr 2026 - 2025 revenue hit $197.6B; 2026 EPS guidance is $25.50+ with margin recovery focus.ELV
Q4 202512 Apr 2026 - 2025 saw double-digit revenue growth, robust ESG progress, and strong board and pay governance.ELV
Proxy filing27 Mar 2026 - Virtual annual meeting to vote on directors, pay, auditors, and a political contributions ESG proposal.ELV
Proxy filing27 Mar 2026 - Stable trends, disciplined growth, and strategic expansion in care and specialty services.ELV
Goldman Sachs 45th Annual Global Healthcare Conference3 Feb 2026 - Q2 adjusted EPS up 12% to $10.12; Carelon growth and divestitures offset Medicaid declines.ELV
Q2 20243 Feb 2026 - Q3 2024 revenue up 5.3% to $44.7B; net income down 22.5% amid Medicaid cost pressures.ELV
Q3 202419 Jan 2026 - AI investments, M&A, and Carelon expansion drive growth amid Medicaid and MA margin pressures.ELV
UBS Global Healthcare Conference 202414 Jan 2026 - 2024 revenue up 3% to $175.2B; 2025 outlook sees higher EPS and strong capital returns.ELV
Q4 20249 Jan 2026
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