Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Generate Investment Management Ltd Has $43.62 Million Holdings in Elevance Health, Inc. $ELV
Generate Investment Management Ltd significantly increased its stake in Elevance Health, Inc. (NYSE:ELV) by 37.7% during the third quarter, bringing its total holdings to 135,000 shares valued at $43.62 million. This move positions Elevance Health as the 10th largest holding in Generate Investment Management Ltd's portfolio. Other institutional investors have also adjusted their positions, and analysts have issued varied ratings, with a consensus "Hold" and an average target price of $396.21.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Brookstone Capital Management Sells 8,259 Shares of Elevance Health, Inc. $ELV
Brookstone Capital Management significantly reduced its stake in Elevance Health (NYSE:ELV) by 80.2%, selling 8,259 shares but retaining 2,040 shares valued at $659,000. Elevance Health exceeded Q3 expectations with EPS of $6.03 and revenues of $50.09 billion, while also declaring a quarterly dividend of $1.71. Analysts currently maintain a "Hold" rating for the stock with an average price target of $396.21.
Dec 30, 2025 • The Globe and Mail
NEUTRAL
UNH vs. ELV: Which Managed Care Stock Has the Edge Today?
This article compares UnitedHealth Group (UNH) and Elevance Health (ELV), two major players in the U.S. managed healthcare sector. While UNH, the largest insurer, benefits from its diversified Optum segment, it faces challenges from rising medical costs and regulatory scrutiny. ELV, despite also facing cost pressures, presents a stronger near-term risk-reward profile due to strategic exits from underperforming markets, the growth of its Carelon platform, and a more appealing valuation.
Dec 30, 2025 • TradingView — Track All Markets
NEUTRAL
UNH vs. ELV: Which Managed Care Stock Has the Edge Today?
UnitedHealth Group (UNH) and Elevance Health, Inc. (ELV) are major players in the U.S. managed healthcare sector, both facing challenges from rising medical costs and regulatory scrutiny. While UNH boasts significant scale and its diversified Optum segment, it is dealing with margin pressures and regulatory investigations. ELV, however, appears to be in a stronger near-term position due to strategic market exits, the growth of its Carelon platform, and a more attractive valuation for investors.
Dec 30, 2025 • Stocktwits
NEUTRAL
Is Molina Healthcare The Next GEICO? Michael Burry Feels It's A ‘Special One’
Michael Burry, known for "The Big Short," has taken a long position in Molina Healthcare (MOH), likening it to an early-stage GEICO. Despite the company's recent struggles with slowing revenue growth and thin margins, Burry sees Molina as a "special one" with a clearer path to long-term earnings growth than many large-cap peers, even suggesting Warren Buffett would invest in it if he were younger and scaling his insurance investments. Analysts, however, mostly maintain neutral ratings, seeing limited upside for the stock.
Dec 30, 2025 • Benzinga
SOMEWHAT-BULLISH
Looking Into Centene Corp's Recent Short Interest
Centene Corp's (NYSE: CNC) short interest has decreased by 6.98% since its last report, with 12.59 million shares currently sold short, representing 2.93% of available shares. It would take traders an average of 1.97 days to cover their short positions. Compared to its peers, Centene Corp has less short interest, indicating a potentially more bullish sentiment from investors.