Posture
hedging
Absorbing a Medicaid-redetermination + ACA morbidity margin shock (FY25 operating cash flow collapsed to ~$4.3B) while leaning on the Carelon services/behavioral-health arm as the growth hedge; still buying back ~$2.6B of stock.
Sourced figures 2
- stockanalysis.com ELV financials + cash-flow statement FY25 operating cash flow $4,290M — roughly half the ~$7-8B run-rate, a Medicaid/ACA margin shock signal; recovers to $7,464M TTM
- Wikipedia — Elevance Health (recent developments) Carelon services arm (incl. Beacon-derived behavioral health); acquiring BCBS Louisiana (+1.9M members, 15th state); Wellpoint rebrand of Amerigroup 2024
the working
Basis
Absorbing a Medicaid-redetermination + ACA morbidity margin shock (FY25 operating cash flow collapsed to ~$4.3B) while leaning on the Carelon services/behavioral-health arm as the growth hedge; still buying back ~$2.6B of stock.
Threads 1
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Elevance Health.