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因利润率压力，Elevance Health在Argus的评级被下调
2025-07-22 00:25
- Argus has downgraded Elevance Health to hold from buy citing pressure on profit margins due to higher medical cost trends in its ACA marketplace and Medicaid businesses.
- The firm is also cutting its adjusted EPS estimates to $30.00 from $34.55 for 2025 and to $34.00 from $38.70 for 2026. Consensus EPS for 2025 is $31.85, while for 2026, it is $34.94.
- Analyst David Toung said the road to margin recovery is taking longer than expected due to crumbling market dynamics.
- "The deteriorating risk pool in ACA plans and the tightening of eligibility in Medicaid are making these business sectors less attractive," he wrote, mentioning new Medicaid eligibility requirements in the recently signed into law 'One Big Beautiful Bill.'
More on Elevance Health
- Elevance Health, Inc. (ELV) Q2 2025 Earnings Call Transcript
- Elevance Health, Inc. 2025 Q2 - Results - Earnings Call Presentation
- Elevance Health: Much Cheaper Than UNH, Yet No Drama
- Health insurers are increasingly denying medical claims: report
- HHS sued by state attorneys general over ACA rule they say creates coverage barriers
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