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Elevance stock target nudged on strong guidance

EditorNatashya Angelica
Published 19/04/2024, 16:50
ELV
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On Friday, RBC Capital Markets adjusted its stock price target for Elevance Health Inc. (NYSE:ELV), a prominent player in the managed care industry, increasing it to $575 from the previous $574. The firm reaffirmed its Outperform rating on the stock.

Elevance Health has demonstrated robust performance despite challenging conditions in the managed care sector. The company's utilization rates across its benefits businesses have aligned with projections, showcasing consistent operations.

In addition, its Carelon division has broadened its influence through a strategic partnership with CD&R in primary care. This collaboration enhances Elevance's carrier-agnostic value-based care offerings, integrating distinctive technology that complements its extensive commercial portfolio.

The analyst from RBC Capital Markets has reiterated the Outperform rating for Elevance Health, identifying it as the top Managed Care Organization (MCO) pick. The slight increase in the price target to $575 reflects the company's stronger guidance. Elevance's strategic initiatives and consistent performance have contributed to the positive outlook from the analyst.

The company's expansion efforts, particularly through Carelon, are aimed at enhancing its value-based care capabilities. This approach is anticipated to deliver carrier-independent benefits, leveraging unique technology solutions that support Elevance's commercial book of business.

Elevance Health's commitment to maintaining its trajectory in the managed care landscape is evident in its strategic partnerships and technology integration. The adjusted price target by RBC Capital Markets underscores the firm's confidence in Elevance's continued growth and operational success.

InvestingPro Insights

Elevance Health Inc. (NYSE:ELV) has been a solid performer in the managed care industry, and its financial metrics reflect this stability. According to InvestingPro data, the company boasts a robust market capitalization of $122.17 billion and a price-to-earnings (P/E) ratio of 19.24, which adjusts to 17.11 based on the last twelve months as of Q1 2024.

Notably, the company's revenue has grown by 6.89% over the last twelve months, indicating a healthy expansion in its operations.

InvestingPro Tips highlight that Elevance Health is not only a prominent player in the Healthcare Providers & Services industry but also has a history of rewarding its shareholders. The company has raised its dividend for 13 consecutive years and has maintained dividend payments for 14 consecutive years, with a recent dividend growth of 27.34%.

These factors, combined with a dividend yield of 1.24%, may appeal to income-focused investors. Moreover, analysts remain optimistic about the company's profitability this year, which is corroborated by its strong performance over the last decade and the last five years.

For those interested in gaining more insights and tips, InvestingPro offers additional guidance on Elevance Health. By using the coupon code PRONEWS24, readers can get an additional 10% off a yearly or biyearly Pro and Pro+ subscription, unlocking further value from their investment research. With 12 additional tips available on InvestingPro, investors can deepen their understanding of Elevance Health's market position and future potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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