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Vulcan Value Partners - All Cap's investment thesis on Elevance Health Inc. ($ELV) — Q2 2026 | Buyside Digest

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$ELVNASDAQElevance Health Inc.

NEUTRAL

Vulcan Value Partners - All Cap—ELV

Fund Letter

Q2 2026

Published July 23, 2026

View Fund Profile

$391.10USD

-4.0% vs last month

$377.68Pitched

+3.6% since pitch

Market Cap$84.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Vulcan Value Partners delivered 9.0% net returns in Q2 2026 for their All Cap strategy, though the portfolio remains down 5.7% year-to-date. Despite attractive absolute...

— C.T. Fitzpatrick

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What other investors think about $ELV, and what else Vulcan Value Partners - All Cap is buying.

Other pitches on $ELV

Other investors who've written on Elevance Health Inc.

VVP Q2 Letter 06.30.26BULL

Pitched Jun 30, 2026

Elevance Health has navigated transient margin pressures within its government-sponsored insurance plans following the pandemic. The manager expects...

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