Elevance Health Inc. (ELV) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

Per the Roarable RQD rating, ELV scores 70 out of 100 with a letter grade of B-, labeled "Roarable Buy — Sound Institutional Accumulation." The five pillars are:

• Fundamental Cash Engine: 10 / 20. Per the RQD rating, this pillar reflects an ROIC of 8.7% and an FCF yield of 3.48%. This is the weakest pillar, indicating that cash generation relative to the share price is only moderate. For a prospective investor, the implication is that the valuation is supported more by earnings multiples than by strong cash returns on the current price.
• Whale 13F Flow: 15 / 20. Per the RQD rating, this pillar reflects institutional accumulation and options positioning. The source data does not provide the underlying 13F holdings detail, so the investor cannot independently verify the size or direction of the accumulation.
• Insider Conviction: 16 / 20. Per the RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. The underlying transaction records are not included in the source data.
• Macro Regime Fit: 13 / 20. Per the RQD rating, this pillar reflects a beta of 1.07 and sector sensitivity. A beta slightly above 1.0 suggests the stock has moved modestly more than the broad market, which implies somewhat higher sensitivity to market-wide swings.
• Forensic Balance Sheet: 16 / 20. Per the RQD rating, this pillar reflects an Altman Z-Score of 3.17, a Piotroski F-Score of 7/9, and a Debt/Equity ratio of 0.7. These are among the stronger readings in the rating and suggest a comparatively sound balance sheet.

Taken together, the rating points to a stock whose balance sheet and institutional/insider signals are the main support, while cash-engine returns are the main constraint. Upside drivers implied by the data include the balance-sheet strength and the positive flow signals; valuation tradeoffs include a forward P/E below the trailing P/E, which per the market data suggests expected earnings growth, though the source does not provide that forecast directly.

Per the market data, gross margin is 89.4%, operating margin 3.6%, and net margin 2.8%, with ROIC of 8.7%. Per the RQD rating, the Altman Z-Score is 3.17 and the Piotroski F-Score is 7/9, and Debt/Equity is 0.7. Revenue rose from $171340.0M in FY 2023 to $199125.0M in FY 2025, while net income declined from $5987.0M to $5662.0M over the same span. Debt was $48112.3M in FY 2023 and $30797.0M in FY 2025.

The news wire contains six headlines tied to ELV, all sourced from Yahoo Finance via Google News RSS. Headlines reference Medicare updates, the stock's relative performance among medical stocks, a fresh 52-week high, a share price rally, and Q3 results that the headlines describe as tightening margin focus. Two are flagged "CATALYST" and four "MARKET WIRE" in the source, with mixed green and yellow light indicators. The article bodies are not included in the source data, so the specific content of each report is Not available in source data beyond the headlines. The Butterfly supply-chain graph reports no supply-chain links and no proprietary signals.

• What are the specific Medicare-related developments referenced in the news headlines, and how would they affect revenue or margins?
• What is the consensus analyst rating and price target, given that the analyst data is absent?
• What do the underlying 13F, Form 4, and Congressional trade records show in terms of size, direction, and timing?
• What is the company's revenue mix and product breakdown, which would clarify how it earns its income?
• Why did FY 2023 free cash flow ($350.7M) fall so sharply relative to FY 2024 ($4552.0M) and FY 2025 ($3174.0M)?