| Date | Quarter | Session | EPS (est → actual) | Revenue (est → actual) |
|---|---|---|---|---|
| Oct 19, 2026Next | Q3 2026 | Before market open | 4.70 | 49.7 B |
Sep 1, 2026
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in Q2. The S&P 500 Index rose 15.2%, while the MSCI EAFE Index gained 10.8%. Growth […]
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here. Equity markets posted strong returns, with the Russell 1000 Value Index rising by 13.9%, although many individual stocks lagged. Notably, semiconductor stocks and AI-related sectors saw exceptional gains. The rally […]
Aug 28, 2026
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how health insurance providers stocks fared in Q2, starting with Elevance Health (NYSE:ELV).
Aug 26, 2026
In recent weeks, Elevance Health has been highlighted for strong Q2 2026 results, raised full-year guidance, and operational gains driven by AI-enabled efficiency and cost savings. At the same time, the appointment of Dr. Patrick Fox to lead Carelon Behavioral Services underscores Elevance Health’s emphasis on behavioral health capabilities within its broader health services platform. Next, we’ll examine how Elevance’s AI-driven margin improvements and refreshed behavioral health leadership...
Elevance Health (ELV) drew fresh attention this week after its Carelon Behavioral Health unit appointed forensic psychiatrist Dr. Patrick Fox as leader, putting behavioral services for more than 61 million members under new oversight. Those leadership changes come as Elevance Health trades at US$398.87, with a 30 day share price return of 5.61% and year to date share price return of 12.60%. The 1 year total shareholder return of 31.36% contrasts with a 3 year total shareholder return that is...
Aug 25, 2026
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here. The Sound Shore Fund’s Investor Class (SSHFX) and Institutional Class (SSHVX) rose 10.48% and 10.58% in the second quarter of 2026, trailing the Russell 1000 Value Index’s 13.87% and the S&P […]
UNH outpaces ELV with stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile.
Dr. Patrick Fox, a forensic psychiatrist and health plan leader, will take the reins at Carelon Behavioral Services effective immediately. His experience will be “invaluable” for the unit, a top Elevance executive said.
Aug 24, 2026
Despite Elevance Health's outperformance relative to the broader market over the past 52 weeks, Wall Street analysts remain cautiously optimistic about the stock's prospects.
