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• Speaker Mike Johnson and House Republicans have voiced opposition to extending enhanced Affordable Care Act subsidies. Advisers to former President Trump are drafting a plan that would temporarily continue the subsidies for two more years.

• The White House is reportedly preparing a proposal to extend Obamacare subsidies by two years with new eligibility limits. This move is intended to prevent premium hikes for ACA enrollees if Congress does not reach a decision.

• An anticipated White House announcement regarding healthcare policy changes, including the ACA subsidy extension, has been delayed following pushback from Congress.

• Approximately 24 million Americans enrolled in ACA health plans have received notifications about an expected 26% average increase in premiums in 2026, highlighting the urgency and stakes of ongoing policy discussions.

• Fair Value Estimate has risen slightly from $386.11 to $387.16, reflecting updated analyst expectations.

• Discount Rate has decreased marginally from 6.96% to 6.96%, indicating a nearly unchanged risk assessment.

• Revenue Growth expectations remain steady with a very modest increase from 3.45% to 3.46%.

• Net Profit Margin is virtually unchanged, moving from 3.43% to 3.43%.

• Future Price/Earnings Ratio (P/E) has risen from 12.43x to 13.24x, suggesting a higher valuation for projected earnings.

Narratives are a smarter, story-driven way to make investment decisions. On Simply Wall St, Narratives connect a company’s unique story to professional forecasts and fair value estimates, making it easy for anyone to understand why numbers matter. Used by millions, these living storylines help you decide when to buy or sell based on the latest data. They update in real time as news or events unfold.

Read the original Elevance Health Narrative to stay informed about:

• How Elevance’s investments in technology and value-based care are designed to stabilize margins and foster long-term growth.

• The ongoing challenges the company faces, including persistent cost pressures, regulatory uncertainty, and risks from new acquisitions.

• The consensus analyst outlook for revenue, earnings, and fair value, as well as what must happen for the bullish case to become reality.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include ELV.

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