-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月後の目標株価を40ドル引き上げ、360ドルとします。これは、2026年のEPS予想の13.5倍に相当し、ELVの過去3年間のフォワード平均である12.7倍をわずかに上回るものの、過去5年間の平均である14.1倍を下回っています。2026年のEPS予想を26.05ドルから26.77ドルに引き上げ、2027年のEPS予想を29.56ドルから29.08ドルに引き下げます。マネージドケア業界に対する当社のネガティブなファンダメンタルズ見通しは、医療費の高騰傾向、医療費負担適正化法（ACA）に基づく補助金の期限切れ、メディケアの償還問題、メディケイド加入者数の減少、そして「One Big Beautiful Bill Act（OBBBA）」に基づく支出増を考慮したものです。第1四半期の好業績と業績見通しの上方修正は好意的に評価していますが、1株当たり利益（EPS）の見通し上方修正（現在は26.75ドル以上）のうち、約1ドルは一時的な純投資収益を反映している点に留意する必要があります。株価利回りは2.1%です。
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