紧张不安的投资者将Elevance Health的股价推低，他们的目光聚焦于该公司医疗补助（Medicaid）业务所面临的担忧。首席执行官盖尔·布德罗表示，该保险商的医疗补助业绩大致符合预期，但公司即将退出哥伦比亚特区的医疗补助市场，并计划在未来12至18个月内退出其他一些市场。面对分析师的追问，公司高管并未透露这些退出行动的涉及范围会有多广。
周三，Elevance Health股价下跌了10%，而其竞争对手包括康西哥（Centene）和Molina Healthcare Inc的股价也出现下滑。整个行业正承受着来自《平价医疗法案》计划及医疗补助参保人数缩减所带来的压力。
Elevance Health在自闭症治疗、急诊室使用、门诊手术以及专科药物等多个领域的支出正在增加。
尽管Elevance Health第二季度的盈利超出了华尔街的预期，但其对全年业绩的指引仅被小幅上调。公司再次重申，预计2026年将是其医疗补助业务财务表现的“低谷年”。
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