New York, New York--(Newsfile Corp. - June 9, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300768
Source: The Rosen Law Firm PA
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Deadline Alert: July 27, 2026 Is the Last Day to Seek Lead Plaintiff Appointment in the Zoetis Securities Class Action After Shares Fell $64.50 From Their Pre-Disclosure Price
, /PRNewswire/ -- IMPORTANT DATE: July 27, 2026. Investors who purchased Zoetis Inc. (NYSE: ZTS) securities between January 14, 2025 and May 6, 2026 and wish to seek appointment as lead plaintiff must file a motion with the Court by this date. Start your claim now before the deadline. You may also contact Joseph E. Levi, Esq. at [email protected] or (212) 363-7500.
Zoetis shares declined from $151.81 before the first revelation to $87.31 following the fourth corrective disclosures. A securities class action is pending in the United States District Court for the Southern District of New York.
What Is a Lead Plaintiff?
Under the Private Securities Litigation Reform Act of 1995, the Court appoints a lead plaintiff to represent the interests of all class members. In the Zoetis case, lead plaintiff applicants must demonstrate losses from purchases of ZTS securities between January 14, 2025 and May 6, 2026. The lead plaintiff selects counsel, oversees litigation strategy, and approves any settlement on behalf of the class.
Lead Plaintiff Facts
The lead plaintiff is typically the investor or group with the largest financial interest in the case There is no minimum loss requirement to apply for lead plaintiff status Serving as lead plaintiff does not require out-of-pocket payment; attorneys work on contingency Lead plaintiffs are not required to attend trial or give testimony in the vast majority of cases Investors who do not seek lead plaintiff status remain absent class members and may still participate in any recovery The July 27, 2026 deadline applies only to lead plaintiff motions, not to class membership Post-Deadline Procedures
After July 27, 2026, the Court will review competing motions and appoint a lead plaintiff based on the adequacy and typicality of the applicant's claims and the size of the applicant's financial stake. The appointed lead plaintiff will then select lead counsel, and the case will proceed through discovery, class certification, and potentially trial or settlement.
Find out if you qualify to recover losses or call (212) 363-7500.
About the Zoetis Class Action
The action alleges Zoetis and certain officers made materially false and misleading statements regarding the Company's Companion Animal product portfolio, concealing safety concerns with Librela, competitive losses in parasiticides and dermatology, and declining veterinarian confidence. Four corrective disclosures between August 2025 and May 2026 allegedly removed artificial inflation from ZTS shares.
"The lead plaintiff process is designed to ensure the class is represented by shareholders with substantial interests in the outcome of the litigation. Investors with losses in Zoetis during the Class Period should evaluate whether seeking appointment serves their interests before the July 27 deadline." -- Joseph E. Levi, Esq.
Levi & Korsinsky, LLP | Top 50 Securities Firm | (212) 363-7500 | www.zlk.com
Frequently Asked Questions About the ZTS Lawsuit
Q: What is the ZTS lead plaintiff deadline? A: The deadline to apply for lead plaintiff appointment is July 27, 2026. This deadline applies only to investors seeking to serve as lead plaintiff. Class members who do not apply may still participate in any recovery without taking action before this date.
Q: What is a lead plaintiff and why does it matter? A: A lead plaintiff is the investor appointed by the court to represent the entire class. Lead plaintiffs are typically investors with the largest documented losses. Being appointed does not increase individual recovery but gives direct oversight of how the case is run.
Q: What if I missed the lead plaintiff deadline? A: The deadline applies only to investors seeking lead plaintiff appointment. Class members who miss it can still participate in any settlement or recovery.
Q: What does it cost me to participate? A: Nothing. Securities class actions are handled on a pure contingency basis. No upfront fees, no retainer, no out-of-pocket costs.
Q: What documents do I need to make a claim? A: Brokerage statements or trade confirmations showing purchase dates, share quantities, prices paid, and any subsequent sale dates and prices.
Q: How long will the lawsuit take to resolve? A: Securities class actions typically take two to four years from initial filing to resolution.
CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171
NEW YORK, June 10, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS) investors of the July 27, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.
Should You Join The Zoetis Class Action Lawsuit:
Do you, or did you, own shares of Zoetis Inc. (NYSE: ZTS)?Did you sell your shares between January 14, 2025 and May 6, 2026, inclusive?Did you lose money in your investment in Zoetis Inc.?
Investors are encouraged to act promptly and submit a form at Zoetis Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by July 27, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the securities of Zoetis between January 14, 2025 and May 6, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Zoetis securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
LOS ANGELES, June 10, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Zoetis, Inc., (“Zoetis” or the "Company") (NYSE: ZTS) investors of a class action on behalf of investors that bought securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”). Zoetis investors have until July 27, 2026 to file a lead plaintiff motion.
Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or join the case via https://portnoylaw.com/zoetis-inc. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors’ options for pursuing claims to recover their losses.
On May 7, 2026, Zoetis reported financial results for the first quarter of 2026. Among other items, Zoetis reported net income of $601 million, flat year over year, and cut its full year 2026 profit guidance to between $6.85 and $7 a share, down from prior guidance of $7.00 to $7.10 a share. In the earnings release, CEO Kristin Peck said that “the first quarter unfolded in a more challenging operating environment than we anticipated. Pet owners demonstrated increased price sensitivity, resulting in a decline in veterinary visits and softer demand[.]” On this news, Zoetis’s stock price fell $23.91 per share, or 21.5%, to close at $87.31 per share on May 7, 2026.
The Portnoy Law Firm represents investors in pursuing claims caused by corporate wrongdoing. The Firm’s founding partner has recovered over $5.5 billion for aggrieved investors. Attorney advertising. Prior results do not guarantee similar outcomes.
Lesley F. Portnoy, Esq.
Admitted CA, NY and TX Bar [email protected]
310-692-8883
www.portnoylaw.com
SAN DIEGO, June 10, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Zoetis Inc. (NYSE: ZTS) securities between January 14, 2025 and May 6, 2026, all dates inclusive (the “Class Period”), have until July 27, 2026 to seek appointment as lead plaintiff of the Zoetis class action lawsuit. Captioned City of Ann Arbor Retiree Health Care Benefit Plan & Trust v. Zoetis Inc., No. 26-cv-04401 (S.D.N.Y.), the Zoetis class action lawsuit charges Zoetis as well as certain of Zoetis’ top executive officers with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Zoetis class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].
CASE ALLEGATIONS: Zoetis engages in the discovery, development, manufacture, and commercialization of medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health solutions for the animal health industry. Zoetis’ flagship companion animal products include Librela, Apoquel, Cytopoint, and Simparica Trio.
The Zoetis class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (ii) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (iii) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment.
On August 5, 2025, Zoetis released its second quarter 2025 financial results, allegedly revealing weakening demand trends within its companion animal portfolio. On this news, the price of Zoetis stock fell nearly 4%, according to the complaint.
Then, on November 4, 2025, Zoetis released third quarter 2025 financial results, allegedly disclosing continued weakness in Librela sales and increased competitive pressure in dermatology and parasiticides. On this news, the price of Zoetis stock fell nearly 14%, according to the complaint.
The Zoetis class action lawsuit further alleges that on February 12, 2026, Zoetis released its fourth quarter and full year 2025 financial results and provided 2026 guidance reflecting further slowing growth. According to the complaint, Zoetis acknowledged increasing competitive pressures in parasiticides and dermatology. On this news, the price of Zoetis stock allegedly fell further, according to the complaint.
Finally, on May 7, 2026, Zoetis reported first quarter 2026 financial results, allegedly disclosing slowing overall revenue growth, declining companion animal sales performance, and worsening results across its key dermatology and parasiticides franchises as competition intensified. On this news, the price of Zoetis stock fell more than 21%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Zoetis securities during the Class Period to seek appointment as lead plaintiff in the Zoetis class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Zoetis class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Zoetis class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Zoetis class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis’ flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
So What: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Zoetis Inc. ("Zoetis" or "the Company") (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 27, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Zoetis suffered from weakening veterinarian prescription growth for its Librela medication after the FDA issued safety warnings about neurological complications in dogs. The Company's Trio product lost market share to competitors. The Company's Apoquel and Cytopoint dermatology products lost market share to newly launched competing treatments for dogs. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Zoetis, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Zoetis Inc. ("Zoetis" or "the Company") (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of ZTS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: January 14, 2025 to May 6, 2026
DEADLINE: July 27, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Zoetis faced challenges in multiple product lines including Librela, Apoquel, and Cytopoint. Based on these facts, Zoetis' public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
Zoetis Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - ZTS PR Newswire
LOS ANGELES, June 11, 2026
, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Zoetis Inc. ("Zoetis" or "the Company") (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of ZTS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: January 14, 2025 to May 6, 2026
DEADLINE: July 27, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Zoetis faced challenges in multiple product lines including Librela, Apoquel, and Cytopoint. Based on these facts, Zoetis' public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
View original content:https://www.prnewswire.com/news-releases/zoetis-inc-sued-for-securities-law-violations---contact-the-djs-law-group-to-discuss-your-rights--zts-302797483.html
New York, New York--(Newsfile Corp. - June 11, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zoetis Inc. (NYSE: ZTS) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/ZTS.
Zoetis Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements concerning the growth, competitive positioning, market share, and veterinarian adoption of key products within the Companion Animal segment while failing to disclose that:
veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; Zoetis' Simparica Trio was losing significant market share to a lower-priced competing canine parasiticide with broader indicated use in a slowing overall market; and Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment.What's Next for Zoetis Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/ZTS, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zoetis you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Zoetis Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Zoetis Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299270
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
New York, New York--(Newsfile Corp. - June 11, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301169
Source: The Rosen Law Firm PA
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LOS ANGELES, June 12, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Zoetis Inc. (“Zoetis” or “the Company”) (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before July 27, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Zoetis suffered from weakening veterinarian prescription growth for its Librela medication after the FDA issued safety warnings about neurological complications in dogs. The Company’s Trio product lost market share to competitors. The Company’s Apoquel and Cytopoint dermatology products lost market share to newly launched competing treatments for dogs. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Zoetis, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Zoetis (ZTS) To Contact Him Directly To Discuss Their Options
If you purchased or acquired Zoetis securities between January 14, 2025 and May 6, 2026 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Fortunato directly at (212) 355-4648.
Click here to participate in the action.
NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) --
What’s Happening:
Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Zoetis, Inc. (“Zoetis” or the “Company”) (NYSE:ZTS) in the United States District Court for the Southern District of New York on behalf of all persons and entities who purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, both dates inclusive (the “Class Period”).Investors have until July 27, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. Allegation Details:
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times. Next Steps:
If you purchased or otherwise acquired Zoetis shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.:
Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com. Attorney advertising. Prior results do not guarantee similar outcomes.
Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.
NEW YORK, June 12, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Zoetis Inc. (NYSE: ZTS).
Shareholders who purchased shares of ZTS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (i) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (ii) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (iii) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment.
DEADLINE: July 27, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/zoetis-inc-loss-submission-form-2/?id=187715&from=3
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of ZTS during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is July 27, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
, /PRNewswire/ -- Glancy Prongay Wolke & Rotter LLP announces that investors with losses have opportunity to lead the securities fraud class action lawsuit against Zoetis Inc. ("Zoetis" or the "Company") (NYSE: ZTS).
IF YOU SUFFERED A LOSS ON YOUR ZOETIS INVESTMENTS, CLICK HERE BEFORE JULY 27, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE SECURITIES FRAUD LAWSUIT
What Is The Lawsuit About?
The complaint filed alleges that, between January 14, 2025 and May 6, 2026, Defendants failed to disclose to investors that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment; and (4) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
Looking for broad exposure to the Healthcare - Healthcare - Providers segment of the equity market? You should consider the iShares U.S. Healthcare Providers ETF (IHF - Free Report) , a passively managed exchange traded fund launched on May 1, 2006.
Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.
Investor-friendly, sector ETFs provide many options to gain low risk and diversified exposure to a broad group of companies in particular sectors. Healthcare - Healthcare - Providers is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 6, placing it in top 38%.
Index DetailsThe fund is sponsored by Blackrock. It has amassed assets over $744.97 million, making it one of the larger ETFs attempting to match the performance of the Healthcare - Healthcare - Providers segment of the equity market. IHF seeks to match the performance of the Dow Jones U.S. Select HealthCare Providers Index before fees and expenses.
The Dow Jones U.S. Select HealthCare Providers Index is free-float adjusted market capitalization-weighted index. It measures the performance of the health care providers sub-sector of the U.S. equity market. It includes health maintenance organizations, hospitals, clinics, dentists, opticians, nursing homes rehabilitation & retirement centres.
CostsCost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same.
Annual operating expenses for this ETF are 0.38%, making it on par with most peer products in the space.
It has a 12-month trailing dividend yield of 1.13%.
Sector Exposure and Top HoldingsIt is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation in the Healthcare sector -- about 100% of the portfolio.
Looking at individual holdings, Unitedhealth Group Inc (UNH) accounts for about 20.95% of total assets, followed by Cvs Health Corp (CVS) and Elevance Health Inc (ELV).
The top 10 holdings account for about 72.29% of total assets under management.
Performance and RiskSo far this year, IHF has lost about 1.4%, and is down about 3.87% in the last one year (as of 04/28/2026). During this past 52-week period, the fund has traded between $40.81 and $51.44.
The ETF has a beta of 0.67 and standard deviation of 18.82% for the trailing three-year period, making it a medium risk choice in the space. With about 66 holdings, it effectively diversifies company-specific risk.
AlternativesiShares U.S. Healthcare Providers ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, IHF is a good option for those seeking exposure to the Health Care ETFs area of the market. Investors might also want to consider some other ETF options in the space.
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Bottom LineTo learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
Comerica Bank lessened its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 34,056 shares of the company’s stock after selling 2,331 shares during the period. Comerica Bank’s holdings in Elevance Health were worth $11,938,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of ELV. Physician Wealth Advisors Inc. grew its position in Elevance Health by 331.6% in the third quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock valued at $26,000 after acquiring an additional 63 shares during the last quarter. Activest Wealth Management grew its position in Elevance Health by 66.7% in the third quarter. Activest Wealth Management now owns 85 shares of the company’s stock valued at $27,000 after acquiring an additional 34 shares during the last quarter. Rossby Financial LCC grew its position in Elevance Health by 110.0% in the third quarter. Rossby Financial LCC now owns 84 shares of the company’s stock valued at $28,000 after acquiring an additional 44 shares during the last quarter. Motco grew its position in Elevance Health by 334.8% in the third quarter. Motco now owns 100 shares of the company’s stock valued at $32,000 after acquiring an additional 77 shares during the last quarter. Finally, True Wealth Design LLC grew its position in Elevance Health by 431.8% in the third quarter. True Wealth Design LLC now owns 117 shares of the company’s stock valued at $38,000 after acquiring an additional 95 shares during the last quarter. Institutional investors own 89.24% of the company’s stock.
Elevance Health Stock Performance NYSE:ELV opened at $362.66 on Wednesday. The stock has a market cap of $78.75 billion, a P/E ratio of 15.43, a price-to-earnings-growth ratio of 2.13 and a beta of 0.49. The company has a current ratio of 1.48, a quick ratio of 1.48 and a debt-to-equity ratio of 0.70. The stock’s 50-day moving average is $309.52 and its 200-day moving average is $331.28. Elevance Health, Inc. has a 1-year low of $273.71 and a 1-year high of $424.24.
Elevance Health (NYSE:ELV – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $12.58 earnings per share for the quarter, topping the consensus estimate of $10.74 by $1.84. The company had revenue of $49.49 billion for the quarter, compared to analysts’ expectations of $48.21 billion. Elevance Health had a return on equity of 15.58% and a net margin of 2.62%.The business’s quarterly revenue was up 1.5% compared to the same quarter last year. During the same period in the previous year, the business posted $11.97 earnings per share. Elevance Health has set its FY 2026 guidance at 19.850- EPS. Equities research analysts anticipate that Elevance Health, Inc. will post 26.79 earnings per share for the current year.
Elevance Health Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Wednesday, June 10th will be paid a $1.72 dividend. This represents a $6.88 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Wednesday, June 10th. Elevance Health’s payout ratio is currently 29.26%.
Analysts Set New Price Targets A number of research firms have issued reports on ELV. Royal Bank Of Canada cut Elevance Health from an “outperform” rating to a “sector perform” rating and set a $358.00 target price on the stock. in a research report on Tuesday, February 3rd. Weiss Ratings upgraded Elevance Health from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday. Leerink Partners set a $364.00 price target on Elevance Health in a report on Thursday, April 23rd. Robert W. Baird boosted their price target on Elevance Health from $317.00 to $331.00 and gave the stock a “neutral” rating in a report on Thursday, April 23rd. Finally, Truist Financial reduced their price target on Elevance Health from $390.00 to $375.00 and set a “buy” rating on the stock in a report on Monday, April 13th. Eleven research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $381.16.
Read Our Latest Research Report on ELV
Elevance Health Profile (Free Report)
Elevance Health, Inc (NYSE: ELV) is a large U.S.-based health benefits company that provides a broad range of health insurance products and related services. Headquartered in Indianapolis, the company rebranded from Anthem, Inc to Elevance Health in 2022 while continuing to operate consumer-facing health plans under established state and national brands. Gail Boudreaux serves as chief executive officer and president, leading the company’s strategic focus on integrated health care and benefit delivery.
Elevance’s core activities include offering medical and specialty health plans for individuals, employers and government programs, including Medicare and Medicaid managed-care products.
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INDIANAPOLIS--(BUSINESS WIRE)--As small businesses continue to face rising healthcare costs, Elevance Health’s affiliated health plans are delivering solutions that help employers offer competitive benefits, improve health outcomes, and keep costs more affordable and more predictable.
As small businesses continue to face rising healthcare costs, Elevance Health’s affiliated health plans are delivering solutions that help employers offer competitive benefits, improve health outcomes, and keep costs more affordable and more predictable.
Share Recent research shows small businesses and their employees have experienced healthcare cost increases of 26% over the past five years, underscoring the need for more stable and predictable solutions.
Small businesses are the backbone of the economy, yet they often lack the scale and flexibility larger employers have to manage healthcare expenses. Through innovative funding options like Balanced Funding* and Multiple Employer Welfare Arrangements* (MEWAs), Elevance Health’s affiliated health plans are working to make healthcare accessible and reduce costs for employers and their employees.
“Small businesses are navigating significant cost pressures, and healthcare is often one of their largest expenses,” said Morgan Kendrick, EVP and President, Commercial Health Benefits, Elevance Health. “Our Balanced Funding and MEWA solutions are designed to give employers greater cost stability, shared risk protection, and tools that support preventive care. When costs are more predictable and employees stay healthier, businesses are better positioned to grow and compete.”
Predictable Costs with Balanced Funding
Balanced Funding provides small and mid-size employers with a fixed monthly payment and built-in safeguards that cap financial risk. When employee healthcare costs are lower than expected, employers may receive money back — creating shared incentives around prevention and early care.
Balanced Funding also helps employers:
Avoid some of the fees and taxes associated with traditional fully insured plans. Access monthly financial and employee health reporting to better understand cost drivers including hospital and prescription drug costs. Encourage preventive and primary care that helps people get care earlier and avoid more costly health issues later on. Coordinated care and better health outcomes are the foundation for lower costs across the healthcare system. When employees access care earlier, small problems are less likely to turn into costly emergencies. Balanced Funding supports preventive care, chronic condition management, and offers integrated pharmacy and behavioral health services to help employees stay healthier and avoid preventable complications.
Strength in Numbers Through MEWAs
MEWAs allow small employers to band together, pooling employees into a larger risk group to gain access to competitive rates and broader benefit options. MEWAs partner with state or local chambers and farm bureaus to share claims risk, allowing participating businesses to benefit from the purchasing power and stability typically available only to larger organizations.
MEWAs are seeing success in markets across the country. Recently, Elevance Health’s affiliated health plan in Kentucky celebrated the fifth anniversary of its partnership with the Kentucky Chamber, with 4,200 employers participating statewide, and an estimated $400 million in employer savings since the program’s inception.
“The ChamberAdvantage program has been transformational for organizations like ours,” said Tony Emberton, Financial Administrator of Potter Children’s Home and a member of the Kentucky MEWA Board of Trustees. “It allows us to provide high-quality health coverage for our employees at a cost that’s sustainable for our mission. Lowering healthcare costs and having more stability is invaluable—and it’s exactly what employers need to keep serving their communities.”
Similarly in Ohio, Elevance Health’s affiliated health plan, through its partnership with the Southern Ohio Chamber Alliance, marks its tenth anniversary, generating an estimated $1.3 billion in employer savings since the program’s inception, and currently serving 94,000 Ohioans across the state.
Together, these programs demonstrate sustained savings and long-term cost stability for local employers, helping them attract, retain, and support a healthy workforce.
Simplified Healthcare Navigation for Employees
Beyond funding structures, affiliated health plans support lowering healthcare costs through digital tools and care teams. Employees can access digital tools like the Sydney Health app, and care teams, to compare care settings, understand costs, and choose what works best for their health and budget. The Sydney Health app has saved people an estimated 1.5 million hours by making it faster and easier to find and compare care.
By combining innovative funding models with digital access, preventive care, and coordinated support, Elevance Health’s affiliated health plans are helping small businesses deliver meaningful benefits. These solutions also help employers achieve more consistent and predictable healthcare costs over time.
*Availability of Balanced Funding and Multiple Employer Welfare Arrangements (MEWAs) may vary by state.
About Elevance Health
Elevance Health is a lifetime, trusted health partner whose purpose is to improve the health of humanity. The company supports consumers, families, and communities across the entire healthcare journey – connecting them to the care, support, and resources they need to lead better lives. Elevance Health’s companies serve approximately 104 million consumers through a diverse portfolio of industry-leading medical, pharmacy, behavioral, clinical, home health, and complex care solutions. For more information, please visit www.elevancehealth.com or follow us @ElevanceHealth on X and Elevance Health on LinkedIn.
Annual program honors practices delivering highest quality care and exceptional patient experience in Elevance Health’s affiliated health plans across the country
INDIANAPOLIS--(BUSINESS WIRE)--Elevance Health, along with its affiliated health plans, today announced 45 distinguished medical practices and health systems to be honored in its annual Care Provider Recognition Program. The program spotlights the top one percent of primary care providers in Elevance Health’s nationwide affiliated health plan network of about 7,200 value-based care and evaluated provider partners.
The program spotlights the top one percent of primary care providers in Elevance Health’s nationwide affiliated health plan network of about 7,200 value-based care and evaluated provider partners.
Share The recognition highlights primary care providers who exhibit excellence in delivering high-quality, coordinated care for members across Elevance Health affiliated employer-sponsored, Medicaid, and Medicare Advantage health plans. Selections are based on key performance measures, including preventive care screenings, immunization rates, chronic disease management, and medication adherence, as well as a strong commitment to continuous learning and clinical excellence.
“This program recognizes primary care providers, the quarterbacks of our healthcare system, who are leading the way by delivering coordinated, personalized care that enhances the lives of patients by improving quality and outcomes,” said Dr. Catherine Gaffigan, President of Health Solutions at Elevance Health. “These primary care providers are delivering measurably superior preventive care and care coordination while displaying exceptional commitment to meeting the unique needs of patients and the communities they serve.”
The Care Provider Recognition Program honorees are:
California: Cedars-Sinai Seoul Medical Group Southland Advantage Medical Group Sutter Health Colorado: OnPoint Medical Group Connecticut: Connecticut Children's Care Network Florida: Vaconcello-Cohen MD Georgia: Center for Primary Care Health Partners Network Peds Care, P.C. Kentucky: Family Practice Associates of Lexington Scott A. Young, MD VillageMD Maryland: Hashim S. Hashim, MD Maine: InterMed New Hampshire: Ammonoosuc Community Health Services North Country Primary Care New York: Charles B. Wang Community Health Center Saratoga Hospital Summit Health WestMed Medical Group Zvi M. Eckstein, MD, PC Ohio: Central Ohio Primary Care Community Health Care, Inc. Family Health Services of Darke County Integrated Health Collaborative Pioneer Physicians Network Primary Care Internists, Inc. Tennessee: Pediatric Partners of Nashville Texas: Accent Family Health Care Leon Pediatrics of Arlington and Midlothian Virginia: AAA Pediatrics Charlottesville Internal Medicine Fortify Children's Health Franconia Pediatrics Gloti Rodriguez, MD Hispanic American Pediatric Associates medicsUSA Metropolitan Pediatrics Pediatric Associates of Springfield Sacoto Pediatrics Van Dorn Pediatrics Virginia Care Partners Wisconsin: Associated Physicians OakLeaf Clinics SSM Health Monroe Clinic Medical Group Learn more about the honorees and the Care Provider Recognition Program.
About Elevance Health
Elevance Health is a lifetime, trusted health partner whose purpose is to improve the health of humanity. The company supports consumers, families, and communities across the entire healthcare journey – connecting them to the care, support, and resources they need to lead better lives. Elevance Health’s companies serve approximately 104 million consumers through a diverse portfolio of industry-leading medical, pharmacy, behavioral, clinical, home health, and complex care solutions. For more information, please visit www.elevancehealth.com or follow us @ElevanceHealth on X and Elevance Health on LinkedIn.
By combining clinical programs, digital innovation and community partnerships, the company aims to improve wellbeing and reduce crises, ER visits and total cost of care for mental health
INDIANAPOLIS--(BUSINESS WIRE)--Despite growing awareness, mental health concerns remain difficult to navigate and often lead to avoidable crises, costly emergency room visits, and long-term strain on individuals, families, and an already overburdened healthcare system. With nearly one in five Americans experiencing a diagnosable mental health condition each year, the need for funding and systemic improvement has never been greater.
Too often, individuals struggle to find timely, affordable support, leading to delayed treatment, worsening conditions, and avoidable high-cost interventions like ER visits or inpatient stays. Improving access to early, appropriate care is critical.
Share That’s why Elevance Health is focused on addressing some of the most urgent challenges in mental health today: the complexity of navigating care and rising costs. Too often, individuals struggle to find timely, affordable support, leading to delayed treatment, worsening conditions, and avoidable high-cost interventions like emergency room visits or inpatient stays. Improving access to early, appropriate care is critical.
With $23 million in active Foundation grants supporting community-based behavioral health organizations nationwide, Elevance Health is advancing a whole health approach that connects affordability, access, and quality. By combining evidence-based clinical programs, human-centered digital care navigation, and strong community partnerships, the company is helping people find the right care sooner, understand their benefits and costs, and stay connected to support in the moments that matter most.
“Mental health is health, and connecting people to the right care early can make all the difference in their health outcomes and cost,” said Shantanu Agrawal, MD, Chief Health Officer of Elevance Health. “We’re focused on being a trusted guide, helping people find care, understand their benefits, and avoid treatment delays that can lead to more serious and costly interventions.”
Across its affiliated health plans and Carelon services, Elevance Health is simplifying how individuals find care, understand their benefits, and stay engaged—using digital tools, personalized support, and proactive outreach to ease stress during vulnerable moments.
Elevance Health Foundation’s community-based grants are also focused on simplifying the mental health journey through early engagement, proactive support, and continuity of care. By funding trusted organizations already embedded in local communities, this ensures people don’t fall through the cracks—especially before challenges escalate into crisis.
Community Investments Driving Early Intervention and Access
In the past year, Elevance Health Foundation has supported initiatives across the country that improve access to care, quality of treatment and prevention/early intervention (especially for youth):
Indiana: $3.4 million to organizations like Youth First, Inc., which provides access to mental health mentors for 107 rural, suburban, and urban schools across 13 counties, stretching from Evansville to just south of Indianapolis. Through this program 47,600 Indiana youth have access to prevention and early intervention programs. Missouri: $273,553 to organizations like Shatterproof to address the stigma and discrimination in receiving addiction treatment and equips healthcare professionals to provide appropriate support to socially vulnerable communities. Georgia: $2.9 million to organizations like Sostento to ensure providers have tools to remove access barriers to mental health services through: 1,100 no-cost health access rides; 2,544 patient screenings, assessments, and referral options to get the treatment they need. California: $3.7 million to organizations like Ritter Center Behavioral Health, which launched a mobile behavioral health van to increase care coordination and harm reduction that will reach 3,617 individuals needing treatment in Marin County over 4 years. Nevada: $252,295 to organizations like Boys & Girls Clubs of America’s Youth Mental Health Partnership, which offers prevention and intervention methodologies to strengthen youth emotional and mental wellness. New York: $4.6 million to organizations like NYU Langone Family Health Centers and the Prevention Education Partnership (PEP) to strengthen school-based overdose prevention through its PEP Talks program training 500 school staff, reaching 350 schools across New York City, and expanding naloxone education, emergency response planning, and connections to behavioral health support for students and families. Ohio: $3.7 million to organizations like Signature Health, which has expanded equitable access to care through Patient Navigators to foster trust and empowerment for people living with substance use disorders. Virginia: $3 million to organizations like Communities in Schools of the Appalachian Highlands, which provides individualized, targeted case management to over 5,500 students throughout a network of 115 schools across Southwest Virginia. “Through these actions, we’re moving beyond mental health awareness, making care easier to access, easier to understand, and easier to stay connected to,” said Agrawal. “Real progress means early intervention, trusted community partnerships and systems that break down silos for people who need care – for wherever they are in their mental health journey.”
As a long-time partner of Mental Health America (MHA), Elevance Health offices across the U.S. – including locations in Indiana, Georgia, Ohio, Virginia, Maine, California and Nevada – will be lit green throughout the month of May in support of MHA’s Mental Health Month campaign “More Good Days, Together” and to encourage people to take care of their personal well-being.
For more information on Elevance Health’s commitment to mental health and community-based support, visit www.elevancehealth.com.
About Elevance Health
Elevance Health is a lifetime, trusted health partner whose purpose is to improve the health of humanity. The company supports consumers, families, and communities across the entire healthcare journey – connecting them to the care, support, and resources they need to lead better lives. Elevance Health’s companies serve approximately 105 million consumers through a diverse portfolio of industry-leading medical, pharmacy, behavioral, clinical, home health, and complex care solutions. For more information, please visit www.elevancehealth.com or follow us @ElevanceHealth on X and Elevance Health on LinkedIn.
About Elevance Health Foundation
Elevance Health Foundation is the philanthropic arm of Elevance Health Inc. The Foundation works to improve the health of the socially vulnerable through partnerships and programs in our communities with an emphasis on maternal-infant health; behavioral health; and food as medicine. Through its key areas of focus, the Foundation also strategically aligns with Elevance Health’s focus on community health and becoming a lifetime, trusted health partner that is fueled by its purpose to improve the health of humanity. To learn more about Elevance Health Foundation, please visit www.elevancehealth.foundation or follow us @ElevanceFND on X and Elevance Health Foundation on Facebook.
Major health insurers appear to be off to an encouraging start this year — but a crucial test for the sector is still ahead.
Solid first-quarter results have helped lift investor sentiment, even as insurers continue to grapple with higher medical costs. Companies including UnitedHealth, Elevance, Cigna and Humana all beat estimates for the quarter, with some hiking their 2026 outlooks.
Those results were largely expected due to seasonal factors such as a milder flu season and weather disruptions that temporarily suppressed medical costs, said Barclays analyst Andrew Mok. A more meaningful signal, Mok said, is that insurers strengthened medical reserves — money set aside to pay future claims — adding a cushion that could support their outlooks.
But there's still a "huge caveat," according to Baird analyst Michael Ha.
Insurers have incomplete data on medical costs in the first quarter due to a lag in claims processing, as expenses like hospital stays and procedures can take one or two months to be fully reviewed and reimbursed. By the end of the quarter, companies may only have "real hard claims data" from January, so "we always tell investors to take the first quarter with a grain of salt," Ha said.
That sets up the second quarter as the real proving ground. As those delayed claims come in, insurers and investors can get a clearer read on whether medical costs are actually tracking as expected, whether companies have priced their plans appropriately and how their earnings could be shaping up for the rest of the year.
"The second quarter is the real underwriting hurdle to pay attention to as you get more claims data that crystallizes your performance for the year in a bigger way," Ha said. "If you clear that hurdle, that could imply positive earnings implications for 2026."
A solid first quarter Beneath the surface, insurers' stronger start to the year also reflects steps they've taken to rein in costs after two years of significant pressure.
Ha said he attributes the quarterly beats to "conservative pricing" for key plans like Medicare Advantage. Those privately run Medicare plans have been a driving source of runaway medical costs for many insurers, as seniors use more medical services after the pandemic.
Companies have exited less profitable markets and shrunk membership, while also adjusting pricing and benefits to better align with rising medical expenses, Ha noted. For example, UnitedHealth in October said it will stop offering Medicare Advantage plans in 109 U.S. counties starting in 2026, impacting 180,000 members who had to look for new insurance options.
"Heading into this year, companies came in with a lot of inherent pricing cushion," Ha said.
Those efforts are beginning to show up in metrics such as medical loss ratios — a key measure of medical costs as a share of premiums — which came in lower than the Street had expected for several companies in the first quarter.
Barclays' Mok noted that first-quarter results were supported by strength across all major segments. In commercial coverage, higher premiums helped offset rising medical costs, while offering fewer benefits boosted Medicare performance, he said
Mok also said improved cost controls and stabilizing medical costs contributed to "surprisingly solid results" in Medicaid. He called that an "encouraging sign," even as states tighten eligibility and Medicaid enrollment shrinks.
Still, the industry isn't out of the woods yet.
Key test in the second quarterThe question is whether those improvements will hold as more complete data comes in during the second quarter.
Because of the lag in medical claims processing, insurers rely more heavily on estimates when reporting first-quarter results. Companies receive more medical claims by the second quarter, giving them a clearer read on underlying cost trends.
"Seeing how those claims develop into the second quarter will really help you understand whether you've priced your plans correctly," Mok said.
Ha said the second quarter will be especially key for Humana, which expects Medicare Advantage membership to grow 25% in 2026 while keeping benefits stable.
He said CVS Health followed a similar pattern in the second quarter of 2024, growing Medicare Advantage membership while maintaining benefits. But the company later missed its medical loss ratio targets by a wide margin as costs came in higher than expected.
While CVS is not a direct comparison, Ha said a repeat of its disappointing results has become a potential concern heading into Humana's second-quarter results.
The Affordable Care Act marketplace is also closely watched in the second quarter for insurers like Centene, Molina and Elevance, Ha added. A key data point is the Wakely analysis, released in late June, which helps determine whether insurers' revenue assumptions match the actual health risk profile of enrolled members, he said.
Even small shifts in enrollment or member health can lead to meaningful earnings gains or losses, Ha added.
Investors will be watching medical loss ratios closely, along with any changes to full-year outlooks as second-quarter results come in.
For now, insurers are benefiting from a favorable setup, but the coming months will determine whether that momentum is sustainable.
On May 08, 2026, we conducted a DCF analysis for Elevance Health Inc ELV to assess its intrinsic value in the context of its recent price performance. Over the past month, ELV has seen a significant increase of 17.2%, although it remains down 7.6% over the past year. Here are some key points from our analysis:
DCF Earnings-based intrinsic value of $643.28 compared to the current price of $372.92, indicating a margin of safety of 42.0%. DCF Free Cash Flow-based intrinsic value of $396.68, suggesting a fair valuation. GF Score™ of 87/100, indicating a high reliability of the DCF inputs. What Is ELV Worth? DCF Earnings-Based Model The DCF earnings-based model for Elevance Health Inc ELV employs a two-stage approach to estimate the intrinsic value of the stock. In the first stage, we project the company's earnings growth over the next ten years, followed by a terminal phase where growth stabilizes. The assumptions used in this model are as follows:
Parameter Value Current EPS (TTM, excl. non-recurring) $30.78 10-Year Growth Rate 14.0% 10-Year Treasury Rate 4.33% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the first stage, we anticipate that EPS will grow at a rate of 14.0% per year for the next ten years, which is then discounted at a rate of 11%. The calculated value for this growth stage is $357.47 per share. In the second stage, we assume a terminal growth rate of 4% for the following ten years, also discounted at 11%, resulting in a terminal stage value of $285.80 per share. The summary of these calculations is as follows:
Stage Description Value Growth Stage (Years 1-10) EPS growing at 14.0%, discounted at 11% $357.47 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $285.80 Intrinsic Value Growth + Terminal $643.27 With a current price of $372.92 compared to the intrinsic value of $643.28, Elevance Health Inc is significantly undervalued, presenting a margin of safety of 42.0%. It is important to note that GuruFocus uses EPS without non-recurring items, as research indicates that stock prices correlate more closely with earnings than with free cash flow. For further details, you can visit the ELV DCF Calculator.
What Does the Free Cash Flow DCF Say? The Free Cash Flow (FCF) based DCF model provides an alternative perspective on Elevance Health Inc's valuation, yielding an intrinsic value of $396.68. When comparing this with the earnings-based intrinsic value of $643.27, we find that the two models diverge in their conclusions. The FCF-based model indicates that the stock is fairly valued, with a margin of safety of 6.0%.
How Does GF Value™ Compare to the DCF Models? The GF Value™ for Elevance Health Inc is calculated at $518.40, providing a third perspective on the company's valuation. GF Value™ is a proprietary measure from GuruFocus that takes into account historical trading multiples, past business growth, and future performance estimates. When we consider the three models—DCF earnings, DCF FCF, and GF Value™—we see that while the DCF earnings model suggests significant undervaluation, the FCF model indicates fair valuation, and GF Value™ also suggests undervaluation. For more insights, visit the GF Value™ page.
What Does ELV's GF Score™ Tell Us? The GF Score™ for Elevance Health Inc is 87/100, which ranks stocks based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have historically generated higher long-term returns, as backtested from 2006 to 2021. The current predictability rank for ELV is 2/5 stars, indicating that the DCF model may be less reliable for this stock. Below is a summary of the GF Score™ metrics:
Metric Rating GF Score™ 87/100 Financial Strength 5/10 Profitability 8/10 Growth 9/10 Valuation 8/10 Momentum 4/10 For more detailed information, you can visit the ELV stock page.
Key Assumptions and Limitations It is important to recognize that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Additionally, stocks with low predictability ratings, such as Elevance Health Inc's 2/5 stars, tend to produce less reliable DCF estimates. The terminal growth rate of 4% used in our analysis is a simplifying assumption that may not fully capture future market conditions.
What This Means for Investors In synthesizing the findings from the DCF earnings model, the DCF FCF model, and the GF Value™, we observe a mixed picture regarding Elevance Health Inc's valuation. The DCF earnings model suggests significant undervaluation, while the FCF model indicates fair valuation, and GF Value™ also points to undervaluation. Overall, investors should consider these varying perspectives when evaluating the stock. For the full DCF analysis, visit the ELV DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.
Frequently Asked Questions What is ELV's intrinsic value based on DCF?
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
On May 12, 2026, we present a DCF analysis for Elevance Health Inc ELV , a company currently trading at $381.75. The stock has shown mixed performance, with a year-to-date increase of 8.5% but a decline of 6.4% over the past year. Below are key highlights from our analysis:
DCF Earnings-based intrinsic value of $643.27 compared to the current price of $381.75, indicating a margin of safety of 40.7%. DCF Free Cash Flow (FCF)-based intrinsic value of $396.68, suggesting a fair valuation with a margin of safety of 3.8%. GF Score™ of 87/100, indicating a high reliability of the DCF inputs. What Is ELV Worth? DCF Earnings-Based Model The DCF earnings-based model for Elevance Health Inc is based on a two-stage growth approach. In the first stage, we assume a robust growth rate of 14.0% for the next 10 years, followed by a terminal growth rate of 4% for the subsequent 10 years. The discount rate used for this analysis is 11%, which is derived from the risk-free rate and equity risk premium.
Parameter Value Current EPS (TTM, excl. non-recurring) $30.78 10-Year Growth Rate 14.0% 10-Year Treasury Rate 4.33% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% The calculation summary for the two-stage model is as follows:
Stage Description Value Growth Stage (Years 1-10) EPS growing at 14.0%, discounted at 11% $357.47 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $285.80 Intrinsic Value Growth + Terminal $643.27 The current price of $381.75 compared to the intrinsic value of $643.27 indicates that the stock is significantly undervalued, with a margin of safety of 40.7%. It is important to note that GuruFocus uses EPS without non-recurring items because research shows stock prices correlate more closely with earnings than free cash flow. For further details, you can visit the ELV DCF Calculator.
What Does the Free Cash Flow DCF Say? The Free Cash Flow (FCF)-based intrinsic value for Elevance Health Inc is calculated at $396.68. When comparing this with the earnings-based intrinsic value of $643.27, the two models provide differing perspectives on valuation. The FCF model suggests that ELV is fair valued with a margin of safety of 3.8%, indicating a more cautious outlook compared to the earnings-based model.
How Does GF Value™ Compare to the DCF Models? The GF Value™ for Elevance Health Inc is calculated at $518.29, providing a third perspective on the company's valuation. GF Value™ is GuruFocus' proprietary measure derived from historical trading multiples, past business growth, and future performance estimates. While the DCF earnings model indicates significant undervaluation, the FCF model suggests fair valuation, and the GF Value™ also indicates undervaluation. This shows a consensus among the models that ELV is undervalued overall. For more information, visit the GF Value™ page.
What Does ELV's GF Score™ Tell Us? The GF Score™ ranks stocks from 0 to 100 based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have been found to generate higher long-term returns based on backtested data from 2006 to 2021.
Metric Rating GF Score™ 87/100 Financial Strength 5/10 Profitability 8/10 Growth 9/10 Valuation 8/10 Momentum 4/10 The predictability rank is 2/5 stars, indicating that the DCF model may be less reliable for this stock due to its lower predictability. For more details, visit the ELV stock page.
Key Assumptions and Limitations It is important to note that DCF models are highly sensitive to growth rate and discount rate assumptions. Stocks with low predictability ratings, such as Elevance Health Inc, produce less reliable DCF estimates. The terminal growth rate of 4% is a simplifying assumption that may not reflect future economic conditions accurately.
What This Means for Investors In summary, the three valuation models—DCF earnings, DCF FCF, and GF Value™—provide a comprehensive view of Elevance Health Inc's valuation. The earnings-based model suggests significant undervaluation, while the FCF model indicates fair valuation. The GF Value™ also points to undervaluation, suggesting a consensus among the models that ELV is undervalued.
For the full DCF analysis, visit the ELV DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.
Frequently Asked Questions What is ELV's intrinsic value based on DCF?
Answer: earnings-based $643.28, FCF-based $396.68
Is ELV overvalued or undervalued?
Answer: Based on the DCF and GF Value™ consensus, ELV is undervalued.
How reliable is the DCF model for ELV?
Answer: The predictability rank of 2/5 indicates that the DCF model may be less reliable for ELV.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
On May 12, 2026, Elevance Health Inc ELV shares rose 4.0% today, bringing the current price to $393.30. The stock has experienced a 52-week range between $273.71 and $424.24, indicating significant volatility over the past year.
GF Value™ verdict: Current price of $393.30 is 24.1% below the GF Value™ of $518.29.GF Score™: 87/100, indicating a strong overall assessment.Most notable signal: Insiders bought $0.9M and sold $0.9M in the last 3 months, suggesting a balanced view on the stock's current value. Is ELV Overvalued or Undervalued? The current market price of Elevance Health Inc ELV at $393.30 is significantly below the GF Value™ estimate of $518.29, suggesting that the stock is undervalued by approximately 24.1%. This margin of safety provides a potential opportunity for investors looking for stocks that may have upside potential. According to the GF Valuation label, ELV is considered "Modestly Undervalued," which further corroborates the idea that the stock may be trading below its intrinsic value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the undervaluation presents a favorable opportunity, investors should still exercise caution, as market conditions and company performance can change. The 4.0% increase in stock price today, along with the 26.2% rise over the past month, indicates positive momentum, but it is also essential to monitor any macroeconomic factors that could impact the healthcare sector.
How Does ELV's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 16.7x 18.4x Forward P/E 14.6x N/A The current P/E ratio of 16.7x is below its 5-year median P/E of 18.4x, indicating that the stock is trading at a lower valuation compared to its historical performance. Additionally, the forward P/E of 14.6x suggests that analysts expect earnings growth in the future. This P/E analysis aligns with the GF Value™ verdict of being undervalued, reinforcing the premise that ELV offers a compelling valuation relative to its historical metrics.
What Does ELV's GF Score™ Tell Us? Metric Rating GF Score™ 87 Financial Strength 5/10 Profitability 8/10 Growth 9/10 Valuation 8/10 Momentum 4/10 The GF Score™ for Elevance Health Inc is 87/100, indicating a strong overall assessment of the stock. The strongest areas are in Growth (9/10) and Profitability (8/10), suggesting that the company is well-positioned for sustainable growth and has strong profit margins. However, the Financial Strength score of 5/10 indicates a need for improvement in this area, and the low Momentum rank of 4/10 suggests that the stock may not be experiencing favorable trends at this time. Overall, while the company shows excellent growth potential, attention should be paid to financial stability and market momentum.
What Are Insiders Doing with ELV Stock? In the last three months, insider activity for Elevance Health Inc has shown a balanced approach, with insiders buying $0.9 million and selling $0.9 million worth of shares. This pattern suggests that insiders are neither overly bullish nor bearish on the stock at this time. The equal buy and sell activity may indicate a cautious optimism regarding the company's future prospects, which could be a sign for investors to closely monitor the company's performance moving forward.
What This Means for Investors Based on the GF Value™ assessment, Elevance Health Inc ELV is currently undervalued. The significant margin of safety presents a potential opportunity for investors, though awareness of market conditions and financial health is essential. Continuous monitoring of the company's performance and insider activity will be important as the market evolves.
For the complete analysis, visit the Elevance Health Inc ELV stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is ELV's GF Score™?
ELV's GF Score™ is 87/100, indicating a strong overall assessment based on key financial aspects.
Is ELV overvalued or undervalued?
ELV is considered undervalued as it is trading at a 24.1% discount to its GF Value™ of $518.29.
What is ELV's P/E ratio?
The P/E ratio (TTM) for ELV is 16.7x, which is below its 5-year median P/E of 18.4x, suggesting that it is trading at a lower valuation historically.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
On May 19, 2026, we present a detailed DCF analysis for Elevance Health Inc ELV , a company currently trading at $394.07. The stock has shown a strong price performance recently, with a 1-month increase of 22.0% and a year-to-date gain of 13.1%. However, over the past year, it has experienced a slight decline of 0.2%. Here are some key points from our analysis:
DCF Earnings-based intrinsic value of $643.27 vs current price of $394.07 (margin of safety: 38.7%) DCF Free Cash Flow-based intrinsic value of $396.68 vs current price (second opinion: fair valued with 0.7% margin of safety) GF Score™ of 86/100 indicates a strong reliability of the DCF inputs What Is ELV Worth? DCF Earnings-Based Model The DCF earnings-based model for Elevance Health Inc ELV utilizes a two-stage approach to estimate the intrinsic value of the stock. In the first stage, we project the earnings growth over the next 10 years, followed by a terminal growth phase. The assumptions used in this model are as follows:
Parameter Value Current EPS (TTM, excl. non-recurring) $30.78 10-Year Growth Rate 14.0% 10-Year Treasury Rate 4.33% Discount Rate (ceil(Treasury) + 6%) 11% Terminal Growth Rate 4% In the first stage (Years 1-10), we expect the EPS to grow at a rate of 14.0% per year, which is then discounted at a rate of 11%. The calculated value for this growth stage is $357.47 per share. In the second stage (Years 11-20), the growth rate slows to a terminal rate of 4%, also discounted at 11%, resulting in a terminal stage value of $285.80 per share. The summary of these calculations is as follows:
Stage Description Value Growth Stage (Years 1-10) EPS growing at 14.0%, discounted at 11% $357.47 Terminal Stage (Years 11-20) 4% terminal growth, discounted at 11% $285.80 Intrinsic Value Growth + Terminal $643.27 Comparing the current price of $394.07 to the intrinsic value of $643.27 indicates that Elevance Health Inc is significantly undervalued, with a margin of safety of 38.7%. It is important to note that GuruFocus uses EPS excluding non-recurring items, as research shows stock prices correlate more closely with earnings than with free cash flow. For further calculations, you can visit the ELV DCF Calculator.
What Does the Free Cash Flow DCF Say? The Free Cash Flow (FCF) based intrinsic value for Elevance Health Inc is calculated at $396.68. When comparing this to the earnings-based intrinsic value of $643.27, we observe a significant difference. The FCF-based valuation indicates that the stock is fair valued, with a margin of safety of only 0.7%. This suggests that while the earnings-based model shows a strong undervaluation, the FCF model provides a more conservative perspective.
How Does GF Value™ Compare to the DCF Models? The GF Value™ for Elevance Health Inc is calculated at $509.83, providing a third perspective on the valuation of the stock. GF Value™ is GuruFocus' proprietary measure that takes into account historical trading multiples, past business growth, and future performance estimates. When we compare all three models—DCF earnings, DCF FCF, and GF Value™—we find that they provide a range of insights, with the DCF earnings model indicating significant undervaluation, while the FCF model and GF Value™ suggest a more balanced view. For more details, visit the GF Value™ page.
What Does ELV's GF Score™ Tell Us? The GF Score™ for Elevance Health Inc is 86/100, indicating strong potential for higher long-term returns based on five key aspects: Financial Strength, Profitability, Growth, Valuation, and Momentum. Stocks with higher GF Score™ values have historically generated better returns. The predictability rank for ELV is 2/5 stars, suggesting that the DCF model may be less reliable for this stock. Below is a summary of the GF Score™ metrics:
Metric Rating GF Score™ 86/100 Financial Strength 5/10 Profitability 8/10 Growth 9/10 Valuation 8/10 Momentum 4/10 For more information, visit the ELV stock page.
Key Assumptions and Limitations It is important to note that DCF models are highly sensitive to the assumptions made regarding growth rates and discount rates. Additionally, stocks with low predictability ratings, such as Elevance Health Inc's 2/5 stars, tend to produce less reliable DCF estimates. The terminal growth rate of 4% used in this analysis is a simplifying assumption that may not reflect future market conditions.
What This Means for Investors In synthesizing the results from the three valuation models—DCF earnings, DCF FCF, and GF Value™—we find that Elevance Health Inc presents a complex picture. While the DCF earnings model indicates significant undervaluation, the FCF model and GF Value™ suggest a more balanced view of fair valuation. Overall, investors should consider these varying perspectives when evaluating ELV's stock. For the full DCF analysis, visit the ELV DCF Calculator. You can also explore the GF Value™ page, or use the GuruFocus Stock Screener to find undervalued predictable companies.
Frequently Asked Questions What is ELV's intrinsic value based on DCF?
Answer: earnings-based $643.28, FCF-based $396.68
Is ELV overvalued or undervalued?
Answer: Based on the DCF earnings model, ELV is undervalued, while the FCF model suggests it is fair valued.
How reliable is the DCF model for ELV?
Answer: The predictability rank of 2/5 indicates that the DCF model may be less reliable for ELV.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Pharmacy benefit managers (PBMs) sit at the chokepoint of U.S. drug distribution. They negotiate rebates, design formularies, adjudicate claims, and steer patient adherence. Modern artificial intelligence (AI) is designed to compress each of these high-volume, rules-driven processes. As autonomous prior authorization, real-time formulary optimization, and AI-driven rebate analytics scale, the Big Three PBMs face a structural threat to their legacy margin pools, while AI-native vendors and adjacent platforms stand to benefit. Below are five stocks ranked by the materiality of that disruption, from the most exposed (loser) to the most leveraged (winner).
1. Cigna: Most Exposed to PBM Disruption Cigna Group (NYSE: CI | CI Price Prediction) owns Express Scripts in its Evernorth unit, now its dominant earnings engine. Evernorth generated $58.44 billion in Q1 2026 revenue, with Pharmacy Benefit Services alone at $33.00 billion (+11% YoY). Cigna Healthcare shrank 21% after the HCSC Medicare divestiture. Adjusted EPS of $7.79 beat estimates for the fourth consecutive quarter, and management raised FY26 adjusted EPS guidance to at least $30.35.
Here’s the risk: Cigna flagged “expected lower contributions from large Pharmacy Benefit Services client relationships,” pharmacy customer attrition, and “drug pricing changes or industry pricing benchmark shifts.” AI-driven transparency tools and the company’s rebate-free pharmacy benefit model are reshaping the rebate economics that historically powered Express Scripts. Shares are up just 4.2% year to date at $286.69, trading at a forward price-to-earnings (P/E) near 9, reflecting investor caution despite operational beats.
2. Waystar: The AI-Native Winner Waystar (NASDAQ: WAY) is the clearest beneficiary of healthcare’s payment-workflow automation. Q1 2026 revenue rose 22.4% year over year to $313.87 million, with subscription revenue up 38% and adjusted EBITDA margin expanding to 43.1%. Net revenue retention reached 111%, and clients generating more than $100K LTM reached 1,433 (+15% year over year). R&D spending jumped 66% year over year to $18.4 million as the company integrates the Iodine clinical-AI acquisition and rolls out its AI-powered recoupment solution.
CEO Matt Hawkins says Waystar is “leading healthcare’s AI transformation by advancing the autonomous revenue cycle.” Yet the stock is down 43.4% year to date to $18.55, creating a gap between its fundamentals and its share price. The analyst consensus target stands at $34.74, with a forward P/E of 13.
3. CVS Health: Defensive Deployer of AI CVS Health (NYSE: CVS) operates Caremark, which produced $48.24 billion (+11.0% year over year) in Q1 2026 Health Services revenue. Q1 adjusted EPS of $2.57 beat consensus by 16.47%, and FY26 adjusted EPS guidance was raised to $7.30 to $7.50. CVS launched Health100, a Google Cloud AI-powered subsidiary, while Aetna now processes 83% of prior authorizations in real time, eliminating over 1 million provider calls.
Management cited pharmacy reimbursement pressure and client price concessions compressing Health Services margins as headwinds. CVS is up 20.1% year to date and 53.5% over one year to $95.99. That suggests investors credit CEO David Joyner’s AI-led integration strategy.
4. UnitedHealth: Scale Cuts Both Ways UnitedHealth Group (NYSE: UNH) houses Optum Rx, the largest PBM by volume. Q1 2026 Optum Rx revenue grew just 2% to $35.74 billion, a sharp deceleration from 16% growth in Q3 2025. Consolidated revenue rose 2.0% to $111.72 billion, with adjusted EPS of $7.23 beating by 9.38%. Medicare Advantage membership fell 965,000 in the quarter, and Justice Department scrutiny remains a structural overhang.
CEO Stephen Hemsley is funding “substantial artificial intelligence and cybersecurity investments” across prior authorization, interoperability, and pharmacy workflows. The pending Alegeus acquisition would extend Optum into consumer-directed healthcare accounts. Shares trade at $391.13, up 18.5% year to date, with FY26 adjusted EPS guidance raised to greater than $18.25.
5. Elevance Health: Smallest PBM Footprint, Most Insulation Elevance Health (NYSE: ELV) operates CarelonRx, the smallest integrated PBM covered here. CarelonRx Q1 2026 revenue of $10.60 billion (+4.8% year over year) is dwarfed by the Health Benefits segment at $42.49 billion. Adjusted EPS of $12.58 beat by 16.78%, and FY26 adjusted EPS guidance was raised to at least $26.75.
CEO Gail Boudreaux pointed to “AI-enabled digital solutions” as a key affordability lever. The principal risk is regulatory: a $935 million accrual tied to CMS Medicare Advantage risk adjustment data, and a 15.8% year-over-year drop in Medicare Advantage membership. Shares trade at $394.07, up 12.4% year to date.
The Big Three gatekeepers are under siege as AI-native newcomers dismantle legacy profit margins. See which healthcare giants are pivoting and which are most exposed to the $58 billion fallout. Conclusion AI is unbundling the PBM value chain. Companies with the heaviest pharmacy-benefit revenue concentration, led by Cigna, carry the most exposure to rebate compression, transparency mandates, and client churn. Diversified incumbents like CVS, UnitedHealth, and Elevance can defend margins by deploying AI inside prior authorization, claims, and adherence workflows. However, Optum Rx’s growth deceleration signals that scale alone is no longer a moat. Waystar offers the cleanest direct exposure to the automation tailwind, though execution and leverage at 2.7x net debt remain key variables. Watch FY26 guidance revisions, Justice Department developments, and rebate-model adoption rates to determine which side of the AI ledger each company lands on.
A month has gone by since the last earnings report for Elevance Health (ELV - Free Report) . Shares have added about 12.6% in that time frame, outperforming the S&P 500.
But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Elevance Health due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts.
ELV Beats Q1 Earnings Estimates on Rising Net Investment Income
Elevance Health reported first-quarter 2026 adjusted earnings per share (EPS) of $12.58, which surpassed the Zacks Consensus Estimate by 17.8%. The bottom line rose 5.1% year over year.
Operating revenues advanced 1.5% year over year to $49.5 billion. The top line beat the consensus mark by 3.7%.
The strong quarterly results benefited on the back of strong growth in premiums. Segment-wise, the Carelon division posted a robust revenue surge, aided by scaling risk-based services, while Health Benefits saw increased premium yields. However, the upside was partly offset by a decline in overall medical membership and an elevated expense level.
ELV’s Q1 Operational UpdateMedical membership of Elevance Health was around 45.4 million as of March 31, 2026, which dipped 0.9% year over year. The decrease was due to a decline in Medicaid, Medicare Advantage and Commercial Risk-Based membership. The reported figure beat the Zacks Consensus Estimate of 44.1 million and our estimate of 44.2 million.
Premiums totaled $41 billion in the quarter under review, which improved 0.3% year over year and surpassed our estimate of $39.6 billion. Product revenues grew 7.2% year over year to $6.2 billion. The metric beat the Zacks Consensus Estimate and our estimate of $6.1 billion.
Net investment income rose 29.7% year over year to $765 million. The metric surpassed the consensus mark of $480.6 million and our estimate of $456.6 million. The Adjusted operating margin of 6.5% deteriorated 20 basis points (bps) year over year.
Total expenses escalated 3.9% year over year to $47.9 billion in the first quarter, higher than our estimate of $45.5 billion. The year-over-year increase was due to higher benefit expenses, operating expenses and interest expenses.
The operating expense ratio came in at 12.8%, which deteriorated 190 bps year over year. The benefit expense ratio deteriorated 40 bps year over year to 86.8%.
Q1 Segmental Results of ELVHealth BenefitsThe unit recorded operating revenues of $42.5 billion in the first quarter, which rose 2.6% year over year and beat the Zacks Consensus Estimate of $40.9 billion as well as our estimate of $40.8 billion. The segment benefited from increased premium yields.
The unit recorded an operating gain of $2.2 billion, which fell 2.7% year over year. However, it beat the consensus mark of $1.9 billion. The operating margin deteriorated 30 basis points year over year to 5.1%.
CarelonThe segment’s operating revenues rose 7.9% year over year to $18 billion in the quarter under review, beating the Zacks Consensus Estimate of $17.5 billion and our estimate of $17.1 billion. The year-over-year increase was driven by higher CarelonRx product revenues and the scaling of risk-based capabilities in Carelon Services.
The unit’s operating gain of $1.1 billion fell 3.8% year over year. The operating margin deteriorated 70 bps year over year to 5.9%.
Corporate & OtherOperating revenues came in at $4 million in the first quarter. The unit incurred an operating loss of $1.1 billion, wider than the prior-year quarter’s loss of $140 million.
ELV’s Financial Details (As of March 31, 2026)Elevance Health exited the first quarter with cash and cash equivalents of $9.7 billion, which advanced 1.7% from the 2025-end level. Total assets of $125.8 billion increased 3.6% from the figure at 2025-end.
Long-term debt, less the current portion, amounted to $30.8 billion and fell 0.1% from the figure as of Dec. 31, 2025. Short-term borrowings at the first-quarter end were $724 million, while the current portion of the long-term debt amounted to $350 million.
Total equity of $44 billion inched up from the 2025-end level.
Elevance Health generated net cash flow from operations of $4.3 billion in the first quarter of 2026, which rose from the prior-year comparable period’s figure of $1 billion.
ELV: Capital Deployment UpdateElevance Health bought back shares worth $1.1 billion in the first quarter. It had a leftover capacity of around $5.6 billion under its share buyback authorization as of March 31, 2026.
Elevance Health paid a quarterly dividend of $1.72 per share, adding up to a cash distribution worth $376 million.
ELV’s Revised 2026 OutlookThe company now expects adjusted EPS to be at least $26.75, up from the previous guidance of at least $25.50.
The operating margin for the Health Benefits segment was earlier estimated to witness a decrease of 50-25 bps from the 2025 reported figure. Also, the operating margin for CarelonRx was expected to see a 25-0 bps decline, while the same for Carelon Services was estimated to witness an increase of 0-25 bps.
Management earlier projected operating revenues to witness a low-single-digit decline in 2026 from the 2025 level. Premium revenues were estimated to witness a mid-single-digit decline from the 2025 level. Medical enrollment was forecasted to be between 43.2 million and 43.9 million in 2026.
Net investment income was expected to be $1.9 billion. Interest expenses were forecasted to be $1.5 billion in 2026, while operating cash flow is still projected to be at least $5.5 billion. Diluted shares are estimated at 219-220 million.
How Have Estimates Been Moving Since Then?It turns out, estimates review flatlined during the past month.
VGM ScoresCurrently, Elevance Health has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with a C. However, the stock was allocated a grade of A on the value side, putting it in the top quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Elevance Health has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
INDIANAPOLIS--(BUSINESS WIRE)--Elevance Health is advancing its commitment to improving healthcare access by addressing one of healthcare’s most pressing challenges: the digital divide. Through innovative programs like Get Connected for Health and services offered by CareBridge, a subsidiary of Elevance Health, the company is helping ensure that individuals - especially those in underserved communities - have the tools, connectivity, and support needed to help them better manage their healthcare.
Access to digital health tools has become increasingly essential in today’s healthcare environment. Yet millions of Americans still lack reliable internet access, appropriate devices, or the digital literacy required to fully engage in their healthcare. Elevance Health is working to close this gap by embedding digital access into the care experience, making healthcare more equitable, convenient, and personalized.
“Consumer experience is about meeting people where they are and simplifying their healthcare journey,” said Saurabh Tandon, Chief Experience Officer at Elevance Health. “By expanding access to digital tools and services, we are helping remove barriers that can prevent individuals from getting the care they need.”
Elevance Health’s broader consumer experience strategy focuses on making healthcare easier to navigate - from finding care to understanding benefits - while reducing confusion and saving time for members and their families. This approach recognizes that improving access to digital tools is not just about technology, but about empowering people to take control of their health with confidence.
One key example of this commitment is Elevance Health’s Get Connected for Health program, which directly tackles the root causes of the digital divide by expanding access to connectivity and digital resources.
Get Connected for Health provides eligible members with a high-quality smartphone preloaded with a curated suite of digital and virtual health tools, along with unlimited data, talk, and text service at no cost. These tools include telehealth services, health plan apps, and personalized health and wellness applications designed to meet individual needs.
The program reflects a growing recognition that connectivity itself is a critical driver of health. Research shows that a significant portion of lower-income individuals lack broadband access, and many rely solely on smartphones to connect to the internet. Without reliable digital access, individuals may face challenges scheduling appointments, communicating with providers, or accessing important health information.
By addressing these barriers, Get Connected for Health helps create more equitable access to care. The program also includes educational resources and technical support to improve digital literacy, ensuring participants can fully utilize the tools available to them.
Importantly, the initiative is built through collaboration with leading telecommunications providers, enabling scalable solutions that can reach hundreds of thousands of members across multiple states. Early results have shown increased adoption of digital health tools and improved engagement, underscoring the impact of combining connectivity with personalized healthcare resources.
In addition to Get Connected for Health, CareBridge, a value-based care company within Elevance Health, supports a wide range of individuals including those enrolled in Medicaid plans, individuals in Dual-Special Needs Plans (who qualify for both Medicaid and Medicare), and people receiving home and community-based services. CareBridge provides patients with easy-to-use, cellular-enabled tablets that connect them directly to their care teams.
Through CareBridge, patients can access virtual care services 24 hours a day, seven days a week, using video, chat, or text in multiple languages. This always-on connectivity enables individuals to receive care in the comfort of their own homes, reducing the need for unnecessary emergency visits and improving overall health outcomes.
The platform is specifically designed with accessibility in mind. Patients are equipped with simple, intuitive devices and supported in their preferred language - CareBridge clinicians collectively speak 19 languages and support more than 300 additional languages. By removing both technological and language barriers, CareBridge helps ensure that vulnerable populations can stay connected to care teams and manage their health more effectively.
In addition to virtual care access, CareBridge integrates care coordination, data insights, and real-time support, enabling a more holistic and responsive care experience. The result is a model that not only improves convenience but also enhances independence and quality of life for individuals receiving long-term services and support.
Together, CareBridge and Get Connected for Health illustrate how Elevance Health is embedding digital equity into its care model. By delivering both the technology and the support needed to use it, the company is helping individuals overcome barriers related to income, geography, and language.
These efforts align with Elevance Health’s broader mission to transform healthcare into a more accessible, intuitive, and human-centered experience. By leveraging innovation and partnerships, the company continues to reimagine how care is delivered - ensuring that more people can access the services they need to lead healthier lives.
“As healthcare continues to evolve, digital access will play an increasingly central role in outcomes and experience,” Tandon added. “Our goal is to make sure no one is left behind.”
About Elevance Health
Elevance Health is a lifetime, trusted health partner whose purpose is to improve the health of humanity. The company supports consumers, families, and communities across the entire healthcare journey – connecting them to the care, support, and resources they need to lead better lives. Elevance Health’s companies serve approximately 105 million consumers through a diverse portfolio of industry-leading medical, pharmacy, behavioral, clinical, home health, and complex care solutions. For more information, please visit www.elevancehealth.com or follow us @ElevanceHealth on X and Elevance Health on LinkedIn.
Elevance Health, Inc. has rebounded ~34% from its March lows, supported by sector recovery and improved Q1 2026 results. Q1 2026 saw ELV revenue up 1.5% to $49.5bn, adjusted EPS up 5.1% to $12.58, and a benefit expense ratio improvement to 86.8%. ELV raised 2026 adjusted EPS guidance to at least $26.75 and expects a return to 12% adjusted EPS growth in 2027.
Investors looking for signs of life in retail just got a loud one from TJX Companies (TJX +0.04%). The parent company of TJ Maxx, Marshalls, HomeGoods, and Sierra, delivered a solid first quarter for fiscal 2027, significantly beating analyst expectations.
The stock is looking stronger than it has in years. But after such a strong run, is TJX still a buy? The answer increasingly looks like yes -- though not without a few caveats.
A blowout quarter across the board Overall, the apparel and home fashions retailer had an extremely good quarter. Net sales increased 9 percent to $14.3 billion, and comparable sales rose 6 percent versus the year-ago quarter.
Adjusted EPS (earnings per share) increased 29 percent to $1.19. That was well above the analysts' estimate of $1.00.
What made the quarter even better was the breadth in growth. Comparable sales grew across all four main divisions, including HomeGoods (+9%), TJX Canada (+7%), Marmaxx (which houses TJ Maxx, Marshalls, and Sierra) (+6%), and TJX International (+4%).
This is impressive because retailers sometimes have a strong quarter because of one hot category or temporary promotions. TJX's momentum looked much broader.
What's noteworthy is that management repeatedly pointed out during the earnings call that, across both the apparel and home categories, growth was driven by all income levels and regions, and by both higher customer traffic and larger basket sizes.
Plainly put, TJX isn't just winning over lower-income shoppers. Higher-income consumers are shopping there too.
Image source: Getty Images. TJX Companies' growth has been driven by a broad shopper profile.
The growth engine: exceptional merchandise availability TJX's business strategy has been different from that of most traditional retailers, and it may be one of the reasons why it has been successful.
Traditional retailers purchase their inventory months in advance, relying almost exclusively on pre-planned product assortment strategies. In contrast, TJX purchases products opportunistically throughout the year. Its 1,400-plus buyers scour the market all through the year to find the best discounts across all brands. The retailer adds thousands of new vendors each year and is often the first call for these vendors looking to offload excess inventory.
Management stated that merchandise availability right now is "off the charts," and used that phrase multiple times during the conference call.
Margins up, guidance raised again TJX's pre-tax margin widened to 12%, a 170 basis-point increase versus last year. Gross margin expanded 180 basis points to 31.3%. In the retail industry, those are substantial gains.
Analysts, obviously, probed whether those margin improvements were sustainable or simply boosted by temporary factors like fuel hedges and freight timing. While management acknowledged that favorable fuel hedges helped the quarter, it also stressed that merchandise margins were stronger than expected and that expense leverage from higher sales played a major role.
Importantly, TJX raised its full-year guidance. Comparable sales growth is now expected at 3% to 4%, while the outlook for earnings per share (EPS) is now between $5.08 and $5.15 for fiscal 2027.
However, management indicated it did not fully capitalize on the upside in the first quarter for its full-year guidance. Specifically, CFO John Klinger noted that the company assumed that elevated diesel prices would persist throughout fiscal 2027. Therefore, should diesel prices fall later in the year, margins potentially could expand beyond the current guidance.
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International expansion is also a key part of the story One underappreciated part of the TJX story may be international expansion. The company now operates in 10 countries and recently opened its first store in Spain, where management described customer response as "terrific."
Investors have long viewed TJX primarily as a mature U.S. retailer. This quarter suggests management sees far more runway ahead.
No retailer is immune to risks associated with the current economic climate. TJX still faces wage inflation, freight and fuel volatility, and the possibility that consumers eventually pull back on discretionary spending.
The stock isn't relatively cheap among apparel stocks, either. Nevertheless, yesterday's earnings announcement reinforced several key strengths, such as strong traffic trends, expanding margins, excellent inventory access, and possibly the most underrated factor -- continuing demand across all income levels.
TJX PE Ratio (Forward 1y) data by YCharts.
Furthermore, management stressed the importance of investing in long-term growth. The consistency and breadth of the latest quarterly results underscore that.
The market clearly liked what it saw. Shares of TJX rose roughly 5.7% in yesterday's trading session following the earnings release.
TJX Companies offers a compelling case for long-term investors seeking a retailer that's consistent in execution, has resilient consumer demand, generates significantly higher profitability, and presents multiple paths toward future growth.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: TJX (TJX - Free Report) Based in Framingham, MA, The TJX Companies, Inc. is a leading off-price retailer of apparel and home fashions in the U.S. and worldwide. The company’s broad range of assortments at varying prices helps it to reach out to a broad range of consumers. In addition to these, The TJX Companies emphasizes a frequent flow of fresh merchandise to stores and online. As of Jan. 31, 2026, the company operated a total of over 5,214 stores across the United States, Canada, the United Kingdom, Europe and Australia.
TJX is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. TJX has a Growth Style Score of A, forecasting year-over-year earnings growth of 7.2% for the current fiscal year.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.01 to $5.07 per share. TJX also boasts an average earnings surprise of +8.8%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, TJX should be on investors' short list.
The company reported first-quarter earnings of $1.19 per share, exceeding the analyst consensus estimate of $1.01. Revenue rose 9% year over year to $14.32 billion, above Wall Street expectations of $14.00 billion.
TJX raised its fiscal 2027 GAAP earnings guidance to a range of $5.08 to $5.15 per share, up from its prior forecast of $4.93 to $5.02 per share. Analysts were expecting $5.13 per share.
For the second quarter of fiscal 2027, the company expects GAAP earnings of $1.15 to $1.17 per share, compared with analyst estimates of $1.18 per share.
Ernie Herrman, Chief Executive Officer and President of The TJX Companies, Inc., stated, “I am extremely pleased with our first quarter performance. Sales, pretax profit margin, and earnings per share were all well above our plan. Throughout the quarter, our teams around the globe successfully executed on our off-price fundamentals to deliver on our value mission and offer an exciting treasure-hunt shopping experience to customers, every day.”
TJX shares fell 1.4% to trade at $157.06 on Thursday.
These analysts made changes to their price targets on TJX following earnings announcement.
BTIG analyst Robert Drbul maintained the stock with a Buy and raised the price target from $185 to $190. Baird analyst Mark Altschwager maintained TJX with an Outperform rating and raised the price target from $172 to $175. Considering buying TJX stock? Here’s what analysts think:
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American consumers are becoming increasingly cautious. The University of Michigan's Consumer Sentiment Index recently fell to 48.2, one of the lowest readings ever recorded. Survey respondents cited concerns about inflation, gasoline prices, tariffs, and overall purchasing power.
When consumers feel pressured, shopping habits tend to change.
Instead of buying premium or luxury brands, many households begin searching for discounts, lower-priced alternatives, and retailers that stretch their budgets further. Historically, that environment has often benefited value-oriented retail stocks.
Two companies that could potentially benefit from that trend are Dollar General (DG +0.40%) and TJX Companies (TJX +0.04%).
Dollar General Dollar General operates more than 20,000 stores across the United States, primarily serving rural and lower-income communities.
The company's customer base tends to be particularly sensitive to inflation and economic stress. While that creates challenges when consumers pull back spending, it can also drive traffic as shoppers increasingly seek lower-cost alternatives to traditional grocery stores, pharmacies, and big-box retailers.
Image source: Getty Images.
Put simply, the business continues generating growth despite economic headwinds.
Dollar General reported $42.7 billion in fiscal 2025 revenue, up 5.2% year over year, while same-store sales increased 3%. Management is currently projecting net sales growth of 3.7% to 4.2% in fiscal 2026, suggesting demand remains resilient despite weak consumer sentiment.
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The company has also focused on improving inventory management, expanding private-label offerings, and increasing operational efficiency after several difficult years marked by inflationary pressures and higher shrink rates.
If consumer sentiment remains weak throughout 2026, Dollar General could continue to benefit from shoppers looking to save money on everyday essentials.
TJX Companies TJX owns popular off-price retail chains, including T.J. Maxx, Marshalls, and HomeGoods.
Unlike many traditional retailers, TJX benefits from a business model built around discounted branded merchandise. The company purchases excess inventory from manufacturers and retailers and sells it at significant discounts.
That strategy has historically performed well during periods of economic uncertainty.
Consumers still want recognizable brands, but many become less willing to pay full price when budgets tighten. TJX gives shoppers access to discounted apparel, home goods, and accessories, often at prices 20% to 60% below traditional retailers.
The numbers remain strong.
TJX generated $60.4 billion in fiscal 2026 revenue, up 7% year over year, while comparable sales increased 5%. Net income reached approximately $5.5 billion. The company's fiscal year ended on Jan. 31, 2026.
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More recently, the company reported 6% comparable sales growth in its latest quarter.
TJX has consistently generated strong cash flow, producing $6.9 billion in operating cash flow in fiscal 2026 while expanding its store base and maintaining healthy profitability.
Built for tough economic environments I'm not saying you should root for weak consumer confidence. A strong economy generally benefits most businesses.
However, certain companies are built specifically for tougher economic environments. When consumers become more price-conscious, discount retailers and off-price chains often gain market share as shoppers prioritize value over convenience or brand loyalty.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?
Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about TJX (TJX - Free Report) .
TJX currently has an average brokerage recommendation (ABR) of 1.22, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 23 brokerage firms. An ABR of 1.22 approximates between Strong Buy and Buy.
Of the 23 recommendations that derive the current ABR, 20 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 87% and 4.4% of all recommendations.
Brokerage Recommendation Trends for TJX
Check price target & stock forecast for TJX here>>>
The ABR suggests buying TJX, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.
In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.
In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.
Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.
Is TJX Worth Investing In?Looking at the earnings estimate revisions for TJX, the Zacks Consensus Estimate for the current year has increased 1.9% over the past month to $5.14.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for TJX. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for TJX may serve as a useful guide for investors.
TJX (TJX - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this parent of T.J. Maxx, Marshalls and other stores have returned +0.6% over the past month versus the Zacks S&P 500 composite's +5.1% change. The Zacks Retail - Discount Stores industry, to which TJX belongs, has gained 0.1% over this period. Now the key question is: Where could the stock be headed in the near term?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
TJX is expected to post earnings of $1.17 per share for the current quarter, representing a year-over-year change of +6.4%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.8%.
The consensus earnings estimate of $5.15 for the current fiscal year indicates a year-over-year change of +8.9%. This estimate has changed +1.9% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.66 indicates a change of +9.8% from what TJX is expected to report a year ago. Over the past month, the estimate has changed +1.8%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, TJX is rated Zacks Rank #3 (Hold).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For TJX, the consensus sales estimate for the current quarter of $15.14 billion indicates a year-over-year change of +5.2%. For the current and next fiscal years, $63.85 billion and $67.36 billion estimates indicate +5.8% and +5.5% changes, respectively.
Last Reported Results and Surprise HistoryTJX reported revenues of $14.32 billion in the last reported quarter, representing a year-over-year change of +9.2%. EPS of $1.19 for the same period compares with $0.92 a year ago.
Compared to the Zacks Consensus Estimate of $14 billion, the reported revenues represent a surprise of +2.32%. The EPS surprise was +17.82%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
TJX is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TJX. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Investors might want to bet on TJX (TJX - Free Report) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.
The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.
Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for TJX basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their bulk investment action then leads to price movement for the stock.
For TJX, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for TJXFor the fiscal year ending January 2027, this parent of T.J. Maxx, Marshalls and other stores is expected to earn $5.15 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for TJX. Over the past three months, the Zacks Consensus Estimate for the company has increased 2%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of TJX to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
Key Takeaways TJX raises fiscal 2027 sales and comparable sales growth guidance after strong results.The TJX Companies sees customer transaction growth across all retail divisions.TJX delivers 6% comparable sales growth and around 9% revenue growth in the first quarter of fiscal 2027. The TJX Companies, Inc. (TJX - Free Report) delivered strong results in the first quarter of fiscal 2027, with sales, profitability and earnings per share coming in above the company's plan. The company delivered net sales of $14.3 billion, up nearly 9% year over year, with overall comp sales increasing 6% during the period. TJX Companies attributed its strong first-quarter performance to disciplined execution across the organization and effective collaboration among its global teams.
The company noted that all divisions delivered increases in customer transactions, while management highlighted continued customer attraction across its retail banners. All company divisions contributed to this growth, demonstrating broad-based strength across the business. In addition to sales growth, each division generated increases in customer transactions, indicating healthy customer engagement and demand. The combination of positive comparable sales and higher transaction volumes reflects solid execution across the company's operating segments.
Marmaxx delivered a strong 6% comparable sales increase, while TJX Canada reported a 7% comp sales gain. HomeGoods outperformed with a 9% comparable sales increase during the quarter. Additionally, the continued availability of quality branded merchandise is also positioning the company to capitalize on attractive opportunities in the marketplace.
Looking ahead, the company raised its guidance for fiscal 2027 and expects overall comparable sales growth of 3% to 4% compared with the prior guided range of 2% to 3%. The company also raised guidance for consolidated sales growth to the range of 5%-6% from the previous guided range of 4% to 5%. Overall, broad-based sales growth, higher customer transactions and strong merchandise availability provide support for TJX Companies’ growth initiatives and expansion opportunities.
How Do Burlington Stores & Ross Stores Fare?Burlington Stores, Inc. (BURL - Free Report) reported a 14% year-over-year increase in first-quarter fiscal 2026 sales to $2,852 million, supported by a 6% increase in comparable store sales. Looking ahead, Burlington Stores expects fiscal 2026 total sales growth to be in the range of 9% to 11%, driven by anticipated comparable store sales growth of 2% to 4%.
Ross Stores, Inc. (ROST - Free Report) delivered total sales growth of 21% year over year to $6 billion in the first quarter of fiscal 2026, supported by a robust 17% year-over-year increase in comparable store sales compared with flat performance in the prior year. Reflecting the strong quarter, Ross Stores has raised its fiscal 2026 same-store sales growth outlook to the range of 6%-7% from the previous guided range of 3%-4%.
The Zacks Rundown for TJXThe company’s shares have gained 1.8% in the past six months compared with the industry’s 8.5% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, TJX trades at a forward price-to-earnings ratio of 28.7, lower than the industry’s average of 31.13.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TJX’s current and next fiscal year earnings per share implies a year-over-year rise of 8.9% and 9.8%, respectively.
Image Source: Zacks Investment Research
TJX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Many retailers have had a tough time over the last couple of years. High prices are weighing on consumers, and tariffs and high gas prices have only made things more challenging.
But not all retailer stocks have done poorly. Costco Wholesale (COST +0.68%) and TJX Companies (TJX +0.04%) have posted impressive results and rewarded shareholders.
Nonetheless, there's plenty of upside for long-term investors who purchase their shares this year. Here's why these two companies remain top-of-the-class retailers.
Image source: Getty Images.
1. Costco When you ask people to pay a fee to shop at your warehouses, you need to make members happy. Costco has excelled at doing so for decades by offering a wide range of high-quality goods and services at attractive unit prices.
Management has even shown a willingness to forgo short-term profitability in an effort to service customers and engender their loyalty. For instance, it held off on raising its annual fee, increasing it effective Sept. 1, 2024, after a longer-than-usual seven years.
And it's done a fine job of retaining members over the years. Its global renewal rate typically hovers around 90%, including 89.7% in the fiscal third quarter, which ended on May 10.
Costco also consistently grows same-store sales (comps). That's particularly impressive during recent times when many retailers have struggled to increase comps in the face of broad-based inflationary pressures. In the most recent three-month period, comps increased 6.6%, after removing foreign-currency translations and the impact of gasoline price changes, driven by increased spending and traffic to its stores.
The company is not merely growing sales at the expense of profitability, either. Third-quarter operating income increased 11.3% year over year.
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Costco has a simple business plan that management executes very well. It continues to open new warehouses, and fortunately, it has room for more expansion. It started the year with 914 warehouses and opened 14 during the first nine months. Management anticipates adding another 12 this quarter. Most of the new warehouses are located in the U.S. and Canada, but it will also open a couple internationally.
Consistently strong results and expansion opportunities are a powerful combination.
2. TJX Companies TJX Companies attracts customers by offering apparel and home goods merchandise at a 20% to 60% discount. Its popular retail banners include TJ Maxx, Marshalls, and HomeGoods.
How can the company offer goods at such deep discounts? It buys excess inventory from manufacturers. Better still, the more challenging the economic times, the better the opportunity for TJX to buy goods at attractive prices.
It does well during normal times, but it has more high-quality, low-priced inventory amid challenging conditions. That's perfect, since that's when consumers, who always look for bargains, become particularly price-sensitive.
These may be stressful times for consumers, but they've clamored for TJX's merchandise across all of its retail chains. Its fiscal first-quarter comps increased 8% on a constant-currency basis. That's for the period that ended on May 2. Management expects a strong 3% to 4% comps growth for the year.
TJX has 6% more inventory than a year ago, but unlike some retailers, that's not a negative right now. It has found an abundance of attractive buying opportunities, allowing the company to provide more offerings to customers. After all, the retailer didn't have to discount goods to clear shelves, as seen by its 31.3% gross margin, a 1.8-percentage-point expansion from last year.
It's also highly profitable. TJX's first-quarter diluted earnings per share grew 29.3% year over year to $1.19.
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Management also sees a growth opportunity, adding 48 locations during the first quarter. It finished the period with 5,262 stores.
With its sales growth, there's clearly room for more locations.
Key Takeaways TJX posted a 6% comparable sales increase, driven by higher customer transactions across segments.The TJX Companies saw demand remain consistent across income groups, supporting broad growth.TJX reported healthy sales growth in the US, Canada, Europe and Australia, reflecting momentum. The TJX Companies, Inc.’s (TJX - Free Report) first-quarter fiscal 2027 results highlighted a key differentiator in today’s retail environment — customer traffic. The company reported a 6% comparable sales increase, supported by growth in customer transactions across all major business segments, indicating continued strength in shopper visits.
What makes this performance particularly noteworthy is its breadth. Management highlighted that demand remained remarkably consistent across income groups, suggesting that TJX is not relying on a single consumer segment for growth. Instead, its value-focused offering continues to attract shoppers across a wide range of spending levels, reinforcing the broad appeal of the off-price retail model.
The company’s merchandising strategy appears to be playing a key role in supporting traffic. TJX emphasized its ability to remain flexible, respond quickly to trends and offer compelling branded merchandise at attractive prices. Frequent inventory refreshes and an ever-changing assortment help create the treasure-hunt shopping experience that encourages repeat visits and drives customer engagement.
Another positive takeaway was the consistency of customer demand across regions. Healthy sales growth in the United States, Canada, Europe and Australia suggests that traffic momentum is not tied to any single market. This broad-based performance highlights the strength of TJX’s off-price model and its ability to attract customers across diverse geographies.
For TJX, sustaining traffic will depend on continuing to deliver value, freshness and excitement in its merchandise assortment. The latest quarter suggests these factors remain firmly in place, helping the retailer maintain strong customer engagement across markets and demographics.
TJX, ROST and BURL Show Traffic StrengthRoss Stores, Inc. (ROST - Free Report) also delivered strong traffic-led growth in the first quarter of fiscal 2026. Ross Stores reported a 17% comparable sales increase, driven primarily by higher transactions and customer-count growth across income levels, age groups and ethnicities. Management noted that Ross Stores has now posted transaction-driven comparable sales growth for three consecutive quarters, supported by customer acquisition efforts, marketing initiatives and compelling merchandise assortments.
Burlington Stores, Inc. (BURL - Free Report) also demonstrated solid customer demand trends in the first quarter of fiscal 2026. Burlington Stores reported 6% comparable sales growth, with management highlighting positive customer metrics across demographics and income bands. Despite macroeconomic uncertainty, Burlington Stores continued to see resilient shopper engagement, supported by its value-focused merchandise offering and improved store experience initiatives.
TJX’s Price Performance, Valuation and EstimatesShares of The TJX Companies have gained 4.8% in the past month against the industry’s decline of 0.7%.
Image Source: Zacks Investment Research
From a valuation standpoint, TJX trades at a forward price-to-earnings ratio of 30.15X, down from the industry’s average of 31.29X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TJX’s current and next fiscal year earnings per share implies a year-over-year rise of 8.9% and 9.8%, respectively.
Image Source: Zacks Investment Research
TJX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
FRAMINGHAM, Mass.--(BUSINESS WIRE)--The TJX Companies, Inc. (NYSE: TJX) today announced the declaration of a quarterly dividend on its common stock of $.48 per share payable September 3, 2026, to shareholders of record on August 13, 2026.
About The TJX Companies, Inc.
The TJX Companies, Inc., a Fortune 100 company, is the leading off-price retailer of apparel and home fashions in the U.S. and worldwide. Our mission is to deliver great value to customers every day. We do this by offering a rapidly changing assortment of quality, fashionable, brand name, and designer merchandise at prices generally 20% to 60% below full-price retailers’ regular prices on comparable merchandise. We operate over 5,200 stores across ten countries, including TJ Maxx, Marshalls, HomeGoods, Homesense, and Sierra in the U.S.; Winners, HomeSense, and Marshalls in Canada; TK Maxx and Homesense in Europe; and TK Maxx in Australia. We also operate e-commerce sites for TJ Maxx, Marshalls, and Sierra in the U.S. and three sites for TK Maxx in Europe. Our value mission extends to our corporate responsibility efforts, which are focused on supporting our Associates, giving back in the communities we serve, the environment, and operating responsibly. Additional information about TJX’s press releases, financial information, and corporate responsibility are available at TJX.com.
Important Information at Website
The Company routinely posts information that may be important to investors in the Investors section at TJX.com. The Company encourages investors to consult that section of its website regularly.
Well before market open on Tuesday, a global bank reiterated its bullish view on retailer TJX Companies (TJX +0.04%). Clearly taken by this assessment, investors pushed into the T.J. Maxx and Marshalls owner's equity, boosting it more than 3% higher across that day's trading session.
It remains a clear buy, says pundit The analyst behind the update was UBS prognosticator Jay Sole, who maintained his buy recommendation and $197 per share price target on TJX. That's more than 19% above the stock's latest closing price.
Image source: Getty Images.
According to reports, Sole cited findings in the latest version of his bank's annual U.S. Off-Price and Department Store Retailers Consumer Survey as a core reason for his continued bullishness. He wrote that the survey indicated that 71% of polled consumers believe the company's flagship T.J. Maxx stores offer good value for money. That figure is well higher than the roughly 47% for Macy's and other prominent department stores.
The analyst also pointed to data indicating that customers frequenting T.J. Maxx anticipate a 14% net increase in shopping frequency over the next year. That compared very favorably to the -1% average of the overall survey. In Sole's view, traffic is the main driver of a discount retailer's comparable sales growth, a crucial metric in the retail industry.
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The right retailer at the right time TJX has posted some impressive results lately. Its "comps" rose by 6% year over year in its first quarter of fiscal 2027, and net sales advanced by a meaty 9% to more than $14 billion. Better, adjusted earnings per share soared by 29% to nearly $1.19, crushing the consensus analyst estimate. With these considerable tailwinds at its back, the company raised its comparable sales and EPS guidance for the full fiscal year.
The current economic uncertainty in the U.S. is generally favoring discount retailers, and TJX is proving very adept at navigating this moment. I'm becoming increasingly bullish on this company, and investors should too.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends TJX Companies. The Motley Fool has a disclosure policy.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Let's take a look at what these Wall Street heavyweights have to say about TJX (TJX - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.
TJX currently has an average brokerage recommendation (ABR) of 1.22, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 23 brokerage firms. An ABR of 1.22 approximates between Strong Buy and Buy.
Of the 23 recommendations that derive the current ABR, 20 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 87% and 4.4% of all recommendations.
Brokerage Recommendation Trends for TJX
Check price target & stock forecast for TJX here>>>
The ABR suggests buying TJX, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.
Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.
This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.
Zacks Rank, our proprietary stock rating tool with an impressive externally audited track record, categorizes stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), and is an effective indicator of a stock's price performance in the near future. Therefore, using the ABR to validate the Zacks Rank could be an efficient way of making a profitable investment decision.
ABR Should Not Be Confused With Zacks RankAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.
The ABR is calculated solely based on brokerage recommendations and is typically displayed with decimals (example: 1.28). In contrast, the Zacks Rank is a quantitative model allowing investors to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.
It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.
On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.
There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.
Is TJX a Good Investment?Looking at the earnings estimate revisions for TJX, the Zacks Consensus Estimate for the current year has increased 1.9% over the past month to $5.15.
Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.
The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for TJX. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Therefore, the Buy-equivalent ABR for TJX may serve as a useful guide for investors.
TJX (TJX - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this parent of T.J. Maxx, Marshalls and other stores have returned +14%, compared to the Zacks S&P 500 composite's -1.6% change. During this period, the Zacks Retail - Discount Stores industry, which TJX falls in, has gained 1.5%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, TJX is expected to post earnings of $1.17 per share, indicating a change of +6.4% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.8% over the last 30 days.
The consensus earnings estimate of $5.17 for the current fiscal year indicates a year-over-year change of +9.3%. This estimate has changed +2.2% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $5.67 indicates a change of +9.7% from what TJX is expected to report a year ago. Over the past month, the estimate has changed +2.1%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, TJX is rated Zacks Rank #2 (Buy).
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of TJX, the consensus sales estimate of $15.12 billion for the current quarter points to a year-over-year change of +5%. The $63.87 billion and $67.4 billion estimates for the current and next fiscal years indicate changes of +5.8% and +5.5%, respectively.
Last Reported Results and Surprise HistoryTJX reported revenues of $14.32 billion in the last reported quarter, representing a year-over-year change of +9.2%. EPS of $1.19 for the same period compares with $0.92 a year ago.
Compared to the Zacks Consensus Estimate of $14 billion, the reported revenues represent a surprise of +2.32%. The EPS surprise was +17.82%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
TJX is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TJX. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
Have you been paying attention to shares of TJX (TJX - Free Report) ? Shares have been on the move with the stock up 14% over the past month. The stock hit a new 52-week high of $167.92 in the previous session. TJX has gained 9.2% since the start of the year compared to the -0.5% move for the Zacks Retail-Wholesale sector and the 13.5% return for the Zacks Retail - Discount Stores industry.
What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on May 20, 2026, TJX reported EPS of $1.19 versus consensus estimate of $1.01.
For the current fiscal year, TJX is expected to post earnings of $5.17 per share on $63.87 in revenues. This represents a 9.3% change in EPS on a 5.8% change in revenues. For the next fiscal year, the company is expected to earn $5.67 per share on $67.4 in revenues. This represents a year-over-year change of 9.73% and 5.52%, respectively.
Valuation MetricsWhile TJX has moved to its 52-week high in the recent past, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.
On this front, we can look at the Zacks Style Scores, as they provide investors with an additional way to sort through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
TJX has a Value Score of F. The stock's Growth and Momentum Scores are A and B, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 32.4X current fiscal year EPS estimates, which is a premium to the peer industry average of 28.2X. On a trailing cash flow basis, the stock currently trades at 27.4X versus its peer group's average of 21.2X. Additionally, the stock has a PEG ratio of 3.63. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this supersedes any trend on the style score front. Fortunately, TJX currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if TJX meets the list of requirements. Thus, it seems as though TJX shares could have a bit more room to run in the near term.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: TJX (TJX - Free Report) Based in Framingham, MA, The TJX Companies, Inc. is a leading off-price retailer of apparel and home fashions in the U.S. and worldwide. The company’s broad range of assortments at varying prices helps it to reach out to a broad range of consumers. In addition to these, The TJX Companies emphasizes a frequent flow of fresh merchandise to stores and online. As of Jan. 31, 2026, the company operated a total of over 5,214 stores across the United States, Canada, the United Kingdom, Europe and Australia.
TJX is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Additionally, the company could be a top pick for growth investors. TJX has a Growth Style Score of A, forecasting year-over-year earnings growth of 9.3% for the current fiscal year.
Seven analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.11 to $5.17 per share. TJX boasts an average earnings surprise of +8.8%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, TJX should be on investors' short list.
Key Takeaways TJX reached a 52-week high after gaining 35.8% in the past year and outperforming key benchmarks.TJX's off-price model drove 6% comparable sales growth, with higher transactions and basket sizes.TJX added 48 net new stores and sees expansion opportunities across Europe and Australia. The TJX Companies, Inc. (TJX - Free Report) recently reached a new 52-week high, a notable milestone that has grabbed investors' attention. The company's solid execution, resilient off-price business model and expansion initiatives have fueled the stock's strong performance, leaving investors wondering whether it is still worth buying.
In the past year, TJX stock has surged 35.8%, outpacing the Zacks Retail - Discount Stores industry, the broader Retail and Wholesale sector and the S&P 500, which have gained 15.1%, 5.4% and 25.1%, respectively.
TJX Price Performance vs. Industry, S&P 500 & Sector
Image Source: Zacks Investment Research
The TJX Companies has also outperformed its key competitors, such as Target Corporation (TGT - Free Report) , Dollar Tree, Inc. (DLTR - Free Report) and Dollar General Corporation (DG - Free Report) . Over the past year, Target, Dollar Tree and Dollar General posted gains of 33.6%, 19.6% and 2.3%, respectively.
Technical indicators also point to continued strength. TJX currently trades above both 50 and 200-day moving averages, signaling sustained upward momentum and reinforcing investors' confidence in its long-term growth prospects.
TJX’s Off-Price Strength and Expansion Strategy Support GrowthTJX’s off-price retail model continues to be a key competitive advantage, enabling it to attract consumers across income groups through a combination of branded merchandise, attractive pricing and a treasure-hunt shopping experience. In the first quarter of fiscal 2027, comparable sales increased 6%, driven by both higher customer transactions and larger basket sizes. Management noted that all divisions delivered transaction growth, highlighting the broad appeal and resilience of the company’s value-focused business model.
The company is also benefiting from exceptional merchandise availability and its extensive global sourcing network. With more than 1,400 buyers and strong vendor relationships, TJX remains well-positioned to secure quality branded products at attractive prices. Management emphasized that merchandise availability remains outstanding, allowing the retailer to maintain fresh assortments, respond quickly to consumer trends and capitalize on buying opportunities that support both sales growth and margin expansion.
TJX’s growth strategy extends beyond merchandising strength, supported by continued store expansion and market-share gains. The company ended the fiscal first quarter with 5,262 stores worldwide after adding 48 net new locations. Management remains optimistic about expansion opportunities across Europe and Australia while pursuing growth initiatives in newer markets such as Spain and Mexico. The retailer believes it still has a substantial runway to increase global footprint and deepen presence across key markets.
TJX’s operational flexibility remains a major competitive advantage. Its fast-turning inventory model allows the company to quickly capitalize on emerging trends, adjust merchandise assortments and pursue high-demand categories. This agility supports strong customer traffic, healthy merchandise margins and continued market-share gains, while helping TJX maintain a fresh and compelling shopping experience that encourages repeat visits across its retail banners.
How Are Estimates Stacking Up for TJX?Reflecting the positive sentiment around TJX, the Zacks Consensus Estimate for earnings per share has seen upward revisions. Over the past seven days, earnings per share estimates for fiscal 2027 and 2028 have increased 2 cents and 1 cent to $5.17 and $5.67, respectively.
Image Source: Zacks Investment Research
How Does TJX’s Valuation Look?TJX is currently trading at a slight discount to its industry benchmarks. The company’s forward 12-month price-to-earnings (P/E) multiple of 31.55X is slightly lower than the industry average of 31.92X. Among peers, Target, Dollar Tree and Dollar General trade at significantly lower valuations, with forward P/E multiples of 15.52X, 15.89X and 15.18X, respectively.
TJX P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
The TJX Companies Navigates Key Challenges AheadTJX operates in a highly competitive retail environment, where maintaining its value proposition may require continued investments in pricing, marketing and store operations. While the company has successfully gained market share through its off-price model, competition from both traditional retailers and e-commerce players remains intense. In addition, cost inflation across labor, sourcing and logistics could pressure profitability and limit future margin expansion.
The retailer is also exposed to macroeconomic and international risks due to its extensive global footprint. Fluctuations in foreign exchange rates, evolving trade policies and tariff-related uncertainties could affect profitability and sourcing costs. While management remains confident in the resilience of the off-price model, changes in consumer spending patterns, economic slowdowns in key markets and persistent cost inflation could pressure future results and moderate earnings growth.
TJX’s Investment AnalysisTJX’s recent 52-week high reflects the strength of its off-price business model, consistent execution and ability to gain market share in a challenging retail environment. The company continues to benefit from strong customer traffic, strong merchandise availability and significant expansion opportunities across global markets. While higher costs, foreign exchange fluctuations and macroeconomic uncertainties remain risks, TJX’s solid fundamentals and positive earnings outlook support its long-term growth story. With a Zacks Rank #2 (Buy), the stock remains a compelling choice for investors seeking steady growth and resilience in the retail sector.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
It also includes access to the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +24% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: TJX (TJX - Free Report) Based in Framingham, MA, The TJX Companies, Inc. is a leading off-price retailer of apparel and home fashions in the U.S. and worldwide. The company’s broad range of assortments at varying prices helps it to reach out to a broad range of consumers. In addition to these, The TJX Companies emphasizes a frequent flow of fresh merchandise to stores and online. As of Jan. 31, 2026, the company operated a total of over 5,214 stores across the United States, Canada, the United Kingdom, Europe and Australia.
TJX is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Retail-Wholesale stock. TJX has a Momentum Style Score of B, and shares are up 14.2% over the past four weeks.
For fiscal 2027, seven analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.11 to $5.17 per share. TJX boasts an average earnings surprise of +8.8%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, TJX should be on investors' short list.
