ELEVANCE HEALTH INC (ELV)

Sector: Health Care

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2026 Annual Meeting Analysis

ELEVANCE HEALTH INC · Meeting: May 13, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

0

Directors AGAINST

3

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Three Directors

/3 AGAINST

Against Analysis

✗ AGAINST
Gail K. BoudreauxTSR underperformance peer group: 3yr ELV -32.7% vs peer median +84.6%, gap of -117.3pp exceeds 20pp threshold for negative absolute TSR; director since 2017, full tenure overlap; 5yr ELV -16.8% vs peer median +76.0%, gap of -92.8pp also exceeds 20pp threshold — no 5yr mitigant applies

ELV's stock has lost roughly a third of its value over the past three years while the company's own disclosed peer group returned a median of +84.6% over the same period — a gap of over 117 percentage points, far exceeding the 20-point trigger under our policy; the 5-year record is similarly weak (ELV -16.8% vs. peer median +76.0%), so the longer track record does not provide a mitigating offset, and Ms. Boudreaux has served as CEO and director since 2017, meaning she bears full accountability for this sustained underperformance.

✗ AGAINST
Robert L. Dixon, Jr.TSR underperformance peer group: 3yr ELV -32.7% vs peer median +84.6%, gap of -117.3pp exceeds 20pp threshold for negative absolute TSR; director since 2011, full tenure overlap; 5yr gap -92.8pp also exceeds threshold — no 5yr mitigant applies

Mr. Dixon has served on the board since 2011, giving him full accountability for ELV's severe three-year stock underperformance of -117.3 percentage points versus the company's own peers; the five-year record is equally weak, so the policy's mitigating check does not rescue a FOR vote, and no other exemption applies.

✗ AGAINST
Deanna D. StrableTSR underperformance peer group: 3yr ELV -32.7% vs peer median +84.6%, gap of -117.3pp exceeds 20pp threshold for negative absolute TSR; director since 2022, tenure >24 months; 5yr gap -92.8pp also exceeds threshold — no 5yr mitigant applies; note: joined during already-underperforming period (partial mitigating context)

Ms. Strable joined the board in 2022 — more than 24 months ago — so she is not exempt from the TSR trigger, and ELV's catastrophic three-year underperformance of -117.3 percentage points versus its own disclosed peers triggers a AGAINST vote; while it is worth noting that meaningful underperformance was already underway when she joined (offering some mitigating context), the five-year record provides no relief, and the policy requires applying the trigger for directors with tenure beyond the 24-month exemption window.

For Analysis

All three nominees are subject to the TSR underperformance trigger: ELV's 3-year total return of -32.7% trails the company's own disclosed compensation peer group median of +84.6% by 117.3 percentage points, far exceeding the 20pp threshold applicable when absolute 3-year TSR is negative. The 5-year record (ELV -16.8% vs. peer median +76.0%, gap -92.8pp) also exceeds the threshold, so the 5-year mitigant does not apply. All three nominees receive AGAINST votes. For Strable, it is noted she joined the board in 2022 when underperformance was already in progress, but her tenure exceeds the 24-month exemption and the policy does not provide a full waiver.

Say on Pay

✓ FOR

CEO

Gail Boudreaux

Total Comp

$22,582,314

Prior Support

92%%

The prior Say on Pay vote received approximately 92% support in 2025, well above the 70% threshold that would require a AGAINST vote absent remediation. The pay structure is heavily weighted toward variable compensation — roughly 79% of the CEO's target pay consists of equity awards and performance-based bonuses, comfortably exceeding the 50-60% policy minimum for variable pay — and the annual bonus paid out at only 86.5% of target because the company missed its primary profitability goal, demonstrating that the incentive plan actually withheld pay when financial results fell short. While ELV's stock has significantly underperformed peers (which supports AGAINST votes for directors), the incentive pay question is whether above-benchmark variable pay was paid despite underperformance: here the AIP was reduced below target and the prior three-year performance stock awards paid out at only 62.5% of target, showing the incentive structure responded to weak results, and the pay level does not appear materially above benchmark for a company and role of this type.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

N/A

Audit Fees

$17,963,266

Non-Audit Fees

$3,997,521

Non-audit fees (audit-related fees of $3,265,705 plus tax fees of $731,816, totaling approximately $3,997,521) represent about 22% of audit fees ($17,963,266), well below the 50% threshold that would trigger a AGAINST vote; auditor tenure is not disclosed in the proxy so the tenure trigger cannot fire per policy; EY is a Big 4 firm fully appropriate for a company of ELV's size and complexity.

Stockholder Proposals

1 proposal submitted by shareholders

Proposal 4

Shareholder Proposal Requesting an Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups

✗ AGAINST
Filed by:Trillium ESG Global Equity FundIdeological — ProgressiveDisclosure
Board recommends: AGAINST
ideological filer: Trillium ESG Global Equity Fund is a well-known ESG/progressive advocacy-oriented filer; proposal serves advocacy goals rather than neutral fiduciary interests

Trillium ESG Global Equity Fund is a recognized ESG-focused advocacy filer whose proposals consistently advance progressive political goals rather than neutral fiduciary concerns, placing it in the ideological-progressive category under our policy, which requires a AGAINST vote regardless of the proposal's surface framing. Even evaluating the merits independently, the company already discloses its political contribution policies and individual contributions in an annual Political Contributions & Related Activity Report, has earned a 'Trendsetter' ranking in the CPA-Zicklin Index for disclosure practices, and the Governance Committee conducts annual oversight reviews — meaning the incremental informational value of the requested study is low. The symmetry rule in our policy means that ideological motivation from either direction disqualifies a proposal, and this one would not be submitted by a neutral fiduciary investor solely concerned with shareholder value.

Overall Assessment

The 2026 Elevance Health annual meeting features four proposals; the most significant governance concern is ELV's severe and sustained stock underperformance — down roughly 33% over three years while the company's own peer group returned a median of +85% — which triggers AGAINST votes for all three director nominees under the TSR underperformance policy. The Say on Pay vote earns a FOR because the incentive plan demonstrated meaningful pay-for-performance discipline (AIP at 86.5% of target; three-year performance stock awards at 62.5% of target), auditor ratification passes cleanly on fee ratio grounds, and the sole stockholder proposal is submitted by an ideological-progressive filer and receives an AGAINST vote.

Filing date: March 27, 2026·Policy v1.2·high confidence

Compensation Peer Group

48 companies disclosed in 2026 proxy filing

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BACBank of America Corporation
BRK.BBerkshire Hathaway Inc.
CAHCardinal Health, Inc.
CORCencora, Inc.
CNCCentene Corporation
CVXChevron Corporation
CCitigroup Inc.
CMCSAComcast Corporation
COSTCostco Wholesale Corporation
CVSCVS Health Corporation
DELLDell Technologies Inc.
XOMExxon Mobil Corporation
FMCCFederal Home Loan Mortgage Corporation
FNMAFederal National Mortgage Association
FDXFedEx Corporation
FFord Motor Company
GMGeneral Motors Company
HUMHumana Inc.
JNJJohnson & Johnson
JPMJPMorgan Chase & Co.
LOWLowe's Companies, Inc.
MPCMarathon Petroleum Corporation
MCKMcKesson Corporation
METAMeta Platforms, Inc.
MSFTMicrosoft Corporation
MSMorgan Stanley
PEPPepsiCo, Inc.
PSXPhillips 66
TGTTarget Corporation
TSLATesla, Inc.
CIThe Cigna Group
GSThe Goldman Sachs Group, Inc.
HDThe Home Depot, Inc.
KRThe Kroger Co.
PGThe Procter & Gamble Company
DISThe Walt Disney Company
UNHUnitedHealth Group Incorporated
UPSUnited Parcel Service, Inc.
VLOValero Energy Corporation
VZVerizon Communications Inc.
WBAWalgreens Boots Alliance, Inc.
WMTWalmart Inc.
WFCWells Fargo & Company