Evolent Health (EVH)

Evolent Health LLC • Evolent Specialty Services, Inc. • Evolent Assurance Solutions, LLC • EH Holding Company, Inc. • Justify Holdings, Inc. • Evolent Health International Private Ltd. • Evolent Care Partners Holding Company, Inc. • Evolent Care Partners of Texas, Inc. • The Accountable Care Organization Ltd. • Evolent Care Partners of North Carolina, Inc. ...

EVH stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$15.91

Low target

$12.00

High target

$19.00

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

13 Jan 25

8-K

Entry into a Material Definitive Agreement

7 Nov 24

Evolent Announces Third Quarter 2024 Results

8 Aug 24

Evolent Announces Second Quarter 2024 Results

8 Aug 24

8-K

Submission of Matters to a Vote of Security Holders

11 Jun 24

8-K

Evolent signs agreement to acquire artificial intelligence utilization management products and team from Machinify

4 Jun 24

8-K

Evolent Announces First Quarter 2024 Results

9 May 24

ARS

2023 FY

Annual report to shareholders

26 Apr 24

Transcripts

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EVH

Earnings call transcript

2024 Q3

7 Nov 24

EVH

Earnings call transcript

2024 Q2

8 Aug 24

EVH

Earnings call transcript

2024 Q1

9 May 24

EVH

Earnings call transcript

2023 Q4

22 Feb 24

EVH

Earnings call transcript

2023 Q3

2 Nov 23

EVH

Earnings call transcript

2023 Q2

2 Aug 23

EVH

Earnings call transcript

2023 Q2

2 Aug 23

EVH

Earnings call transcript

2023 Q1

3 May 23

EVH

Earnings call transcript

2022 Q4

22 Feb 23

EVH

Earnings call transcript

2022 Q3

2 Nov 22

Latest ownership filings

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SC 13G/A

FMR LLC

12 Nov 24

Daniel Joseph McCarthy

Notice of proposed sale of securities (amended)

23 Aug 24

144

Notice of proposed sale of securities

22 Aug 24

144

Notice of proposed sale of securities

22 Aug 24

144

Notice of proposed sale of securities

22 Aug 24

Financial summary

Financial statements Chart EVH financial data

Quarter (USD)	Sep 24	Jun 24	Dec 23	Sep 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Mar 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	127.85 mm	127.85 mm	127.85 mm	127.85 mm	127.85 mm	127.85 mm
Cash burn (monthly)	3.37 mm	6.65 mm	7.92 mm	7.91 mm	(no burn)	(no burn)
Cash used (since last report)	13.54 mm	26.73 mm	31.85 mm	31.81 mm	n/a	n/a
Cash remaining	114.31 mm	101.12 mm	96.00 mm	96.04 mm	n/a	n/a
Runway (months of cash)	34.0	15.2	12.1	12.1	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

EVH institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	265	241	+10.0%
Opened positions	62	48	+29.2%
Closed positions	38	51	-25.5%
Increased positions	74	98	-24.5%
Reduced positions	89	69	+29.0%

13F shares	Current	Prev Q	Change
Total value	3.43 tn	2.37 tn	+44.7%
Total shares	137.22 mm	138.32 mm	-0.8%
Total puts	2.61 mm	1.18 mm	+121.5%
Total calls	2.13 mm	518.50 k	+310.6%
Total put/call ratio	1.2	2.3	-46.1%

Largest owners	Shares	Value	Change
Wellington Management	12.60 mm	$356.20 bn	+12.8%
Vanguard	10.91 mm	$308.57 bn	-1.3%
BlackRock	8.80 mm	$248.82 bn	NEW
Ra Capital Management	8.51 mm	$240.80 bn	0.0%
Engaged Capital I	7.89 mm	$239.72 mm	0.0%
William Blair Investment Management	4.94 mm	$139.68 bn	-1.7%
FMR	4.33 mm	$122.52 bn	-29.3%
JPM JPMorgan Chase & Co.	4.12 mm	$116.40 bn	-5.5%
Engaged Capital	3.99 mm	$112.82 bn	-3.0%
Eventide Asset Managment	3.80 mm	$107.58 bn	+1.7%

Largest transactions	Shares	Bought/sold	Change
BlackRock	8.80 mm	+8.80 mm	NEW
BLK BlackRock	0.00	-8.69 mm	EXIT
Rock Springs Capital Management	2.07 mm	-2.01 mm	-49.2%
Lazard Asset Management	2.37 mm	+2.01 mm	+551.3%
FMR	4.33 mm	-1.79 mm	-29.3%
Loomis Sayles & Co L P	0.00	-1.61 mm	EXIT
Wellington Management	12.60 mm	+1.43 mm	+12.8%
Point72 Asset Management	1.50 mm	+1.42 mm	+1948.5%
Boston Partners	1.27 mm	+1.27 mm	NEW
Norges Bank	0.00	-1.21 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

EVH insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
23 Aug 24	Daniel Joseph McCarthy	Class A Common Stock	Sell	Dispose S	No	Yes	33	4,000	132.00 k	188,340
23 Aug 24	Daniel Joseph McCarthy	Class A Common Stock	Sell	Dispose S	No	Yes	32	6,469	207.01 k	192,340
22 Aug 24	John Paul Johnson	Class A Common Stock	Sell	Dispose S	No	Yes	30	44,693	1.34 mm	171,207
22 Aug 24	Emily Ann Rafferty	Class A Common Stock	Sell	Dispose S	No	Yes	30	8,861	265.83 k	63,408
22 Aug 24	Jonathan Weinberg	Class A Common Stock	Sell	Dispose S	No	Yes	30	16,887	506.61 k	167,027
22 Aug 24	Jonathan Weinberg	Class A Common Stock	Option exercise	Acquire M	No	Yes	17	16,887	287.08 k	183,914
22 Aug 24	Jonathan Weinberg	Class A Common Stock	Sell	Dispose S	No	Yes	32	25,253	808.10 k	167,027
22 Aug 24	Jonathan Weinberg	Class A Common Stock	Option exercise	Acquire M	No	Yes	13.95	25,253	352.28 k	192,280
22 Aug 24	Jonathan Weinberg	Class A Common Stock Option Class A Common Stock	Option exercise	Dispose M	No	Yes	17	16,887	287.08 k	0
22 Aug 24	Jonathan Weinberg	Class A Common Stock Option Class A Common Stock	Option exercise	Dispose M	No	Yes	13.95	25,253	352.28 k	0