This is a routine contract modification for an existing Medicare administrative contractor role. Monitor future HHS budget allocations and any competitive re-bids for the A/B MAC program, but no near-term stock impact expected from this award alone.
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Executive Summary
Elevance Health's subsidiary WellPoint Federal Solutions received a $74.6M contract modification from HHS for the A/B MAC J6 Medicare administrative contractor program. The award is routine in size relative to Elevance's annual revenue of ~$199.3B, representing approximately 0.04% of revenue, and does not materially alter the company's financial outlook.
Key Financial Metrics
Key Facts
- Contract modification P00095 awarded to WellPoint Federal Solutions, a subsidiary of Elevance Health
- Obligation amount: $74,562,687
- Awarding agency: Department of Health and Human Services
- Award represents ~0.04% of Elevance's annualized revenue of $199.3B
- Filed 8 days after Q2 2026 earnings which showed adjusted EPS beat and raised guidance
Financial Impact
$74.6M modification, approximately 0.04% of annualized revenue
Risk Factors
- Government contract modifications are subject to funding availability and continuing resolutions
- No material revenue contribution relative to Elevance's overall scale
Investment Themes
Documents Analyzed
This report is based on 1 federal contract record from official U.S. government contract data.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-75FCMC20C0026 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 144 | $439.95 $431.32 | ▼ −1.96% | ▼ −2.67% | $421.49 (−4.20%) |
Oct 21, 2026 6d ago | 8-K | $434.13 $445.28 | ▲ +2.57% | ▲ +3.75% | $421.49 (−2.91%) |
Oct 20, 2026 7d ago | Institutional Cluster | $434.13 $445.28 | ▲ +2.57% | ▲ +3.75% | $421.49 (−2.91%) |
Sep 10, 2026 6w ago | 8-K | $416.54 $418.72 | ▲ +0.52% | ▼ −0.33% | $421.49 (+1.19%) |
Aug 27, 2026 8w ago | Institutional Cluster | $399.11 $394.43 | ▼ −1.17% | ▼ −0.95% | $421.49 (+5.61%) |
Aug 20, 2026 9w ago | Court Ruling | $400.54 $402.63 | ▲ +0.52% | ▲ +0.82% | $421.49 (+5.23%) |
Aug 17, 2026 10w ago | Court Ruling | $396.54 $396.72 | ▲ +0.05% | ▼ −0.16% | $421.49 (+6.29%) |
Jul 23, 2026 13w ago | GOVT-CONTRACT | $376.04 $376.72 | ▲ +0.18% | ▲ +0.16% | $421.49 (+12.09%) |
Jul 17, 2026 14w ago | Insider Cluster | $373.11 $382.23 | ▲ +2.44% | ▲ +2.61% | $421.49 (+12.97%) |
Jul 15, 2026 14w ago | 8-K | $390.33 $372.85 | ▼ −4.48% | ▼ −3.94% | $421.49 (+7.98%) |
US Market Status
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