Elevance Health has delivered a 37.6% gain over the past year, yet current valuation checks still lean on the side of the stock looking inexpensive rather than stretched. For investors, that creates a pricing debate around how much of the company’s recent health data partnerships and care model initiatives is already reflected in today’s US$398.22 share price. Over the last 12 months Elevance Health is up 37.6%. This puts recent shareholders in a comfortable spot and raises the bar for what...

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy returned 3.42% net of fees, trailing the Russell 1000 Value Index’s 13.87% gain. Performance benefited from stock selection in consumer staples, materials and consumer discretionary, along with an underweight in utilities. However, stock […]