Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data
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- Statement of Comprehensive Income
- Balance Sheet: Assets
- Common-Size Income Statement
- Analysis of Solvency Ratios
- Analysis of Short-term (Operating) Activity Ratios
- Analysis of Reportable Segments
- Enterprise Value to EBITDA (EV/EBITDA)
- Selected Financial Data since 2005
- Current Ratio since 2005
- Debt to Equity since 2005
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Elevance Health Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)
Based on: 10-Q (reporting date: 2026-06-30), 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).
The capital structure of the organization remains remarkably stable over the analyzed period, with total liabilities consistently accounting for approximately 62% to 65% of total liabilities and equity. Correspondingly, total equity maintains a steady presence, typically fluctuating between 34% and 37%. This indicates a consistent approach to leverage and financing throughout the observed timeframe.
- Current Liability Trends
- Current liabilities represent the largest component of the total funding structure, generally ranging between 33% and 40%. Medical claims payable constitute a significant and stable portion of this, consistently hovering between 13% and 15%. A notable downward trend is observed in other policyholder liabilities, which declined from 5.30% in March 2021 to 2.74% by June 2026. Unearned income remained relatively low, though periodic spikes were observed in 2022 and 2023, reaching peaks above 4% before returning to a baseline of approximately 1.3%.
- Noncurrent Liability Composition
- Noncurrent liabilities fluctuate between 24% and 30% of the total balance sheet. Long-term debt, excluding the current portion, is the primary driver of this category, consistently representing between 19% and 25% of total liabilities and equity. Deferred tax liabilities exhibit a gradual decline over the period, moving from a peak of 2.88% in December 2021 to 1.74% by June 2026.
- Equity Evolution
- The composition of equity shows a shift toward internally generated funds. Retained earnings have trended upward from 25.91% in March 2021 to approximately 29% in the later periods, reflecting sustained profit accumulation. In contrast, additional paid-in capital has experienced a gradual decrease, falling from 9.67% to approximately 7.05%. Accumulated other comprehensive loss peaked in September 2022 at -2.70% but showed a subsequent recovery trend, narrowing to -0.56% by June 2026.
- Debt Management and Liquidity Indicators
- Short-term borrowings remain a minimal component of the balance sheet, typically staying below 0.30%. The current portion of long-term debt showed volatility, peaking at 3.08% in March 2022 before stabilizing at lower levels, often below 1% in the most recent projections, suggesting a strategic management of debt maturities.