Investor relations

Overview

The Advocate Aurora Health Credit Group, The Charlotte-Mecklenburg Hospital Authority d/b/a Atrium Health CMHA Combined Group and the Atrium Health Wake Forest Baptist Combined Group are part of the integrated health care delivery and academic system known as Advocate Health. Advocate Health is committed to transparency in financial reporting and effective stewardship of the assets of Advocate Health. This is in accordance with our mission to promote and improve the quality and expand the scope and accessibility of affordable health care for the communities we serve.


Financial information

Quarterly financial information

Annual financial information

Audited financial information


Bond ratings

Fitch Ratings

On Oct. 22, 2025, Fitch Ratings affirmed Advocate Aurora Health’s and Atrium Health CMHA’s long-term rating of AA and short-term rating of F1+. The outlook is stable.

Moody’s Ratings

On Oct. 1, 2025, Moody’s upgraded Advocate Aurora Health’s and Atrium Health CMHA’s long-term rating to Aa2, affirmed their short-term ratings of VMIG 1 and P-1, and upgraded Atrium Health Wake Forest Baptist’s long-term rating to Aa3. The outlook is stable.

S&P Global Ratings

On September 16, 2025, S&P Global Ratings affirmed Advocate Aurora Health’s, Atrium Health CMHA’s and Wake Forest Baptist’s long term rating of AA and Advocate Aurora Health’s and Atrium Health CMHA’s short term rating of A-1+. The outlook is stable.


Additional information

Additional information can be accessed from the MSRB on its EMMA system found at emma.msrb.org.


Acknowledgment statement

The Advocate Health visitor (“you”) acknowledges that the information contained in each of the documents you may access in the “Investor Relations” area is provided as of the date indicated on such document. Advocate Health has not undertaken to update any information contained in such documents, and their availability on this website does not create any implication that the information therein remains correct after its date or that there have been no changes in the information presented in any such document subsequent to its date. Advocate Health has not undertaken, nor has it assumed any responsibility in any manner to periodically or otherwise update such information absent a legal obligation to do so.

Maintenance of any audited financial statement on this website is not intended as a republication of the information therein on any date subsequent to the date set forth on the audited financial statement. Information provided herein is for informational purposes only, and none of the information in this portion of the website is intended to be construed as an offer to sell or the solicitation of an offer to buy securities.