Agilon Health (NYSE:AGL) Releases Earnings Results, Beats Estimates By $0.90 EPS

Agilon Health (NYSE:AGL – Get Free Report) issued its earnings results on Wednesday. The company reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.14 by $0.90, FiscalAI reports. Agilon Health had a negative return on equity of 122.70% and a negative net margin of 3.92%.The business had revenue of $1.49 billion during the quarter, compared to analyst estimates of $1.45 billion.

Here are the key takeaways from Agilon Health’s conference call:

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• Q2 results materially exceeded guidance, with revenue of approximately $1.5 billion, medical margin of $197 million and adjusted EBITDA of $70 million, versus a $53 million medical-margin loss and an $83 million EBITDA loss a year earlier.
• Agilon raised its full-year 2026 outlook to approximately $5.8 billion of revenue, $485 million of medical margin and $85 million of adjusted EBITDA, reflecting stronger risk-adjustment revenue, favorable prior-period development and improved cost trends.
• Medical cost trends improved, with 2025 trend revised to 5.8% from 6.2% and Q1 2026 trend moving into the low-6% range; management also cited early benefits from clinical programs, including heart-failure interventions that reduced inpatient first-diagnosis rates from about 25% to below 5%.
• Enhanced data coverage now includes more than 80% of payers and helped lift estimated 2026 risk-adjustment growth to approximately 3% net of the V28 impact, while clinical pathways, AI tools and the burden-of-illness program are improving diagnosis and care management.
• Medicare Advantage membership fell to 437,000 from 498,000 a year ago as the company prioritized profitability over growth. Management expects 2027 growth primarily from existing markets, care-coordination members moving to full risk and ACO opportunities, while remaining disciplined on new-market expansion and payer contracting.

Agilon Health Trading Up 10.6%

Shares of NYSE:AGL traded up $9.19 during midday trading on Friday, hitting $96.02. 270,443 shares of the stock traded hands, compared to its average volume of 358,031. The stock has a market capitalization of $1.60 billion, a PE ratio of -6.73 and a beta of 3.01. The business’s 50 day moving average is $106.72 and its two-hundred day moving average is $55.69. The company has a quick ratio of 1.04, a current ratio of 1.04 and a debt-to-equity ratio of 0.08. Agilon Health has a one year low of $7.48 and a one year high of $133.04.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. LPL Financial LLC grew its position in shares of Agilon Health by 213.4% in the 4th quarter. LPL Financial LLC now owns 44,055 shares of the company’s stock worth $30,000 after buying an additional 30,000 shares during the last quarter. CIBC Bancorp USA Inc. purchased a new stake in Agilon Health in the third quarter worth $34,000. Focus Partners Advisor Solutions LLC purchased a new stake in Agilon Health in the fourth quarter worth $53,000. Tower Research Capital LLC TRC boosted its holdings in Agilon Health by 214.0% in the second quarter. Tower Research Capital LLC TRC now owns 37,079 shares of the company’s stock valued at $85,000 after acquiring an additional 25,270 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV purchased a new position in Agilon Health during the 4th quarter valued at $86,000.

Wall Street Analyst Weigh In

Several equities analysts recently commented on AGL shares. Truist Financial set a $112.00 target price on shares of Agilon Health and gave the company a “hold” rating in a report on Thursday. JPMorgan Chase & Co. cut Agilon Health from a “neutral” rating to an “underweight” rating and set a $21.00 price objective on the stock. in a research note on Monday, May 4th. Deutsche Bank Aktiengesellschaft raised Agilon Health from a “hold” rating to a “buy” rating and boosted their target price for the company from $33.00 to $49.00 in a research note on Thursday, May 7th. Citigroup cut Agilon Health from a “neutral” rating to a “sell” rating and increased their target price for the company from $80.00 to $105.00 in a report on Thursday, July 23rd. Finally, Barclays set a $111.00 price target on Agilon Health and gave the stock an “equal weight” rating in a research note on Thursday. Five analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $84.82.

View Our Latest Analysis on Agilon Health

About Agilon Health

(Get Free Report)

Agilon Health (NYSE: AGL) is a healthcare company that partners with independent primary care physicians to deliver value-based care for Medicare beneficiaries. Through risk-sharing arrangements, Agilon assumes financial responsibility for patient populations, enabling physicians to focus on preventive and proactive health management. The company provides the administrative, clinical and operational infrastructure needed to support comprehensive care delivery.

Agilon’s platform encompasses data analytics, care management, patient engagement tools and population health programs.

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