Agilon Health (NYSE:AGL) Issues Earnings Results

Agilon Health (NYSE:AGL) released its quarterly earnings data on Wednesday. The company reported $1.80 earnings per share for the quarter, beating analysts’ consensus estimates of $1.04 by $0.76, Zacks reports. Agilon Health had a negative return on equity of 133.13% and a negative net margin of 6.09%.The company had revenue of $1.42 billion for the quarter, compared to the consensus estimate of $1.38 billion.

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

• agilon raised its full-year 2026 outlook after beating Q1, now targeting roughly $5.7B revenue, $375M medical margin, and ~$25M Adjusted EBITDA.
• The company said its enhanced data pipeline and AI now provide validated member-level claims and risk scores for ~85% of members, enabling earlier detection, better forecasting, and a higher full-year risk score estimate (+1.5% vs prior 0.4%).
• Clinical programs are showing results — the CHF pathway (deployed in ~90% of markets) cut inpatient-first diagnoses from ~25% to <5% — and agilon is scaling COPD and dementia pathways to drive earlier intervention and lower utilization.
• Medicare Advantage membership declined to 426,000 from 491,000 YoY due to measured growth and market/payer exits, which reduced revenue despite per-member rate and risk-adjustment gains.
• ACO REACH contributed ~$27M Adjusted EBITDA in Q1 (helped by CMS removing fraudulent-cost items for 2025); management says it finalized 2026 payer contracts and is evaluating 2027 participation options.

Agilon Health Price Performance

Shares of AGL stock traded down $5.83 during trading hours on Friday, reaching $54.83. 653,383 shares of the company were exchanged, compared to its average volume of 356,617. Agilon Health has a fifty-two week low of $7.48 and a fifty-two week high of $82.00. The stock’s fifty day moving average is $18.83 and its two-hundred day moving average is $18.25. The company has a market cap of $913.47 million, a price-to-earnings ratio of -2.54 and a beta of 2.29. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.02 and a quick ratio of 1.02.

More Agilon Health News

Here are the key news stories impacting Agilon Health this week:

• Positive Sentiment: Q1 beat and guidance lift — Agilon reported $1.80 EPS vs. ~$1.04 consensus and $1.42B revenue vs. ~$1.38B, and raised full?year 2026 guidance for revenue, medical margin and Adjusted EBITDA. This is the primary driver of the rally. Business Wire: Q1 Results
• Positive Sentiment: Management says operational initiatives are producing results and raised full?year revenue/medical margin targets — supports improving profitability trajectory that investors care about. Benzinga: Operational Initiatives
• Positive Sentiment: Market coverage and upgrades — Jefferies upgraded AGL (reported by MSN/aggregators), adding momentum to buying interest after the earnings beat. MSN: Jefferies Upgrade
• Positive Sentiment: Media coverage of the outsized one?day move — outlets highlight the stock’s big post?earnings pop (Barron’s coverage provides context on the rally against last year’s selloff). That coverage can sustain flows into the name. Barron’s: Why the Stock Is Having Its Best Day Ever
• Neutral Sentiment: Earnings call and transcripts available — the full Q&A provides detail for investors to assess sustainability of margin improvements; see transcripts for color. InsiderMonkey: Q1 Call Transcript Seeking Alpha: Transcript
• Neutral Sentiment: Analyst coverage noted across outlets (Zacks, MarketBeat, Yahoo) recapping beats and metrics — useful but largely reiterative of the earnings news. Zacks: Q1 Coverage
• Negative Sentiment: Mixed analyst stance — Robert W. Baird raised its price target from $20 to $35 but kept a “neutral” rating (the PT implies downside from recent highs), signaling some analysts see limited upside or want to wait for sustained improvement. This adds caution even amid the rally. TickerReport/Benzinga: Baird Raise to $35

Wall Street Analysts Forecast Growth

Several research firms have issued reports on AGL. Robert W. Baird lifted their price objective on Agilon Health from $20.00 to $35.00 and gave the company a “neutral” rating in a report on Thursday. Wells Fargo & Company reissued an “overweight” rating and set a $72.00 price target (up from $37.50) on shares of Agilon Health in a report on Friday. Deutsche Bank Aktiengesellschaft upgraded shares of Agilon Health from a “hold” rating to a “buy” rating and boosted their price target for the company from $33.00 to $49.00 in a research report on Thursday. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Agilon Health in a report on Monday, April 20th. Finally, Benchmark boosted their target price on Agilon Health to $13.00 and gave the stock a “buy” rating in a report on Thursday, April 2nd. Five research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Agilon Health has a consensus rating of “Hold” and an average target price of $37.93.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of AGL. Goldman Sachs Group Inc. boosted its holdings in Agilon Health by 196.2% in the fourth quarter. Goldman Sachs Group Inc. now owns 20,055,214 shares of the company’s stock valued at $13,812,000 after acquiring an additional 13,283,930 shares during the last quarter. AQR Capital Management LLC raised its holdings in Agilon Health by 1,346.6% during the 4th quarter. AQR Capital Management LLC now owns 10,211,767 shares of the company’s stock worth $7,033,000 after purchasing an additional 9,505,837 shares during the last quarter. Voleon Capital Management LP lifted its position in Agilon Health by 5,519.2% during the 3rd quarter. Voleon Capital Management LP now owns 2,741,039 shares of the company’s stock valued at $2,823,000 after purchasing an additional 2,692,259 shares during the period. Millennium Management LLC boosted its stake in shares of Agilon Health by 280.4% in the 3rd quarter. Millennium Management LLC now owns 2,998,838 shares of the company’s stock valued at $3,089,000 after purchasing an additional 2,210,568 shares during the last quarter. Finally, Amundi acquired a new stake in shares of Agilon Health during the 4th quarter worth approximately $1,356,000.

About Agilon Health

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.