Pale Fire Capital SE Has $18.52 Million Stock Holdings in Teladoc Health, Inc. $TDOC

Pale Fire Capital SE grew its holdings in Teladoc Health, Inc. (NYSE:TDOC) by 74.8% during the 1st quarter, HoldingsChannel reports. The firm owned 3,398,491 shares of the health services provider’s stock after purchasing an additional 1,454,288 shares during the quarter. Teladoc Health comprises approximately 1.6% of Pale Fire Capital SE’s holdings, making the stock its 13th largest position. Pale Fire Capital SE’s holdings in Teladoc Health were worth $18,522,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of TDOC. PNC Financial Services Group Inc. lifted its position in shares of Teladoc Health by 177.7% during the 4th quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider’s stock worth $31,000 after buying an additional 2,810 shares during the last quarter. IFP Advisors Inc grew its position in Teladoc Health by 412.1% in the third quarter. IFP Advisors Inc now owns 3,989 shares of the health services provider’s stock valued at $31,000 after acquiring an additional 3,210 shares during the last quarter. International Assets Investment Management LLC bought a new position in Teladoc Health in the fourth quarter valued at about $45,000. Van ECK Associates Corp raised its stake in Teladoc Health by 101.4% during the fourth quarter. Van ECK Associates Corp now owns 9,150 shares of the health services provider’s stock worth $64,000 after acquiring an additional 4,607 shares in the last quarter. Finally, KBC Group NV raised its stake in Teladoc Health by 88.3% during the fourth quarter. KBC Group NV now owns 9,632 shares of the health services provider’s stock worth $67,000 after acquiring an additional 4,516 shares in the last quarter. Institutional investors and hedge funds own 76.82% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently commented on TDOC. Bank of America increased their target price on shares of Teladoc Health from $9.00 to $10.50 and gave the stock a “buy” rating in a report on Tuesday, July 7th. Canaccord Genuity Group lifted their price target on shares of Teladoc Health from $10.00 to $11.00 and gave the company a “buy” rating in a report on Tuesday. Citigroup upped their price objective on shares of Teladoc Health from $6.00 to $7.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 5th. Finally, Weiss Ratings raised shares of Teladoc Health from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Friday, May 22nd. Five equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $7.57.

Insider Transactions at Teladoc Health

In other news, insider Carlos Nueno sold 6,196 shares of the company’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $7.63, for a total value of $47,275.48. Following the completion of the transaction, the insider owned 57,671 shares of the company’s stock, valued at $440,029.73. This represents a 9.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Charles Divita III sold 19,132 shares of the firm’s stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $7.63, for a total transaction of $145,977.16. Following the completion of the transaction, the chief executive officer owned 389,894 shares of the company’s stock, valued at approximately $2,974,891.22. This trade represents a 4.68% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 39,195 shares of company stock worth $299,058. 0.70% of the stock is owned by corporate insiders.

Teladoc Health Trading Up 0.7%

Shares of TDOC stock opened at $8.72 on Friday. The firm has a market capitalization of $1.57 billion, a P/E ratio of -8.99 and a beta of 2.10. Teladoc Health, Inc. has a twelve month low of $4.40 and a twelve month high of $9.89. The company has a quick ratio of 2.72, a current ratio of 2.80 and a debt-to-equity ratio of 0.75. The stock’s fifty day simple moving average is $8.05 and its 200 day simple moving average is $6.52.

Teladoc Health (NYSE:TDOC) last issued its earnings results on Wednesday, April 29th. The health services provider reported ($0.36) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.35) by ($0.01). The firm had revenue of $613.85 million during the quarter, compared to analyst estimates of $611.04 million. Teladoc Health had a negative return on equity of 11.45% and a negative net margin of 6.81%.Teladoc Health’s revenue for the quarter was down 2.5% on a year-over-year basis. During the same period in the previous year, the company earned ($0.53) EPS. Teladoc Health has set its FY 2026 guidance at -1.050–0.750 EPS and its Q2 2026 guidance at -0.300–0.200 EPS. As a group, sell-side analysts predict that Teladoc Health, Inc. will post -0.92 EPS for the current fiscal year.

About Teladoc Health

Teladoc Health, Inc is a leading global provider of virtual healthcare services, offering on-demand medical consultations via phone, video, and mobile app platforms. The company connects patients with licensed physicians and specialists for non-emergency medical issues, mental health support, dermatology, and chronic condition management. By leveraging digital technologies and data analytics, Teladoc aims to enhance accessibility, reduce healthcare costs, and improve patient outcomes through personalized care plans and remote monitoring.

Teladoc’s service portfolio includes general medical visits, behavioral health sessions, expert medical services for complex cases, and wellness programs designed to support chronic disease management such as diabetes, hypertension, and heart disease.