The filing reinforces Astrana's execution in value-based care, which could support the stock's premium valuation. Monitor upcoming 10-Q for Q2 2026 results to see if the 56% Q1 revenue growth rate sustains and if ACO shared savings flow through to the income statement.
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Executive Summary
Astrana Health announced its affiliated ACOs generated $120.4 million in gross shared savings in the 2024 performance year, with all eight ACOs achieving net savings. The press release also disclosed FY2025 revenue of $3.18 billion and adjusted EBITDA of $205.4 million, and noted Q1 2026 revenue growth of 56% year-over-year. This is a backward-looking operational update that validates the company's value-based care platform but does not provide new guidance or material forward-looking financials.
Key Facts
- $120.4 million in gross shared savings from Astrana's eight affiliated ACOs in 2024
- 100% of ACOs (8 of 8) generated net shared savings
- Nearly 100,000 Medicare beneficiaries served across the ACOs
- Astrana Care Partners ACO ranked 7th among 476 MSSP ACOs in net shared savings per beneficiary
- FY2025 revenue of $3.18 billion and adjusted EBITDA of $205.4 million
- Q1 2026 revenue grew 56% year-over-year
- Company supports over 20,000 providers and ~1.55 million patients
Financial Impact
Positive but not quantifiable for the company's direct revenue; the $120.4M is gross shared savings across ACOs, not Astrana's reported revenue. FY2025 figures ($3.18B revenue, $205.4M adjusted EBITDA) are historical and already known.
Risk Factors
- No new forward guidance or quantitative revenue impact from ACO savings provided
- Historical financials already disclosed — no incremental catalyst for near-term price movement
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001104659-26-082892 |
| Document: tm2620233d1_8k.htm | 0001104659-26-082892 |
| Document: 0001104659-26-082892-index-headers.html | 0001104659-26-082892 |
| Document: 0001104659-26-082892-index.html | 0001104659-26-082892 |
| Document: 0001104659-26-082892.txt | 0001104659-26-082892 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 23, 2026 4w ago | 8-K | $34.34 $37.35 | ▲ +8.77% | ▲ +8.08% | $37.23 (+8.42%) |
Sep 23, 2026 4w ago | 8-K | $34.34 $37.35 | ▼ −8.77% | ▼ −8.08% | $37.23 (−8.42%) |
Sep 15, 2026 5w ago | 8-K | $38.35 $37.87 | ▼ −1.25% | ▼ −4.23% | $37.23 (−2.92%) |
Jul 14, 2026 14w ago | Press Release | $47.04 $35.79 | ▼ −23.92% | ▼ −26.26% | $37.23 (−20.85%) |
Jul 13, 2026 15w ago | 8-K | $47.64 $37.47 | ▼ −21.35% | ▼ −24.53% | $37.23 (−21.85%) |
Jun 10, 2026 19w ago | 8-K | $39.85 $46.81 | ▲ +17.47% | ▲ +15.57% | $37.23 (−6.57%) |
Apr 17, 2026 27w ago | DEFA14A | $31.50 $39.16 | ▲ +24.32% | ▲ +18.95% | $37.23 (+18.19%) |
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