Market Cap
$1.3B
AGL
agilon health, inc.
$84.26 ▲ +2.41%
Prev close $82.28Market cap$1.3B
ConsensusSell
12-mo target$118.33 (+40.4%)
▼ Bearish
Analyst conviction 4/10
17 New Institutional Positions13 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on AGL right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Hold (35%)
Inst. Holders
50 funds
Inst. Value
$1.1B
Inst. Activity
17 buys / 13 sells
Insider Activity
$352.0K buy / $0.00 sell
Insider Net $
$352.0K
SEC Reports
4
Price chart 30d -2.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 16, 2026 Insider
Gertsch Timothy surrendered for taxes 17 shares
Chief Accounting Officer @ $96.90 ($1.6K)
Aug 5, 2026 earnings_calendar
AGL Q2 2026 Earnings Scheduled — 2026-08-05
Aug 1, 2026 Insider
Zamore Denise surrendered for taxes 37 shares
Chief Legal Officer @ $91.61 ($3.4K)
Jul 1, 2026 Insider
Schwaneke Jeffrey A. surrendered for taxes 2,311 shares
Chief Financial Officer @ $111.74 ($258.2K)
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
1,146,520 shares ($122.9M)
Jun 30, 2026 Inst.
Apr 27, 2026 SEC GOLDMAN SACHS GROUP INC — TRIM
686,792 shares ($73.6M)
Agilon health filed a supplement to its proxy statement clarifying the appointment of Tim O'Rourke as CEO, President, an
DEFA14A — Impact 2/10
agilon health appointed Tim O'Rourke as CEO and President, effective May 7, 2026, with a compensation package including
8-K — Impact 4/10
Analyst ratings buy % +337.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
35% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 15, 2026 | Bernstein | UPGRADE | Outperform | 51% |
| Aug 24, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 11, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 11, 2026 | Citigroup | UPGRADE | Neutral | 55% |
| Aug 6, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Aug 6, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 6, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 23, 2026 | Citigroup | DOWNGRADE | Sell | 55% |
| Jul 13, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 12 | 1 | 0 | 35% | |
| Aug 1, 2026 | 1 | 3 | 11 | 7 | 2 | 17% | |
| Jul 1, 2026 | 2 | 5 | 11 | 3 | 0 | 33% | |
| Jun 1, 2026 | 2 | 5 | 11 | 3 | 0 | 33% | |
| May 1, 2026 | 0 | 2 | 15 | 6 | 1 | 8% | |
| Apr 1, 2026 | 0 | 2 | 15 | 6 | 1 | 8% | |
| Mar 1, 2026 | 0 | 2 | 15 | 6 | 1 | 8% | |
| Feb 1, 2026 | 0 | 2 | 15 | 6 | 1 | 8% |
Price targets
Where 12 covering analysts think AGL trades over the next 12 months.
$118.33 +40.4% upside Strong Buy
Current$84.26 Low$85.00 Median$116.00 High$146.00 12 analysts
$85.00$146.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 4.5/10.
NEUTRALDEFA14A2/10
Agilon health filed a supplement to its proxy statement clarifying the appointment of Tim O'Rourke a
Apr 27, 2026
NEUTRAL8-K4/10
agilon health appointed Tim O'Rourke as CEO and President, effective May 7, 2026, with a compensatio
Apr 27, 2026
BULLISHINST-CLUSTER6/10
Three major passive institutional investors — Wells Fargo, Schwab, and UBS — increased their positio
Feb 28, 2026
MIXED8-K6/10
Agilon Health reported a decline in financial performance for fiscal year 2025, with revenue down 2%
Feb 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 5, 2026
earnings_calendar
AGL Q2 2026 Earnings Scheduled — 2026-08-05
Jun 25, 2026
ftd
FTD: AGL — 46,327 shares ($5.0M) failed to deliver
Settlement: 20260625, Price: $106.96, FTD Value: $4,955,135.92, AGILON HEALTH INC COM
May 8, 2026
short_interest
FTD: AGL — 10,360 shares ($0.6M) failed to deliver
Settlement: 20260508, Price: $60.66, FTD Value: $628,437.6, AGILON HEALTH INC COM
May 6, 2026
earnings_calendar
AGL Q1 2026 Earnings Scheduled — 2026-05-06
Mar 30, 2026
short_volume
Short Volume: AGL — 85.2% short (5.3M / 6.2M)
Short: 5,281,524 | Exempt: 465,144 | TRF Vol: 6,200,858 | Short Ratio: 85.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.64 | $-1.36–$-0.25 | 90.0% | +15.1% | 2↑ 4↓ | $1.5B | 5 |
| Next Q | $-3.71 | $-6.37–$-2.30 | 67.8% | -7.7% | 6↑ 4↓ | $1.5B | 11 |
| Current FY | $-1.79 | $-5.34–$2.07 | 92.5% | -11.4% | 9↑ 1↓ | $5.8B | 11 |
| Next FY | $2.40 | $-2.38–$6.15 | 1555.4% | +36.1% | 6↑ 0↓ | $6.2B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.640 | — |
| 7d ago | $-0.754 | +0.114 |
| 30d ago | $-0.754 | +0.114 |
| 60d ago | $-0.669 | +0.029 |
| 90d ago | $-0.649 | +0.009 |
Institutional ownership
Which big funds own AGL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.1B total value (9,814,608 shares) as of 2026-Q2. Top holders: MORGAN, BlackRock,, AQR. Net buying activity: 17 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 2,011,196 | $215.6M | 20.5% | NEW |
| BlackRock, Inc. | 1,146,520 | $122.9M | 11.7% | ADD +31.3% |
| AQR CAPITAL MANAGEMENT LLC | 692,541 | $74.2M | 7.0% | — |
| GOLDMAN SACHS GROUP INC | 686,792 | $73.6M | 7.0% | TRIM -35.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 525,328 | $56.3M | 5.3% | — |
| MARSHALL WACE, LLP | 468,293 | $50.2M | 4.8% | NEW |
| D. E. Shaw & Co., Inc. | 390,149 | $41.8M | 4.0% | TRIM -47.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 348,960 | $37.4M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 314,165 | $33.7M | 3.2% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 280,200 | $30.0M | 2.9% | TRIM -60.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 873,164 | 1,146,520 | +31.3% | $122.9M |
| GOLDMAN SACHS GROUP INC | TRIM | 1,062,236 | 686,792 | -35.3% | $73.6M |
| MARSHALL WACE, LLP | NEW | — | 468,293 | — | $50.2M |
| D. E. Shaw & Co., Inc. | TRIM | 742,218 | 390,149 | -47.4% | $41.8M |
| JANE STREET GROUP, LLC | DOUBLED | 15,113 | 273,393 | +1709.0% | $29.3M |
| Nuveen, LLC | DOUBLED | 31,996 | 229,071 | +615.9% | $24.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | NEW | — | 108,160 | — | $12.4M |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 20,283 | 42,875 | +111.4% | $4.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | NEAR_EXIT | 296,552 | 31,643 | -89.3% | $3.4M |
| JPMORGAN CHASE & CO | TRIM | 28,690 | 14,860 | -48.2% | $1.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 39 transactions. Net $352.0K — $352.0K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 16, 2026 | Gertsch Timothy | Chief Accounting Officer | TAX W/H | 17 | $96.90 | $1.6K |
| Aug 1, 2026 | Zamore Denise | Chief Legal Officer | TAX W/H | 37 | $91.61 | $3.4K |
| Jul 1, 2026 | Schwaneke Jeffrey A. | Chief Financial Officer | TAX W/H | 2,311 | $111.74 | $258.2K |
| Jun 2, 2026 | Mansukani Sharad | Director | AWARD | 2,133 | — | — |
| Jun 2, 2026 | Battaglia Silvana | Director | AWARD | 2,133 | — | — |
| Jun 2, 2026 | MCKENZIE DIANA | Director | AWARD | 2,133 | — | — |
| Jun 2, 2026 | McLoughlin Karen | Director | AWARD | 2,133 | — | — |
| Jun 2, 2026 | WILLIAMS RONALD A | Director | AWARD | 2,133 | — | — |
| Jun 2, 2026 | Wulf John William | Director | AWARD | 2,133 | — | — |
| Jun 1, 2026 | Zamore Denise | Chief Legal Officer | TAX W/H | 485 | $92.54 | $44.9K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AGL.
Shares short
1,050,591
Settlement Sep 15, 2026
Change vs prior
-2.8%
Semi-monthly cycle
Days to cover
6.2
At avg daily volume
Of shares outstanding
≈6.3%
Estimate — not % of float
All AGL filing & press-release reports (4)
- DEFA14A reportApr 27, 2026
- 8-K reportApr 27, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 25, 2026