Agilon Health (NYSE:AGL) Shares Gap Up After Strong Earnings

Agilon Health, Inc. (NYSE:AGL)’s share price gapped up prior to trading on Thursday following a stronger than expected earnings report. The stock had previously closed at $96.23, but opened at $111.95. Agilon Health shares last traded at $113.2810, with a volume of 134,311 shares trading hands.

The company reported $1.97 earnings per share for the quarter, topping the consensus estimate of ($1.23) by $3.20. The business had revenue of $1.52 billion during the quarter, compared to the consensus estimate of $1.46 billion. Agilon Health had a negative net margin of 3.92% and a negative return on equity of 119.38%.

More Agilon Health News

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

• Positive Sentiment: Agilon reported Q3 earnings of $1.97 per share, versus analyst expectations for a loss, and revenue of $1.52 billion, above the $1.46 billion consensus. The company said results exceeded its expectations. Agilon Health Reports Third Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 outlook to $5.88 billion in revenue and $150 million in adjusted EBITDA. It also expects ACO membership to grow 40%–50% in 2027, supporting the investment case for future expansion. Agilon raises 2026 outlook and projects ACO membership growth
• Neutral Sentiment: Agilon scheduled a virtual investor event for November 17 to discuss its operating framework and performance at scale. The event may provide additional detail, but no new financial targets were included in the announcement. Agilon Health to Host Virtual Investor Event

Analyst Ratings Changes

A number of analysts have recently weighed in on AGL shares. Barclays set a $111.00 price target on shares of Agilon Health and gave the stock an “equal weight” rating in a research note on Thursday, August 6th. Sanford C. Bernstein upgraded shares of Agilon Health from a “market perform” rating to an “outperform” rating and increased their price objective for the company from $86.00 to $125.00 in a report on Tuesday, September 15th. Robert W. Baird set a $116.00 price objective on shares of Agilon Health in a research note on Thursday, August 6th. JPMorgan Chase & Co. boosted their target price on Agilon Health from $31.00 to $85.00 and gave the stock an “underweight” rating in a report on Monday, August 24th. Finally, Wells Fargo & Company restated an “overweight” rating and issued a $146.00 target price (up from $141.00) on shares of Agilon Health in a research report on Tuesday, August 11th. Six analysts have rated the stock with a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $102.25.

Institutional Investors Weigh In On Agilon Health

Hedge funds and other institutional investors have recently bought and sold shares of the business. Sterling Capital Management LLC acquired a new stake in Agilon Health in the 3rd quarter valued at about $33,000. Root Financial Partners LLC bought a new position in shares of Agilon Health during the 3rd quarter valued at about $57,000. State of Alaska Department of Revenue acquired a new position in shares of Agilon Health in the 3rd quarter worth approximately $64,000. Allworth Financial LP acquired a new position in shares of Agilon Health in the 2nd quarter worth approximately $114,000. Finally, Proficio Capital Partners LLC acquired a new position in shares of Agilon Health in the 2nd quarter worth approximately $210,000.

Agilon Health Price Performance

The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.07. The business’s fifty day moving average is $87.43 and its 200 day moving average is $65.85. The firm has a market capitalization of $1.88 billion, a P/E ratio of -7.84 and a beta of 3.10.

About Agilon Health

Agilon Health, Inc is a healthcare company that partners with independent primary care physicians to support the transition from fee-for-service medicine to value-based care. The company works with physician practices serving primarily older adults enrolled in Medicare Advantage and helps them manage the cost, quality and coordination of care for their patient populations.

Agilon provides a technology-enabled platform that includes population health analytics, clinical and administrative support, care coordination resources and practice-management capabilities.