agilon health inc (AGL)

In April 2026, Agilon Health's shares jumped following the government's announcement of increased Medicare Advantage payment rates. In March 2026, the announcement of a reverse stock split led to a decrease in stock price, and news of an investigation by a law firm also negatively impacted the stock. In February 2026, the company reported its fourth-quarter and full-year fiscal 2025 results, with conflicting reports of a stock jump versus a stock fall due to a wider-than-expected loss and negative medical margin. In January 2026, the announcement of the date to report financial results was followed by a negative stock reaction, influenced by a securities class action lawsuit update. In November 2025, Agilon Health's participation in a healthcare conference was associated with a negative stock movement.

Direct information regarding demand seasonality for Agilon Health's products and services was not explicitly found. Demand for its services is likely influenced by the annual Medicare Advantage enrollment periods, which could introduce some seasonality in patient acquisition and demand for Agilon Health's partnership model and platform services.

Agilon Health, Inc. partners with physicians to implement value-based Total Care Models for senior patients, focusing on medical services and primary care. The company operates within the Medical Care Facilities industry, assisting independent primary care physicians and health systems in transitioning to value-based care. Agilon Health provides a technology-driven platform that integrates data analytics, care coordination, patient engagement tools, and administrative services, generating revenue through risk-sharing agreements with Medicare Advantage plans.

Agilon Health operates in 30 diverse communities across the United States, with a presence in multiple states, including California, Florida, Arizona, Ohio, Georgia, Kentucky, Minnesota, Illinois, and North Carolina. Its corporate headquarters are located in Westerville, Ohio.

Agilon Health's brand reputation has been affected by a securities class action lawsuit filed in December 2025, related to misleading guidance and a stock price drop. Analysts downgraded the stock, expressing skepticism about the company's ability to achieve breakeven. Agilon Health is working to improve its financial performance and reputation by exiting underperforming partnerships and refining its value-based care model, with a goal of reaching cash flow breakeven by 2027. Agilon Health's reports have an aggregate usefulness score of 5.0 out of 5.0 based on one review on ResponsibilityReports.com.

Agilon Health's ownership is predominantly institutional, with major holders including Clayton, Dubilier & Rice, LLC, Morgan Stanley, and BlackRock, Inc. Individual investors hold a smaller percentage of the stock, while insiders hold a small percentage. Nate Sleeper owns the most shares among individual investors.