Clover Health Investments Corp. Class A (CLOV)

In October 2025, the stock experienced a 19% increase due to options activity and market speculation, with Zacks Investment Research upgrading CLOV to a "buy" rating, and Leerink Partners boosting earnings estimates. Jamie L. Reynoso, CEO of Medicare Advantage, executed an insider sale of 16,514 Class A shares on October 21, 2025. Clover Health announced its 2026 Medicare Advantage Plans on October 15, 2025, emphasizing affordability and choice. Counterpart Health expanded its "Flywheel for HEDIS Excellence" to third-party partners on October 14, 2025. Clover Health commented on the CMS 2026 Star Ratings on October 9, 2025, noting that its PPO MA plans received 3.5 Stars and its HMO MA plan received 4.0 Stars. The company announced it would report its Third Quarter 2025 financial results on November 4, 2025, on October 7, 2025. Counterpart Health launched a new portal, Availity® Essentials™, to enhance provider and patient experience on September 16, 2025. Counterpart Health introduced integrated scribing to supercharge its Counterpart Assistant on September 9, 2025. Canaccord Genuity Group decreased its price target for Clover Health from $4.50 to $4.10 but maintained a "buy" rating on August 7, 2025. UBS Group reduced its target price from $4.50 to $3.00 and issued a "neutral" rating on August 6, 2025. Clover Health reported a 34% increase in Q2 2025 sales on August 5, 2025. Director Anna U. Loengard purchased 26,500 shares of the company's stock on August 13, 2025. The company held its Q1 2025 earnings conference call on May 6, 2025. Overall, the share price declined by 4.98% from October 28, 2024, to October 24, 2025.

Demand for Clover Health's Medicare Advantage products and services exhibits seasonality, primarily driven by the Annual Election Period (AEP) for Medicare, which runs from October 15 to December 7 each year. During this period, individuals eligible for Medicare can enroll in or change their Medicare Advantage plans, with coverage commencing on January 1 of the following year. Clover Health also considers "seasonality, utilization of healthcare services, changes in membership" as factors in its operational and financial planning.

Clover Health Investments Corp. is a healthcare technology company focused on improving health outcomes for seniors through Medicare Advantage plans. It operates in the healthcare sector, specifically the healthcare plans industry, providing Medicare Advantage (MA) insurance plans, including PPO and HMO options. The company's key differentiator is its Clover Assistant, a cloud-based software platform that empowers physicians with data-driven insights for chronic disease management. Clover Health also operates as a direct contracting entity with the U.S. government.

Clover Health manages care for Medicare beneficiaries across 11 states in the United States, including Arizona, Georgia, Kansas, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Vermont. The company's corporate headquarters are located in Franklin, Tennessee, with additional offices in San Francisco, California, Jersey City, New Jersey, and Hong Kong.

In the past year, there were no specific major events or controversies that significantly impacted Clover Health's brand reputation. The company's website features positive testimonials from members who appreciate the affordability, flexibility, and value of their Medicare Advantage plans, as well as the ease of doctor visits.

Clover Health Investments Corp. has a mixed ownership structure including institutional, retail, and individual investors. Retail investors hold approximately 50% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Renaissance Technologies Llc, Geode Capital Management, Llc, and State Street Corp. Vivek Garipalli, a Top Key Executive, is the largest individual shareholder with 18% of shares outstanding, and Chamath Palihapitiya owns 11.92% of the company's shares.