eHealth, Inc. (EHTH)

eHealth, Inc.'s stock (EHTH) has experienced volatility, with shares peaking at $11.36 and touching lows of $3.58 over the past year. Recently, the stock decreased by 21.76% in the past month and was trading around $2.26 as of early February 2026. Key events include the Q3 2025 earnings conference call where eHealth reported a 21% year-over-year revenue increase, a guidance update following strong AEP performance, an inducement grant and credit facility announcement, and an upcoming earnings report expected around February 25, 2026.

Demand for eHealth, Inc.'s products and services exhibits seasonality, particularly within the individual health insurance market. The Medicare segment, the company's primary revenue driver, offers a more stable demographic. The Annual Enrollment Period (AEP) is a key period for the Medicare segment, during which eHealth invests in scaling its telesales organization.

eHealth, Inc. is an online marketplace for health insurance, providing consumer engagement, education, and enrollment solutions. Founded in 1997 and based in Austin, Texas, it operates in the Finance sector, focusing on Specialty Insurers and Insurance Brokers. The company operates through two segments: Medicare and Employer & Individual. The Medicare segment sells Medicare-related plans, while the Employer & Individual segment offers individual, family, and small business health plans, along with ancillary products.

eHealth, Inc. primarily generates revenue from the United States, selling plans in all 50 states and the District of Columbia. The company also has a presence in China. Its corporate offices are located in Santa Clara, California, with satellite offices in Gold River, California, Salt Lake City, Utah, Austin, Texas, and Indianapolis, Indiana.

eHealth, Inc. undertook a "full rebrand" in early October 2025 to reflect its transformational work and foster greater brand recognition. The company's business is subject to change due to healthcare reform, competition, and shifts in carrier and regulator priorities, which can influence public perception.

eHealth, Inc. is a publicly traded company with ownership distributed among institutional investors, company insiders, and the general public. Institutional ownership accounts for approximately 70.31% of total shares outstanding. Major institutional shareholders include BlackRock, Inc., 8 Knots Management, Llc, Nantahala Capital Management, LLC, Palo Alto Investors LP, Vanguard Group Inc, Findell Capital Management Llc, Dimensional Fund Advisors Lp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Connor, Clark & Lunn Investment Management Ltd., and Geode Capital Management, Llc. Individual ownership accounts for about 10.25% of the shares.