GoHealth Inc Class A (GOCO)

In November 2025, GoHealth reported a significant decrease in net revenues and a substantial operating loss, leading to a disciplined pullback in Medicare Advantage volume. Analysts reacted by lowering price targets and some downgrading the stock. In August 2025, GoHealth announced strategic capital and governance actions, including securing a superpriority term loan facility. In May 2025, the stock price fell following news of the U.S. Department of Justice filing a False Claims Act complaint against GoHealth.

Demand for GoHealth, Inc.'s products and services exhibits seasonality, particularly in its core Medicare Advantage business, concentrated around the Annual Enrollment Period (AEP). To mitigate this seasonality, GoHealth has diversified its product portfolio with offerings like GoHealth Protect, which helps to offset the seasonality.

GoHealth, Inc. operates as a technology-driven health insurance marketplace, connecting consumers with health insurance carriers. The company simplifies the process of comparing and purchasing health insurance plans through its technology and data-driven approach. GoHealth offers Medicare plans, individual health insurance, short-term health insurance, Final Expense Insurance, and "GoHealth Protect" products.

GoHealth, Inc. is headquartered in Chicago, Illinois, with locations in Charlotte, North Carolina, Lindon, Utah, and Bratislava, Slovakia. The company's operations extend across all 50 states in the United States.

GoHealth's brand reputation has been impacted by a government lawsuit filed in May 2025, alleging unlawful agreements and kickbacks related to Medicare Advantage plans. GoHealth has denied these allegations and emphasized its adherence to legislative guidelines. Despite these challenges, GoHealth reported a 20% increase in customer retention rates in 2024.

GoHealth, Inc.'s ownership structure includes institutional, insider, and retail investors. Institutions held approximately 33% of the company, with the top four shareholders controlling roughly 51% of the business. Insiders own approximately 12.93% of the stock, with CEO Vijay Kotte owning 4.9% of the company's shares. The general public holds about 26% ownership.