Pale Fire Capital SE Decreases Stake in Teladoc Health, Inc. $TDOC

Pale Fire Capital SE lessened its holdings in shares of Teladoc Health, Inc. (NYSE:TDOC) by 41.9% during the second quarter, Holdings Channel reports. The firm owned 1,973,762 shares of the health services provider’s stock after selling 1,424,729 shares during the quarter. Teladoc Health makes up about 0.5% of Pale Fire Capital SE’s investment portfolio, making the stock its 14th biggest position. Pale Fire Capital SE’s holdings in Teladoc Health were worth $16,738,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in TDOC. Monaco Asset Management SAM bought a new stake in shares of Teladoc Health in the 2nd quarter worth $26,864,000. Tejara Capital Ltd purchased a new stake in shares of Teladoc Health during the 4th quarter worth approximately $1,114,000. Nano Cap New Millennium Growth Fund L P bought a new stake in shares of Teladoc Health in the 4th quarter valued at approximately $1,225,000. ABS Investment Management LLC purchased a new position in shares of Teladoc Health during the second quarter valued at approximately $1,513,154. Finally, Jupiter Asset Management Ltd. grew its stake in Teladoc Health by 293.9% in the 4th quarter. Jupiter Asset Management Ltd. now owns 3,860,076 shares of the health services provider’s stock worth $27,021,000 after acquiring an additional 2,880,008 shares in the last quarter. Hedge funds and other institutional investors own 76.82% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on TDOC. Citigroup decreased their price target on shares of Teladoc Health from $11.00 to $7.50 and set a “neutral” rating for the company in a research report on Monday, August 3rd. Canaccord Genuity Group lowered their price target on shares of Teladoc Health from $11.00 to $10.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Bank of America raised their price objective on Teladoc Health from $9.00 to $10.50 and gave the company a “buy” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Teladoc Health in a research note on Wednesday, August 19th. Five research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Teladoc Health presently has a consensus rating of “Hold” and a consensus target price of $7.54.

Teladoc Health Price Performance

TDOC opened at $6.46 on Thursday. Teladoc Health, Inc. has a 12 month low of $4.40 and a 12 month high of $9.89. The business has a fifty day moving average price of $7.86 and a 200 day moving average price of $6.69. The stock has a market capitalization of $1.17 billion, a price-to-earnings ratio of -6.53 and a beta of 2.12.

Teladoc Health (NYSE:TDOC) last posted its earnings results on Wednesday, July 29th. The health services provider reported ($0.21) earnings per share for the quarter, topping the consensus estimate of ($0.25) by $0.04. The firm had revenue of $606.93 million during the quarter, compared to analysts’ expectations of $615.44 million. Teladoc Health had a negative return on equity of 12.15% and a negative net margin of 7.13%.The firm’s revenue was down 4.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned ($0.19) earnings per share. Teladoc Health has set its Q3 2026 guidance at -0.300–0.200 EPS and its FY 2026 guidance at -1.000–0.750 EPS. On average, research analysts anticipate that Teladoc Health, Inc. will post -0.89 earnings per share for the current year.

Teladoc Health Profile

Teladoc Health, Inc is a leading global provider of virtual healthcare services, offering on-demand medical consultations via phone, video, and mobile app platforms. The company connects patients with licensed physicians and specialists for non-emergency medical issues, mental health support, dermatology, and chronic condition management. By leveraging digital technologies and data analytics, Teladoc aims to enhance accessibility, reduce healthcare costs, and improve patient outcomes through personalized care plans and remote monitoring.

Teladoc’s service portfolio includes general medical visits, behavioral health sessions, expert medical services for complex cases, and wellness programs designed to support chronic disease management such as diabetes, hypertension, and heart disease.