Agilon Health (NYSE:AGL) Issues Quarterly Earnings Results, Beats Estimates By $0.76 EPS

Agilon Health (NYSE:AGL) issued its quarterly earnings results on Wednesday. The company reported $1.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.04 by $0.76, Zacks reports. Agilon Health had a negative return on equity of 120.82% and a negative net margin of 6.60%.The firm had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.38 billion.

Here are the key takeaways from Agilon Health’s conference call:

• agilon raised its full-year 2026 outlook after beating Q1, now targeting roughly $5.7B revenue, $375M medical margin, and ~$25M Adjusted EBITDA.
• The company said its enhanced data pipeline and AI now provide validated member-level claims and risk scores for ~85% of members, enabling earlier detection, better forecasting, and a higher full-year risk score estimate (+1.5% vs prior 0.4%).
• Clinical programs are showing results — the CHF pathway (deployed in ~90% of markets) cut inpatient-first diagnoses from ~25% to <5% — and agilon is scaling COPD and dementia pathways to drive earlier intervention and lower utilization.
• Medicare Advantage membership declined to 426,000 from 491,000 YoY due to measured growth and market/payer exits, which reduced revenue despite per-member rate and risk-adjustment gains.
• ACO REACH contributed ~$27M Adjusted EBITDA in Q1 (helped by CMS removing fraudulent-cost items for 2025); management says it finalized 2026 payer contracts and is evaluating 2027 participation options.

Agilon Health Price Performance

AGL traded up $29.81 during trading on Thursday, reaching $57.66. The stock had a trading volume of 2,455,684 shares, compared to its average volume of 334,637. The stock has a 50 day moving average of $17.82 and a two-hundred day moving average of $18.00. The company has a quick ratio of 1.02, a current ratio of 1.02 and a debt-to-equity ratio of 0.12. The firm has a market capitalization of $960.68 million, a price-to-earnings ratio of -2.44 and a beta of 2.29. Agilon Health has a 1-year low of $7.48 and a 1-year high of $85.00.

More Agilon Health News

Here are the key news stories impacting Agilon Health this week:

• Positive Sentiment: Agilon reported stronger‑than‑expected Q1 results — EPS $1.80 vs. consensus ~$1.04 and revenue $1.42B vs. ~$1.38B, highlighting better operating performance this quarter. BusinessWire Q1 Results
• Positive Sentiment: Management raised full‑year 2026 guidance for total revenues, medical margin and Adjusted EBITDA and issued Q2 revenue guidance of roughly $1.4B–$1.5B, signaling confidence in the outlook. Guidance/Press Release
• Positive Sentiment: Market reacted strongly to the results and guidance — reports show the stock jumped sharply after the print, reflecting investor enthusiasm. Yahoo Finance: Stock Jumps
• Positive Sentiment: Robert W. Baird raised its price target from $20 to $35 (maintaining a neutral rating), providing additional analyst support for upside potential. Benzinga: Baird PT Raise
• Neutral Sentiment: Detail and color from the Q&A are available in call transcripts for investors who want operational and margin detail. InsiderMonkey Transcript Seeking Alpha Transcript
• Neutral Sentiment: Analyst writeups (e.g., Zacks) emphasize the EPS and revenue beat versus consensus and provide metric‑level context for investors assessing sustainability. Zacks Note
• Negative Sentiment: J.P. Morgan issued a downgrade (coverage action reported), a sign that some institutional analysts remain cautious despite the beat and guidance raises. MSN: JP Morgan Downgrade

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on AGL shares. Robert W. Baird raised their price objective on Agilon Health from $20.00 to $35.00 and gave the stock a “neutral” rating in a report on Thursday. Citigroup reduced their price objective on shares of Agilon Health from $21.25 to $18.75 and set a “neutral” rating on the stock in a research note on Tuesday, March 3rd. Deutsche Bank Aktiengesellschaft raised shares of Agilon Health from a “hold” rating to a “buy” rating and increased their price target for the stock from $33.00 to $49.00 in a research report on Thursday. Barclays lowered their price target on Agilon Health from $25.00 to $12.50 and set an “underweight” rating for the company in a report on Friday, February 27th. Finally, Jefferies Financial Group raised shares of Agilon Health from a “hold” rating to a “buy” rating and raised their target price for the stock from $27.50 to $48.00 in a report on Thursday. Five research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $42.70.

Institutional Trading of Agilon Health

Several institutional investors have recently modified their holdings of AGL. CIBC Bancorp USA Inc. acquired a new stake in Agilon Health in the 3rd quarter valued at about $34,000. Tower Research Capital LLC TRC grew its stake in shares of Agilon Health by 214.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 37,079 shares of the company’s stock worth $85,000 after purchasing an additional 25,270 shares during the last quarter. Prudential Financial Inc. raised its holdings in shares of Agilon Health by 70.7% in the 2nd quarter. Prudential Financial Inc. now owns 40,880 shares of the company’s stock worth $94,000 after purchasing an additional 16,928 shares in the last quarter. LPL Financial LLC raised its holdings in shares of Agilon Health by 213.4% in the 4th quarter. LPL Financial LLC now owns 44,055 shares of the company’s stock worth $30,000 after purchasing an additional 30,000 shares in the last quarter. Finally, WINTON GROUP Ltd acquired a new stake in Agilon Health during the second quarter valued at approximately $106,000.

About Agilon Health

Agilon Health (NYSE: AGL) is a healthcare company that partners with independent primary care physicians to deliver value-based care for Medicare beneficiaries. Through risk-sharing arrangements, Agilon assumes financial responsibility for patient populations, enabling physicians to focus on preventive and proactive health management. The company provides the administrative, clinical and operational infrastructure needed to support comprehensive care delivery.

Agilon’s platform encompasses data analytics, care management, patient engagement tools and population health programs.