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

Key Points

• Beat and raised guidance: Agilon reported Q1 EPS of $1.80 vs. a $1.04 consensus and revenue of $1.42B vs. $1.38B, and raised its full-year 2026 targets to roughly $5.7B revenue, $375M medical margin and ~$25M Adjusted EBITDA.
• Data/clinical improvements driving outcomes: An enhanced data pipeline and AI now validate member-level claims and risk scores for ~85% of members (raising the full-year risk-score estimate to +1.5%), and clinical pathways—like CHF—have sharply reduced inpatient-first diagnoses.
• Membership and profitability pressures: Medicare Advantage membership fell to 426,000 from 491,000 YoY due to measured growth and market/payer exits, which pressured revenue despite per-member gains; the company still shows a negative net margin (~6.6%) and negative ROE (~120.8%).

Agilon Health (NYSE:AGL - Get Free Report) posted its earnings results on Wednesday. The company reported $1.80 earnings per share for the quarter, topping the consensus estimate 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 during 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 Trading Up 4.0%

Shares of NYSE:AGL opened at $27.81 on Thursday. The company has a market cap of $463.26 million, a P/E ratio of -1.17 and a beta of 2.29. Agilon Health has a 1 year low of $7.48 and a 1 year high of $119.50. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.02 and a quick ratio of 1.02. The stock's fifty day moving average price is $17.82 and its 200-day moving average price is $18.00.

Institutional Investors Weigh In On Agilon Health

A number of institutional investors and hedge funds have recently bought and sold shares of the business. LPL Financial LLC raised its position in shares of Agilon Health by 213.4% during the 4th quarter. LPL Financial LLC now owns 44,055 shares of the company's stock valued at $30,000 after buying an additional 30,000 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new stake in Agilon Health in the 3rd quarter worth approximately $34,000. Focus Partners Advisor Solutions LLC acquired a new stake in shares of Agilon Health in the fourth quarter valued at about $53,000. Tower Research Capital LLC TRC boosted its stake in shares of Agilon Health by 214.0% in the second quarter. Tower Research Capital LLC TRC now owns 37,079 shares of the company's stock worth $85,000 after acquiring an additional 25,270 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV purchased a new position in shares of Agilon Health in the fourth quarter worth about $86,000.

Wall Street Analyst Weigh In

AGL has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft set a $33.00 price objective on Agilon Health and gave the stock a "hold" rating in a research note on Thursday, April 9th. Barclays decreased their price objective on shares of Agilon Health from $25.00 to $12.50 and set an "underweight" rating on the stock in a research note on Friday, February 27th. Weiss Ratings reaffirmed a "sell (e+)" rating on shares of Agilon Health in a research note on Monday, April 20th. JPMorgan Chase & Co. reissued an "underweight" rating and issued a $21.00 price objective on shares of Agilon Health in a research note on Monday. Finally, Benchmark boosted their price objective on Agilon Health to $13.00 and gave the company a "buy" rating in a report on Thursday, April 2nd. Three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $38.48.

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.