Agilon Health (NYSE:AGL) Upgraded by Wall Street Zen to "Hold" Rating

Key Points

• Wall Street Zen upgraded Agilon Health from “sell” to “hold”, adding to a mixed analyst picture that currently works out to a consensus Hold rating.
• The company’s recent quarterly results were strong, with earnings per share of $1.80 beating estimates and revenue of $1.42 billion also coming in above expectations.
• Agilon Health’s stock has been volatile, but the better-than-expected earnings and raised outlook have fueled a sharp rebound, while analysts still see a wide range of target prices and views on the name.

Agilon Health (NYSE:AGL - Get Free Report) was upgraded by stock analysts at Wall Street Zen from a "sell" rating to a "hold" rating in a report issued on Saturday.

A number of other research analysts also recently commented on the company. Wells Fargo & Company restated an "overweight" rating and issued a $72.00 target price (up from $37.50) on shares of Agilon Health in a research note on Friday. Benchmark boosted their target price on Agilon Health to $13.00 and gave the company a "buy" rating in a research note on Thursday, April 2nd. Jefferies Financial Group upgraded Agilon Health from a "hold" rating to a "buy" rating and boosted their target price for the company from $27.50 to $48.00 in a research note on Thursday. Barclays lowered their target price on Agilon Health from $25.00 to $12.50 and set an "underweight" rating on the stock in a research note on Friday, February 27th. Finally, Weiss Ratings restated a "sell (e+)" rating on shares of Agilon Health in a research note on Monday, April 20th. Five analysts have rated the stock with a Buy rating, six have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $37.93.

Agilon Health Stock Down 11.2%

NYSE:AGL opened at $53.86 on Friday. The firm has a market capitalization of $897.22 million, a price-to-earnings ratio of -2.50 and a beta of 2.29. Agilon Health has a 1-year low of $7.48 and a 1-year high of $82.00. The company has a current ratio of 1.04, a quick ratio of 1.02 and a debt-to-equity ratio of 0.08. The business's fifty day moving average price is $18.83 and its 200 day moving average price is $18.25.

Agilon Health (NYSE:AGL - Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The company reported $1.80 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.76. The firm had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.38 billion. Agilon Health had a negative return on equity of 146.03% and a negative net margin of 6.09%. On average, sell-side analysts forecast that Agilon Health will post -6.36 earnings per share for the current fiscal year.

Institutional Trading of Agilon Health

Several hedge funds have recently added to or reduced their stakes in the business. North Peak Capital Management LLC boosted its stake in Agilon Health by 10.8% during the 4th quarter. North Peak Capital Management LLC now owns 38,139,937 shares of the company's stock valued at $26,267,000 after purchasing an additional 3,715,460 shares during the period. Goldman Sachs Group Inc. boosted its stake in Agilon Health by 196.2% during the 4th quarter. Goldman Sachs Group Inc. now owns 20,055,214 shares of the company's stock valued at $13,812,000 after purchasing an additional 13,283,930 shares during the period. CenterBook Partners LP boosted its stake in Agilon Health by 492.4% during the 3rd quarter. CenterBook Partners LP now owns 11,428,027 shares of the company's stock valued at $11,771,000 after purchasing an additional 9,499,012 shares during the period. AQR Capital Management LLC boosted its stake in Agilon Health by 1,346.6% during the 4th quarter. AQR Capital Management LLC now owns 10,211,767 shares of the company's stock valued at $7,033,000 after purchasing an additional 9,505,837 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Agilon Health by 30.9% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 8,019,002 shares of the company's stock worth $5,523,000 after acquiring an additional 1,893,434 shares during the period.

Key Agilon Health News

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

• Positive Sentiment: Agilon Health reported Q1 2026 earnings of $1.80 per share, well above Wall Street estimates, and revenue also topped expectations, helping fuel a major rally in the stock. Agilon Health Operational Initiatives Begin Showing Results
• Positive Sentiment: The company raised its full-year 2026 guidance, with revenue outlook above consensus, signaling that recent operational initiatives may be starting to pay off. Agilon Health Operational Initiatives Begin Showing Results
• Positive Sentiment: Several coverage pieces highlighted the strong quarter and the stock’s big move, reinforcing investor optimism around the turnaround story. agilon health NYSE: AGL Reports Strong Q1 CY2026, Stock Jumps 27.9%
• Neutral Sentiment: Jefferies upgraded Agilon Health, adding to the positive sentiment, though another firm, Robert W. Baird, raised its price target while keeping a neutral view on the stock. Jefferies upgrades Agilon Health (AGL)
• Neutral Sentiment: Recent earnings-call transcripts and analysis focused on the company’s performance details and management commentary, but did not add a materially new catalyst beyond the earnings beat and guidance increase. Agilon Health, Inc. NYSE: AGL Q1 2026 Earnings Call Transcript
• Negative Sentiment: While not a fresh negative catalyst, prior reporting noted Agilon had been under pressure in 2025 due to weak financial performance and a suspended guidance outlook, which helps explain why the recent rebound is being viewed as a turnaround. Agilon Health Is Up 115% After Earnings. Why the Stock Is Having Its Best Day Ever.

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.

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