William Blair Has Negative View of Agilon Health Q3 Earnings

Key Points

• William Blair has lowered its Q3 2025 earnings estimate for Agilon Health to ($0.13) per share, down from a previous estimate of ($0.11).
• Agilon Health recently reported a Q2 loss of ($0.25) EPS, missing expectations by ($0.14), alongside a decrease in revenue of 5.9% year-over-year.
• The stock currently has a consensus rating of "Hold" with a price target averaging $4.07 after varying adjustments from different analysts.

Agilon Health, Inc. (NYSE:AGL - Free Report) - William Blair cut their Q3 2025 earnings per share (EPS) estimates for Agilon Health in a report issued on Monday, August 4th. William Blair analyst R. Daniels now expects that the company will post earnings of ($0.13) per share for the quarter, down from their previous estimate of ($0.11). The consensus estimate for Agilon Health's current full-year earnings is ($0.59) per share. William Blair also issued estimates for Agilon Health's Q4 2025 earnings at ($0.11) EPS, FY2025 earnings at ($0.50) EPS, Q1 2026 earnings at $0.04 EPS, Q2 2026 earnings at ($0.29) EPS, Q4 2026 earnings at ($0.07) EPS and FY2026 earnings at ($0.40) EPS.

Agilon Health (NYSE:AGL - Get Free Report) last announced its quarterly earnings data on Monday, August 4th. The company reported ($0.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.11) by ($0.14). Agilon Health had a negative net margin of 5.35% and a negative return on equity of 66.76%. The firm had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.47 billion. During the same quarter in the previous year, the company earned ($0.07) EPS. The company's quarterly revenue was down 5.9% compared to the same quarter last year.

Several other analysts have also recently issued reports on the company. TD Cowen upped their price objective on Agilon Health from $3.50 to $6.00 and gave the company a "hold" rating in a research note on Tuesday, April 15th. Wells Fargo & Company cut their price objective on Agilon Health from $6.00 to $5.00 and set an "overweight" rating on the stock in a research note on Tuesday, May 13th. JMP Securities reaffirmed a "market perform" rating on shares of Agilon Health in a report on Monday, April 28th. Benchmark lowered their target price on Agilon Health from $4.00 to $1.50 and set a "buy" rating for the company in a report on Wednesday, August 6th. Finally, The Goldman Sachs Group upped their target price on Agilon Health from $2.50 to $5.00 and gave the company a "neutral" rating in a report on Thursday, May 8th. Two research analysts have rated the stock with a sell rating, ten have given a hold rating and five have given a buy rating to the company. According to MarketBeat, the stock has a consensus rating of "Hold" and a consensus price target of $4.08.

Agilon Health Trading Down 5.4%

NYSE AGL traded down $0.05 on Thursday, hitting $0.83. 6,268,243 shares of the stock traded hands, compared to its average volume of 6,830,850. The stock has a 50-day moving average of $2.08 and a 200 day moving average of $3.14. Agilon Health has a twelve month low of $0.71 and a twelve month high of $6.08. The company has a market capitalization of $342.31 million, a P/E ratio of -1.07 and a beta of 0.14.

Institutional Investors Weigh In On Agilon Health

Hedge funds have recently made changes to their positions in the stock. Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in Agilon Health by 41.0% during the second quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 191,249 shares of the company's stock worth $440,000 after purchasing an additional 55,648 shares during the period. Intech Investment Management LLC lifted its stake in Agilon Health by 11.5% during the second quarter. Intech Investment Management LLC now owns 132,771 shares of the company's stock worth $305,000 after purchasing an additional 13,716 shares during the period. Creative Planning lifted its stake in Agilon Health by 17.6% during the second quarter. Creative Planning now owns 170,969 shares of the company's stock worth $393,000 after purchasing an additional 25,548 shares during the period. SG Americas Securities LLC lifted its stake in Agilon Health by 60.1% during the second quarter. SG Americas Securities LLC now owns 230,912 shares of the company's stock worth $531,000 after purchasing an additional 86,723 shares during the period. Finally, Geode Capital Management LLC lifted its stake in Agilon Health by 2.6% during the second quarter. Geode Capital Management LLC now owns 7,156,466 shares of the company's stock worth $16,462,000 after purchasing an additional 178,477 shares during the period.

About Agilon Health

agilon health, inc. provides healthcare services for seniors through primary care physicians in the communities of the United States. It offers a platform that manages the total healthcare needs of the patients by subscription-like per-member per-month. The company was formerly known as Agilon Health Topco, Inc and changed its name to agilon health, inc.