Agilon Health (NYSE:AGL) Shares Down 9.9% – Should You Sell?

Agilon Health, Inc. (NYSE:AGL)’s stock price was down 9.9% during mid-day trading on Thursday . The company traded as low as $87.09 and last traded at $97.1780. 106,539 shares were traded during trading, a decline of 70% from the average daily volume of 352,914 shares. The stock had previously closed at $107.85.

Agilon Health News Summary

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

• Positive Sentiment: Agilon reported adjusted earnings of $1.04 per share, far above the $0.06-$0.14 analyst estimates and a significant improvement from a $6.25-per-share loss a year earlier. Revenue of $1.49 billion also exceeded the roughly $1.45 billion consensus. Agilon Health Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management increased its full-year 2026 guidance for total revenue, medical margin and adjusted EBITDA, signaling greater confidence in operating performance and its strategic initiatives. Agilon Health Reports Second Quarter 2026 Results
• Neutral Sentiment: Additional coverage is examining key operating metrics against Wall Street expectations and year-ago results. Those details may help investors determine whether the quarterly beat reflects durable business improvement or temporary factors. Agilon Q2 Earnings Key Metrics
• Negative Sentiment: Despite the earnings beat, Agilon remains loss-making, with a reported negative net margin of 6.09% and negative return on equity of 146.03%. Investors may therefore be focused on the sustainability and quality of the improvement rather than the headline EPS result alone. Agilon Health Earnings Report

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. JPMorgan Chase & Co. downgraded shares of Agilon Health from a “neutral” rating to an “underweight” rating and set a $21.00 price objective on the stock. in a report on Monday, May 4th. Truist Financial set a $112.00 price objective on Agilon Health in a research note on Thursday. Weiss Ratings downgraded Agilon Health from a “sell (d-)” rating to a “sell (e+)” rating in a research report on Wednesday, May 27th. Wall Street Zen upgraded Agilon Health from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, TD Cowen reissued a “hold” rating and issued a $55.00 price objective (up from $17.00) on shares of Agilon Health in a research note on Monday, May 11th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $73.36.

Agilon Health Stock Performance

The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.04 and a current ratio of 1.04. The firm’s 50-day moving average price is $106.78 and its two-hundred day moving average price is $55.26. The stock has a market cap of $1.55 billion, a price-to-earnings ratio of -4.26 and a beta of 3.01.

Agilon Health (NYSE:AGL) last issued its earnings results on Wednesday, August 5th. The company reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $0.14 by $0.90. The company had revenue of $1.49 billion for the quarter, compared to the consensus estimate of $1.45 billion. Agilon Health had a negative net margin of 6.09% and a negative return on equity of 146.03%. On average, analysts expect that Agilon Health, Inc. will post -3.5 EPS for the current fiscal year.

Hedge Funds Weigh In On Agilon Health

Several large investors have recently modified their holdings of AGL. North Peak Capital Management LLC grew its holdings in shares of 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 worth $26,267,000 after purchasing an additional 3,715,460 shares during the period. Goldman Sachs Group Inc. lifted its position in Agilon Health by 196.2% in the fourth quarter. Goldman Sachs Group Inc. now owns 20,055,214 shares of the company’s stock valued at $13,812,000 after buying an additional 13,283,930 shares during the last quarter. AQR Capital Management LLC lifted its position in Agilon Health by 1,346.6% in the fourth quarter. AQR Capital Management LLC now owns 10,211,767 shares of the company’s stock valued at $7,033,000 after buying an additional 9,505,837 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its stake in Agilon Health by 30.9% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 8,019,002 shares of the company’s stock worth $5,523,000 after buying an additional 1,893,434 shares during the period. Finally, Geode Capital Management LLC increased its position in shares of Agilon Health by 0.5% during the fourth quarter. Geode Capital Management LLC now owns 7,177,477 shares of the company’s stock valued at $4,944,000 after acquiring an additional 35,054 shares during the last quarter.

Agilon Health Company Profile

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.