Agilon Health, INC

Market Movers (8-K)

NYSE
agilon health, inc. announced the results of its annual meeting of stockholders held on June 2, 2026, including the election of three Class II directors and the ratification of its independent auditor.
NYSE
agilon health announced strong first-quarter 2026 financial results, exceeding expectations and leading to an upward revision of full-year guidance for total revenues, medical margin, and Adjusted EBITDA.
Better than expected
NYSE
agilon health has appointed healthcare veteran Tim O'Rourke as its new Chief Executive Officer and President, effective May 7, 2026.
NYSE
agilon health reported significant losses for fiscal year 2025 but projects a return to breakeven Adjusted EBITDA in 2026 driven by strategic transformation initiatives.
Capital raise
NYSE
Agilon Health has amended its credit agreement, extending the maturity date of its term loans and revolving credit facility to February 2028, while accepting more restrictive financial covenants and reduced revolving commitments.
Worse than expected
Capital raise
NYSE
Agilon Health, Inc. has updated its Chief Financial Officer Jeffrey Schwaneke's employment agreement, including new equity awards and revised severance terms.

Quarterly Earnings (10-Q)

NYSE
agilon health, inc. announced the appointment of Tim O'Rourke as CEO and reported a significant increase in net income and Adjusted EBITDA for the first quarter of 2026, despite a decrease in total revenue.
Better than expected
NYSE
Agilon Health reported a net loss of $110 million in Q3 2025, with declining Medicare Advantage membership and significant year-to-date financial deterioration.
Worse than expected
Capital raise
NYSE
Agilon Health reported a significant increase in net losses and a decline in total revenues for the second quarter and first half of 2025, driven by lower membership and rising medical expenses per member.
Worse than expected
Capital raise
NYSE
Agilon Health's Q1 2025 results show a rise in net income to $12 million, despite a decrease in total revenue to $1.5 billion.
Worse than expected
NYSE
Agilon Health's Q3 2024 results show a significant increase in revenue, but also a substantial rise in medical expenses, leading to a net loss.
Worse than expected
Capital raise
NYSE
Agilon Health's second quarter 2024 results show a significant increase in revenue and membership, but also a net loss and a decrease in gross profit compared to the same period last year.
Worse than expected

Annual Reports (10-K)

NYSE
Agilon Health reported a significant increase in net losses and a decline in Medicare Advantage and ACO beneficiaries for the fiscal year ended December 31, 2025, alongside NYSE delisting concerns.
Worse than expected
Capital raise
NYSE
Agilon Health's 2024 annual report reveals a 40% increase in revenue alongside a net loss, as the company continues to invest in its Total Care Model and expand its network.
Worse than expected
Capital raise
NYSE
Agilon Health's 2023 annual report reveals an 81% revenue increase driven by membership growth, alongside a net loss of $262.8 million.
Worse than expected
Capital raise

Insider Trading (Form 4)

NYSE
Agilon Health's Chief Financial Officer, Jeffrey A. Schwaneke, acquired 2,311 shares of common stock on July 1, 2026, through a net settlement of restricted stock units to cover tax obligations.
NYSE
Chief Legal Officer Denise Zamore reported a routine withholding of 485 shares to cover tax obligations related to restricted stock units.
NYSE
Director John William Wulf was granted 2,133 restricted stock units as part of his compensation, following a recent 1-for-25 reverse stock split.
NYSE
Director Ronald A. Williams received 2,133 restricted stock units following the company's recent 1-for-25 reverse stock split.
NYSE
Director Karen McLoughlin was granted 2,133 restricted stock units following the company's recent 1-for-25 reverse stock split.
NYSE
Director Diana McKenzie was granted 2,133 restricted stock units as part of her compensation, following a recent 1-for-25 reverse stock split.

Proxy Statements (Def-14A)

NYSE
agilon health's 2026 proxy statement outlines leadership transitions, executive compensation adjustments, and strategic focus on profitability.
Worse than expected
NYSE
Agilon Health files a supplement to its definitive proxy statement to correct information regarding executive compensation, beneficial ownership, and proxy solicitation.
NYSE
Agilon Health, Inc. has filed a definitive proxy statement with the SEC related to its upcoming shareholder meeting.
NYSE
Agilon Health's proxy statement reveals a company navigating a complex industry transition, executive leadership changes, and a focus on achieving cash flow breakeven by 2027, all while seeking shareholder approval on key governance matters.
Worse than expected
NYSE
Agilon Health has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Agilon Health has released its definitive proxy statement, outlining proposals for the upcoming annual meeting of stockholders scheduled for May 29, 2024.
Worse than expected

Schedule 13G - Passive Investments

NYSE
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC have filed a Schedule 13G, reporting beneficial ownership of 974,897 shares of agilon health, Inc. common stock, representing 5.87% of the class.
NYSE
The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed a Schedule 13G, disclosing beneficial ownership of 6.1% of Agilon Health, Inc. common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amendment to its Schedule 13G for agilon health Inc., reporting a beneficial ownership of 4.41% of common stock as of December 31, 2025.
NYSE
North Peak Capital Management, LLC and its affiliated entities have disclosed a beneficial ownership of 9.5% in agilon health, inc., totaling 39,411,957 shares.
NYSE
FMR LLC and Abigail P. Johnson have filed an amendment to their Schedule 13G, reporting a beneficial ownership of 3.7% in Agilon Health Inc.'s common stock.
Worse than expected
NYSE
The Vanguard Group reported a 5.86% beneficial ownership stake in agilon health Inc., holding over 24 million common shares as of September 30, 2025.