SCHEDULE: FMR LLC Discloses 9.4% Stake in Agilon Health

Sentiment:

Beneficial Ownership Report


FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 9.4% in Agilon Health Inc.'s common stock as of June 30, 2025.

Summary

  • FMR LLC and Abigail P. Johnson jointly reported beneficial ownership of 38,760,723.28 shares of Agilon Health Inc. common stock.
  • This represents 9.4% of the total outstanding common stock of Agilon Health Inc.
  • FMR LLC holds sole voting power over 38,742,056 shares and sole dispositive power over 38,760,723.28 shares.
  • Abigail P. Johnson holds sole dispositive power over 38,760,723.28 shares, with no sole or shared voting power.
  • The shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Agilon Health Inc.
  • Fidelity Management & Research Company LLC, a subsidiary of FMR LLC, beneficially owns 5% or more of the outstanding shares.

Sentiment

Score: 5

Explanation: This is a neutral disclosure of beneficial ownership. While a large institutional stake can be seen positively, the filing itself does not contain performance or forward-looking statements to assess sentiment beyond neutrality.

Positives

  • Significant institutional investment by FMR LLC, a major asset manager, indicates confidence in Agilon Health Inc.

Management Comments

  • The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

Industry Context

This filing indicates a significant investment by a major financial institution in the healthcare sector, specifically in Agilon Health Inc., which operates in value-based care models. Such investments reflect ongoing institutional interest in companies positioned within the evolving healthcare landscape.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Shareholder Agreement DisclosureMembers of the Johnson family, including Abigail P. Johnson, have entered into a shareholders' voting agreement for Series B voting common shares of FMR LLC, ensuring all Series B shares are voted in accordance with the majority vote. This may deem them a controlling group for FMR LLC.NAThis agreement centralizes voting power within FMR LLC's Series B shares, potentially influencing FMR LLC's internal governance and investment decisions, though it does not directly impact Agilon Health Inc.'s corporate governance.

Stakeholder Impact

  • Shareholders: The disclosure of a significant institutional stake by FMR LLC may be viewed positively, signaling confidence from a major investor.

Key Dates

DateDescription
2023-05-23Effective date of Power of Attorney for Richard Bourgelas.
2023-08-08Date of previous Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference.
2025-06-30Date of event which requires filing of this statement (ownership snapshot date).
2025-08-05Signature date of the Schedule 13G filing.

Keywords

Agilon Health, FMR LLC, Abigail P. Johnson, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Healthcare, Investment

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