Headquartered in Westerville, OH Fiscal year ends December NYSE: AGL agilonhealth.com
agilon health, inc. (NYSE: AGL) partners with primary care physician groups and health systems to move their senior patients into a value-based Total Care Model. It supplies the technology, people, capital, processes and peer-network access that let physician partners stay independent while taking responsibility for the total health of their patients.
The company earns most of its revenue as consolidated medical services revenue under Medicare Advantage payor arrangements. It bears the medical services expense for its members, so profitability depends heavily on the medical services expense ratio.
It also participates in CMS ACO models through partnered entities. These are not consolidated and are recorded through equity method investments.
As of September 30, 2026, agilon served 566,000 members: 454,000 in Medicare Advantage and 112,000 ACO model beneficiaries. It works in approximately 30 communities with a network of about 2,300 primary care physicians.
The company is pursuing a profitability-focused strategy under a new CEO. This includes disciplined payor contracting, exits from some markets and measured growth. Updated
Management nearly doubled full-year adjusted EBITDA guidance to $145 million to $155 million after medical costs came in far lighter than planned. A profit where analysts modeled a loss shows the profitability-first pivot working at this $1.6 billion value-based care operator.
Tuesday's top analyst upgrades and downgrades included Agilon Health, Boston Scientific, General Motors, JPMorgan Chase, Match, Moderna, Okta, Palo Alto Networks, Snap, Uber Technologies and Wells Fargo.
agilon health, inc. (NYSE: AGL) partners with primary care physician groups and health systems to move their senior patients into a value-based Total Care Model.
The Wall Street consensus 12-month price target for AGL is $115.83.
