agilon health, inc.
AGL · Services-Misc Health & Allied Services, NEC · 16.7M shares · +8%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $131M (gross $200M, SBC $69M)
Reference price $0.60 · est. market cap ~$10M — last insider purchase, 2026-03-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D52agilon health — value-based Medicare primary-care enabler, loss-making.
Strengths
- Large at-risk-membership base; net loss narrowing (74th pct)
Risks
- Operating loss; negative free cash flow (12th); ~5.8q runway
- Medical-cost-trend and Medicare-rate sensitivity
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-7.8%
Net margin
-6.6%
Return on assets
-30.8%
Revenue growth (QoQ)
-9.5%
Current ratio
1.0×
Free cash flow
-$119M
EBITDA
-$435M
Cash & investments
$174M
Cash runway
6q
Stock comp / revenue
0.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-02 | Wulf John William | Grant | 2.1K | — |
| 2026-06-02 | Mansukani Sharad | Grant | 2.1K | — |
| 2026-06-02 | Battaglia Silvana | Grant | 2.1K | — |
| 2026-06-02 | WILLIAMS RONALD A | Grant | 2.1K | — |
| 2026-06-02 | McLoughlin Karen | Grant | 2.1K | — |
| 2026-06-02 | MCKENZIE DIANA | Grant | 2.1K | — |
| 2026-06-01 | Zamore Denise | Tax withheld | 485 | $92.54 |
| 2026-05-24 | Gertsch Timothy | Tax withheld | 8 | $86.39 |
| 2026-05-07 | O'Rourke Timothy Patrick | Grant | 200K | — |
| 2026-05-07 | O'Rourke Timothy Patrick | Grant | 120K | — |
| 2026-04-15 | Zamore Denise | Tax withheld | 220 | $26.88 |
| 2026-04-15 | Gertsch Timothy | Tax withheld | 122 | $26.88 |
| 2026-04-15 | Venkatachaliah Girish | Tax withheld | 330 | $26.88 |
| 2026-04-15 | Shaker Benjamin | Tax withheld | 571 | $26.88 |
| 2026-04-14 | Gertsch Timothy | Tax withheld | 25 | $22.68 |
| 2026-04-14 | Venkatachaliah Girish | Tax withheld | 96 | $22.68 |
| 2026-04-14 | Zamore Denise | Tax withheld | 20 | $22.68 |
| 2026-04-14 | Shaker Benjamin | Tax withheld | 104 | $22.68 |
| 2026-04-01 | Schwaneke Jeffrey A. | Tax withheld | 1.7K | $9.75 |
| 2026-04-01 | Schwaneke Jeffrey A. | Grant | 75K | — |
| 2026-04-01 | Shaker Benjamin | Tax withheld | 1.7K | $9.75 |
| 2026-04-01 | Shaker Benjamin | Grant | 70K | — |
| 2026-04-01 | Gertsch Timothy | Tax withheld | 266 | $9.75 |
| 2026-04-01 | Gertsch Timothy | Grant | 10K | — |
| 2026-04-01 | Venkatachaliah Girish | Tax withheld | 480 | $9.75 |
| 2026-04-01 | Venkatachaliah Girish | Grant | 28K | — |
| 2026-04-01 | Zamore Denise | Tax withheld | 1.0K | $9.75 |
| 2026-04-01 | Zamore Denise | Grant | 50K | — |
| 2026-03-09 | Zamore Denise | Buy | 5.5K | — |
| 2026-03-09 | Zamore Denise | Tax withheld | 2.1K | $0.60 |
| 2026-03-09 | Venkatachaliah Girish | Buy | 18K | — |
| 2026-03-09 | Venkatachaliah Girish | Tax withheld | 6.5K | $0.60 |
| 2026-03-09 | Shaker Benjamin | Buy | 18K | — |
| 2026-03-09 | Shaker Benjamin | Tax withheld | 6.3K | $0.60 |
| 2026-03-02 | Shaker Benjamin | Buy | 500K | $0.60 |
| 2026-01-10 | Schwaneke Jeffrey A. | Grant | 600K | — |
| 2025-11-12 | Wulf John William | Buy | 81K | $0.63 |
| 2025-08-16 | Gertsch Timothy | Tax withheld | 406 | $1.11 |
| 2025-08-01 | Zamore Denise | Tax withheld | 915 | $1.70 |
| 2025-07-01 | Schwaneke Jeffrey A. | Tax withheld | 46K | $2.38 |
| 2025-05-28 | Schwaneke Jeffrey A. | Tax withheld | 9.3K | $2.35 |
| 2025-05-28 | MCKENZIE DIANA | Grant | 79K | — |
| 2025-05-28 | Wulf John William | Grant | 79K | — |
| 2025-05-28 | WILLIAMS RONALD A | Grant | 79K | — |
| 2025-05-28 | McLoughlin Karen | Grant | 79K | — |
| 2025-05-28 | Mansukani Sharad | Grant | 79K | — |
| 2025-05-28 | Battaglia Silvana | Grant | 79K | — |
| 2025-05-24 | Gertsch Timothy | Tax withheld | 193 | $2.22 |
| 2025-04-15 | Gertsch Timothy | Tax withheld | 3.0K | $5.53 |
| 2025-04-15 | Sell Steven | Tax withheld | 23K | $5.53 |
| 2025-04-15 | Shaker Benjamin | Tax withheld | 15K | $5.53 |
| 2025-04-15 | Zamore Denise | Tax withheld | 5.5K | $5.53 |
| 2025-04-15 | Venkatachaliah Girish | Tax withheld | 8.2K | $5.53 |
| 2025-04-14 | Sell Steven | Tax withheld | 7.9K | $5.60 |
| 2025-04-14 | Zamore Denise | Tax withheld | 517 | $5.60 |
| 2025-04-14 | Venkatachaliah Girish | Tax withheld | 2.8K | $5.60 |
| 2025-04-14 | Shaker Benjamin | Tax withheld | 3.7K | $5.60 |
| 2025-04-14 | Gertsch Timothy | Tax withheld | 662 | $5.60 |
| 2025-04-01 | Schwaneke Jeffrey A. | Grant | 429K | — |
| 2025-04-01 | Zamore Denise | Grant | 245K | — |
| 2025-04-01 | Venkatachaliah Girish | Grant | 123K | — |
| 2025-04-01 | Shaker Benjamin | Grant | 429K | — |
| 2025-04-01 | Gertsch Timothy | Grant | 61K | — |
| 2025-04-01 | Sell Steven | Grant | 551K | — |
| 2025-03-14 | Sell Steven | Buy | 42K | — |
| 2025-03-14 | Sell Steven | Tax withheld | 16K | $4.05 |
| 2025-03-14 | Shaker Benjamin | Buy | 12K | — |
| 2025-03-14 | Venkatachaliah Girish | Buy | 9.4K | — |
| 2025-03-14 | Shaker Benjamin | Tax withheld | 4.1K | $4.05 |
| 2025-03-14 | Venkatachaliah Girish | Tax withheld | 3.3K | $4.05 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-03 | Shareholder vote | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-04-27 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-03-30 | 3.035.03Exhibits | filing ↗ |
| 2026-03-18 | Shareholder voteOtherExhibits | filing ↗ |
| 2026-02-25 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-12 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-01-07 | Exec/director change | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-03 | 2026-06-02 | 0001628280-26-040370 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001628280-26-031254 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001628280-26-031270 ↗ |
| 8-K | 2026-04-27 | 2026-04-24 | 0001628280-26-027512 ↗ |
| 8-K | 2026-03-30 | 2026-03-30 | 0001628280-26-022074 ↗ |
| 8-K | 2026-03-18 | 2026-03-17 | 0001628280-26-019406 ↗ |
| 10-K | 2026-02-25 | 2025-12-31 | 0001628280-26-011655 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0001628280-26-011630 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001628280-26-007671 ↗ |
| 8-K | 2026-01-07 | 2025-12-31 | 0001628280-26-001168 ↗ |
| 8-K | 2025-11-07 | 2025-11-05 | 0001628280-25-050412 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001628280-25-048839 ↗ |