Agilon Health (NYSE:AGL) Given New $0.50 Price Target at Barclays

Agilon Health (NYSE:AGL) had its price target decreased by Barclays from $1.00 to $0.50 in a report published on Friday,Benzinga reports. Barclays currently has an underweight rating on the stock.

AGL has been the topic of a number of other research reports. Weiss Ratings reissued a “sell (e+)” rating on shares of Agilon Health in a research note on Wednesday, January 21st. Royal Bank Of Canada raised shares of Agilon Health from a “hold” rating to a “moderate buy” rating in a research report on Wednesday, December 3rd. BTIG Research restated a “neutral” rating on shares of Agilon Health in a report on Friday, December 12th. Finally, Wells Fargo & Company reduced their price target on shares of Agilon Health from $1.50 to $1.00 and set an “overweight” rating for the company in a research report on Wednesday, November 5th. Four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Agilon Health currently has an average rating of “Hold” and a consensus target price of $2.60.

Agilon Health Stock Performance

Shares of NYSE:AGL traded down $0.01 on Friday, hitting $0.59. The company’s stock had a trading volume of 6,672,658 shares, compared to its average volume of 8,884,487. The company has a market capitalization of $243.94 million, a price-to-earnings ratio of -0.62 and a beta of 0.06. Agilon Health has a 12 month low of $0.34 and a 12 month high of $6.08. The stock’s 50-day moving average is $0.71 and its two-hundred day moving average is $0.85.

Agilon Health (NYSE:AGL) last issued its quarterly earnings data on Wednesday, February 25th. The company reported ($0.46) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.27) by ($0.19). The company had revenue of $1.57 billion for the quarter, compared to the consensus estimate of $1.46 billion. Agilon Health had a negative net margin of 6.60% and a negative return on equity of 100.06%. Equities analysts expect that Agilon Health will post -0.59 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. Goldman Sachs Group Inc. raised its position in shares of 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 purchasing an additional 13,283,930 shares during the period. AQR Capital Management LLC grew its stake in Agilon Health by 1,346.6% in the 4th 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. CenterBook Partners LP raised its holdings in Agilon Health by 492.4% in the 3rd quarter. CenterBook Partners LP now owns 11,428,027 shares of the company’s stock worth $11,771,000 after acquiring an additional 9,499,012 shares during the period. North Peak Capital Management LLC raised its holdings in Agilon Health by 10.8% in the 4th quarter. North Peak Capital Management LLC now owns 38,139,937 shares of the company’s stock worth $26,267,000 after acquiring an additional 3,715,460 shares during the period. Finally, Voleon Capital Management LP lifted its position in Agilon Health by 5,519.2% during the 3rd quarter. Voleon Capital Management LP now owns 2,741,039 shares of the company’s stock worth $2,823,000 after acquiring an additional 2,692,259 shares during the last quarter.

Agilon Health News Roundup

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

• Positive Sentiment: Wells Fargo upgraded AGL to “overweight” and raised its price target to $1.50 (from $1.00), implying meaningful upside from current levels — a bullish analyst signal that can support buying interest. Benzinga
• Neutral Sentiment: Q4 results were mixed: revenue beat estimates ($1.57B vs. ~$1.46B) but EPS missed materially (reported ($0.46) vs. consensus ($0.27)), leaving investors weighing top-line strength against profitability issues. Earnings Release/Transcript
• Neutral Sentiment: Management outlined a 2026 target (~$5.5B revenue and breakeven adjusted EBITDA) as part of a transformation plan — a constructive medium‑term goal but one that may be viewed skeptically given recent misses and execution risk. Seeking Alpha
• Negative Sentiment: Company guidance was lower than Street expectations (FY revenue midpoint and Q1 revenue below consensus), which increases downside risk as analysts rework models and investor confidence is tested. Seeking Alpha
• Negative Sentiment: Barclays cut its price target to $0.50 and moved to “underweight,” signaling additional analyst pessimism and potential further selling pressure. Benzinga
• Negative Sentiment: Multiple law firms have filed or are soliciting lead-plaintiff interest in securities class actions alleging fraud tied to Agilon, with several deadline reminders for March 2, 2026 — legal overhang and potential litigation costs are weighing on sentiment. GlobeNewswire

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.