Vanguard Group 13F: Cuts agilon health (AGL) Stake by $656M

Vanguard Group has reduced its stake in agilon health, inc. (NYSE:AGL), according to its latest Form 13F filing with the SEC. The investment giant cut its position by 5,970,795 shares, or 24.6%, leaving it with 18,321,808 shares. These shares are valued at approximately $2.15 billion as of the end of the reporting period.

What Changed in Vanguard Group's agilon health Position

The move saw Vanguard Group's holdings in agilon health, inc. drop from 24,292,603 shares to 18,321,808 shares, marking a reduction of nearly 6 million shares. This change reflects a 24.6% decrease in its stake, which is now valued at about $2.15 billion.

Other Institutional Activity in agilon health, inc.

Several other institutional investors also adjusted their positions in agilon health, inc. Clayton, Dubilier & Rice, LLC reduced its holdings by 99.8%, ending with 160,000 shares worth approximately $31.64 million. Morgan Stanley cut its position by 99.8% to 83,978 shares, valued at $16.61 million. North Peak Capital Management, LLC also reduced its stake by 99.8% to 61,821 shares, valued at $12.23 million. Similarly, Goldman Sachs Group Inc. decreased its holdings by 99.8%, leaving it with 42,489 shares worth $8.40 million. AQR Capital Management LLC trimmed its position by 99.6%, holding 38,996 shares valued at $7.71 million.

agilon health, inc. Stock Up 23.1%

Shares of NYSE:AGL traded near $117.50. agilon health, inc. has a market cap of approximately $1.88 billion. The company is not currently profitable, as indicated by its negative forward P/E ratio of -183.03. The stock has a 52-week low of $7.48 and a high of $118.25, with a 50-day moving average of $56.49 and a 200-day moving average of $28.79. The company's current ratio is 1.038, and it has a quick ratio of 0.92, with a debt-to-equity ratio of 18.409.

Recent Earnings

In its recent earnings report, agilon health, inc. posted revenue of $5.82 billion, with a revenue decline of 7.3%. The company reported a net margin of -6.1% and a return on equity of -109.6%. The next earnings release is scheduled for May 6, 2026.

Insider Buying and Selling at agilon health, inc.

Recent insider transactions at agilon health, inc. include Chief Legal Officer Denise Zamore selling 485 shares at an average price of $92.54 on June 1, 2026. On June 2, 2026, several insiders, including Ronald Williams, Diana McKenzie, Karen McLoughlin, Sharad Mansukani, and Silvana Battaglia, each bought 2,133 shares, although the purchase price was not disclosed.

Analysts Set New Price Targets

On May 26, 2026, Barclays upgraded agilon health, inc. to a 'hold' rating with a price target of $81. Benchmark maintained its 'buy' rating with a $95 target on May 21, 2026. Citigroup and TD Cowen both maintained 'hold' ratings, with targets of $80 and $55, respectively. Wells Fargo maintained a 'buy' rating with a $72 target, while Evercore ISI Group and Jefferies provided targets of $32 and $48, respectively.

About agilon health, inc.

agilon health, inc. is a healthcare company based in Westerville, Ohio. It provides services primarily for seniors through primary care physicians across the United States. The company operates on a subscription-like model, managing the total healthcare needs of its patients on a per-member, per-month basis. Founded in 2016, agilon health is led by CEO Timothy Patrick O'Rourke and employs around 856 people.

Bottom Line

Vanguard Group's decision to reduce its stake in agilon health, inc. by nearly 6 million shares is a notable move in the healthcare sector. Investors often track these filings to gauge institutional confidence, even though 13F filings are backward-looking and may not reflect current positions. With a volatile stock performance and recent analyst activity, agilon health remains a company to watch in the healthcare space.