Welcome to our dedicated page for Agilon Health SEC filings (Ticker: AGL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Agilon Health's SEC filings reveal the economics underlying its physician partnership model, where understanding capitation dynamics and medical cost ratios determines investment thesis validity. The company's 10-K annual reports detail membership growth across geographic markets, the progression of physician partner relationships from newer to more mature arrangements, and the actuarial assumptions driving financial projections.
Quarterly 10-Q filings provide visibility into medical expense trends that directly affect profitability under full-risk capitation. These documents break down revenue by contract maturity, showing how physician partnerships typically generate losses in early years before reaching profitability as care management programs take effect. Investors can track the company's pathway to sustainable economics through these sequential filings.
Form 8-K filings capture material events including new physician group partnerships, program participation results, and changes in management or governance. For a company dependent on network expansion and regulatory relationships, these current reports often contain significant information about growth trajectory and strategic direction.
Proxy statements filed as DEF 14A documents reveal executive compensation structures aligned with membership growth, medical margin improvement, and other operational metrics central to the company's value-based care model. Understanding how leadership incentives connect to financial performance provides context for evaluating management decisions.
Our AI-powered analysis simplifies these filings by highlighting key metrics like membership counts, medical cost ratios, and physician partner economics. Form 4 insider transaction tracking shows when executives and directors adjust their equity positions, providing additional signal for investors monitoring the company's healthcare services business.
agilon health (AGL): Schedule 13G/A — passive ownership update. North Peak Capital Management, LLC and affiliated entities filed Amendment No. 1 reporting beneficial ownership of 39,411,957 shares of AGL, representing 9.5% of the class, based on 414,581,604 shares outstanding as of October 30, 2025.
Affiliates including North Peak Capital GP, LLC and individuals Michael K. Kahan and Jeremy S. Kahan each report 31,971,936 shares (7.7%). North Peak Capital Management lists shared voting power: 31,971,936 and sole dispositive power: 7,440,021, with additional shared dispositive power of 31,971,936. Reported holdings include, for example, North Peak Capital Partners II, LP: 18,382,413 shares and North Peak Capital Alpha Fund, LP: 9,840,951 shares.
The filing certifies the securities were not acquired and are not held for the purpose of changing or influencing control, consistent with a passive 13G status. The stated event date is September 30, 2025.
agilon health (AGL) reported it received a notice from the NYSE on November 5, 2025 stating the company is no longer in compliance with Section 802.01C because its common stock’s average closing price was below $1.00 over a consecutive 30 trading‑day period ended November 4, 2025.
The company has a six‑month cure period to regain compliance if, on the last trading day of any calendar month (or the last day of the cure period), the closing price is at least $1.00 and the 30‑day average is at least $1.00. AGL plans to notify the NYSE by November 19, 2025 that it intends to remain listed and anticipates pursuing a reverse stock split, subject to stockholder approval. The company expects to seek that approval at its 2026 annual general meeting. Under NYSE rules, if stockholders approve an action like a reverse split no later than the next annual meeting, the price deficiency is deemed cured if, after implementation, the share price promptly exceeds $1.00 and remains above that level for at least 30 trading days.
The company issued a related press release on November 7, 2025.
FMR LLC filed an amended Schedule 13G (Amendment No. 1) reporting beneficial ownership of 15,377,531.37 shares of agilon health, inc. (AGL) common stock, representing 3.7% of the class as of 09/30/2025.
FMR reports sole voting power over 15,374,685.00 shares and sole dispositive power over 15,377,531.37 shares, with no shared voting or dispositive power. Abigail P. Johnson is also a reporting person, with sole dispositive power over 15,377,531.37 shares and no voting power.
The filing indicates ownership of 5 percent or less of the class. It certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. One or more other persons may have rights to dividends or sale proceeds, and none exceeds five percent.
agilon health (AGL) reported Q3 2025 results showing continued top-line scale with pressure on medical costs. Total revenue was $1.4 billion, while medical services expense of $1.49 billion drove a gross loss of $67.6 million. Net loss was $110.2 million (basic and diluted EPS $(0.27)).
Medicare Advantage membership was 502,800, down 4% year over year. Adjusted EBITDA loss was $91 million. Cash and cash equivalents were $171.7 million with marketable securities of $139.2 million as of September 30, 2025. Medical claims and related payables rose to $1,059.4 million, reflecting ongoing utilization and IBNR estimates. Shares outstanding were 414,570,000 at quarter end and 414,581,604 at October 30, 2025.
On liquidity, the company had $35.0 million outstanding under its term loan and $83.2 million of standby letters of credit, leaving $16.8 million available on the revolving facility, which matures on February 18, 2026. The effective interest rate on the term loan was 8.272%.
agilon health, inc. furnished an update on its latest performance. On November 4, 2025, the company provided a press release detailing financial results for the three and nine months ended September 30, 2025, and shared an investor presentation.
The materials were furnished, not filed, under Items 2.02 and 7.01, which limits their use under certain Exchange Act provisions. The press release appears as Exhibit 99.1 and the investor presentation as Exhibit 99.2.
The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 24,292,603 shares of agilon health (AGL) common stock, representing 5.86% of the class as of 09/30/2025.
The filing lists 0 shares with sole voting power and 2,076,130 with shared voting power. It reports 21,890,675 shares with sole dispositive power and 2,401,928 with shared dispositive power. Vanguard states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Capital World Investors reports beneficial ownership of 10,852,943 shares of agilon health, representing 2.6% of the 414,423,149 shares outstanding. The filing states that Capital World Investors holds sole voting and dispositive power over those shares, and that the securities are held in the ordinary course of business and not for the purpose of influencing control of the issuer. The disclosure is presented as an amendment to a prior Schedule 13G filing and identifies Capital World Investors as the reporting entity and an investment adviser organization.
North Peak disclosed a passive stake in agilon health totaling 21,536,679 shares, representing 5.2% of outstanding common stock based on 414,423,149 shares.
The filing is a joint Schedule 13G dated 08/22/2025 showing ownership across related entities: North Peak Capital Partners, LP (1,247,465 shares), North Peak Capital Partners II, LP (10,585,833 shares), North Peak Capital Alpha Fund, LP (5,564,235 shares) and North Peak Capital Ultra Fund, LP (878,841 shares). Certain affiliates and principals (North Peak Capital Management, North Peak GP, and Jeremy and Michael Kahan) report shared voting or dispositive power over 18,276,374 shares (4.4%).
The statement clarifies the holdings are reported as passive (Schedule 13G) and includes a joint filing agreement; it does not state any intent to influence control of the issuer.
Form 4 filed for agilon health, inc. (AGL) reports a transaction by Timothy Gertsch, identified as an officer (Chief Accounting Officer) and director. The filing records a transaction dated 08/16/2025 coded "F" showing "406(1) D" at a price of $1.11 and reports 114,752 shares beneficially owned following the reported transaction. The form's explanation states that the "406" figure represents shares withheld by the issuer to satisfy income tax withholding in connection with net settlement of restricted stock units and that this withholding "does not represent a sale." The form is signed by an attorney-in-fact on 08/19/2025.
Capital World Investors reports a material stake in agilon health. The filing discloses beneficial ownership of 45,570,601 shares of agilon health common stock, equal to 11.0% of the 413,951,779 shares believed outstanding. The filer reports sole voting and sole dispositive power over all reported shares.
The disclosure identifies Capital World Investors as a division of Capital Research and Management Company together with its investment management subsidiaries and affiliates that collectively provide investment services under the Capital World Investors name. The statement affirms the securities are held in the ordinary course of business and are not held to change or influence control of the issuer. Item 6 lists American Funds Fundamental Investors in the context of ownership on behalf of another person.
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