Want to see AGL full AI Analyst Report?
ACO Model Members
Tracks the number of members in the Accountable Care Organization model, indicating the company's reach and influence in value-based care initiatives.A sharp enrollment jump in early 2024 (consistent with the new full‑risk contract noted by management) was followed by a deliberate retrenchment: membership declined to ~110k by Q1‑2026 as Agilon prioritized disciplined contracting and market exits. Management has offset lower headcount with a ~1.5% risk‑score lift, scaled clinical programs and improved medical margin, but the smaller, higher‑quality member base constrains revenue upside and helps explain conservative full‑year EBITDA guidance; monitor membership direction, realized risk adjustment, and CMS LEAD risk modeling for the next catalysts.
Date | ACO Model Members |
|---|---|
Jun 30, 2026 | 112.20K |
Mar 31, 2026 | 110.00K |
Dec 31, 2025 | 114.00K |
Sep 30, 2025 | 115.00K |
Jun 30, 2025 | 116.00K |
Mar 31, 2025 | 114.00K |
Dec 31, 2024 | 132.00K |
Sep 30, 2024 | 132.00K |
Jun 30, 2024 | 132.00K |
Mar 31, 2024 | 131.00K |