• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SCHEDULE 13G/A filed by agilon health inc.

    5/5/25 11:23:37 AM ET
    $AGL
    Misc Health and Biotechnology Services
    Health Care
    Get the next $AGL alert in real time by email



    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    (Amendment No. 5)


    agilon health, inc.

    (Name of Issuer)


    Common Stock

    (Title of Class of Securities)


    00857U107

    (CUSIP Number)


    03/31/2025

    (Date of Event Which Requires Filing of this Statement)


    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    Checkbox checked   Rule 13d-1(b)
    Checkbox not checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    00857U107


    1Names of Reporting Persons

    Morgan Stanley
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    48,709,489.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    50,170,025.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    50,200,249.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    12.2 %
    12Type of Reporting Person (See Instructions)

    HC, CO


    SCHEDULE 13G

    CUSIP No.
    00857U107


    1Names of Reporting Persons

    Morgan Stanley Investment Management Inc.
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    0.00
    6Shared Voting Power

    48,641,202.00
    7Sole Dispositive Power

    0.00
    8Shared Dispositive Power

    50,129,429.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    50,129,429.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    12.2 %
    12Type of Reporting Person (See Instructions)

    IA, CO


    SCHEDULE 13G

    Item 1. 
    (a)Name of issuer:

    agilon health, inc.
    (b)Address of issuer's principal executive offices:

    6210 E HWY 290, SUITE 450, AUSTIN, TX, 78723
    Item 2. 
    (a)Name of person filing:

    1: Morgan Stanley 2: Morgan Stanley Investment Management Inc.
    (b)Address or principal business office or, if none, residence:

    1: 1585 Broadway, New York, NY 10036 ;2: 1585 Broadway, New York, NY 10036
    (c)Citizenship:

    1: Delaware 2: Delaware
    (d)Title of class of securities:

    Common Stock
    (e)CUSIP No.:

    00857U107
    Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
    (a)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)Checkbox not checked   A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
           please specify the type of institution:
    (k)Checkbox not checked   Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
     
    Item 4.Ownership
    (a)Amount beneficially owned:

    See the response(s) to Item 9 on the attached cover page(s).
    (b)Percent of class:

    12.2  %
    (c)Number of shares as to which the person has:
     (i) Sole power to vote or to direct the vote:

    See the response(s) to Item 5 on the attached cover page(s).

     (ii) Shared power to vote or to direct the vote:

    See the response(s) to Item 6 on the attached cover page(s).

     (iii) Sole power to dispose or to direct the disposition of:

    See the response(s) to Item 7 on the attached cover page(s).

     (iv) Shared power to dispose or to direct the disposition of:

    See the response(s) to Item 8 on the attached cover page(s).

    Item 5.Ownership of 5 Percent or Less of a Class.
     
    Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
     
    Not Applicable
    Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
     
    If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.


    See Exhibit 99.2
    Item 8.Identification and Classification of Members of the Group.
     
    Not Applicable
    Item 9.Notice of Dissolution of Group.
     
    Not Applicable

    Item 10.Certifications:
     
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release.

        SIGNATURE 
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     
    Morgan Stanley
     
    Signature:Chris O'Hara
    Name/Title:Authorized Signatory, Morgan Stanley
    Date:05/05/2025
     
    Morgan Stanley Investment Management Inc.
     
    Signature:Deidre A. Downes
    Name/Title:Authorized Signatory, Morgan Stanley Investment Management Inc.
    Date:05/05/2025
    Exhibit Information

    EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).

    Get the next $AGL alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $AGL

    DatePrice TargetRatingAnalyst
    4/25/2025$5.00Neutral → Buy
    Citigroup
    4/8/2025$8.50Mkt Perform → Outperform
    Bernstein
    1/10/2025$1.75 → $2.25Sell → Neutral
    Citigroup
    1/10/2025Hold
    Needham
    12/16/2024Neutral
    Macquarie
    12/11/2024$2.50Mkt Perform
    Bernstein
    11/11/2024Mkt Outperform → Mkt Perform
    JMP Securities
    11/8/2024Outperform → Mkt Perform
    William Blair
    More analyst ratings

    $AGL
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Chief Financial Officer Schwaneke Jeffrey A. covered exercise/tax liability with 9,331 shares, decreasing direct ownership by 0.83% to 1,121,221 units (SEC Form 4)

      4 - agilon health, inc. (0001831097) (Issuer)

      5/30/25 8:11:00 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Director Mckenzie Diana was granted 78,724 shares, increasing direct ownership by 134% to 137,543 units (SEC Form 4)

      4 - agilon health, inc. (0001831097) (Issuer)

      5/30/25 7:39:34 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Director Wulf John William was granted 78,724 shares, increasing direct ownership by 38% to 284,857 units (SEC Form 4)

      4 - agilon health, inc. (0001831097) (Issuer)

      5/30/25 6:32:44 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care

    $AGL
    SEC Filings

    See more
    • agilon health inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders

      8-K - agilon health, inc. (0001831097) (Filer)

      5/30/25 4:43:53 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Amendment: SEC Form SCHEDULE 13G/A filed by agilon health inc.

      SCHEDULE 13G/A - agilon health, inc. (0001831097) (Subject)

      5/13/25 11:44:13 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Amendment: SEC Form SCHEDULE 13G/A filed by agilon health inc.

      SCHEDULE 13G/A - agilon health, inc. (0001831097) (Subject)

      5/12/25 10:44:45 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care

    $AGL
    Leadership Updates

    Live Leadership Updates

    See more
    • agilon health Appoints Karthik Rao, M.D., as Chief Medical Officer

      Dr. Rao to Continue to Lead Clinical Strategy and Drive Physician Network Performance Alongside agilon's Chief Clinical Officer Kevin Spencer, M.D. agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health care in our communities, announced today that after a comprehensive search Karthik Rao, M.D., who has served as agilon's interim chief medical officer (CMO) since February 2024, has been appointed to the permanent CMO role, effective immediately. He previously served as senior medical director and vice president, network performance, at the company. Prior to joining agilon in 2022, Dr. Rao held several roles in value-based care, including nearly a d

      7/10/24 8:00:00 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • agilon health Names Jeff Schwaneke New Chief Financial Officer

      agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health care in our communities, announced today that Jeff Schwaneke, an experienced finance, operational and managed care executive and director on agilon's board, will join the Company as chief financial officer and executive vice president effective July 1, 2024. He will be a member of agilon's Executive Leadership team reporting to chief executive officer (CEO), Steve Sell. Schwaneke succeeds Timothy Bensley, who announced his retirement from agilon in early 2024. Bensley has agreed to stay on through a transition period. Schwaneke was most recently executive vice president, Health Care Enterprises,

      6/5/24 8:00:00 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • agilon health, inc. investors: Please contact the Portnoy Law Firm to recover your losses; May 28, 2024 deadline

      Investors can contact the law firm at no cost to learn more about recovering their losses LOS ANGELES, May 13, 2024 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises agilon health, inc. (NYSE:AGL) investors that a lawsuit was filed on behalf of investors that purchased agilon securities between April 15, 2021 and February 27, 2024, inclusive (the "Class Period"). Investors are encouraged to contact attorney Lesley F. Portnoy, by phone 310-692-8883 or email: [email protected], to discuss their legal rights, or click here to join the case via www.portnoylaw.com. The Portnoy Law Firm can provide a complimentary case evaluation and discuss investors' options for pursuing claims to

      5/13/24 6:31:12 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care

    $AGL
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more

    $AGL
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Agilon Health upgraded by Citigroup with a new price target

      Citigroup upgraded Agilon Health from Neutral to Buy and set a new price target of $5.00

      4/25/25 8:23:09 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Agilon Health upgraded by Bernstein with a new price target

      Bernstein upgraded Agilon Health from Mkt Perform to Outperform and set a new price target of $8.50

      4/8/25 9:06:22 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Agilon Health upgraded by Citigroup with a new price target

      Citigroup upgraded Agilon Health from Sell to Neutral and set a new price target of $2.25 from $1.75 previously

      1/10/25 7:25:30 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Amendment: Chief Financial Officer Schwaneke Jeffrey A. bought $250,206 worth of shares (22,300 units at $11.22) and was granted 428,922 shares, increasing direct ownership by 61% to 1,130,552 units (SEC Form 4)

      4/A - agilon health, inc. (0001831097) (Issuer)

      4/3/25 7:40:25 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • CEO & President Sell Steven covered exercise/tax liability with 15,563 shares and bought 42,426 shares, increasing direct ownership by 8% to 355,310 units (SEC Form 4)

      4 - agilon health, inc. (0001831097) (Issuer)

      3/18/25 6:42:37 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Chief Markets Officer Shaker Benjamin bought 11,786 shares and covered exercise/tax liability with 4,143 shares, increasing direct ownership by 2% to 457,058 units (SEC Form 4)

      4 - agilon health, inc. (0001831097) (Issuer)

      3/18/25 6:41:48 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care

    $AGL
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by agilon health inc.

      SC 13G/A - agilon health, inc. (0001831097) (Subject)

      11/13/24 12:49:26 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Amendment: SEC Form SC 13G/A filed by agilon health inc.

      SC 13G/A - agilon health, inc. (0001831097) (Subject)

      11/8/24 10:52:39 AM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • Amendment: SEC Form SC 13G/A filed by agilon health inc.

      SC 13G/A - agilon health, inc. (0001831097) (Subject)

      11/6/24 4:47:14 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care

    $AGL
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • agilon health to Participate in Bernstein's 41st Annual Strategic Decisions Conference

      agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health care in our communities, announced that it will participate in the Bernstein 41st Annual Strategic Decisions Conference including a fireside chat presentation on Wednesday, May 28 at 4:30 PM Eastern Time. Interested investors and other parties may listen to a simultaneous webcast of the presentation by visiting the "Events & Presentations" section of agilon health's investor relations website at https://investors.agilonhealth.com. Replays will be available for on-demand listening shortly after the completion of the presentation. About agilon health agilon health is the trusted partner empowering

      5/19/25 4:04:00 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • agilon health to Participate in BofA Securities 2025 Health Care Conference

      agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health care in our communities, announced that it will participate in the BofA Securities 2025 Health Care Conference including a fireside chat presentation on Wednesday, May 14 at 1:00 PM Eastern Time. Interested investors and other parties may listen to a simultaneous webcast of the presentation by visiting the "Events & Presentations" section of agilon health's investor relations website at https://investors.agilonhealth.com. Replays will be available for on-demand listening shortly after the completion of the presentation. About agilon health agilon health is the trusted partner empowering physicia

      4/4/25 4:15:00 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • agilon health Sets Date to Report First Quarter 2025 Financial Results

      agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health care in our communities, announced that it will release its financial results for the first quarter 2025 after the market closes on Tuesday, May 6, 2025, and host a conference call at 4:30 PM Eastern Time the same day to discuss the results. The conference call can be accessed by dialing (833) 470-1428 for U.S. participants and +1 (404) 975-4839 for international participants and referencing participant code 095319. A simultaneous webcast can be accessed by visiting the "Events & Presentations" section of agilon's Investor Relations website at https://investors.agilonhealth.com. A replay of the ca

      3/25/25 4:05:00 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care

    $AGL
    Financials

    Live finance-specific insights

    See more
    • agilon health Sets Date to Report First Quarter 2025 Financial Results

      agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health care in our communities, announced that it will release its financial results for the first quarter 2025 after the market closes on Tuesday, May 6, 2025, and host a conference call at 4:30 PM Eastern Time the same day to discuss the results. The conference call can be accessed by dialing (833) 470-1428 for U.S. participants and +1 (404) 975-4839 for international participants and referencing participant code 095319. A simultaneous webcast can be accessed by visiting the "Events & Presentations" section of agilon's Investor Relations website at https://investors.agilonhealth.com. A replay of the ca

      3/25/25 4:05:00 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • agilon health Sets Date to Report Fourth Quarter and Full Year 2024 Financial Results

      agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health in our communities, announced that it will release its financial results for the fourth quarter and full year 2024 after the market closes on Tuesday February 25, 2025, and host a conference call at 4:30 PM Eastern Time the same day to discuss the results. The conference call can be accessed by dialing (833) 470-1428 for U.S. participants and +1 (404) 975-4839 for international participants and referencing participant code 599648. A simultaneous webcast can be accessed by visiting the "Events & Presentations" section of agilon's Investor Relations website at https://investors.agilonhealth.com. A

      2/10/25 4:01:00 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care
    • agilon health Reports Third Quarter 2024 Results

      Revenue increased 28% to $1.45 billion, Medicare Advantage membership increased 37% to 525,000, and total members on the agilon platform grew 39% to 657,000 Third quarter results were affected by lower-than-expected 2024 risk adjustment, negative prior year development mainly from risk adjustment and Part D, and higher current year medical expenses Adjusted full year guidance reflects Q3 results and updated Q4 cost trends agilon health, inc. (NYSE:AGL), the trusted partner empowering physicians to transform health care in our communities, today announced results for the third quarter ended September 30, 2024. "Our full-risk model enables primary care physicians to deliver high-quality c

      11/7/24 4:00:00 PM ET
      $AGL
      Misc Health and Biotechnology Services
      Health Care