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Ehealth, Inc. (EHTH) stock

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NASDAQ: EHTH Nasdaq Insurance Brokers Next results ~November 4, 2026

D Fundamentals grade

Ehealth, Inc. is a US-listed company in the insurance brokers industry. Its financial year ends in December.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders2 buying, 1 selling2 purchases and 4 sales by directors and officers, last 12 monthsInsider trades
  • Funds64 adding, 50 cuttingOf 27 active managers that changed their stake, 16 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Ehealth files

Where Ehealth stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $502m, down 8.4% on a year earlier, a steeper fall than the 4.3% decline a quarter earlier. That puts it 13 of 13 for growth among the insurance brokers companies we cover. The diluted share count is up 4.1% on a year earlier, which dilutes existing holders.

Our model value for Ehealth is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Ehealth, Inc.'s trailing-twelve-month revenue fell 8.4% year on year, with a free-cash-flow margin of -6.3%. Where it lags: revenue growth of -8.4% ranks 16 of 17 insurance brokers companies we cover.

Current signal Revenue growth decelerating: TTM revenue growth slowed to -8.4% (-4.1pp vs the prior quarter), the 3rd consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

Nothing in Ehealth, Inc.'s latest figures clears our strength thresholds.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 8.4% over the last 12 months.
  • Burning cash. Free cash flow was -6.3% of revenue over the last 12 months.
  • Share dilution. Diluted shares rose 4.1% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 91% and a beta of 1.4 against the S&P 500.
  • Growth easing. The growth rate is 4.1 points lower than a quarter earlier.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
-$1.18 against an average estimate of -$1.17: missed by 0.5%
Revenue
$34m, down 44.8% on a year earlier
Share reaction
-8.7% in the first session after the results on August 4, 2026, against +1.6% for the S&P 500
Guidance given
total revenue $405m to $445m (full year ending December 31, 2026); GAAP net income $8m to $25m (full year ending December 31, 2026)
Next report
November 4, 2026; average EPS estimate -$1.06

Ehealth's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.0%
  • 1 week-5.7%
  • 1 month-25.4%
  • This year-89.1%
  • 1 year-90.4%
  • 5 years-98.9%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$502M
Operating margin
10.8%
Net margin
5.4%
EPS (TTM, diluted)
$0.87

Growth

Revenue growth
−8.4%
Change in growth rate
−4.1 pts
Share count change
+4.1%

Earnings

Last results
August 4, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Ehealth, Inc. valuation models and calculator

No model value for Ehealth, Inc. at the moment. Current status: no valuation model gives a value we can rate yet. Available reported financials are shown below.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: no valuation model gives a value we can rate yet.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Ehealth, Inc. as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 8.9%: the 10-year Treasury yield (4.9%) plus a beta of 0.89 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: This model is withheld pending its input or assumption review.
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$14 ~$20–$78 Left out: out of range vs price (28.30x)
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ehealth, Inc. with insurance brokers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

48 /100

Moderate moat

How hard Ehealth's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Net income has been a median 1.6% of total assets over 10 years.

  • Durability 10 / 20

    Operating margin has been a median -2.0%; its worst year was -39.9%.

  • Discipline 8 / 20

    The diluted share count rose 14.4% over five years; stock-based pay has been a median 5.0% of revenue.

AI disruption exposure: High. In this industry, the core product is information work that AI systems increasingly perform. The score above includes a 15-point deduction for that exposure (64 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $26m and EPS of −$1.06 (range −$1.12 to −$1.00) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$1.29 −280% $422m −24%
Next −$0.84 +35% $434m +3%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +21.1% on 90 days ago. In the last 30 days, 0 analysts raised Ehealth, Inc.'s forecast and 3 cut it.

Consensus EPS forecast Ehealth, Inc., last 90 days
−$1.50 −$1.00 −$0.50 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$1.07 Current fiscal year, 60 days ago: −$1.27 Current fiscal year, 30 days ago: −$1.27 Current fiscal year, 7 days ago: −$1.29 Current fiscal year, Now: −$1.29 −$1.29 Next fiscal year, 90 days ago: −$0.65 Next fiscal year, 60 days ago: −$0.98 Next fiscal year, 30 days ago: −$0.98 Next fiscal year, 7 days ago: −$0.84 Next fiscal year, Now: −$0.84 −$0.84

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$1.07−$0.65
60 days ago −$1.27−$0.98
30 days ago −$1.27−$0.98
7 days ago −$1.29−$0.84
Now −$1.29−$0.84

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$1.17 −$1.18 −0.5%
Mar 2026 −$0.83 −$0.58 +30.1%
Dec 2025 $2.38 $2.06 −13.6%
Sept 2025 −$1.81 −$1.46 +19.2%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 4, 2026
  • Total revenue full year ending December 31, 2026 $405m to $445m Maintained
    “Total revenue is expected to be in the range of $405.0 million to $445.0 million.” source
  • GAAP net income full year ending December 31, 2026 $8m to $25m GAAP Maintained
    “GAAP net income is expected to be in the range of $8.0 million to $25.0 million.” source
  • Adjusted EBITDA full year ending December 31, 2026 $55m to $75m Non-GAAP Maintained
    “Adjusted EBITDA (1) is expected to be in the range of $55.0 million to $75.0 million.” source
  • Operating cash flow full year ending December 31, 2026 $-10m to $12m Maintained
    “Operating cash flow is expected to be in the range of $(10.0) million to $12.0 million.” source
  • Net adjustment revenue full year ending December 31, 2026 $16m to $20m Narrowed
    “The above guidance includes the expected impact of positive net adjustment revenue which has been updated to be in the range of $16 million to $20 million to reflect the Q2 2026 positive net adjustment revenue, compared to the previous range of $8 to $20 million.” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

4 analysts, Oct 2026
Buy00%
Hold4100%
Sell00%

Monthly trend

  1. Oct 202644
  2. Sep 202655
  3. Aug 202655

Counts of recommendations published by analysts covering Ehealth, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
1.8%
of tradable shares
Days to cover
1.45
at average volume
Short interest, 1 month
+34%
to October 15, 2026
Held by institutions
51%
of shares
Held by insiders
7.6%
of shares
Employees
1,665
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −90.4%

$5.19 on October 31, 2025 to $0.50

ThenNowEffect
Revenue (last 12 months) $547m $502m −8.4%
Net margin 7.2% 5.4% −25.0%
P/E multiple 3.9x 0.6x −85.4%
Share count 30m 31m −3.9%

Biggest factor: p/e multiple.

Last 3 years −94.2%

$8.61 on November 3, 2023 to $0.50

ThenNowEffect
Revenue (last 12 months) $390m $502m +28.6%
P/S multiple 0.6x 0.0x −94.9%
Share count 28m 31m −11.3%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
EHTH−64%−81%+80%+8%−51%−89%
Industry peers (median)+14%−21%+16%+27%−19%−1%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
EHTH42%25%58%50%50%18%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
EHTH−75%−90%−44%−59%−71%−89%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 100% from March 4, 2020 to October 30, 2026. Getting back needed a 29714% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$0.49 – $5.18
From 52-week high
−90.3%
vs 50-day average
−36.6%
vs 200-day average
−66.2%
Volatility (1 year)
91%
Beta vs S&P 500
1.38

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±13.4%
After a week
4 up, 8 down
typical move ±10.1%
After a month
4 up, 8 down
typical move ±18.5%
Results releasedNext dayS&P 500 next day5 days21 days
August 4, 2026 −8.7% +1.6% −11.6% −31.2%
May 6, 2026 −5.6% +1.1% −6.1% −12.2%
February 25, 2026 −23.6% +0.3% −5.7% −24.7%
November 5, 2025 −21.7% −0.7% −14.2% −22.7%
August 6, 2025 +12.5% +0.7% +9.8% +25.1%
May 7, 2025 +14.7% +1.1% −3.2% −8.1%
February 26, 2025 −2.9% −1.5% −4.8% −24.2%
November 6, 2024 +9.2% +3.3% +0.4% +12.2%
August 7, 2024 −12.8% +1.6% −13.5% −18.8%
May 7, 2024 +12.4% +0.1% +10.7% +9.4%
February 27, 2024 −8.2% +0.1% −10.6% −16.3%
January 26, 2024 +28.1% +0.7% +30.3% +16.8%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Ehealth, Inc. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Ehealth, Inc.
$400M $450M $500M $550M $600M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $401.5M Revenue (TTM), FY23 Q4: $452.9M Revenue (TTM), FY24 Q1: $472.1M Revenue (TTM), FY24 Q2: $471.2M Revenue (TTM), FY24 Q3: $464.9M Revenue (TTM), FY24 Q4: $532.4M Revenue (TTM), FY25 Q1: $552.6M Revenue (TTM), FY25 Q2: $547.5M Revenue (TTM), FY25 Q3: $543M Revenue (TTM), FY25 Q4: $554M Revenue (TTM), FY26 Q1: $528.9M Revenue (TTM), FY26 Q2: $501.7M $501.7M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $401.5M
FY23 Q4 $452.9M
FY24 Q1 $472.1M
FY24 Q2 $471.2M
FY24 Q3 $464.9M
FY24 Q4 $532.4M
FY25 Q1 $552.6M
FY25 Q2 $547.5M
FY25 Q3 $543M
FY25 Q4 $554M
FY26 Q1 $528.9M
FY26 Q2 $501.7M
Revenue growth, TTM YoY Ehealth, Inc.
-20% -10% 0% 10% 20% 30% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: -11.3% Revenue growth, TTM YoY, FY23 Q4: 11.7% Revenue growth, TTM YoY, FY24 Q1: 26.3% Revenue growth, TTM YoY, FY24 Q2: 20.8% Revenue growth, TTM YoY, FY24 Q3: 15.8% Revenue growth, TTM YoY, FY24 Q4: 17.6% Revenue growth, TTM YoY, FY25 Q1: 17.0% Revenue growth, TTM YoY, FY25 Q2: 16.2% Revenue growth, TTM YoY, FY25 Q3: 16.8% Revenue growth, TTM YoY, FY25 Q4: 4.1% Revenue growth, TTM YoY, FY26 Q1: -4.3% Revenue growth, TTM YoY, FY26 Q2: -8.4% -8.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 -11.3%
FY23 Q4 11.7%
FY24 Q1 26.3%
FY24 Q2 20.8%
FY24 Q3 15.8%
FY24 Q4 17.6%
FY25 Q1 17.0%
FY25 Q2 16.2%
FY25 Q3 16.8%
FY25 Q4 4.1%
FY26 Q1 -4.3%
FY26 Q2 -8.4%
Operating margin (TTM) Ehealth, Inc.
-20% -10% 0% 10% 20% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -14.4% Operating margin (TTM), FY23 Q4: -6.4% Operating margin (TTM), FY24 Q1: -5.1% Operating margin (TTM), FY24 Q2: -5.5% Operating margin (TTM), FY24 Q3: -6.4% Operating margin (TTM), FY24 Q4: 4.4% Operating margin (TTM), FY25 Q1: 8.4% Operating margin (TTM), FY25 Q2: 9.4% Operating margin (TTM), FY25 Q3: 9.7% Operating margin (TTM), FY25 Q4: 12.0% Operating margin (TTM), FY26 Q1: 11.1% Operating margin (TTM), FY26 Q2: 10.8% 10.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -14.4%
FY23 Q4 -6.4%
FY24 Q1 -5.1%
FY24 Q2 -5.5%
FY24 Q3 -6.4%
FY24 Q4 4.4%
FY25 Q1 8.4%
FY25 Q2 9.4%
FY25 Q3 9.7%
FY25 Q4 12.0%
FY26 Q1 11.1%
FY26 Q2 10.8%
FCF margin (TTM) Ehealth, Inc.
-15% -10% -5% 0% 5% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 1.6% FCF margin (TTM), FY23 Q4: -1.9% FCF margin (TTM), FY24 Q1: 0.2% FCF margin (TTM), FY24 Q2: -4.6% FCF margin (TTM), FY24 Q3: -5.6% FCF margin (TTM), FY24 Q4: -3.8% FCF margin (TTM), FY25 Q1: -2.6% FCF margin (TTM), FY25 Q2: -4.5% FCF margin (TTM), FY25 Q3: -3.6% FCF margin (TTM), FY25 Q4: -5.0% FCF margin (TTM), FY26 Q1: -13.0% FCF margin (TTM), FY26 Q2: -6.3% -6.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 1.6%
FY23 Q4 -1.9%
FY24 Q1 0.2%
FY24 Q2 -4.6%
FY24 Q3 -5.6%
FY24 Q4 -3.8%
FY25 Q1 -2.6%
FY25 Q2 -4.5%
FY25 Q3 -3.6%
FY25 Q4 -5.0%
FY26 Q1 -13.0%
FY26 Q2 -6.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Dec 2009 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 135 160 152 155 179 180 190 193 191 251 506 583 538 405 453 532 554 502
Gross profit 130 155 143 151 174 175 185 192 190 250 503 579 536 404 159 208 241 222
EBITDA 28 35 16 16 7 −3 −2 6 −7 5 88 65 −107 −82 −9 26 68 56
Operating income 26 33 13 13 4 −7 −6 3 −9 3 81 53 −126 −103 −29 24 66 54
Net income 15 17 7 7 2 −16 −5 0 25 0 67 45 −104 −89 −28 10 40 27
Diluted EPS $0.61 $0.73 $0.31 $0.34 $0.09 −$0.88 −$0.26 $0.02 $1.33 $0.01 $2.73 $1.68 −$4.59 −$4.36 −$2.37 −$1.19 −$0.34 $0.87
Growth (year on year)
Revenue — +18.9% −5.5% +2.5% +15.2% +0.3% +5.5% +2.0% −1.4% +31.8% +101.4% +15.1% −7.6% −24.7% +11.7% +17.6% +4.1% −8.4%
EBITDA — +23.9% −55.0% +1.2% −55.6% −136.4% — — −204.6% — +>999% −26.6% −265.7% — — — +167.6% +24.0%
Operating income — +26.0% −59.3% +1.5% −72.2% −281.2% — — — — — −34.5% −335.6% — — — +182.1% +6.3%
Net income — +13.9% −61.5% +5.3% −75.7% — — — — −99.1% — −32.0% −329.6% — — — — −31.3%
Diluted EPS — +19.7% −57.5% +9.7% −73.5% — — — — −99.2% — −38.5% −373.2% — — — — −34.0%
Margins
Gross margin 96.6% 96.6% 94.5% 96.9% 97.0% 97.5% 97.8% 99.6% 99.7% 99.5% 99.5% 99.3% 99.6% 99.6% 35.2% 39.2% 43.5% 44.3%
EBITDA margin 20.8% 21.7% 10.3% 10.2% 3.9% −1.4% −0.8% 3.3% −3.5% 2.0% 17.4% 11.1% −19.9% −20.1% −2.0% 4.8% 12.3% 11.2%
Operating margin 19.2% 20.3% 8.7% 8.6% 2.1% −3.8% −3.0% 1.5% −5.0% 1.0% 16.1% 9.1% −23.3% −25.3% −6.4% 4.4% 12.0% 10.8%
Net margin 11.4% 10.9% 4.4% 4.6% 1.0% −9.0% −2.5% 0.2% 13.3% 0.1% 13.2% 7.8% −19.4% −21.9% −6.2% 1.9% 7.2% 5.4%
Free-cash-flow margin 21.2% 10.9% 13.3% 13.5% 7.6% −1.0% 6.2% 1.1% −9.1% −3.1% −15.4% −19.8% −30.9% −6.7% −1.9% −3.8% −5.0% −6.3%
Cash flow
Cash from operations 30 21 23 25 21 2 14 4 −16 −3 −71 −108 −163 −27 −7 −18 −25 −30
Capital spending 1 3 2 4 7 4 2 2 2 5 7 8 4 0 2 2 2 1
Free cash flow 29 18 20 21 14 −2 12 2 −17 −8 −78 −116 −166 −27 −9 −20 −28 −31
Stock-based pay 5 6 7 6 8 6 7 7 10 13 23 25 33 20 23 20 15 12
Free cash flow after stock pay 24 11 13 15 6 −8 5 −5 −27 −20 −101 −141 −199 −47 −32 −40 −43 −43
Balance sheet
Cash 131 128 124 141 107 51 63 62 40 13 23 44 82 144 116 39 74 70
Total debt 0 0 0 0 0 0 0 0 0 5 0 0 0 66 68 68 113 115
Net debt (negative = net cash) −131 −128 −124 −141 −107 −51 −63 −62 −40 −8 −23 −44 −82 −78 −48 29 39 45
Diluted shares 25m 24m 22m 21m 20m 18m 18m 18m 19m 20m 25m 27m 27m 27m 28m 29m 30m 31m
Returned to shareholders
Buybacks 29 26 25 9 59 50 0 0 — — — — — — — — — —
Total returned 29 26 25 9 59 50 0 0 — — — — — — — — — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Diluted share count
+4.1%
year over year

Competitors: side by side with peers

Closest by revenue in insurance brokers
Last 12 months unless stated EHTH GSHD HUIZ CRD.A HGTY SLQT Median
Revenue, last 12 months $502m $402m $220m $1.3bn $1.4bn $1.6bn $1.6bn
Revenue growth, last 12 months −8.4% 17.7% 26.8% −3.6% 5.2% 6.0% 7.6%
Revenue growth, 3-year average 8.7% 18.4% — −1.0% 17.1% 17.3% 13.8%
Revenue growth, latest quarter −44.8% 20.6% — −0.9% −6.5% −6.8% 4.7%
Gross margin 44.3% — 30.6% 28.2% — 54.9% 44.3%
Operating margin 10.8% 23.3% 0.4% — 8.0% 4.6% 9.4%
Operating margin, 3-year average 4.9% 18.7% −14.3% — 3.5% 4.6% 4.9%
Net margin 5.4% 8.8% 0.3% 2.0% 4.9% 3.8% 4.9%
Cash from operations / revenue −6.1% 21.4% 1.1% 6.1% 21.4% 2.0% 15.5%
Free-cash-flow margin −6.3% 19.8% 0.6% 5.5% 19.4% 1.7% 13.4%
Free-cash-flow margin, 3-year average −5.1% 22.4% −14.1% 5.0% 14.5% 0.6% 13.7%
Stock pay / revenue 2.4% 5.5% 1.2% 0.2% 1.3% 0.9% 1.4%
Change in share count 4.1% 13.8% 1.2% 3.1% — 3.5% 5.7%

Median of all 17 companies we cover in insurance brokers. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

17 insurance brokers companies
Measure Company Peer median Rank
Revenue growth Growth -8.4% 7.6% 16 of 17
Change in growth rate Growth -4.1pp -0.7pp 12 of 17
Operating margin Profitability 10.8% 10.8% 7 of 14
Net margin Profitability 5.4% 4.9% 8 of 17
Stock pay as % of revenue Cash generation 2.4% 1.5% 13 of 16
Change in share count Balance sheet 4.1% 7.4% 6 of 12

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Medicare $531M 95.9% ▲ 6.1%
Employer and Individual $22.8M 4.1% ▼ 28.3%
Products and services
Line of business Revenue YoY
Commission $498M ▲ 7.9%
Medicare $461M ▲ 7.8%
Commission Members Approved During Current Period $445M ▲ 3.6%
Other $56.1M ▼ 20.8%
Commission Members Approved In Prior Periods $44.4M ▲ 95.1%
Ancillaries $19.2M ▲ 78.2%
Small Business $11.1M ▼ 3.8%
Commission Revenue From Renewals $8.9M ▼ 7.3%
Individual and Family $3.8M ▼ 54.4%
Commission Bonus $3M ▼ 16.9%

These categories overlap or exclude eliminations, so shares aren't shown.

From Ehealth, Inc.'s 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$27.2M
Institutions reporting
105
Shares held vs prior quarter
▲ 7.5%
Positions opened / closed
24 / 23

Top buyers and sellers, Q2 2026: 64 institutions bought and 50 sold ; the biggest buyer was Nantahala Capital Management, LLC (+1.8M shares) and the biggest seller Blackrock, Inc (−1.3M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Nantahala Capital Management, LLC $5.2M 3.5M 19.3% ▲ 100.0%
AQR Capital Management LLC $3.4M 2.3M 12.5% ▲ 33.4%
Palo Alto Investors LP $2.2M 1.5M 8.1% 0.0%
Blackrock, Inc. $2M 1.3M 7.4% ▼ 50.1%
Vanguard Capital Management LLC $1.8M 1.2M 6.5% ▼ 2.2%
Assenagon Asset Management S.A. $1.4M 945K 5.2% ▲ 260.9%
D. E. Shaw & Co., Inc. $846,662 568K 3.1% ▲ 21.0%
Dimensional Fund Advisors LP $821,667 551K 3.0% ▼ 33.4%
Redwood Capital Management, LLC $696,419 467K 2.6% 0.0%
Goldman Sachs Group Inc $666,708 447K 2.5% ▲ 1.0%
Eversept Partners, LP $603,232 405K 2.2% ▲ 83.3%
Gsa Capital Partners LLP $494,000 331K 1.8% ▲ 659.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ehealth, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $297,647 2 trades by 2 insiders, last 12 months Insider sales History → $109,854 4 trades by 1 insider · 100% under pre-set plans
Net ▲ $187,793 net buying
Insider Date Trade Shares Price Value
Soistman Francis S Jr Director October 2, 2026 Sell pre-set plan 20,306 $0.69 $14,038
Soistman Francis S Jr Director October 1, 2026 Sell pre-set plan 20,306 $0.70 $14,137
Soistman Francis S Jr Director September 1, 2026 Sell pre-set plan 37,297 $1.05 $39,162
Soistman Francis S Jr Director August 31, 2026 Sell pre-set plan 37,296 $1.14 $42,517
Dolan John Joseph Chief Financial Officer March 6, 2026 Buy 25,000 $1.53 $38,250
Duke Derrick A Chief Executive Officer February 27, 2026 Buy 187,969 $1.38 $259,397

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • August 4, 2026
  • May 6, 2026
  • February 25, 2026
  • November 5, 2025
  • August 6, 2025
  • May 7, 2025

Recent SEC filings

Data status

When each part of this page on Ehealth, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Ehealth, Inc. in brief

What does Ehealth, Inc. do?
Ehealth, Inc. is a US-listed company in the insurance brokers industry. Its financial year ends in December.
What is Ehealth, Inc.'s stock ticker?
Ehealth, Inc. trades under the ticker EHTH on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Ehealth, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Ehealth, Inc. reported revenue of $502M, 8.4% lower than a year earlier, according to its SEC filings.
What is Ehealth, Inc.'s free cash flow?
Ehealth, Inc.'s free-cash-flow margin is -6.3% of revenue over the trailing twelve months.
Who are Ehealth, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Nantahala Capital Management, LLC, AQR Capital Management LLC and Palo Alto Investors LP. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Ehealth, Inc.'s market cap?
On November 2, 2026, Ehealth, Inc.'s market capitalisation was about $15.6M, with a price-to-earnings ratio of 0.6 and net debt of $44.9M. Market figures come from third-party market data and may be delayed.
Who are Ehealth, Inc.'s competitors?
In our Insurance Brokers peer group, the companies closest to Ehealth, Inc. are Goosehead Insurance, Inc., Huize Holding Ltd, Crawford & Co, Hagerty, Inc. and Selectquote, Inc. The side-by-side comparison below sets their revenue, margins and growth against Ehealth, Inc.'s.
Are insiders buying or selling Ehealth, Inc. stock?
Over the last 12 months, Ehealth, Inc.'s directors and officers reported 2 open-market purchases and 4 sales on Form 4. The insider trading page charts every trade.
When is Ehealth, Inc.'s next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Ehealth, Inc. announces its own schedule.