EHTH · NASDAQ · Insurance - Brokers

eHealth

Connects consumers with health plans through online comparison, enrollment, and telesales services.

$1.25
After-hours close+0.05 (+4.60%)
At close$1.20(+4.82%)
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Profile

eHealth, Inc.EHTHFinancials

Operates a private online health-insurance marketplace, pairing carrier plans with consumer comparison and enrollment services. The business became Medicare-focused after acquiring PlanPrescriber and relies on a telesales organization and carrier portfolio.

Connects consumers with health insurance through an online marketplace, comparison and enrollment tools, and a telesales organization. Its carrier portfolio supports a service model built around helping people select and enroll in coverage.

Medicare is the central focus of the marketplace. The 2010 acquisition of PlanPrescriber added plan-decision support and pharmacy-distribution partners, while eHealthMedicare.com marked the expansion into Medicare plan selection and enrollment.

Operations are concentrated in the United States. A 2025 DOJ civil complaint alleges historical Medicare Advantage enrollment practices involved illegal kickbacks and discriminatory steering; it remains an allegation, not a finding of liability.

Company facts

CEODerrick Duke
ListedOct 13, 2006
ExchangeNASDAQ
HeadquartersIndianapolis, IN
CountryUnited States
Employees1,665
CIK0001333493
ISINUS28238P1093

Key statistics

Market cap$38.1M
EPS (ttm)−$0.9000
P/E (ttm)−1.33
ROE3.2%
P/B0.0685
P/S0.0759
Dividend yield
Beta1.34vs XLF 1.00

Year to date −71.9% · Average volume (30d) 225.3K

Analysts

Price target, next 12 months$2.00+66.7%Median of 26 analysts · vs the Aug 28 close
ConsensusHold10 of 26 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Aug 25, 2026RBC CapitalReiterateSector Perform$3$2
Aug 5, 2026UBSReiterateNeutral$1.75
May 8, 2026Deutsche BankTarget$2$3
Mar 11, 2026RBC CapitalReiterateSector Perform$9$3
Feb 26, 2026Craig-HallumDowngradeBuyHold

Earnings

EPS

Estimate−$1.09
ReportedDue Nov 4, 2026

Revenue

Estimate$27.1M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 4, 2026Q2 FY26−$0.84−$1.10−31.2%$33.3M$33.6M+0.9%−11.27%
May 6, 2026Q1 FY26−$0.13−$0.30−137.5%$87.4M$88.0M+0.7%−7.00%
Feb 25, 2026Q4 FY25$2.38$2.17−8.8%$325.2M$326.2M+0.3%−29.63%
Nov 5, 2025Q3 FY25−$0.93−$1.32−41.9%$318.2M$53.9M−83.1%−21.86%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$113.1M$60.8M$53.9M$326.2M$88.0M$33.6M
Gross profit$113.1M$60.8M$53.9M$323.0M$84.8M$33.6M
Operating income$4.8M−$21.5M−$41.5M$126.3M$3.5M−$27.5M
Net income$2.0M−$17.4M−$31.7M$87.2M−$4.7M−$23.6M
Diluted EPS−$0.33−$0.98−$1.46$2.31−$0.57−$1.18
Gross margin100.0%100.0%100.0%99.0%96.3%100.0%
Operating margin4.2%-35.4%-77.1%38.7%4.0%-81.8%

Fiscal years (4-quarter sums)FY21 $538.2M · FY22 $405.4M · FY23 $452.9M · FY24 $532.4M · FY25 $554.0M

Revenue by product · Q2 FY26

Commission$29.8M · 40%
Medicare$27.9M · 38%
Commission, Members Approved In Prior Periods$7.6M · 10%
Product And Service, Other$3.8M · 5%
Ancillaries$2.4M · 3%
Small Business$2.2M · 3%
Commission Bonus$369.0K · 0%

Balance sheet, Jun 30, 2026Cash & short-term investments $101.0M · Total debt $132.2M · Total assets $1.16B · Shareholders' equity $540.8M

Dividends

No dividends on record.

Ownership

Institutions 53.46%16.97M sharesInsiders 11.38%3.61M sharesOther 35.16%11.16M shares

Shares outstanding 31.74M · Float 28.04M · 88.4% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.2.69M8.48%13FMay 13, 2026
Nantahala Capital Management, LLC1.76M5.55%13FMay 15, 2026
AQR Capital Management, LLC1.72M5.52%13GMay 14, 2026
Palo Alto Investors LP1.48M4.67%13FMay 15, 2026
Vanguard Capital Management LLC1.21M3.80%13FMay 15, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 6, 2026John Joseph Dolanofficer: Chief Financial Officer+25,000$1.53
Feb 27, 2026Derrick A. Dukedirector, officer: Chief Executive Officer+187,969$1.38
View details

Peers

  • SelectQuote

    Direct Medicare brokerage and multi-carrier comparison rival

  • UnitedHealth Group

    UnitedHealthcare's direct Medicare plan channel

  • Humana

    Direct Medicare Advantage plans and enrollment channel

  • CVS Health

    Aetna Medicare Advantage and Part D plan channel

CompareAfter-hours close

CompanyPriceChange
eHealth$1.25+4.60%$38.1M3.20.1−44.8%
SelectQuote$0.5202−0.36%$91.7M0.1−6.8%
UnitedHealth Group$392.50−0.12%$356.86B25.318.40.8+0.4%
Humana$386.23+0.16%$46.30B36.531.20.3+26.2%
CVS Health$93.07+0.02%$118.74B24.611.50.3+7.3%
Median25.318.40.3+3.8%