ehealth, inc. (nasdaq: ehth) operates ehealthinsurance.com, the nation’s first and largest private health insurance exchange where individuals, families and small businesses can compare health insurance products from leading insurers side by side and purchase and enroll in coverage online. ehealthinsurance offers thousands of individual, family and small business health plans underwritten by more than 200 of the nation's leading health insurance companies. ehealthinsurance is licensed to sell health insurance in all 50 states and the district of columbia. ehealth, inc. also provides powerful online and pharmacy-based tools to help medicare beneficiaries navigate medicare health insurance options, choose the right plan and enroll in select plans online through planprescriber.com (www.planprescriber.com) and ehealthmedicare.com (www.ehealthmedicare.com). for more health insurance news and information, visit the ehealth consumer blog: get smart – get covered or visit ehealth’s affordable
Company profile
Ticker
EHTH
Exchange
Website
CEO
Scott Flanders
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
IRS number
770470789
EHTH stock data
Latest filings (excl ownership)
10-K
2023 FY
Annual report
29 Feb 24
8-K
Fourth quarter revenue growth of 26% YoY driven by strong and profitable Medicare enrollment growth
27 Feb 24
8-K
Results of Operations and Financial Condition
26 Jan 24
8-K
Departure of Directors or Certain Officers
20 Nov 23
10-Q
2023 Q3
Quarterly report
8 Nov 23
8-K
Entered AEP on strong financial and operational foundation
8 Nov 23
10-Q
2023 Q2
Quarterly report
8 Aug 23
8-K
Strong second quarter results; 2023 guidance increased
8 Aug 23
8-K
Submission of Matters to a Vote of Security Holders
21 Jun 23
10-Q
2023 Q1
Quarterly report
9 May 23
Transcripts
EHTH
Earnings call transcript
2023 Q4
27 Feb 24
EHTH
Earnings call transcript
2023 Q3
8 Nov 23
EHTH
Earnings call transcript
2023 Q2
8 Aug 23
EHTH
Earnings call transcript
2023 Q1
9 May 23
EHTH
Earnings call transcript
2022 Q4
28 Feb 23
EHTH
Earnings call transcript
2022 Q3
8 Nov 22
EHTH
Earnings call transcript
2022 Q2
9 Aug 22
EHTH
Earnings call transcript
2022 Q1
4 May 22
EHTH
Earnings call transcript
2021 Q4
1 Mar 22
EHTH
Earnings call transcript
2021 Q3
8 Nov 21
Latest ownership filings
4
John Joseph Dolan
15 Mar 24
4
Gavin G. Galimi
15 Mar 24
4
Michelle Marie Barbeau
15 Mar 24
4
FRANCIS S SOISTMAN JR
15 Mar 24
4
Michelle Marie Barbeau
12 Mar 24
4
Gavin G. Galimi
12 Mar 24
SC 13G/A
8 KNOTS MANAGEMENT, LLC
14 Feb 24
SC 13G/A
Palo Alto Investors LP
14 Feb 24
SC 13G
VANGUARD GROUP INC
13 Feb 24
4
John Joseph Dolan
13 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 155.21 mm | 155.21 mm | 155.21 mm | 155.21 mm | 155.21 mm | 155.21 mm |
Cash burn (monthly) | 405.33 k | 690.75 k | 13.18 mm | 4.87 mm | 8.23 mm | (no burn) |
Cash used (since last report) | 2.28 mm | 3.89 mm | 74.17 mm | 27.41 mm | 46.31 mm | n/a |
Cash remaining | 152.93 mm | 151.32 mm | 81.04 mm | 127.80 mm | 108.90 mm | n/a |
Runway (months of cash) | 377.3 | 219.1 | 6.1 | 26.2 | 13.2 | n/a |
Institutional ownership, Q3 2023
81.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 111 |
Opened positions | 9 |
Closed positions | 16 |
Increased positions | 46 |
Reduced positions | 29 |
13F shares | Current |
---|---|
Total value | 125.75 bn |
Total shares | 23.44 mm |
Total puts | 66.20 k |
Total calls | 264.30 k |
Total put/call ratio | 0.3 |
Largest owners | Shares | Value |
---|---|---|
H.I.G.-GPII | 3.35 mm | $0.00 |
Palo Alto Investors | 2.74 mm | $20.27 bn |
BLK Blackrock | 2.57 mm | $19.00 bn |
8 Knots Management | 2.20 mm | $0.00 |
Vanguard | 1.38 mm | $10.25 bn |
Dimensional Fund Advisors | 934.76 k | $6.92 bn |
G2 Investment Partners Management | 893.60 k | $6.61 bn |
Millennium Management | 857.61 k | $6.35 bn |
Nantahala Capital Management | 800.00 k | $5.92 bn |
PRU Prudential Financial | 783.29 k | $5.80 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
13 Mar 24 | John Joseph Dolan | Common Stock | Grant | Acquire A | No | No | 0 | 6,875 | 0.00 | 81,860 |
13 Mar 24 | Gavin G. Galimi | Common Stock | Grant | Acquire A | No | No | 0 | 12,500 | 0.00 | 122,624 |
13 Mar 24 | Michelle Marie Barbeau | Common Stock | Grant | Acquire A | No | No | 0 | 5,625 | 0.00 | 221,698 |
13 Mar 24 | Francis S Soistman JR | Common Stock | Grant | Acquire A | No | No | 0 | 137,500 | 0.00 | 792,222 |
10 Mar 24 | Michelle Marie Barbeau | Common Stock | Payment of exercise | Dispose F | No | No | 6.36 | 4,973 | 31.63 k | 216,073 |
News
Insurance Stocks Moving In Friday's Intraday Session
15 Mar 24
RBC Capital Reiterates Sector Perform on eHealth, Maintains $13 Price Target
11 Mar 24
Insurance Stocks Moving In Tuesday's Intraday Session
27 Feb 24
Earnings Scheduled For February 27, 2024
27 Feb 24
Insurance Stocks Moving In Monday's Intraday Session
26 Feb 24
Press releases
Enrollees Love Their Medicare Advantage Plans, Especially When They Picked Them With Help From a Licensed Insurance Agent, eHealth Report Finds
13 Mar 24
Price Sensitive Medicare Advantage Enrollees Continue to Favor $0-Premium Plans and Lower Deductibles, eHealth Report Finds
7 Mar 24
eHealth, Inc. Announces Fourth Quarter and Fiscal Year 2023 Results
27 Feb 24
New eHealth Research Sheds Light on Health Care Challenges for Small to Mid-Sized Employers
7 Feb 24
eHealth, Inc. Announces Preliminary Results for the Fourth Quarter and Fiscal Year 2023
26 Jan 24