GoHealth (GOCO)

• Market cap: $63.4M
• 1 day: -2.40%
• 5 days: -7.32%
• 1 month: -29.72%
• 3 months: -54.40%
• 6 months: -47.42%
• Year to date: -58.99%
• 1 year: -43.17%
• 5 years: -98.05%
• 10 years: -98.05%
• Sector: Financials
• Industry: Insurance Brokers

About: GoHealth Inc is a health insurance marketplace and Medicare-focused digital health company whose purpose is to compassionately ensure consumers' peace of mind when making healthcare decisions so consumers can focus on living life. It offers Medicare plans, including, but not limited to, Medicare Advantage, Medicare Supplement and prescription drug plans. Its proprietary technology platform leverages modern machine-learning algorithms, powered by over two decades of insurance purchasing behavior, to reimagine the process of matching a health plan to a consumer's specific needs.

Employees: 2,261

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]

22% more funds holding

Funds holding: 55 [Q4 2024] → 67 (+12) [Q1 2025]

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2.15% more ownership

Funds ownership: 54.84% [Q4 2024] → 56.99% (+2.15%) [Q1 2025]

13% less capital invested

Capital invested by funds: $84.4M [Q4 2024] → $73M (-$11.4M) [Q1 2025]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $18 216% upside
• Avg. target: $18 216% upside
• High target: $18 216% upside

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

RBC Capital Ben Hendrix

216% upside $18

Sector Perform Reiterated

19 May 2025