Teladoc HealthTDOC
About: Teladoc Health is a virtual health provider with a telehealth platform delivering on-demand healthcare via mobile devices, the internet, video, and phone. It also offers remote patient monitoring programs for chronic care management. It operates in Teladoc two segments Health Integrated Care and BetterHelp segments. The majority of its revenue generated from access fees on a subscription basis (per member, per month). The balance comes from visit fees and equipment rental and sales to hospital systems. Since inception, Teladoc has partnered with employers, health plans, and health systems to offer network access to their members; it has also started to market directly to consumers while expanding its service portfolio.
Employees: 5,600
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
26% more call options, than puts
Call options by funds: $60.8M | Put options by funds: $48.2M
9.43% less ownership
Funds ownership: 83.31% [Q2] → 73.87% (-9.43%) [Q3]
11% less funds holding
Funds holding: 397 [Q2] → 355 (-42) [Q3]
16% less capital invested
Capital invested by funds: $1.38B [Q2] → $1.16B (-$221M) [Q3]
35% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 126
37% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 94
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
B of A Securities Allen Lutz 85% 1-year accuracy 11 / 13 met price target | 4%downside $11.50 | Neutral Maintained | 6 Feb 2025 |
RBC Capital Sean Dodge 51% 1-year accuracy 23 / 45 met price target | 0%upside $12 | Outperform Maintained | 24 Jan 2025 |
Oppenheimer Michael Wiederhorn 36% 1-year accuracy 12 / 33 met price target | 0%upside $12 | Outperform Maintained | 24 Jan 2025 |
Piper Sandler Jessica Tassan 23% 1-year accuracy 5 / 22 met price target | 9%upside $13 | Overweight Reiterated | 4 Dec 2024 |
Goldman Sachs David Roman 46% 1-year accuracy 6 / 13 met price target | 17%upside $14 | Buy Initiated | 15 Nov 2024 |
Financial journalist opinion
Based on 17 articles about TDOC published over the past 30 days









