Key Points
- CEO Charles Divita III sold 27,731 shares on March 11 at an average price of $5.49 for about $152,243, trimming his holding by ~7.06% to 364,784 shares (≈$2.00M).
- Teladoc beat quarterly EPS estimates (loss of $0.14 vs. $0.19 expected) and reported revenue of $642.3M, but issued weak Q1 and FY2026 EPS guidance (Q1: -0.45 to -0.35; FY: -1.10 to -0.70) while the stock trades near $5.32 with a market cap of about $948M.
- Sentiment is mixed—analyst upgrades and model improvements (e.g., Deutsche Bank, Zacks) are offset by downgrades/target cuts (JPMorgan, Oppenheimer); institutional ownership is high (~76.8%) and MarketBeat's consensus rating is a Hold with an average target of ~$7.72.
Teladoc Health, Inc. (NYSE:TDOC - Get Free Report) CEO Charles Divita III sold 27,731 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $5.49, for a total transaction of $152,243.19. Following the transaction, the chief executive officer directly owned 364,784 shares in the company, valued at approximately $2,002,664.16. This represents a 7.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.
Teladoc Health Trading Down 0.8%
Shares of TDOC traded down $0.05 during mid-day trading on Friday, reaching $5.32. The company had a trading volume of 1,565,511 shares, compared to its average volume of 6,826,344. Teladoc Health, Inc. has a fifty-two week low of $4.40 and a fifty-two week high of $9.77. The firm has a fifty day simple moving average of $5.66 and a 200-day simple moving average of $7.07. The stock has a market cap of $948.20 million, a price-to-earnings ratio of -4.65 and a beta of 2.13. The company has a current ratio of 2.77, a quick ratio of 2.67 and a debt-to-equity ratio of 0.72.
Teladoc Health (NYSE:TDOC - Get Free Report) last released its quarterly earnings data on Wednesday, February 25th. The health services provider reported ($0.14) EPS for the quarter, topping analysts' consensus estimates of ($0.19) by $0.05. Teladoc Health had a negative return on equity of 9.13% and a negative net margin of 7.92%.The business had revenue of $642.27 million during the quarter, compared to the consensus estimate of $635.33 million. During the same period in the prior year, the firm posted ($0.28) EPS. The business's revenue for the quarter was up .3% on a year-over-year basis. Teladoc Health has set its Q1 2026 guidance at -0.450--0.350 EPS and its FY 2026 guidance at -1.100--0.700 EPS. On average, sell-side analysts anticipate that Teladoc Health, Inc. will post -1.16 EPS for the current fiscal year.
More Teladoc Health News
Here are the key news stories impacting Teladoc Health this week:
- Positive Sentiment: Zacks Research raised several near‑term and longer‑range EPS estimates (improvements to Q1–Q4 2026, FY2026 and FY2027 estimates), which reduces expected losses over coming quarters and supports valuation improvement. Zacks Research coverage
- Positive Sentiment: Deutsche Bank upgraded TDOC to Buy, adding to recent analyst upgrades and investor interest around BetterHelp, AI initiatives and international expansion — factors cited as driving renewed optimism. Deutsche Bank upgrade
- Positive Sentiment: Coverage piece highlighting that Teladoc’s earnings surprise, BetterHelp momentum and strategic AI/international plans have put the stock back on investors’ radar, supporting recent short‑term gains. Valuation analysis
- Neutral Sentiment: Recent market reports note volatility and short‑term downward moves versus broader market — useful context but not company‑specific catalysts. Market note
- Negative Sentiment: JPMorgan cut its price target from $9 to $7 and moved to a "neutral" rating — a downgrade in expected upside that can weigh on sentiment despite the headline that $7 still implies upside from current levels. JPMorgan note
- Negative Sentiment: CEO Charles Divita III sold ~27,731 shares (~7% reduction in his position), a disclosed insider sale that may be interpreted negatively by some investors. SEC filing
Wall Street Analyst Weigh In
Several research firms have recently weighed in on TDOC. Canaccord Genuity Group decreased their target price on Teladoc Health from $12.00 to $10.00 and set a "buy" rating for the company in a report on Thursday, February 26th. Bank of America upgraded shares of Teladoc Health from a "neutral" rating to a "buy" rating and set a $7.00 price target on the stock in a report on Thursday, February 26th. Stifel Nicolaus reduced their price target on shares of Teladoc Health from $8.00 to $6.00 and set a "hold" rating on the stock in a research report on Thursday, February 26th. Weiss Ratings reiterated a "sell (e+)" rating on shares of Teladoc Health in a research note on Monday, December 29th. Finally, Oppenheimer cut their target price on shares of Teladoc Health from $12.00 to $7.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 3rd. Six research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $7.72.
View Our Latest Analysis on TDOC
Institutional Investors Weigh In On Teladoc Health
Several hedge funds have recently modified their holdings of TDOC. Vanguard Group Inc. lifted its position in Teladoc Health by 4.2% during the 3rd quarter. Vanguard Group Inc. now owns 21,910,950 shares of the health services provider's stock worth $169,372,000 after acquiring an additional 891,732 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in shares of Teladoc Health by 8.8% during the fourth quarter. Dimensional Fund Advisors LP now owns 7,494,255 shares of the health services provider's stock valued at $52,459,000 after purchasing an additional 605,061 shares during the period. Geode Capital Management LLC lifted its position in shares of Teladoc Health by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 4,188,313 shares of the health services provider's stock worth $29,324,000 after purchasing an additional 18,394 shares in the last quarter. Jupiter Asset Management Ltd. boosted its position in Teladoc Health by 293.9% in the 4th quarter. Jupiter Asset Management Ltd. now owns 3,860,076 shares of the health services provider's stock valued at $27,021,000 after buying an additional 2,880,008 shares during the last quarter. Finally, Nuveen LLC grew its stake in shares of Teladoc Health by 38.7% during the fourth quarter. Nuveen LLC now owns 2,659,662 shares of the health services provider's stock valued at $18,618,000 after acquiring an additional 742,240 shares in the last quarter. 76.82% of the stock is currently owned by hedge funds and other institutional investors.
About Teladoc Health
(
Get Free Report)
Teladoc Health, Inc is a leading global provider of virtual healthcare services, offering on-demand medical consultations via phone, video, and mobile app platforms. The company connects patients with licensed physicians and specialists for non-emergency medical issues, mental health support, dermatology, and chronic condition management. By leveraging digital technologies and data analytics, Teladoc aims to enhance accessibility, reduce healthcare costs, and improve patient outcomes through personalized care plans and remote monitoring.
Teladoc's service portfolio includes general medical visits, behavioral health sessions, expert medical services for complex cases, and wellness programs designed to support chronic disease management such as diabetes, hypertension, and heart disease.
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