EHTH at a glance
eHealth, Inc. (EHTH, SEC CIK 1333493) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), eHealth, Inc. (EHTH) reported revenue of $554.0 million (up 4.1% from FY2024) and net income of $40.0 million. Diluted EPS was -$0.34.
- As of June 30, 2026, 23 institutional investment managers tracked by SignalX reported holding eHealth, Inc. (EHTH) shares worth $11.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SOISTMAN FRANCIS S JR on October 2, 2026 of 20,306 shares at $0.69 per share.
- In the last 90 days, EHTH insiders reported 0 open-market purchases ($0) and 4 open-market sales ($110K) on Form 4, a net sale of $110K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $554.0M
- +4.1% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$110K
- 13F holders
- 23 funds
- $11.3M · +2 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Online health insurance brokerage earning commissions from insurance policy sales as broker of record
- Enhanced focus this year on refining lifetime value (LTV) commission revenue estimates using cohort and statistical modeling approaches
- No new products or business segments introduced or emphasized in fiscal 2026 filing
- No material changes to critical accounting policies or estimates for revenue recognition, stock-based compensation, or income tax accounting
- Noteworthy use of advanced judgment and analysis to update constraints and assumptions impacting commission revenue recognition under ASC 606
Risk Factors
- Regulatory risk from CMS Medicare marketing compliance potentially causing carrier relationship termination or corrective actions due to complaints or violations
- Macroeconomic exposure from AI-driven search changes reducing website traffic, increasing member acquisition costs, and harming marketing effectiveness
- Operational vulnerability in recruiting, certifying, and retaining licensed benefit advisors during highly seasonal fourth quarter enrollment peak
- Competitive threat from government-run Medicare and ACA exchanges with greater resources and direct carrier sales reducing traffic and conversions
- Financial concentration risk with majority revenue from top carriers Humana, UnitedHealthcare, and Aetna, whose contract changes or business impairment could materially impact results
AI summary of the EHTH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $33.566M, down $27.216M or 45% YoY from $60.782M
- Operating margin (82%) vs (38%) YoY; net loss $23.595M vs $17.398M
- Best segment small business, approved members up 18% to 986; worst Medicare Part D, down 80% to 281
- Operating cash flow improved YoY; workforce reduced approximately 14% with vendor-spend cuts
- Outlook: continued cost savings; Medicare volume lower amid reduced marketing and Part D regulatory headwinds
Risk Factors
- Newly added competitive risk: AI-driven search and recommendation tools may reduce eHealth’s visibility, increasing customer-acquisition costs
- Most materially updated marketing risk: Recent brand-identity refresh may fail to attract members or offset higher promotion expenses
- Regulatory risk: CMS or carrier sanctions for Medicare marketing violations could terminate relationships or require corrective actions
- Operational risk: Fourth-quarter enrollment peaks may exceed licensed-advisor staffing, reducing sales and service levels
- Concentration risk: Humana, UnitedHealthcare, and Aetna represented a majority of 2025 and 2024 revenue
AI summary of the EHTH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 results released for periods ended June 30, 2026
- Financial condition as of June 30, 2026 covered in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue fell 45% to $33.6M as eHealth reduced off-season Medicare marketing and enrollment volume
- Net loss widened to $23.6M from $17.4M, while adjusted EBITDA declined to $(21.8)M from $(14.1)M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved the 2024 Equity Plan amendment at the June 18, 2026 annual meeting
- Share reserve increased by 1,300,000 shares for future equity awards
Item 5.07: Submission of Matters to a Vote of Security Holders
- 83.19% voting participation, with 29,916,794 votes represented at the Annual Meeting
- Prama Bhatt and Beth A. Brooke elected as Class II directors for three-year terms
Item 2.02: Results of Operations and Financial Condition
- Q1 2026 results cover three months ended March 31, 2026
- Financial condition reported as of March 31, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Cesar Soriano resigning from eHealth’s Board and all committees effective immediately before the June 18, 2026 annual meeting
- Departure attributed to increasing CEO demands at Confie Corporation, not disagreement with eHealth
AI summaries of EHTH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for EHTH
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- Alerts as it files. A push when EHTH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut EHTH, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SOISTMAN FRANCIS S JR | Sell | Oct 2, 2026 | 20,306 | $0.69 |
| SOISTMAN FRANCIS S JR | Sell | Oct 1, 2026 | 20,306 | $0.70 |
| Barbeau Michelle Marie | F | Sep 10, 2026 | 4,312 | $0.92 |
| Dolan John Joseph | F | Sep 10, 2026 | 5,859 | $0.92 |
| Barbeau Michelle Marie | A | Sep 1, 2026 | 70,000 | - |
| Dolan John Joseph | A | Sep 1, 2026 | 70,000 | - |
| SOISTMAN FRANCIS S JR | Sell | Sep 1, 2026 | 37,297 | $1.05 |
| Galimi Gavin G. | A | Sep 1, 2026 | 60,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $532.4M | $554.0M |
| Gross Profit | - | $208.5M | $240.8M |
| Operating Income | - | $23.6M | $66.5M |
| Net Income | - | $10.1M | $40.0M |
| Gross Margin | - | 39.2% | 43.5% |
| Op. Margin | - | 4.4% | 12.0% |
| Net Margin | - | 1.9% | 7.2% |
| Balance Sheet | |||
| Total Assets | - | $1.2B | $1.3B |
| Equity | - | $588.4M | $591.6M |
| ROE | - | 1.7% | 6.8% |
| Per Share | |||
| EPS | $-2.37 | $-1.19 | $-0.34 |
| Cash Flow | |||
| Operating CF | - | -$18.4M | -$25.3M |
| CapEx | $2.1M | $2.1M | $2.3M |
Source: XBRL data in eHealth, Inc. (EHTH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EHTH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 23 | $11.3M |
| Q1 2026 | 21 | $11.4M |
| Q4 2025 | 25 | $36.5M |
| Q3 2025 | 22 | $35.9M |
| Q2 2025 | 23 | $36.1M |
| Q1 2025 | 20 | $35.0M |
| Q4 2024 | 16 | $37.7M |
| Q3 2024 | 13 | $9.7M |
- AQR Capital Management+573.3K (+33%)
- D.E. Shaw & Co+98.7K (+21%)
- JPMorgan Chase & Co+12.8K (+67%)
- Goldman Sachs Group+4.6K (+1%)
- PNC Financial Services+1.0K (+210%)
- BlackRock−1.35M (-50%)
- State Street Corp−306.7K (-69%)
- Dimensional Fund Advisors−276.7K (-33%)
- Northern Trust−146.9K (-67%)
- BNY Mellon−64.4K (-87%)
- Millennium Management+247.9K
- Citadel Advisors LLC+205.1K
- Franklin Resources+28.0K
- StoneX Group Inc.+13.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 163 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
EHTH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 5, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 8-K | Jun 25, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| SC 13G | May 14, 2026 | - | - | |
| 4 | May 12, 2026 | - | - |
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EHTH SEC filings: frequently asked questions
Are EHTH insiders buying or selling?
In the last 90 days, eHealth, Inc. (EHTH) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $109,884 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EHTH stock?
As of June 30, 2026, the largest eHealth, Inc. (EHTH) holders among the 13F filers tracked by SignalX were AQR Capital Management ($3.4 million), BlackRock ($2.0 million), Vanguard Capital Management LLC ($1.8 million), D.E. Shaw & Co ($847,000), Dimensional Fund Advisors ($821,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EHTH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), eHealth, Inc. (EHTH) reported revenue of $554.0 million (up 4.1% from FY2024) and net income of $40.0 million. Diluted EPS was -$0.34. The figures come from the XBRL data in the 10-K.
What are the main risks in EHTH's latest 10-K?
In the 10-K filed February 26, 2026, eHealth, Inc. (EHTH) flagged: Regulatory risk from CMS Medicare marketing compliance potentially causing carrier relationship termination or corrective actions due to complaints or violations. Macroeconomic exposure from AI-driven search changes reducing website traffic, increasing member acquisition costs, and harming marketing effectiveness. (AI summary of the Risk Factors section.)
What did EHTH report in its latest 8-K?
eHealth, Inc. (EHTH) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 and first-half 2026 results released for periods ended June 30, 2026.
What are the latest EHTH SEC filings?
eHealth, Inc. (EHTH) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on October 2, 2026.
What is EHTH's SEC CIK number?
eHealth, Inc. (EHTH)'s SEC Central Index Key (CIK) is 1333493. EDGAR lists every EHTH filing under that number.
Ask anything about EHTH
The research agent reads EHTH's filings, financials, insider trades and 13F holders, then answers with sources.