Jupiter Asset Management Ltd. Purchases 2,880,008 Shares of Teladoc Health, Inc. $TDOC

Jupiter Asset Management Ltd. raised its position in Teladoc Health, Inc. (NYSE:TDOC) by 293.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,860,076 shares of the health services provider’s stock after purchasing an additional 2,880,008 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in Teladoc Health were worth $27,021,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of TDOC. Geode Capital Management LLC increased its stake in shares of Teladoc Health by 0.4% in the fourth quarter. Geode Capital Management LLC now owns 4,188,313 shares of the health services provider’s stock valued at $29,324,000 after buying an additional 18,394 shares during the period. Jackson Creek Investment Advisors LLC acquired a new stake in shares of Teladoc Health in the fourth quarter valued at about $367,000. Nano Cap New Millennium Growth Fund L P acquired a new stake in shares of Teladoc Health in the fourth quarter valued at about $1,225,000. Leonteq Securities AG acquired a new stake in shares of Teladoc Health in the fourth quarter valued at about $928,000. Finally, PNC Financial Services Group Inc. increased its stake in shares of Teladoc Health by 177.7% in the fourth quarter. PNC Financial Services Group Inc. now owns 4,391 shares of the health services provider’s stock valued at $31,000 after buying an additional 2,810 shares during the period. 76.82% of the stock is currently owned by institutional investors.

Teladoc Health Trading Up 1.4%

NYSE TDOC opened at $7.62 on Friday. The business has a 50 day simple moving average of $6.01 and a 200 day simple moving average of $6.22. Teladoc Health, Inc. has a one year low of $4.40 and a one year high of $9.77. The stock has a market capitalization of $1.37 billion, a P/E ratio of -7.85 and a beta of 2.08. The company has a debt-to-equity ratio of 0.75, a current ratio of 2.80 and a quick ratio of 2.72.

Teladoc Health (NYSE:TDOC) last released its earnings results on Wednesday, April 29th. The health services provider reported ($0.36) EPS for the quarter, missing the consensus estimate of ($0.35) by ($0.01). Teladoc Health had a negative return on equity of 11.45% and a negative net margin of 6.81%.The business had revenue of $613.85 million for the quarter, compared to analyst estimates of $611.04 million. During the same period in the prior year, the business earned ($0.53) EPS. The company’s revenue for the quarter was down 2.5% on a year-over-year basis. Teladoc Health has set its FY 2026 guidance at -1.050–0.750 EPS and its Q2 2026 guidance at -0.300–0.200 EPS. Research analysts expect that Teladoc Health, Inc. will post -0.91 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Charles Divita III sold 27,731 shares of the firm’s 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 completion of the sale, the chief executive officer owned 364,784 shares of the company’s stock, valued at $2,002,664.16. This trade represents a 7.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.70% of the stock is owned by corporate insiders.

Key Headlines Impacting Teladoc Health

Here are the key news stories impacting Teladoc Health this week:

• Positive Sentiment: Teladoc announced that its virtual care services are now available through Walmart’s Better Care Services platform, giving the company access to Walmart’s large customer base and potentially expanding adoption of services like virtual urgent care, dermatology, and nutrition. Article Title
• Positive Sentiment: Investors also reacted favorably to coverage noting that the Walmart deal broadens Teladoc’s distribution, with BofA describing the move as a modest positive for the stock. Article Title
• Positive Sentiment: Shares have also been supported by momentum after the latest earnings report, with the stock up sharply since results were released and analysts watching whether the post-earnings strength can continue. Article Title
• Neutral Sentiment: Recent roundup coverage on Q1 results did not add a major new catalyst, but it kept attention on how Teladoc is performing relative to peers in the online marketplace and healthcare services space. Article Title
• Neutral Sentiment: Jefferies raised its price target on Teladoc, but kept a Hold rating, signaling some improved outlook without a full bullish conviction. Article Title

Analyst Upgrades and Downgrades

TDOC has been the subject of several recent research reports. Leerink Partners decreased their price target on Teladoc Health from $8.50 to $5.50 and set a “market perform” rating for the company in a research note on Thursday, February 26th. Piper Sandler reissued an “overweight” rating and issued a $9.00 price target (down from $12.00) on shares of Teladoc Health in a research note on Thursday, February 26th. Deutsche Bank Aktiengesellschaft raised Teladoc Health from a “hold” rating to a “buy” rating and set a $11.00 price target for the company in a research note on Tuesday, March 10th. Canaccord Genuity Group decreased their price target on Teladoc Health from $12.00 to $10.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Finally, Barclays decreased their price target on Teladoc Health from $8.50 to $7.00 and set an “equal weight” rating for the company in a research note on Thursday, March 26th. Five analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Teladoc Health presently has a consensus rating of “Hold” and an average price target of $7.43.

Teladoc Health Profile

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.