Teladoc Health (TDOC) Stock Falls on Q4 2025 Earnings

Teladoc Health Inc. (TDOC) reported fourth-quarter 2025 revenue of $642.3 million, up 0.28% year-over-year, slightly below the consensus revenue estimate of $647.9 million.

Gross profit of $445.2 million, down 1.4% year-over-year.

Cost of sales of $197.0 million, up 4.3% year-over-year.

Operating loss of $52.0 million, an improvement of 7.8% year-over-year.

Net loss attributable to common shareholders of $25.1 million, a 48.1% larger loss versus a year earlier.

Diluted EPS of -$0.14, versus an EPS estimate of -$0.19.

Cash flow and balance-sheet highlights:

Cash from operating activities of $99.3 million, up 15.6% year-over-year.

Purchases of property, plant and equipment (capital spending) of $2.3 million, down 62.8% year-over-year.

Cash and cash equivalents of $781.1 million, down 39.8% year-over-year, while total liabilities were $1.47 billion, down 27.3% year-over-year.

Shares of TDOC moved after the close, declining 6.64%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Teladoc Health Inc. Insider Trading Activity

Teladoc Health Inc. insiders have traded $TDOC stock on the open market 14 times in the past 6 months. Of those trades, 1 have been purchases and 13 have been sales.

Here’s a breakdown of recent trading of $TDOC stock by insiders over the last 6 months:

CHARLES III DIVITA (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 2 sales selling 33,925 shares for an estimated $258,271.
FERNANDO M. RODRIGUES (President of BetterHelp) has made 0 purchases and 4 sales selling 13,065 shares for an estimated $98,451.
MALA MURTHY (CHIEF FINANCIAL OFFICER) sold 12,846 shares for an estimated $97,436
ADAM C VANDERVOORT (CHIEF LEGAL OFFICER, SECRETARY) has made 0 purchases and 2 sales selling 11,587 shares for an estimated $87,332.
KELLY BLISS (President, U.S. Group Health) has made 0 purchases and 2 sales selling 9,282 shares for an estimated $69,959.
KENNETH H PAULUS purchased 10,000 shares for an estimated $69,400
CARLOS NUENO (President, International) has made 0 purchases and 2 sales selling 7,895 shares for an estimated $59,505.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Teladoc Health Inc. Hedge Fund Activity

We have seen 135 institutional investors add shares of Teladoc Health Inc. stock to their portfolio, and 235 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP removed 3,039,663 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $23,496,594
JUPITER ASSET MANAGEMENT LTD added 2,880,008 shares (+293.9%) to their portfolio in Q4 2025, for an estimated $20,160,056
MAPLE ROCK CAPITAL PARTNERS INC. removed 2,688,278 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $20,780,388
AMERICAN CENTURY COMPANIES INC added 2,582,227 shares (+509.2%) to their portfolio in Q4 2025, for an estimated $18,075,589
PALE FIRE CAPITAL SE added 1,944,203 shares (+inf%) to their portfolio in Q4 2025, for an estimated $13,609,421
MORGAN STANLEY removed 1,924,989 shares (-53.5%) from their portfolio in Q4 2025, for an estimated $13,474,923
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. removed 1,510,823 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $11,678,661

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Teladoc Health Inc. Price Targets

Multiple analysts have issued price targets for $TDOC recently. We have seen 5 analysts offer price targets for $TDOC in the last 6 months, with a median target of $8.0.

Here are some recent targets:

Daniel Grosslight from Citigroup set a target price of $9.0 on 01/09/2026
Glen Santangelo from Barclays set a target price of $8.5 on 12/09/2025
Allen Lutz from B of A Securities set a target price of $8.0 on 11/25/2025
Sean Dodge from BMO Capital set a target price of $8.0 on 11/13/2025
Elizabeth Anderson from Evercore ISI Group set a target price of $8.0 on 10/30/2025