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    Eduardo Ron

    Director and Equity Research Analyst at Truist Securities, Inc.

    Eduardo Ron is a Director and Equity Research Analyst at Truist Securities, Inc., specializing in financial sector coverage with a primary focus on regional and super-regional banks in the United States. He is responsible for analyzing and covering publicly traded companies such as Fifth Third Bancorp, Regions Financial, and Huntington Bancshares, and his investment calls have garnered above-average returns, reflected by his performance rankings on research platforms like TipRanks. Eduardo began his finance career at SunTrust Robinson Humphrey and has held progressively senior roles in equity research before joining Truist Securities in 2019. He holds FINRA Series 7, 63, 86, and 87 licenses, and is recognized for his rigorous research methodology and insightful industry analysis.

    Eduardo Ron's questions to Evolent Health (EVH) leadership

    Eduardo Ron's questions to Evolent Health (EVH) leadership • Q2 2025

    Question

    Eduardo Ron, on behalf of Jalendra Singh at Truist Securities, Inc., asked for clarity on the path to achieving over $2.5 billion in 2026 revenue, noting the large step-up from the current run rate.

    Answer

    CFO John Johnson explained that the incremental revenue needed to reach the target is based on the company's current weighted pipeline, which CEO Seth Blackley had previously stated was over $1 billion. Blackley added that the $2.5 billion figure is a floor ("at least 2.5"), with the final number dependent on the timing of pipeline conversions.

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    Eduardo Ron's questions to agilon health (AGL) leadership

    Eduardo Ron's questions to agilon health (AGL) leadership • Q2 2025

    Question

    Eduardo Ron from Truist Securities asked for a sequential breakdown of medical cost trends from Q1 to Q2, and questioned why the 2025 risk adjustment estimate was only applied to 72% of members and not extrapolated to the full book.

    Answer

    CFO Jeff Schwaneke reported that Q1 and Q2 cost trends were consistent at around 6%, but it was too early for July data. He explained the risk adjustment true-up was limited to the 72% of members on the new data platform because of significant variability by payer for the remaining population, for which midyear data is still pending.

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