Molina Healthcare (NYSE:MOH) Updates FY 2026 Earnings Guidance

Molina Healthcare (NYSE:MOH) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 5.000- for the period, compared to the consensus EPS estimate of 12.950. The company issued revenue guidance of -, compared to the consensus revenue estimate of $46.9 billion.

Molina Healthcare Stock Down 28.6%

NYSE:MOH traded down $50.54 during trading hours on Friday, hitting $126.30. The stock had a trading volume of 5,706,966 shares, compared to its average volume of 1,570,192. The company has a market cap of $6.85 billion, a PE ratio of 7.80 and a beta of 0.49. The business has a 50 day simple moving average of $173.55 and a two-hundred day simple moving average of $171.21. Molina Healthcare has a 1-year low of $125.00 and a 1-year high of $359.97. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.92.

Molina Healthcare (NYSE:MOH) last posted its earnings results on Thursday, February 5th. The company reported ($2.75) EPS for the quarter, missing analysts’ consensus estimates of $0.43 by ($3.18). The firm had revenue of $11.38 billion for the quarter, compared to analyst estimates of $10.90 billion. Molina Healthcare had a return on equity of 22.95% and a net margin of 1.98%.The company’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same period in the previous year, the firm posted $5.05 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Analysts predict that Molina Healthcare will post 24.4 EPS for the current year.

Wall Street Analyst Weigh In

MOH has been the subject of a number of analyst reports. Sanford C. Bernstein reissued an “outperform” rating and issued a $224.00 price objective on shares of Molina Healthcare in a research report on Tuesday, January 6th. Barclays increased their price target on Molina Healthcare from $144.00 to $164.00 and gave the company an “underweight” rating in a report on Monday, January 5th. Truist Financial set a $175.00 price objective on Molina Healthcare in a report on Friday, October 24th. Cantor Fitzgerald reduced their target price on Molina Healthcare from $210.00 to $180.00 and set a “neutral” rating for the company in a research note on Friday, October 24th. Finally, Jefferies Financial Group set a $160.00 price target on shares of Molina Healthcare in a research report on Tuesday, December 16th. Three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $182.64.

Insider Buying and Selling at Molina Healthcare

In other Molina Healthcare news, Director Richard M. Schapiro sold 357 shares of the stock in a transaction on Monday, November 24th. The shares were sold at an average price of $143.02, for a total transaction of $51,058.14. Following the sale, the director directly owned 11,352 shares of the company’s stock, valued at approximately $1,623,563.04. This represents a 3.05% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 1.10% of the company’s stock.

Molina Healthcare News Roundup

Here are the key news stories impacting Molina Healthcare this week:

• Positive Sentiment: Q4 revenue beat estimates — Molina reported $11.38B in quarterly revenue vs. ~$10.90B consensus and revenue was up ~8.3% year-over-year, showing top-line growth despite profitability issues. Molina Healthcare Reports Fourth Quarter and Year-End 2025 Financial Results
• Neutral Sentiment: Analysts and outlets are parsing the quarter and metrics (loss per share vs. year-ago EPS, membership, medical cost trends) to quantify the damage; these summaries provide context but don’t change the core story. Molina (MOH) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Media snapshots and roundups (SFGate, Benzinga) aggregate the quarter’s surprises and market reaction; useful for details but secondary to the guidance and analyst moves. Molina: Q4 Earnings Snapshot
• Negative Sentiment: Huge EPS miss: Molina reported a $2.75 loss per share vs. a $0.43 expected, a dramatic swing from $5.05 EPS a year earlier — the primary catalyst for the sell-off. Molina Healthcare Stock Falls 27%. Why Its Earnings Outlook Is So Bleak.
• Negative Sentiment: Guidance cut: FY2026 EPS guidance was set far below consensus (company guided to ~5.00 EPS vs. ~12.95 Street estimate), signaling sustained cost pressure from Obamacare/exchange plans. Molina Healthcare forecasts 2026 profit below estimates
• Negative Sentiment: Analyst reaction: Bank of America reiterated a Sell and set a $145 target, citing exchange contraction and policy uncertainty — adding downward pressure by signaling less upside. Molina Healthcare: Slashed Earnings Outlook, Exchange Contraction, and Policy Uncertainty Drive Underperform (Sell) Rating

Hedge Funds Weigh In On Molina Healthcare

A number of hedge funds and other institutional investors have recently bought and sold shares of MOH. AQR Capital Management LLC raised its position in shares of Molina Healthcare by 217.0% during the 3rd quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock worth $561,475,000 after buying an additional 2,008,458 shares in the last quarter. UBS Group AG increased its stake in shares of Molina Healthcare by 320.7% during the third quarter. UBS Group AG now owns 603,934 shares of the company’s stock valued at $115,569,000 after acquiring an additional 460,372 shares during the period. Viking Global Investors LP acquired a new stake in Molina Healthcare in the second quarter worth approximately $79,665,000. BNP Paribas Financial Markets boosted its stake in Molina Healthcare by 130.8% during the 3rd quarter. BNP Paribas Financial Markets now owns 269,632 shares of the company’s stock valued at $51,597,000 after purchasing an additional 152,783 shares in the last quarter. Finally, Man Group plc increased its position in shares of Molina Healthcare by 1,551.9% during the 2nd quarter. Man Group plc now owns 127,132 shares of the company’s stock valued at $37,873,000 after purchasing an additional 119,436 shares during the period. 98.50% of the stock is currently owned by institutional investors and hedge funds.

About Molina Healthcare

Molina Healthcare, Inc is a managed care company specializing in government-sponsored health insurance programs. The company offers Medicaid managed care plans, Medicare Advantage and prescription drug plans, and individual Marketplace plans under the Affordable Care Act. Through an integrated care model, Molina emphasizes preventive and primary care services, care coordination, and disease management to improve health outcomes for its members.

The company traces its roots to the early 1980s, when Dr.