Molina Healthcare (NYSE:MOH) Releases Quarterly Earnings Results, Beats Expectations By $0.78 EPS

Molina Healthcare (NYSE:MOH) released its earnings results on Wednesday. The company reported $2.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.78, FiscalAI reports. Molina Healthcare had a return on equity of 8.65% and a net margin of 0.42%.The firm had revenue of $10.80 billion during the quarter, compared to analyst estimates of $10.91 billion. During the same period last year, the business posted $6.08 earnings per share. Molina Healthcare’s revenue was down 3.1% compared to the same quarter last year. Molina Healthcare updated its FY 2026 guidance to 5.000- EPS.

Molina Healthcare Price Performance

Shares of NYSE MOH opened at $170.28 on Friday. The stock has a market cap of $8.87 billion, a P/E ratio of 50.38 and a beta of 0.55. The stock has a 50 day moving average of $145.10 and a two-hundred day moving average of $159.45. Molina Healthcare has a twelve month low of $121.06 and a twelve month high of $333.22. The company has a current ratio of 1.69, a quick ratio of 1.69 and a debt-to-equity ratio of 0.97.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on MOH shares. The Goldman Sachs Group decreased their price objective on Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating for the company in a research note on Wednesday, February 11th. Truist Financial decreased their price target on shares of Molina Healthcare from $190.00 to $145.00 and set a “hold” rating for the company in a research note on Tuesday, February 17th. Morgan Stanley lowered their price target on shares of Molina Healthcare from $158.00 to $128.00 and set an “equal weight” rating for the company in a report on Wednesday, March 4th. UBS Group set a $173.00 price objective on shares of Molina Healthcare in a research report on Friday, March 13th. Finally, TD Cowen reduced their price objective on shares of Molina Healthcare from $175.00 to $144.00 and set a “hold” rating on the stock in a report on Monday, February 9th. Two investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $171.21.

Institutional Investors Weigh In On Molina Healthcare

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Zurcher Kantonalbank Zurich Cantonalbank boosted its position in Molina Healthcare by 0.7% in the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,668 shares of the company’s stock valued at $2,616,000 after buying an additional 92 shares during the last quarter. Public Employees Retirement System of Ohio grew its position in shares of Molina Healthcare by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 16,753 shares of the company’s stock worth $3,206,000 after buying an additional 104 shares in the last quarter. Brown Brothers Harriman & Co. raised its stake in Molina Healthcare by 96.1% during the fourth quarter. Brown Brothers Harriman & Co. now owns 249 shares of the company’s stock valued at $43,000 after buying an additional 122 shares in the last quarter. Beacon Pointe Advisors LLC lifted its holdings in Molina Healthcare by 9.9% during the 4th quarter. Beacon Pointe Advisors LLC now owns 1,416 shares of the company’s stock worth $246,000 after buying an additional 128 shares during the last quarter. Finally, MUFG Securities EMEA plc bought a new position in Molina Healthcare during the 2nd quarter worth approximately $48,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Key Stories Impacting Molina Healthcare

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

• Positive Sentiment: Q1 EPS beat and medical-cost improvement — MOH reported adjusted EPS of $2.35 vs. consensus $1.57, driven by lower medical costs and margin management that surprised the street. Article Title
• Positive Sentiment: FY‑2026 guidance reaffirmed — Management reaffirmed FY26 guidance for ~$42B in premium revenue and at least $5.00 adjusted EPS, which supports near‑term investor confidence. Article Title
• Positive Sentiment: Cash flow and balance-sheet resilience — Operating cash increased materially and Molina holds strong cash balances, giving the company flexibility while it navigates enrollment and product-line decisions. Article Title
• Neutral Sentiment: Strategic shift: exit from Medicare Advantage — Management’s exit from MA removes roughly $1B of unprofitable revenue and improves underlying business quality, but it also shrinks the top line and forces a tradeoff between profitability and scale. Article Title
• Negative Sentiment: Revenue and membership declines; profits still down YoY — Revenue fell ~3% to $10.8B and membership softened; on a year‑ago basis GAAP profit and net margins remain materially lower, underscoring that the beat was driven by cost timing rather than topline growth. Article Title
• Negative Sentiment: Medicaid spending and market-share uncertainty — Analysts flag unclear Medicaid trends and whether Molina can regain or stabilize membership growth; management faces tough tradeoffs that could pressure margins or revenue depending on choices. Article Title

Molina Healthcare Company Profile

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.