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

Molina Healthcare (NYSE:MOH) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 5.000- for the period, compared to the consensus EPS estimate of 5.180. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $129.00 target price on shares of Molina Healthcare in a research note on Friday, April 24th. Wall Street Zen upgraded shares of Molina Healthcare from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Morgan Stanley lifted their target price on Molina Healthcare from $146.00 to $167.00 and gave the stock an “equal weight” rating in a report on Thursday, June 4th. Wells Fargo & Company increased their price target on Molina Healthcare from $141.00 to $159.00 and gave the stock an “equal weight” rating in a report on Monday, April 27th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Molina Healthcare in a research report on Friday, March 13th. Three research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $182.73.

Molina Healthcare Stock Performance

MOH opened at $197.96 on Thursday. The company has a market capitalization of $10.31 billion, a price-to-earnings ratio of 58.57 and a beta of 0.80. The business’s 50-day moving average price is $172.30 and its two-hundred day moving average price is $163.88. Molina Healthcare has a 1 year low of $121.06 and a 1 year high of $311.52. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.63 and a quick ratio of 1.63.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $2.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.78. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The business had revenue of $10.80 billion during the quarter, compared to the consensus estimate of $10.91 billion. During the same period last year, the company earned $6.08 earnings per share. Molina Healthcare’s quarterly revenue was down 3.1% on a year-over-year basis. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities analysts expect that Molina Healthcare will post 5.23 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Jeff D. Barlow sold 17,811 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $186.12, for a total value of $3,314,983.32. Following the sale, the insider owned 67,175 shares of the company’s stock, valued at $12,502,611. The trade was a 20.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Maurice Hebert sold 600 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $191.55, for a total transaction of $114,930.00. Following the transaction, the chief accounting officer owned 12,815 shares of the company’s stock, valued at $2,454,713.25. The trade was a 4.47% decrease in their position. The SEC filing for this sale provides additional information. 1.44% of the stock is owned by company insiders.

Institutional Trading of Molina Healthcare

Institutional investors and hedge funds have recently bought and sold shares of the stock. Quarry LP bought a new position in Molina Healthcare in the fourth quarter valued at approximately $32,000. Triumph Capital Management increased its holdings in Molina Healthcare by 4,625.0% during the fourth quarter. Triumph Capital Management now owns 189 shares of the company’s stock worth $33,000 after buying an additional 185 shares during the last quarter. Brown Brothers Harriman & Co. raised its position in Molina Healthcare by 96.1% during the fourth quarter. Brown Brothers Harriman & Co. now owns 249 shares of the company’s stock worth $43,000 after acquiring an additional 122 shares in the last quarter. MUFG Securities EMEA plc bought a new stake in Molina Healthcare during the second quarter worth $48,000. Finally, DV Equities LLC acquired a new stake in Molina Healthcare in the fourth quarter valued at $76,000. Institutional investors own 98.50% of the company’s stock.

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.