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

Molina Healthcare (NYSE:MOH) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 5.250- for the period, compared to the consensus estimate of 5.170. The company issued revenue guidance of -, compared to the consensus revenue estimate of $44.4 billion.

Analyst Ratings Changes

Several analysts have commented on MOH shares. Weiss Ratings lowered shares of Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, July 24th. Barclays reduced their target price on shares of Molina Healthcare from $184.00 to $180.00 and set an “underweight” rating for the company in a research report on Friday, July 24th. JPMorgan Chase & Co. lifted their price target on shares of Molina Healthcare from $169.00 to $191.00 and gave the stock a “neutral” rating in a report on Monday, June 8th. Wells Fargo & Company dropped their price objective on Molina Healthcare from $235.00 to $220.00 and set an “equal weight” rating on the stock in a research note on Tuesday. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $129.00 price objective on shares of Molina Healthcare in a report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $202.44.

Molina Healthcare Stock Performance

MOH stock traded up $1.40 during midday trading on Friday, reaching $196.10. 680,549 shares of the company’s stock traded hands, compared to its average volume of 1,531,262. The firm has a market capitalization of $10.24 billion, a PE ratio of -1,089.40, a price-to-earnings-growth ratio of 28.51 and a beta of 0.74. The company has a 50-day moving average price of $207.43 and a two-hundred day moving average price of $177.45. Molina Healthcare has a 52 week low of $121.06 and a 52 week high of $244.89. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings results on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, topping analysts’ consensus estimates of $1.39 by $0.12. The firm had revenue of $10.87 billion during the quarter, compared to analyst estimates of $10.83 billion. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The business’s revenue for the quarter was down 4.8% on a year-over-year basis. During the same period last year, the company earned $5.48 earnings per share. As a group, equities analysts anticipate that Molina Healthcare will post 5.29 EPS for the current year.

Insider Transactions at Molina Healthcare

In other Molina Healthcare news, insider Jeff D. Barlow sold 17,811 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $186.12, for a total value of $3,314,983.32. Following the completion of the transaction, the insider owned 67,175 shares in the company, valued at $12,502,611. This trade represents a 20.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Maurice Hebert sold 600 shares of Molina Healthcare stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $191.55, for a total value of $114,930.00. Following the transaction, the chief accounting officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.44% of the company’s stock.

Hedge Funds Weigh In On Molina Healthcare

Large investors have recently modified their holdings of the company. AQR Capital Management LLC lifted its stake in Molina Healthcare by 217.0% in the 3rd quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock worth $561,475,000 after purchasing an additional 2,008,458 shares in the last quarter. UBS Group AG boosted its holdings in Molina Healthcare by 320.7% in the 3rd quarter. UBS Group AG now owns 603,934 shares of the company’s stock valued at $115,569,000 after purchasing an additional 460,372 shares during the period. Victory Capital Management Inc. grew its position in shares of Molina Healthcare by 46.4% during the 4th quarter. Victory Capital Management Inc. now owns 1,410,604 shares of the company’s stock valued at $244,796,000 after purchasing an additional 447,078 shares in the last quarter. Invesco Ltd. grew its position in shares of Molina Healthcare by 24.2% during the 4th quarter. Invesco Ltd. now owns 1,690,981 shares of the company’s stock valued at $293,453,000 after purchasing an additional 329,679 shares in the last quarter. Finally, Viking Global Investors LP bought a new position in shares of Molina Healthcare in the second quarter worth $79,665,000. 98.50% of the stock is currently owned by institutional investors.

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.