Focus Partners Advisor Solutions LLC Purchases Shares of 10,829 Molina Healthcare, Inc $MOH

Focus Partners Advisor Solutions LLC purchased a new stake in Molina Healthcare, Inc (NYSE:MOH) during the second quarter, according to its most recent 13F filing with the SEC. The firm purchased 10,829 shares of the company’s stock, valued at approximately $2,477,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Baird Financial Group Inc. acquired a new stake in Molina Healthcare in the first quarter valued at approximately $210,000. NewEdge Advisors LLC lifted its holdings in shares of Molina Healthcare by 33.4% during the 1st quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock valued at $364,000 after purchasing an additional 277 shares during the last quarter. Jones Financial Companies Lllp boosted its position in shares of Molina Healthcare by 713.3% in the 1st quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock worth $544,000 after purchasing an additional 1,448 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of Molina Healthcare by 19.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company’s stock worth $82,172,000 after purchasing an additional 40,531 shares in the last quarter. Finally, Woodline Partners LP purchased a new position in Molina Healthcare during the 1st quarter worth $1,541,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Molina Healthcare Stock Performance

Shares of MOH opened at $212.24 on Friday. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68. The stock has a 50-day moving average of $210.98 and a two-hundred day moving average of $178.08. The stock has a market cap of $11.08 billion, a P/E ratio of -1,179.07, a P/E/G ratio of 30.44 and a beta of 0.75. Molina Healthcare, Inc has a one year low of $121.06 and a one year high of $244.89.

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

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Molina Healthcare in a research report on Friday, July 24th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $129.00 price target on shares of Molina Healthcare in a research note on Friday, April 24th. Wells Fargo & Company cut their price objective on shares of Molina Healthcare from $235.00 to $220.00 and set an “equal weight” rating on the stock in a report on Tuesday, July 28th. TD Cowen increased their price objective on shares of Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Finally, Truist Financial lowered their target price on shares of Molina Healthcare from $250.00 to $225.00 and set a “hold” rating for the company in a research note on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Molina Healthcare has a consensus rating of “Hold” and a consensus price target of $202.44.

Key Stories Impacting Molina Healthcare

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

• Positive Sentiment: Zacks Research raised multiple future EPS forecasts and reiterated a “Strong-Buy” rating. Estimates increased for Q4 2026 to $0.70 from $0.53, Q1 2027 to $2.53 from $1.60, Q2 2027 to $2.22 from $1.82, Q4 2027 to $2.87 from $2.00, FY2027 to $10.05 from $7.61, and FY2028 to $11.94 from $9.76. The revisions suggest analysts see stronger earnings power beyond the near term, although the current-year consensus remains $5.29 per share.
• Positive Sentiment: Recent quarterly results and raised guidance are supporting a recovery in sentiment. Molina reported second-quarter adjusted EPS of $1.51, above expectations, and increased its minimum 2026 adjusted earnings outlook to $5.25 from $5.00. Investors appear to be reassessing the stock after its post-earnings selloff, with Medicaid policy clarity and resilient profitability helping drive the rebound. Molina Healthcare Surged on Medicaid Clarity and Robust Results
• Positive Sentiment: Investor interest from Michael Burry provides an additional sentiment boost. Burry reportedly added to his Molina position at approximately $198, signaling confidence in the company’s valuation and longer-term healthcare prospects ahead of election-related Medicaid policy discussions. Michael Burry Adds to Molina Healthcare Position
• Neutral Sentiment: Not all estimate changes were favorable. Zacks reduced its Q3 2026 EPS forecast to $0.72 from $1.07 and cut Q2 2028 EPS to $2.30 from $2.60, underscoring continuing near-term earnings and cost pressures.
• Negative Sentiment: Insider transactions were weighted toward selling. Company insiders recorded three sales versus one purchase over the past six months, a potentially cautious signal, though these transactions do not necessarily reflect management’s outlook.

Molina Healthcare 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.