Zacks Research Expects Weaker Earnings for Molina Healthcare

Molina Healthcare, Inc (NYSE:MOH) – Equities research analysts at Zacks Research cut their Q1 2026 earnings estimates for Molina Healthcare in a research report issued to clients and investors on Thursday, February 26th. Zacks Research analyst Team now anticipates that the company will earn $1.48 per share for the quarter, down from their previous forecast of $4.22. The consensus estimate for Molina Healthcare’s current full-year earnings is $24.40 per share. Zacks Research also issued estimates for Molina Healthcare’s Q2 2026 earnings at $1.68 EPS, Q3 2026 earnings at $1.08 EPS, Q4 2026 earnings at $0.82 EPS, FY2026 earnings at $5.06 EPS, Q1 2027 earnings at $1.57 EPS, Q2 2027 earnings at $1.98 EPS, Q3 2027 earnings at $1.83 EPS, Q4 2027 earnings at $2.24 EPS and FY2027 earnings at $7.61 EPS.

A number of other research firms also recently commented on MOH. Wells Fargo & Company set a $141.00 price objective on Molina Healthcare and gave the stock an “equal weight” rating in a research note on Friday, February 20th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Molina Healthcare in a report on Thursday, January 22nd. Sanford C. Bernstein reissued an “outperform” rating and issued a $224.00 price target on shares of Molina Healthcare in a report on Tuesday, January 6th. Mizuho set a $220.00 price objective on shares of Molina Healthcare in a research report on Friday, January 9th. Finally, Jefferies Financial Group set a $160.00 target price on shares of Molina Healthcare in a report on Tuesday, December 16th. Two investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $157.86.

Molina Healthcare Price Performance

Shares of NYSE:MOH opened at $152.14 on Monday. The stock has a market cap of $7.84 billion, a price-to-earnings ratio of 17.77 and a beta of 0.52. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.69 and a quick ratio of 1.69. Molina Healthcare has a 12 month low of $121.06 and a 12 month high of $359.97. The stock’s 50 day moving average price is $167.63 and its 200 day moving average price is $168.72.

Molina Healthcare (NYSE:MOH) last released its quarterly 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 company had revenue of $11.38 billion for the quarter, compared to the consensus estimate of $10.90 billion. Molina Healthcare had a return on equity of 13.60% and a net margin of 1.04%.The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the firm posted $5.05 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS.

Hedge Funds Weigh In On Molina Healthcare

Hedge funds and other institutional investors have recently made changes to their positions in the company. Torren Management LLC bought a new stake in shares of Molina Healthcare during the 4th quarter worth approximately $26,000. Miller Global Investments LLC acquired a new position in Molina Healthcare during the fourth quarter valued at approximately $27,000. Cromwell Holdings LLC lifted its stake in Molina Healthcare by 211.9% during the fourth quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock worth $32,000 after purchasing an additional 125 shares during the last quarter. Quarry LP acquired a new stake in shares of Molina Healthcare in the 4th quarter valued at $32,000. Finally, First Horizon Advisors Inc. increased its stake in shares of Molina Healthcare by 2,140.0% in the 2nd quarter. First Horizon Advisors Inc. now owns 112 shares of the company’s stock valued at $33,000 after purchasing an additional 107 shares during the last quarter. 98.50% of the stock is owned by institutional investors.

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.