Truist Financial Cuts Molina Healthcare (NYSE:MOH) Price Target to $225.00

Molina Healthcare (NYSE:MOH) had its target price decreased by Truist Financial from $250.00 to $225.00 in a research report sent to investors on Friday morning,Benzinga reports. Truist Financial currently has a hold rating on the stock.

MOH has been the subject of a number of other reports. Morgan Stanley increased their target price on shares of Molina Healthcare from $146.00 to $167.00 and gave the company an “equal weight” rating in a research report on Thursday, June 4th. Wells Fargo & Company lifted their price target on shares of Molina Healthcare from $159.00 to $235.00 and gave the stock an “equal weight” rating in a report on Monday, July 13th. UBS Group upped their price objective on Molina Healthcare from $180.00 to $202.00 and gave the company a “neutral” rating in a research note on Friday, May 22nd. TD Cowen increased their price objective on Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Finally, Sanford C. Bernstein set a $286.00 target price on Molina Healthcare in a research note on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $203.38.

Molina Healthcare Trading Up 0.0%

NYSE MOH opened at $197.64 on Friday. The business’s fifty day moving average is $206.19 and its 200-day moving average is $176.97. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68. The stock has a market capitalization of $10.32 billion, a price-to-earnings ratio of -1,097.94 and a beta of 0.74. Molina Healthcare has a one year low of $121.06 and a one year high of $244.89.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.39 by $0.12. Molina Healthcare had a negative net margin of 0.02% and a positive return on equity of 3.73%. The company had revenue of $10.87 billion during the quarter, compared to analyst estimates of $10.83 billion. During the same quarter in the prior year, the business earned $5.48 earnings per share. The firm’s revenue for the quarter was down 4.8% on a year-over-year basis. Equities research analysts predict that Molina Healthcare will post 5.31 EPS for the current year.

Insider Buying and Selling

In other Molina Healthcare news, 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 sale, the chief accounting officer owned 12,815 shares in the company, valued at $2,454,713.25. This represents a 4.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Jeff D. Barlow sold 17,811 shares of the stock in a transaction on 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 sale, the insider owned 67,175 shares in the company, valued at approximately $12,502,611. This represents a 20.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.44% of the stock is currently owned by insiders.

Institutional Trading of Molina Healthcare

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Torren Management LLC bought a new position in Molina Healthcare in the 4th quarter worth about $26,000. Physician Wealth Advisors Inc. grew its holdings in Molina Healthcare by 1,250.0% during the 1st quarter. Physician Wealth Advisors Inc. now owns 216 shares of the company’s stock valued at $29,000 after buying an additional 200 shares in the last quarter. Cromwell Holdings LLC increased its position in shares of Molina Healthcare by 211.9% during the fourth quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock valued at $32,000 after buying an additional 125 shares during the period. Quarry LP bought a new stake in shares of Molina Healthcare during the fourth quarter valued at about $32,000. Finally, SJS Investment Consulting Inc. lifted its holdings in shares of Molina Healthcare by 504.9% in the first quarter. SJS Investment Consulting Inc. now owns 248 shares of the company’s stock worth $33,000 after buying an additional 207 shares in the last quarter. 98.50% of the stock is currently owned by institutional investors.

Key Molina Healthcare News

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

• Positive Sentiment: Molina Healthcare beat Q2 earnings expectations with EPS of $1.51, and lower operating expenses helped offset weaker premium revenue and softer investment income. The company also raised its 2026 EPS outlook, which supports the long-term earnings case. Article Title
• Positive Sentiment: Analysts still see some upside from current levels despite recent weakness, with Truist and RBC both saying the stock could rise into the low-to-mid $200s. Article Title
• Neutral Sentiment: Wall Street’s consensus recommendation remains “Hold,” suggesting analysts are not turning bullish yet, but are also not broadly negative on the name. Article Title
• Negative Sentiment: Revenue and membership trends remain a concern, and multiple reports said investors were disappointed by weaker premium revenue and softer guidance even after the earnings beat. Article Title
• Negative Sentiment: Market reaction has been negative because Molina warned about a smaller Obamacare footprint and ongoing pressure in its Medicaid/ACA businesses, which outweighed the earnings beat. Article Title

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.