Molina Healthcare, Inc (NYSE:MOH) Receives $207.06 Consensus Target Price from Analysts

Shares of Molina Healthcare, Inc (NYSE:MOH) have been assigned a consensus rating of “Hold” from the seventeen analysts that are covering the company, MarketBeat.com reports. Two analysts have rated the stock with a sell recommendation, eleven have assigned a hold recommendation, three have assigned a buy recommendation and one has assigned a strong buy recommendation to the company. The average twelve-month price target among brokers that have issued ratings on the stock in the last year is $203.3750.

Several brokerages have commented on MOH. Morgan Stanley upped 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 note on Thursday, June 4th. Jefferies Financial Group set a $230.00 price target on shares of Molina Healthcare in a research report on Tuesday, July 14th. Wells Fargo & Company upped their price objective on shares of Molina Healthcare from $159.00 to $235.00 and gave the company an “equal weight” rating in a research report on Monday, July 13th. Robert W. Baird upped their price objective on shares of Molina Healthcare from $124.00 to $163.00 and gave the company a “neutral” rating in a research report on Monday, May 11th. Finally, Weiss Ratings downgraded Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday.

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

Molina Healthcare Price Performance

Molina Healthcare stock opened at $197.64 on Friday. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.95. The firm has a market capitalization of $10.32 billion, a P/E ratio of -1,097.94 and a beta of 0.74. The business has a 50-day moving average of $206.19 and a 200-day moving average of $176.97. Molina Healthcare has a 1 year low of $121.06 and a 1 year high of $244.89.

Molina Healthcare (NYSE:MOH) last announced its quarterly earnings results 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 negative net margin of 0.02% and a positive return on equity of 3.73%. The business had revenue of $10.87 billion for the quarter, compared to the consensus estimate of $10.83 billion. During the same period last year, the company posted $5.48 EPS. Molina Healthcare’s revenue for the quarter was down 4.8% on a year-over-year basis. On average, equities analysts anticipate that Molina Healthcare will post 5.31 EPS for the current year.

Insider Activity

In other news, CAO Maurice Hebert sold 600 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $2,454,713.25. This trade represents a 4.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, 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 sale, the insider directly 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 owned by corporate insiders.

Institutional Trading of Molina Healthcare

Several hedge funds have recently bought and sold shares of the stock. 7G Capital Management LLC bought a new stake in Molina Healthcare in the 4th quarter valued at $1,735,000. BNP Paribas Financial Markets increased its holdings in Molina Healthcare by 63.0% during the 4th quarter. BNP Paribas Financial Markets now owns 439,371 shares of the company’s stock worth $76,248,000 after purchasing an additional 169,739 shares in the last quarter. Allspring Global Investments Holdings LLC increased its holdings in Molina Healthcare by 27.4% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 38,913 shares of the company’s stock worth $6,944,000 after purchasing an additional 8,381 shares in the last quarter. SG Americas Securities LLC raised its stake in shares of Molina Healthcare by 923.3% in the 4th quarter. SG Americas Securities LLC now owns 87,220 shares of the company’s stock valued at $15,136,000 after purchasing an additional 78,697 shares during the period. Finally, M&T Bank Corp raised its stake in shares of Molina Healthcare by 451.1% in the 4th quarter. M&T Bank Corp now owns 42,455 shares of the company’s stock valued at $7,368,000 after purchasing an additional 34,751 shares during the period. 98.50% of the stock is currently owned by institutional investors and hedge funds.

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.