182,031 Shares in Molina Healthcare, Inc $MOH Bought by Summit Street Capital Management LLC

Summit Street Capital Management LLC purchased a new stake in Molina Healthcare, Inc (NYSE:MOH) in the second quarter, HoldingsChannel.com reports. The fund purchased 182,031 shares of the company’s stock, valued at approximately $41,630,000. Molina Healthcare accounts for approximately 5.8% of Summit Street Capital Management LLC’s investment portfolio, making the stock its 2nd biggest holding.

Several other institutional investors and hedge funds have also bought and sold shares of MOH. 7G Capital Management LLC bought a new stake in shares of Molina Healthcare during the fourth quarter worth $1,735,000. BNP Paribas Financial Markets lifted its stake in shares of Molina Healthcare by 63.0% in the 4th quarter. BNP Paribas Financial Markets now owns 439,371 shares of the company’s stock valued at $76,248,000 after acquiring an additional 169,739 shares during the last quarter. Assenagon Asset Management S.A. boosted its holdings in shares of Molina Healthcare by 394.1% during the 2nd quarter. Assenagon Asset Management S.A. now owns 156,632 shares of the company’s stock valued at $35,822,000 after acquiring an additional 124,929 shares in the last quarter. Aurora Investment Managers LLC. acquired a new stake in shares of Molina Healthcare during the 1st quarter valued at $2,349,000. Finally, Easterly Investment Partners LLC grew its position in Molina Healthcare by 227.8% during the 4th quarter. Easterly Investment Partners LLC now owns 38,082 shares of the company’s stock worth $6,609,000 after acquiring an additional 26,464 shares during the last quarter. Institutional investors own 98.50% of the company’s stock.

Key Stories Impacting Molina Healthcare

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

• Positive Sentiment: Molina’s latest quarterly results exceeded expectations, with earnings of $1.51 per share versus the $1.39 consensus forecast and revenue of $10.87 billion, slightly above estimates. A recent analysis described the shares as a potential bargain following the strong results. Molina Healthcare Stock Looks Like a Bargain After Strong Q1 Results
• Positive Sentiment: Zacks Research raised its estimates for second-quarter 2027 EPS to $2.39 from $2.22 and for fiscal 2028 EPS to $12.22 from $11.94. The analyst maintained a “Strong Buy” rating in those estimates, signaling confidence in Molina’s longer-term earnings potential. Molina Healthcare analyst estimates
• Neutral Sentiment: Zacks’ broader industry outlook highlighted Molina alongside UnitedHealth, Cigna, Humana and Centene, indicating that managed-care industry trends remain an important factor for MOH investors. Zacks Industry Outlook on Molina and managed-care companies
• Negative Sentiment: Several Zacks revisions lowered near- to medium-term projections: Q3 2026 EPS fell to $0.71 from $0.72, fiscal 2026 EPS to $5.27 from $5.28, Q3 2027 EPS to $2.24 from $2.42, Q4 2027 EPS to $2.12 from $2.87, and fiscal 2027 EPS to $9.28 from $10.05.
• Negative Sentiment: The latest quarter also showed pressure beneath the headline beat: revenue declined 4.8% year over year, compared with $5.48 EPS in the prior-year period, while Molina reported a nearly breakeven net margin. Most Zacks coverage remains at a “Hold” rating.

Analyst Ratings Changes

Several equities analysts have commented on the company. Cantor Fitzgerald reiterated a “neutral” rating on shares of Molina Healthcare in a research report on Friday, July 24th. Weiss Ratings downgraded Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, July 24th. Sanford C. Bernstein set a $286.00 price objective on shares of Molina Healthcare in a report on Monday, July 13th. Truist Financial cut their target price on shares of Molina Healthcare from $250.00 to $225.00 and set a “hold” rating on the stock in a research report on Friday, July 24th. Finally, Wall Street Zen raised shares of Molina Healthcare from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Three analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Molina Healthcare currently has an average rating of “Hold” and a consensus price target of $202.44.

Molina Healthcare Trading Up 1.6%

Shares of MOH stock opened at $202.74 on Thursday. Molina Healthcare, Inc has a 1-year low of $121.06 and a 1-year high of $244.89. 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 stock has a market cap of $10.58 billion, a price-to-earnings ratio of -1,126.27, a PEG ratio of 28.61 and a beta of 0.75. The stock has a 50-day moving average of $211.34 and a 200-day moving average of $179.02.

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

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.