Molina Healthcare (NYSE:MOH) Issues FY 2026 Earnings Guidance

Molina Healthcare (NYSE:MOH) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 5.250- for the period, compared to the consensus EPS estimate of 5.170. The company issued revenue guidance of -, compared to the consensus revenue estimate of $44.4 billion.

Analyst Ratings Changes

MOH has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $129.00 target price on shares of Molina Healthcare in a research note on Friday, April 24th. UBS Group increased their price target on shares of Molina Healthcare from $180.00 to $202.00 and gave the company a “neutral” rating in a research report on Friday, May 22nd. Barclays decreased their price objective on shares of Molina Healthcare from $184.00 to $180.00 and set an “underweight” rating for the company in a report on Friday, July 24th. Morgan Stanley lifted their price objective on shares of Molina Healthcare from $146.00 to $167.00 and gave the stock an “equal weight” rating in a research report on Thursday, June 4th. Finally, TD Cowen boosted their target price on shares of Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a research note on Tuesday, July 14th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Molina Healthcare currently has a consensus rating of “Hold” and a consensus price target of $202.44.

Molina Healthcare Stock Performance

Shares of MOH opened at $196.10 on Friday. The firm has a market cap of $10.24 billion, a PE ratio of -1,089.40, a PEG ratio of 28.02 and a beta of 0.74. The stock’s fifty day moving average price is $207.67 and its two-hundred day moving average price is $177.58. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68. Molina Healthcare has a 1 year low of $121.06 and a 1 year high of $244.89.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings results on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.12. The firm 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 business’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.48 EPS. On average, equities research analysts forecast that Molina Healthcare will post 5.29 EPS for the current year.

Insider Transactions at Molina Healthcare

In other news, insider Jeff D. Barlow sold 17,811 shares of Molina Healthcare stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $186.12, for a total value of $3,314,983.32. Following the completion of the transaction, the insider owned 67,175 shares in the company, valued at $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Maurice Hebert sold 600 shares of Molina Healthcare 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 completion of the transaction, the chief accounting officer owned 12,815 shares of the company’s stock, valued at $2,454,713.25. The trade was a 4.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.44% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of MOH. T. Rowe Price Investment Management Inc. lifted its position in shares of Molina Healthcare by 10.2% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,171,433 shares of the company’s stock worth $376,831,000 after acquiring an additional 201,772 shares in the last quarter. Invesco Ltd. grew its position in shares of Molina Healthcare by 24.2% in the fourth quarter. Invesco Ltd. now owns 1,690,981 shares of the company’s stock valued at $293,453,000 after purchasing an additional 329,679 shares in the last quarter. Corient Private Wealth LLC grew its position in shares of Molina Healthcare by 38.9% in the fourth quarter. Corient Private Wealth LLC now owns 10,220 shares of the company’s stock valued at $1,654,000 after purchasing an additional 2,864 shares in the last quarter. Alberta Investment Management Corp bought a new stake in shares of Molina Healthcare during the 4th quarter valued at $1,562,000. Finally, Beacon Pointe Advisors LLC raised its stake in shares of Molina Healthcare by 9.9% during the 4th quarter. Beacon Pointe Advisors LLC now owns 1,416 shares of the company’s stock valued at $246,000 after purchasing an additional 128 shares during the period. 98.50% of the stock is owned by institutional investors.

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.