Zacks Research Issues Pessimistic Estimate for MOH Earnings

Molina Healthcare, Inc (NYSE:MOH) – Equities research analysts at Zacks Research dropped their Q3 2026 earnings estimates for Molina Healthcare in a report issued on Wednesday, August 12th. Zacks Research analyst Team now anticipates that the company will post earnings of $0.72 per share for the quarter, down from their previous estimate of $1.07. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Molina Healthcare’s current full-year earnings is $5.29 per share. Zacks Research also issued estimates for Molina Healthcare’s Q4 2026 earnings at $0.70 EPS, Q1 2027 earnings at $2.53 EPS, Q2 2027 earnings at $2.22 EPS, Q4 2027 earnings at $2.87 EPS, FY2027 earnings at $10.05 EPS, Q1 2028 earnings at $2.21 EPS and FY2028 earnings at $11.94 EPS.

Molina Healthcare (NYSE:MOH) last issued its 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 business had revenue of $10.87 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the previous year, the company posted $5.48 EPS.

MOH has been the topic of a number of other reports. Robert W. Baird raised their price objective on shares of Molina Healthcare from $124.00 to $163.00 and gave the company a “neutral” rating in a research note on Monday, May 11th. Morgan Stanley lifted their price target on Molina Healthcare from $146.00 to $167.00 and gave the company an “equal weight” rating in a research note on Thursday, June 4th. TD Cowen lifted their price objective on shares of Molina Healthcare from $163.00 to $230.00 and gave the stock a “hold” rating in a report on Tuesday, July 14th. 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. Finally, Wall Street Zen raised shares of Molina Healthcare from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Molina Healthcare has a consensus rating of “Hold” and an average price target of $202.44.

Molina Healthcare Trading Down 0.0%

NYSE MOH opened at $206.00 on Friday. Molina Healthcare has a 52 week low of $121.06 and a 52 week high of $244.89. The business has a 50 day moving average price of $210.56 and a 200-day moving average price of $177.84. The company has a quick ratio of 1.68, a current ratio of 1.68 and a debt-to-equity ratio of 0.95. The company has a market cap of $10.75 billion, a price-to-earnings ratio of -1,144.38, a P/E/G ratio of 29.52 and a beta of 0.75.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. ARGA Investment Management LP raised its position in shares of Molina Healthcare by 1.4% during the first quarter. ARGA Investment Management LP now owns 4,166 shares of the company’s stock valued at $555,000 after buying an additional 59 shares during the last quarter. Elevation Wealth Partners LLC lifted its stake in shares of Molina Healthcare by 118.2% during the 2nd quarter. Elevation Wealth Partners LLC now owns 144 shares of the company’s stock worth $33,000 after acquiring an additional 78 shares during the last quarter. Caitong International Asset Management Co. Ltd grew its position in Molina Healthcare by 64.5% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 232 shares of the company’s stock valued at $40,000 after acquiring an additional 91 shares during the last quarter. Zurcher Kantonalbank Zurich Cantonalbank lifted its position in shares of Molina Healthcare by 0.7% during the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,668 shares of the company’s stock worth $2,616,000 after purchasing an additional 92 shares during the last quarter. Finally, Public Employees Retirement System of Ohio boosted its stake in shares of Molina Healthcare by 0.6% during the third quarter. Public Employees Retirement System of Ohio now owns 16,753 shares of the company’s stock valued at $3,206,000 after purchasing an additional 104 shares during the period. 98.50% of the stock is owned by hedge funds and other institutional investors.

Key Molina Healthcare News

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

• Positive Sentiment: Zacks Research raised multiple earnings forecasts and maintained a “Strong-Buy” rating. Estimates increased for Q4 2026 EPS to $0.70 from $0.53, Q1 2027 EPS to $2.53 from $1.60, Q2 2027 EPS to $2.22 from $1.82, Q4 2027 EPS to $2.87 from $2.00, FY2027 EPS to $10.05 from $7.61, Q1 2028 EPS to $2.21 from $1.12 and FY2028 EPS to $11.94 from $9.76. The upgrades point to expectations for a stronger earnings recovery beyond the current year.
• Positive Sentiment: Zacks also modestly increased its FY2026 EPS estimate to $5.28 from $5.22, broadly in line with the $5.29 consensus estimate. Molina Healthcare analyst estimate coverage
• Positive Sentiment: Recent coverage highlighted Medicaid clarity and Molina’s robust second-quarter results. Management previously raised its minimum 2026 adjusted earnings outlook to $5.25 per share from $5.00, helping support a rebound in sentiment after the stock’s post-earnings selloff. Molina Healthcare surged on Medicaid clarity and robust results
• Positive Sentiment: Investor Michael Burry reportedly added to his Molina position at approximately $198, providing a notable sentiment signal for the managed-care stock. Michael Burry adds to Molina Healthcare position
• Neutral Sentiment: The latest analyst revisions are mixed: Zacks cut Q3 2026 EPS to $0.72 from $1.07 and reduced Q2 2028 EPS to $2.30 from $2.60, even as it raised most other forward estimates.
• Negative Sentiment: Molina continues to face higher medical costs and a weaker revenue outlook. Its latest quarterly revenue declined 4.8% year over year, while management has characterized 2026 as a challenging margin year.
• Negative Sentiment: Recent insider activity was net negative, with several executives selling shares, although one insider made a purchase. These transactions may temper enthusiasm but are not necessarily indicative of company fundamentals. Molina Healthcare earnings outlook and trading activity

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.