Molina Healthcare, Inc $MOH Stock Holdings Boosted by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund increased its position in Molina Healthcare, Inc (NYSE:MOH) by 100.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,800 shares of the company’s stock after acquiring an additional 5,914 shares during the period. Oregon Public Employees Retirement Fund’s holdings in Molina Healthcare were worth $1,573,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Blue Trust Inc. boosted its stake in Molina Healthcare by 23.8% during the 4th quarter. Blue Trust Inc. now owns 322 shares of the company’s stock valued at $56,000 after purchasing an additional 62 shares during the period. Caitong International Asset Management Co. Ltd increased its stake in shares of Molina Healthcare by 64.5% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 232 shares of the company’s stock valued at $40,000 after purchasing an additional 91 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank increased its stake in shares of Molina Healthcare by 0.7% in the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,668 shares of the company’s stock valued at $2,616,000 after purchasing an additional 92 shares during the period. Public Employees Retirement System of Ohio raised its holdings 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 buying an additional 104 shares during the last quarter. Finally, Brown Brothers Harriman & Co. raised its holdings in shares of Molina Healthcare by 96.1% during the fourth quarter. Brown Brothers Harriman & Co. now owns 249 shares of the company’s stock valued at $43,000 after buying an additional 122 shares during the last quarter. 98.50% of the stock is currently owned by institutional investors.

Molina Healthcare Price Performance

Shares of NYSE:MOH opened at $231.94 on Monday. The stock has a market cap of $12.08 billion, a price-to-earnings ratio of 68.62 and a beta of 0.74. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.63 and a quick ratio of 1.63. Molina Healthcare, Inc has a 12 month low of $121.06 and a 12 month high of $243.50. The stock’s 50 day moving average price is $199.29 and its 200 day moving average price is $173.15.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.78. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The firm had revenue of $10.80 billion during the quarter, compared to analyst estimates of $10.91 billion. During the same period last year, the company posted $6.08 EPS. The firm’s quarterly revenue was down 3.1% on a year-over-year basis. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities research analysts anticipate that Molina Healthcare, Inc will post 5.23 earnings per share for the current fiscal year.

Insider Buying and Selling at Molina Healthcare

In related news, 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 transaction of $3,314,983.32. Following the completion of the transaction, the insider owned 67,175 shares of the company’s stock, valued at $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through 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 value of $114,930.00. Following the transaction, the chief accounting officer directly owned 12,815 shares in the company, valued at approximately $2,454,713.25. The trade was a 4.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.44% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on MOH shares. Morgan Stanley increased their price objective on Molina Healthcare from $146.00 to $167.00 and gave the stock an “equal weight” rating in a report on Thursday, June 4th. Cantor Fitzgerald lifted their target price on Molina Healthcare from $144.00 to $209.00 and gave the company a “neutral” rating in a research note on Monday, May 11th. Mizuho set a $215.00 price target on Molina Healthcare in a research report on Monday, June 8th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $129.00 price target on shares of Molina Healthcare in a research note on Friday, April 24th. Finally, Robert W. Baird raised their price target on Molina Healthcare from $124.00 to $163.00 and gave the company a “neutral” rating in a report on Monday, May 11th. Three investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $185.88.

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.