Zacks Research Cuts Earnings Estimates for Molina Healthcare

Molina Healthcare, Inc (NYSE:MOH) – Research analysts at Zacks Research decreased their FY2026 earnings per share estimates for Molina Healthcare in a research report issued on Monday, August 24th. Zacks Research analyst Team now expects that the company will post earnings of $5.27 per share for the year, down from their previous estimate of $5.28. Zacks Research currently has a “Hold” 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 Q3 2027 earnings at $2.24 EPS, Q4 2027 earnings at $2.12 EPS, FY2027 earnings at $9.28 EPS and Q1 2028 earnings at $2.86 EPS.

Molina Healthcare (NYSE:MOH) last posted 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. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The firm had revenue of $10.87 billion during the quarter, compared to the consensus estimate of $10.83 billion. During the same period in the prior year, the company earned $5.48 EPS. The company’s quarterly revenue was down 4.8% compared to the same quarter last year.

A number of other brokerages have also recently commented on MOH. Mizuho set a $215.00 price objective on shares of Molina Healthcare in a research note on Monday, June 8th. JPMorgan Chase & Co. lifted their target price on Molina Healthcare from $169.00 to $191.00 and gave the stock a “neutral” rating in a report on Monday, June 8th. Truist Financial lowered their price target on Molina Healthcare from $250.00 to $225.00 and set a “hold” rating for the company in a research report on Friday, July 24th. Weiss Ratings cut Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, July 24th. Finally, Royal Bank Of Canada reduced their price target on Molina Healthcare from $248.00 to $218.00 and set a “sector perform” rating on the stock in a report on Friday, July 24th. Three equities research 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, the stock presently has an average rating of “Hold” and an average price target of $202.44.

Molina Healthcare Trading Up 0.6%

Shares of MOH opened at $199.79 on Wednesday. The stock has a market capitalization of $10.43 billion, a PE ratio of -1,109.88, a P/E/G ratio of 28.44 and a beta of 0.75. The company’s fifty day moving average is $211.20 and its 200 day moving average is $178.83. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68. Molina Healthcare has a fifty-two week low of $121.06 and a fifty-two week high of $244.89.

Institutional Trading of Molina Healthcare

Several hedge funds and other institutional investors have recently made changes to their positions in the business. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of Molina Healthcare in the 2nd quarter worth $1,052,000. California State Teachers Retirement System boosted its holdings in Molina Healthcare by 23,008.3% in the second quarter. California State Teachers Retirement System now owns 13,816,682 shares of the company’s stock worth $3,159,875,000 after acquiring an additional 13,756,891 shares in the last quarter. Wedmont Private Capital purchased a new stake in shares of Molina Healthcare during the second quarter worth about $432,000. HB Wealth Management LLC increased its stake in Molina Healthcare by 51.1% during the 2nd quarter. HB Wealth Management LLC now owns 6,009 shares of the company’s stock valued at $1,374,000 after purchasing an additional 2,033 shares in the last quarter. Finally, Syon Capital LLC purchased a new position in shares of Molina Healthcare in the second quarter worth $448,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Key Molina Healthcare News

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

• Positive Sentiment: Zacks Research raised its FY2028 EPS forecast for Molina Healthcare to $12.22 from $11.94 and increased its Q2 2027 estimate to $2.39 from $2.22. The firm maintained a “Strong Buy” rating in those reports, signaling confidence in Molina’s longer-term earnings potential.
• Positive Sentiment: A Zacks industry outlook identified Molina, along with UnitedHealth, Cigna, Humana and Centene, as positioned to benefit from steady premium inflows, an aging U.S. population, greater digitization, diversified membership and strategic mergers and acquisitions. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
• Positive Sentiment: The broader HMO industry is expected to benefit from favorable demographic trends, ongoing digital transformation and resilient premium revenue, with Molina listed among the stocks to watch. 5 HMO Stocks to Watch Amid Steady Premium Flow, Increased Digitization
• Neutral Sentiment: Zacks’ rating signals were mixed across reports: “Strong Buy” accompanied some longer-term forecasts, while other notes maintained a “Hold” rating. The current full-year consensus EPS estimate remains $5.29.
• Negative Sentiment: Zacks lowered its FY2027 EPS forecast to $9.28 from $10.05, cut Q4 2027 EPS to $2.12 from $2.87, and reduced Q3 2027 EPS to $2.24 from $2.42.
• Negative Sentiment: Nearer-term estimates were also trimmed: FY2026 EPS fell to $5.27 from $5.28, and Q3 2026 EPS declined to $0.71 from $0.72. Zacks additionally reduced its Q2 2028 forecast to $2.14 from $2.30.

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.