Commerce Bank Takes Position in Molina Healthcare, Inc $MOH

Commerce Bank purchased a new position in shares of Molina Healthcare, Inc (NYSE:MOH) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 3,171 shares of the company’s stock, valued at approximately $725,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. bought a new position in Molina Healthcare in the second quarter valued at approximately $959,000. Quantbot Technologies LP acquired a new stake in Molina Healthcare during the 2nd quarter worth $586,000. Evolve Private Wealth LLC acquired a new stake in Molina Healthcare during the 2nd quarter worth $1,166,000. Westpac Banking Corp bought a new stake in shares of Molina Healthcare during the 2nd quarter valued at $489,000. Finally, Landscape Capital Management L.L.C. bought a new stake in shares of Molina Healthcare during the 2nd quarter valued at $1,151,000. 98.50% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Wall Street Zen upgraded Molina Healthcare from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Bank of America raised Molina Healthcare from an “underperform” rating to a “buy” rating and set a $250.00 price objective for the company in a research note on Wednesday, April 29th. Royal Bank Of Canada dropped their price objective on Molina Healthcare from $248.00 to $218.00 and set a “sector perform” rating for the company in a report on Friday, July 24th. Weiss Ratings lowered Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, July 24th. Finally, Truist Financial reduced their target price on Molina Healthcare from $250.00 to $225.00 and set a “hold” 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 assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $202.44.

Molina Healthcare Stock Up 1.6%

Shares of NYSE:MOH opened at $202.74 on Thursday. Molina Healthcare, Inc has a 52 week low of $121.06 and a 52 week high of $244.89. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68. The company has a market capitalization of $10.58 billion, a PE ratio of -1,126.27, a PEG ratio of 28.61 and a beta of 0.75. The company has a 50 day moving average price of $211.34 and a two-hundred day moving average price of $179.02.

Molina Healthcare (NYSE:MOH) last posted its earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share for the quarter, topping the consensus estimate of $1.39 by $0.12. The company had revenue of $10.87 billion for the quarter, compared to analyst estimates of $10.83 billion. Molina Healthcare had a negative net margin of 0.02% and a positive return on equity of 3.73%. The business’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same period last year, the business posted $5.48 earnings per share. Analysts forecast that Molina Healthcare, Inc will post 5.29 earnings per share for the current year.

Key Headlines 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.

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.