Equities Analysts Set Expectations for MOH FY2026 Earnings

Molina Healthcare, Inc. (NYSE:MOH) – Equities researchers at Cantor Fitzgerald issued their FY2026 earnings estimates for Molina Healthcare in a research note issued to investors on Monday, June 9th. Cantor Fitzgerald analyst S. James expects that the company will post earnings of $28.03 per share for the year. The consensus estimate for Molina Healthcare’s current full-year earnings is $24.40 per share.

Several other equities analysts have also recently weighed in on MOH. Robert W. Baird reaffirmed a “neutral” rating and issued a $375.00 price objective (up from $331.00) on shares of Molina Healthcare in a report on Tuesday, April 15th. Sanford C. Bernstein assumed coverage on Molina Healthcare in a research report on Tuesday, April 22nd. They issued an “outperform” rating and a $414.00 price target on the stock. Mizuho upped their price objective on shares of Molina Healthcare from $376.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 9th. Truist Financial increased their price objective on shares of Molina Healthcare from $340.00 to $400.00 and gave the stock a “buy” rating in a research note on Friday, April 11th. Finally, Baird R W lowered shares of Molina Healthcare from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 15th. Nine analysts have rated the stock with a hold rating and eight have assigned a buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $364.21.

Molina Healthcare Stock Performance

Shares of NYSE:MOH opened at $296.87 on Tuesday. The company’s 50 day moving average price is $319.91 and its two-hundred day moving average price is $307.40. Molina Healthcare has a 12-month low of $262.32 and a 12-month high of $365.23. The firm has a market cap of $16.09 billion, a PE ratio of 14.53, a PEG ratio of 1.06 and a beta of 0.56. The company has a quick ratio of 1.62, a current ratio of 1.62 and a debt-to-equity ratio of 0.69.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings data on Wednesday, April 23rd. The company reported $6.08 earnings per share for the quarter, topping the consensus estimate of $5.96 by $0.12. The company had revenue of $11.15 billion for the quarter, compared to analyst estimates of $10.86 billion. Molina Healthcare had a net margin of 2.90% and a return on equity of 28.13%. Molina Healthcare’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the previous year, the business earned $5.73 EPS.

Institutional Investors Weigh In On Molina Healthcare

Several hedge funds have recently modified their holdings of the company. Price T Rowe Associates Inc. MD raised its position in Molina Healthcare by 46.4% in the first quarter. Price T Rowe Associates Inc. MD now owns 3,838,043 shares of the company’s stock valued at $1,264,214,000 after purchasing an additional 1,216,903 shares during the last quarter. GAMMA Investing LLC grew its holdings in shares of Molina Healthcare by 74,593.7% during the first quarter. GAMMA Investing LLC now owns 667,015 shares of the company’s stock worth $219,708,000 after purchasing an additional 666,122 shares during the last quarter. Norges Bank acquired a new position in shares of Molina Healthcare in the fourth quarter valued at approximately $134,675,000. FMR LLC raised its holdings in Molina Healthcare by 31.1% in the 4th quarter. FMR LLC now owns 1,801,113 shares of the company’s stock valued at $524,214,000 after buying an additional 427,276 shares during the last quarter. Finally, Voloridge Investment Management LLC boosted its position in Molina Healthcare by 1,641.3% during the 4th quarter. Voloridge Investment Management LLC now owns 409,807 shares of the company’s stock worth $119,274,000 after buying an additional 386,273 shares during the period. Institutional investors and hedge funds own 98.50% of the company’s stock.

Insider Activity

In other Molina Healthcare news, CEO Joseph M. Zubretsky sold 87,500 shares of the business’s stock in a transaction on Wednesday, April 30th. The shares were sold at an average price of $320.06, for a total transaction of $28,005,250.00. Following the sale, the chief executive officer now owns 257,715 shares of the company’s stock, valued at approximately $82,484,262.90. The trade was a 25.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Richard M. Schapiro sold 669 shares of the company’s stock in a transaction on Tuesday, April 29th. The stock was sold at an average price of $320.50, for a total transaction of $214,414.50. Following the transaction, the director now owns 11,244 shares of the company’s stock, valued at $3,603,702. This trade represents a 5.62% decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.10% of the stock is currently owned by corporate insiders.

Molina Healthcare Company Profile

Molina Healthcare, Inc provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces. It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company served in across 19 states. The company was founded in 1980 and is headquartered in Long Beach, California.