Molina Healthcare (NYSE:MOH) Announces Earnings Results

Molina Healthcare (NYSE:MOH) issued its quarterly earnings results on Wednesday. The company reported $2.35 EPS for the quarter, beating analysts’ consensus estimates of $2.16 by $0.19, FiscalAI reports. The business had revenue of $10.80 billion for the quarter, compared to analysts’ expectations of $10.91 billion. Molina Healthcare had a net margin of 1.04% and a return on equity of 13.60%. The business’s quarterly revenue was down 3.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.08 earnings per share. Molina Healthcare updated its FY 2026 guidance to 5.000- EPS.

Molina Healthcare Stock Up 12.2%

Shares of MOH traded up $18.70 on Thursday, reaching $171.70. The company’s stock had a trading volume of 306,089 shares, compared to its average volume of 1,743,251. Molina Healthcare has a twelve month low of $121.06 and a twelve month high of $333.22. The stock has a market capitalization of $8.94 billion, a PE ratio of 20.04 and a beta of 0.55. The company has a current ratio of 1.69, a quick ratio of 1.69 and a debt-to-equity ratio of 0.97. The firm has a fifty day moving average of $144.15 and a 200-day moving average of $159.35.

Institutional Trading of Molina Healthcare

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. AQR Capital Management LLC raised its stake in shares of Molina Healthcare by 217.0% in the third quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock worth $561,475,000 after purchasing an additional 2,008,458 shares during the last quarter. T. Rowe Price Investment Management Inc. boosted its position in shares of Molina Healthcare by 10.2% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,171,433 shares of the company’s stock valued at $376,831,000 after buying an additional 201,772 shares during the last quarter. Invesco Ltd. boosted its position in shares of Molina Healthcare by 24.2% during the fourth quarter. Invesco Ltd. now owns 1,690,981 shares of the company’s stock valued at $293,453,000 after buying an additional 329,679 shares during the last quarter. Victory Capital Management Inc. grew its holdings in Molina Healthcare by 46.4% during the fourth quarter. Victory Capital Management Inc. now owns 1,410,604 shares of the company’s stock worth $244,796,000 after buying an additional 447,078 shares in the last quarter. Finally, Dimensional Fund Advisors LP grew its holdings in Molina Healthcare by 20.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,127,761 shares of the company’s stock worth $195,704,000 after buying an additional 189,084 shares in the last quarter. 98.50% of the stock is owned by institutional investors.

Trending Headlines about Molina Healthcare

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

• Positive Sentiment: Adjusted Q1 EPS topped estimates (reported $2.35/share vs. analyst consensus ~ $2.16). This beat is the main bullish driver cited by several outlets. Molina (MOH) Q1 Earnings Surpass Estimates
• Positive Sentiment: Company and reporters highlighted favorable medical-cost trends that helped lift adjusted profit — a near‑term earnings tailwind investors like for Medicaid-focused insurers. Molina Healthcare beats quarterly profit estimates on controlled medical costs
• Positive Sentiment: Zacks raised its view on MOH from “strong sell” to “hold” ahead of/around results — a modest signal that downside expectations have eased. Zacks Research upgrade
• Neutral Sentiment: Molina provided FY‑2026 EPS guidance of 5.000‑ (vs. Street consensus ~5.04), which is essentially in line but a touch conservative versus some models — investors will watch cadence and Medicaid/Medicare rate assumptions. Press release / guidance
• Neutral Sentiment: Analyst coverage remains mixed (recent upgrades and holds alongside underweight calls); price targets vary widely, so future moves could be driven by updates to analyst models and Medicare rate assumptions. Zacks: key metrics vs. estimates
• Negative Sentiment: Revenue missed estimates (reported ~$10.8B vs. consensus near $10.9–11.0B) and several year‑over‑year operating metrics fell sharply vs. last year — investors may focus on the decline in operating profit and net income on a GAAP basis. QuiverQuant: Q1 financial detail and Y/Y declines

Wall Street Analysts Forecast Growth

MOH has been the topic of a number of research analyst reports. Morgan Stanley cut their price objective on shares of Molina Healthcare from $158.00 to $128.00 and set an “equal weight” rating on the stock in a research report on Wednesday, March 4th. Mizuho cut their price objective on shares of Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating on the stock in a research report on Thursday, March 12th. UBS Group set a $173.00 price objective on shares of Molina Healthcare in a research report on Friday, March 13th. Weiss Ratings reissued a “sell (d+)” rating on shares of Molina Healthcare in a research report on Tuesday. Finally, Barclays cut their price objective on shares of Molina Healthcare from $164.00 to $133.00 and set an “underweight” rating on the stock in a research report on Tuesday, February 10th. Two research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Molina Healthcare presently has an average rating of “Hold” and an average price target of $169.21.

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.