Molina Healthcare (NYSE:MOH – Get Free Report) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 5.250- for the period, compared to the consensus earnings per share estimate of 5.170. The company issued revenue guidance of -, compared to the consensus revenue estimate of $44.4 billion.
Analyst Ratings Changes
Several research firms have recently issued reports on MOH. Wells Fargo & Company reduced their target price on shares of Molina Healthcare from $235.00 to $220.00 and set an “equal weight” rating for the company in a research note on Tuesday. TD Cowen increased their price target on Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. UBS Group lifted their price target on Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a report on Friday, May 22nd. Truist Financial cut their price objective on Molina Healthcare from $250.00 to $225.00 and set a “hold” rating on the stock in a research report on Friday, July 24th. Finally, Wall Street Zen upgraded Molina Healthcare from a “sell” rating to a “hold” rating in a research note on Saturday, May 2nd. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Molina Healthcare currently has an average rating of “Hold” and a consensus target price of $202.44.
Check Out Our Latest Analysis on MOH
Molina Healthcare Price Performance
Molina Healthcare (NYSE:MOH – Get Free Report) last released its quarterly earnings data on Wednesday, July 22nd. The company reported $1.51 earnings per share (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 company had revenue of $10.87 billion for the quarter, compared to analyst estimates of $10.83 billion. During the same period in the previous year, the company posted $5.48 EPS. The firm’s revenue for the quarter was down 4.8% compared to the same quarter last year. As a group, equities research analysts forecast that Molina Healthcare will post 5.29 EPS for the current year.
Insider Buying and Selling
In related news, insider Jeff D. Barlow sold 17,811 shares of Molina Healthcare stock in a transaction on 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 sale, the insider owned 67,175 shares of the company’s stock, valued at approximately $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Maurice Hebert sold 600 shares of the company’s 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 completion of the transaction, the chief accounting officer owned 12,815 shares in the company, valued at $2,454,713.25. This represents a 4.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.44% of the stock is currently owned by company insiders.
Institutional Inflows and Outflows
Several institutional investors have recently modified their holdings of the stock. Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in Molina Healthcare by 0.7% in the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,668 shares of the company’s stock worth $2,616,000 after purchasing an additional 92 shares in the last quarter. Public Employees Retirement System of Ohio raised its stake in shares of Molina Healthcare by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 16,753 shares of the company’s stock worth $3,206,000 after acquiring an additional 104 shares in the last quarter. Brown Brothers Harriman & Co. lifted its position in 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 acquiring an additional 122 shares during the last quarter. Beacon Pointe Advisors LLC grew its holdings in Molina Healthcare by 9.9% in the fourth quarter. Beacon Pointe Advisors LLC now owns 1,416 shares of the company’s stock worth $246,000 after purchasing an additional 128 shares during the last quarter. Finally, MUFG Securities EMEA plc acquired a new stake in shares of Molina Healthcare in the 2nd quarter worth $48,000. 98.50% of the stock is currently owned by institutional investors.
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.
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