Molina Healthcare (NYSE:MOH – Get Free Report) was downgraded by equities researchers at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued on Monday, Zacks reports. Zacks Research also issued estimates for Molina Healthcare’s Q3 2026 earnings at $0.70 EPS, Q4 2026 earnings at $0.69 EPS, FY2026 earnings at $5.25 EPS, Q3 2027 earnings at $2.23 EPS, Q4 2027 earnings at $2.11 EPS, FY2027 earnings at $9.24 EPS, Q2 2028 earnings at $2.13 EPS and Q3 2028 earnings at $4.06 EPS.
Several other research firms have also issued reports on MOH. Weiss Ratings lowered shares of Molina Healthcare from a “sell (d+)” rating to a “sell (d)” rating in a report on Tuesday, October 6th. Royal Bank Of Canada decreased 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. Barclays decreased their price objective on Molina Healthcare from $184.00 to $180.00 and set an “underweight” rating for the company in a report on Friday, July 24th. Wall Street Zen cut Molina Healthcare from a “hold” rating to a “sell” rating in a research report on Sunday, October 4th. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of Molina Healthcare in a research note on Friday. Three research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $202.44.
Molina Healthcare Trading Up 2.5%
Molina Healthcare (NYSE:MOH – Get Free Report) 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. The company had revenue of $10.87 billion during the quarter, compared to analysts’ expectations of $10.83 billion. Molina Healthcare had a negative net margin of 0.02% and a positive return on equity of 3.73%. Molina Healthcare’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $5.48 earnings per share. As a group, sell-side analysts forecast that Molina Healthcare will post 5.29 EPS for the current fiscal year.
Hedge Funds Weigh In On Molina Healthcare
Several hedge funds have recently made changes to their positions in MOH. NorthCrest Asset Manangement LLC increased its position in shares of Molina Healthcare by 14.8% in the 3rd quarter. NorthCrest Asset Manangement LLC now owns 4,588 shares of the company’s stock valued at $898,000 after acquiring an additional 593 shares during the period. Wedmont Private Capital lifted its position in Molina Healthcare by 3.6% during the 3rd quarter. Wedmont Private Capital now owns 1,918 shares of the company’s stock worth $375,000 after acquiring an additional 66 shares during the period. LifeGoal Investments LLC lifted its position in Molina Healthcare by 7.2% during the 3rd quarter. LifeGoal Investments LLC now owns 1,585 shares of the company’s stock worth $300,000 after acquiring an additional 107 shares during the period. Farther Finance Advisors LLC lifted its position in Molina Healthcare by 15.3% during the 3rd quarter. Farther Finance Advisors LLC now owns 2,379 shares of the company’s stock worth $450,000 after acquiring an additional 315 shares during the period. Finally, Sequoia Financial Advisors LLC lifted its position in Molina Healthcare by 71.2% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 4,777 shares of the company’s stock worth $1,092,000 after acquiring an additional 1,987 shares during the period. 98.50% of the stock is owned by institutional investors and hedge funds.
Molina Healthcare News Roundup
Here are the key news stories impacting Molina Healthcare this week:
- Positive Sentiment: Investor sentiment toward managed-care insurers has improved, while Molina’s scheduled earnings release and the launch of its Illinois HealthChoice Medicaid contract are providing near-term catalysts. The company’s prior quarter also exceeded adjusted EPS expectations, supporting confidence in execution. Molina Healthcare Gains as Investors Weigh Sector Tailwinds and Near-Term Catalysts
- Positive Sentiment: Zacks Research continues to rate MOH “Strong Buy,” despite trimming several forecasts. The stock also outperformed peers during a broadly strong trading session, indicating favorable recent market momentum. Molina Healthcare Inc. stock outperforms competitors on strong trading day
- Neutral Sentiment: Molina is projected to report quarterly earnings on Wednesday, making the upcoming results and management outlook the key near-term catalysts for the shares. Molina Healthcare Projected to Post Quarterly Earnings on Wednesday
- Negative Sentiment: Zacks Research lowered EPS estimates across multiple periods: Q3 2026 to $0.70 from $0.71, Q4 2026 to $0.69 from $0.70, FY2026 to $5.25 from $5.27, FY2027 to $9.24 from $9.28, and modestly reduced 2027–2028 quarterly forecasts. The cuts suggest some pressure on expected profitability, although the revised FY2026 estimate remains close to the broader $5.29 consensus.
- Negative Sentiment: Recent insider activity consisted of sales rather than purchases, while one analyst comparison favored Centene over Molina because of Centene’s valuation and earnings outlook. These signals may weigh on sentiment. Centene vs. Molina: Which Managed Care Stock Has More Upside?
Molina Healthcare Company Profile
Molina Healthcare, Inc is a managed-care company that provides health insurance and related healthcare services primarily to individuals and families who receive coverage through government-sponsored programs. Its main lines of business include Medicaid, Medicare, and health plans offered through government marketplaces.
The company works with state and federal agencies, healthcare providers, and community organizations to coordinate care for members, including low-income adults and children, seniors, and people with disabilities or complex medical needs.
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