Molina Healthcare (NYSE:MOH – Get Free Report) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 5.250- for the period, compared to the consensus estimate of 5.260.
Wall Street Analyst Weigh In
Several analysts recently commented on MOH shares. Robert W. Baird set a $198.00 target price on Molina Healthcare in a research report on Friday. TD Cowen boosted their price target on Molina Healthcare from $163.00 to $230.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. Jefferies Financial Group reiterated a “hold” rating and set a $220.00 price target on shares of Molina Healthcare in a research report on Friday. Truist Financial decreased their price target on Molina Healthcare from $250.00 to $225.00 and set a “hold” rating for the company in a research note on Friday, July 24th. Finally, Mizuho set a $255.00 price target on Molina Healthcare in a report on Friday. Three analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $209.62.
Read Our Latest Stock Report on MOH
Molina Healthcare Trading Down 3.5%
Shares of NYSE:MOH opened at $208.96 on Friday. The company has a 50 day moving average of $200.65 and a 200-day moving average of $196.15. The firm has a market cap of $10.91 billion, a P/E ratio of -217.66, a P/E/G ratio of 30.18 and a beta of 0.78. Molina Healthcare has a twelve month low of $121.06 and a twelve month high of $244.89. The company has a current ratio of 1.69, a quick ratio of 1.68 and a debt-to-equity ratio of 0.95.
Molina Healthcare (NYSE:MOH – Get Free Report) last posted its quarterly earnings data on Wednesday, October 21st. The company reported $0.89 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.10. Molina Healthcare had a negative net margin of 0.11% and a positive return on equity of 2.50%. The business had revenue of $11.08 billion for the quarter, compared to analyst estimates of $10.86 billion. During the same quarter last year, the business earned $1.84 earnings per share. The business’s revenue for the quarter was down 3.4% on a year-over-year basis. As a group, analysts anticipate that Molina Healthcare will post 5.30 earnings per share for the current fiscal year.
Molina Healthcare News Roundup
Here are the key news stories impacting Molina Healthcare this week:
- Positive Sentiment: Third-quarter adjusted EPS came in at $0.89, ahead of estimates, while revenue of $11.08 billion also exceeded expectations. The company reaffirmed its broader outlook, supporting confidence that Medicaid margins are stabilizing. Molina Surpasses Q3 Earnings and Revenue Estimates
- Positive Sentiment: Management outlined at least $45 billion of premium revenue for 2027, while its earnings “building blocks” totaled more than $9.50 per share. The outlook suggests potential for growth from premium expansion, Medicaid rate increases and improved margins. Molina Outlines 2027 Premium and EPS Outlook
- Positive Sentiment: Bank of America Securities maintained a Buy rating on MOH, indicating that some analysts view the recent weakness as an opportunity despite near-term cost pressures. Bank of America Maintains Buy Rating
- Neutral Sentiment: Molina updated fiscal 2026 EPS guidance to approximately $5.25, broadly in line with the $5.26 consensus estimate. The limited change reduces the likelihood of a major earnings-estimate reset but offers little new upside catalyst.
- Neutral Sentiment: Analyst opinion remains divided: Morgan Stanley raised its price target from $167 to $192 but retained an Equal Weight rating, while other coverage remains more constructive. Morgan Stanley Raises Molina Price Target
- Negative Sentiment: Net income fell sharply year over year to about $38 million, and revenue declined 3.4% from the prior-year quarter. Earnings also dropped from $1.84 per share a year earlier, highlighting continued profitability pressure despite the quarterly beat. Molina Reports Q3 Net Income Decline
- Negative Sentiment: Membership shrinkage, elevated medical costs and uncertainty around Medicaid rate timing remain key risks. Morgan Stanley’s target is below the current trading level, reinforcing valuation concerns and helping explain the pressure on MOH shares.
Molina Healthcare Company Profile
Molina Healthcare, Inc is a managed-care company that provides health insurance and related services primarily through government-sponsored programs. Its offerings include Medicaid, Medicare, Medicare-Medicaid dual-eligible plans and health plans sold through government marketplaces under the Affordable Care Act.
The company’s services generally include medical care coordination, behavioral health support, pharmacy benefits and, depending on the plan and state, dental and vision benefits.
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