Molina Healthcare (NYSE:MOH) Price Target Raised to $192.00

Posted by George Bondi on Oct 26th, 2026

Molina Healthcare (NYSE:MOH – Free Report) had its target price upped by Morgan Stanley from $167.00 to $192.00 in a report released on Friday,Benzinga reports. The firm currently has an equal weight rating on the stock.

A number of other research firms have also issued reports on MOH. Jefferies Financial Group restated a “hold” rating and set a $220.00 price objective on shares of Molina Healthcare in a research report on Friday. Sanford C. Bernstein set a $286.00 target price on Molina Healthcare in a research report on Monday, July 13th. Wall Street Zen cut Molina Healthcare from a “hold” rating to a “sell” rating in a research note on Sunday, October 4th. Mizuho set a $255.00 price target on shares of Molina Healthcare in a report on Friday. Finally, Barclays reduced their price target on shares of Molina Healthcare from $180.00 to $178.00 and set an “underweight” rating for the company in a report on Friday. Three analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Molina Healthcare presently has an average rating of “Hold” and an average price target of $209.62.

View Our Latest Stock Analysis on MOH

Molina Healthcare Stock Performance

Shares of MOH stock opened at $208.96 on Friday. The company has a quick ratio of 1.69, a current ratio of 1.69 and a debt-to-equity ratio of 0.95. The business has a 50 day moving average of $200.65 and a two-hundred day moving average of $196.52. Molina Healthcare has a 52 week low of $121.06 and a 52 week high of $244.89. The company has a market cap of $10.91 billion, a P/E ratio of -217.66, a PEG ratio of 29.89 and a beta of 0.78.

Molina Healthcare (NYSE:MOH – Get Free Report) last posted its earnings results on Wednesday, October 21st. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.79 by $0.10. The company had revenue of $11.08 billion during the quarter, compared to analyst estimates of $10.86 billion. Molina Healthcare had a positive return on equity of 2.50% and a negative net margin of 0.11%. The business’s revenue was down 3.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.84 earnings per share. As a group, analysts anticipate that Molina Healthcare will post 5.30 EPS for the current year.

Hedge Funds Weigh In On Molina Healthcare

A number of institutional investors and hedge funds have recently added to or reduced their stakes in MOH. Fortitude Family Office LLC raised its stake in Molina Healthcare by 63.7% during the 3rd quarter. Fortitude Family Office LLC now owns 131 shares of the company’s stock valued at $25,000 after acquiring an additional 51 shares in the last quarter. Physician Wealth Advisors Inc. boosted its position in Molina Healthcare by 1,250.0% during the 1st quarter. Physician Wealth Advisors Inc. now owns 216 shares of the company’s stock worth $29,000 after acquiring an additional 200 shares during the period. SJS Investment Consulting Inc. grew its stake in shares of Molina Healthcare by 504.9% in the first quarter. SJS Investment Consulting Inc. now owns 248 shares of the company’s stock worth $33,000 after purchasing an additional 207 shares in the last quarter. Elevation Wealth Partners LLC grew its stake in shares of Molina Healthcare by 118.2% in the second quarter. Elevation Wealth Partners LLC now owns 144 shares of the company’s stock worth $33,000 after purchasing an additional 78 shares in the last quarter. Finally, Global Retirement Partners LLC bought a new position in shares of Molina Healthcare in the second quarter worth $39,000. 98.50% of the stock is owned by institutional investors.

Key Stories Impacting Molina Healthcare

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.

About Molina Healthcare

(Get Free Report)

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.