Molina Healthcare (NYSE:MOH) Stock Rating Upgraded by Zacks Research

Molina Healthcare (NYSE:MOH) was upgraded by research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report released on Thursday,Zacks.com reports.

MOH has been the subject of several other reports. Cantor Fitzgerald reiterated a “neutral” rating on shares of Molina Healthcare in a research report on Friday. Mizuho set a $215.00 target price on Molina Healthcare in a research report on Monday, June 8th. Morgan Stanley raised their target price on Molina Healthcare from $146.00 to $167.00 and gave the company an “equal weight” rating in a research report on Thursday, June 4th. Bank of America raised Molina Healthcare from an “underperform” rating to a “buy” rating and set a $250.00 target price on the stock in a research note on Wednesday, April 29th. Finally, Truist Financial reduced their price target on Molina Healthcare from $250.00 to $225.00 and set a “hold” rating for the company in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $203.38.

Molina Healthcare Trading Down 1.3%

Shares of NYSE:MOH opened at $197.64 on Thursday. The company has a market cap of $10.30 billion, a PE ratio of -1,097.94 and a beta of 0.74. The company’s 50-day moving average price is $206.19 and its 200 day moving average price is $177.02. Molina Healthcare has a fifty-two week low of $121.06 and a fifty-two week high of $244.89. The company has a quick ratio of 1.63, a current ratio of 1.68 and a debt-to-equity ratio of 0.95.

Molina Healthcare (NYSE:MOH) last posted its earnings results 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 negative net margin of 0.02% and a positive return on equity of 3.73%. The firm had revenue of $10.87 billion during the quarter, compared to analyst estimates of $10.83 billion. During the same period in the previous year, the business posted $5.48 EPS. Molina Healthcare’s revenue was down 4.8% on a year-over-year basis. Sell-side analysts anticipate that Molina Healthcare will post 5.25 earnings per share for the current year.

Insiders Place Their Bets

In other Molina Healthcare news, CAO Maurice Hebert sold 600 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $191.55, for a total transaction of $114,930.00. Following the completion of the transaction, the chief accounting officer directly owned 12,815 shares of the company’s stock, valued at approximately $2,454,713.25. This trade represents a 4.47% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Jeff D. Barlow sold 17,811 shares of Molina Healthcare stock in a transaction on Monday, May 11th. The shares were sold at an average price of $186.12, for a total value of $3,314,983.32. Following the transaction, the insider owned 67,175 shares in the company, valued at approximately $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.44% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Family Wealth Partners LLC bought a new stake in Molina Healthcare in the second quarter worth about $298,000. Contravisory Investment Management Inc. bought a new position in shares of Molina Healthcare during the 2nd quarter valued at about $89,000. Chemistry Wealth Management LLC boosted its position in shares of Molina Healthcare by 52.5% during the 2nd quarter. Chemistry Wealth Management LLC now owns 15,517 shares of the company’s stock valued at $3,549,000 after purchasing an additional 5,339 shares in the last quarter. Beacon Investment Advisory Services Inc. grew its stake in shares of Molina Healthcare by 13.3% in the 2nd quarter. Beacon Investment Advisory Services Inc. now owns 5,202 shares of the company’s stock worth $1,190,000 after purchasing an additional 609 shares during the last quarter. Finally, Aurora Investment Managers LLC. grew its stake in shares of Molina Healthcare by 118.9% in the 2nd quarter. Aurora Investment Managers LLC. now owns 38,576 shares of the company’s stock worth $8,822,000 after purchasing an additional 20,956 shares during the last quarter. Institutional investors own 98.50% of the company’s stock.

Key Molina Healthcare News

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

• Positive Sentiment: Molina Healthcare beat Q2 earnings expectations with EPS of $1.51, and lower operating expenses helped offset weaker premium revenue and softer investment income. The company also raised its 2026 EPS outlook, which supports the long-term earnings case. Article Title
• Positive Sentiment: Analysts still see some upside from current levels despite recent weakness, with Truist and RBC both saying the stock could rise into the low-to-mid $200s. Article Title
• Neutral Sentiment: Wall Street’s consensus recommendation remains “Hold,” suggesting analysts are not turning bullish yet, but are also not broadly negative on the name. Article Title
• Negative Sentiment: Revenue and membership trends remain a concern, and multiple reports said investors were disappointed by weaker premium revenue and softer guidance even after the earnings beat. Article Title
• Negative Sentiment: Market reaction has been negative because Molina warned about a smaller Obamacare footprint and ongoing pressure in its Medicaid/ACA businesses, which outweighed the earnings beat. Article Title

About Molina Healthcare

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.