Swiss National Bank trimmed its position in shares of Molina Healthcare, Inc (NYSE:MOH – Free Report) by 5.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,600 shares of the company’s stock after selling 5,300 shares during the quarter. Swiss National Bank’s holdings in Molina Healthcare were worth $13,543,000 as of its most recent SEC filing.
Several other large investors have also recently made changes to their positions in the company. Baird Financial Group Inc. acquired a new stake in Molina Healthcare during the first quarter valued at $210,000. NewEdge Advisors LLC raised its position in shares of Molina Healthcare by 33.4% in the first quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock worth $364,000 after acquiring an additional 277 shares during the period. Jones Financial Companies Lllp boosted its stake in shares of Molina Healthcare by 713.3% during the 1st quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock worth $544,000 after acquiring an additional 1,448 shares in the last quarter. Goldman Sachs Group Inc. grew its position in shares of Molina Healthcare by 19.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company’s stock valued at $82,172,000 after acquiring an additional 40,531 shares during the period. Finally, Woodline Partners LP acquired a new stake in shares of Molina Healthcare during the 1st quarter valued at about $1,541,000. 98.50% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Molina Healthcare
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
Molina Healthcare Trading Down 1.3%
Molina Healthcare (NYSE:MOH – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $10.83 billion. During the same period in the previous year, the business earned $5.48 EPS. Molina Healthcare’s quarterly revenue was down 4.8% on a year-over-year basis. On average, sell-side analysts predict that Molina Healthcare, Inc will post 5.31 EPS for the current fiscal year.
Analyst Ratings Changes
MOH has been the subject of several recent analyst reports. Cantor Fitzgerald restated a “neutral” rating on shares of Molina Healthcare in a research note on Friday. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $129.00 price objective on shares of Molina Healthcare in a report on Friday, April 24th. Zacks Research upgraded Molina Healthcare from a “hold” rating to a “strong-buy” rating in a research report on Thursday. Weiss Ratings downgraded Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday. Finally, Wells Fargo & Company increased their target price on Molina Healthcare from $159.00 to $235.00 and gave the company an “equal weight” rating in a research report on Monday, July 13th. 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, Molina Healthcare currently has a consensus rating of “Hold” and an average price target of $203.38.
Get Our Latest Research Report on Molina Healthcare
Insider Buying and Selling
In related 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 value 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 represents a 4.47% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jeff D. Barlow sold 17,811 shares of the firm’s 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 completion of the transaction, the insider owned 67,175 shares in the company, valued at $12,502,611. The trade was a 20.96% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.44% of the company’s stock.
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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