Molina Healthcare (NYSE:MOH) Updates FY 2026 Earnings Guidance

Molina Healthcare (NYSE:MOH) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 5.250- for the period, compared to the consensus estimate of 5.170. The company issued revenue guidance of -, compared to the consensus revenue estimate of $44.4 billion.

Molina Healthcare Stock Performance

Shares of Molina Healthcare stock traded up $1.40 during trading hours on Friday, reaching $196.10. The company had a trading volume of 680,549 shares, compared to its average volume of 1,590,305. The firm has a market cap of $10.24 billion, a PE ratio of -1,089.40, a price-to-earnings-growth ratio of 27.89 and a beta of 0.74. Molina Healthcare has a one year low of $121.06 and a one year high of $244.89. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68. The business has a fifty day simple moving average of $207.67 and a 200 day simple moving average of $177.58.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings data 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. The company had revenue of $10.87 billion for the quarter, compared to analyst estimates of $10.83 billion. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The firm’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same period in the previous year, the company posted $5.48 EPS. On average, analysts anticipate that Molina Healthcare will post 5.29 earnings per share for the current fiscal year.

Analyst Ratings Changes

MOH has been the topic of several analyst reports. Royal Bank Of Canada decreased their price target on Molina Healthcare from $248.00 to $218.00 and set a “sector perform” rating on the stock in a research report on Friday, July 24th. Truist Financial reduced their price objective on shares of Molina Healthcare from $250.00 to $225.00 and set a “hold” rating for the company in a research note on Friday, July 24th. Robert W. Baird upped their target price on shares of Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Bank of America upgraded shares of 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, Wells Fargo & Company cut their price target on shares of Molina Healthcare from $235.00 to $220.00 and set an “equal weight” rating for the company in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $202.44.

Insider Buying and Selling

In other Molina Healthcare news, CAO Maurice Hebert sold 600 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were 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 owned 12,815 shares of the company’s stock, valued at $2,454,713.25. The trade was a 4.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 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 transaction of $3,314,983.32. Following the sale, the insider owned 67,175 shares in the company, valued at approximately $12,502,611. This trade represents a 20.96% decrease in their position. The SEC filing for this sale provides additional information. 1.44% of the stock is owned by insiders.

Hedge Funds Weigh In On Molina Healthcare

Hedge funds and other institutional investors have recently modified their holdings of the company. AQR Capital Management LLC boosted its stake in shares of Molina Healthcare by 217.0% during the third quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock valued at $561,475,000 after purchasing an additional 2,008,458 shares during the period. T. Rowe Price Investment Management Inc. increased its stake in shares of Molina Healthcare by 10.2% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,171,433 shares of the company’s stock worth $376,831,000 after buying an additional 201,772 shares during the period. Invesco Ltd. raised its holdings in Molina Healthcare by 24.2% during the 4th quarter. Invesco Ltd. now owns 1,690,981 shares of the company’s stock valued at $293,453,000 after buying an additional 329,679 shares during the last quarter. Victory Capital Management Inc. raised its holdings in Molina Healthcare by 46.4% during the 4th quarter. Victory Capital Management Inc. now owns 1,410,604 shares of the company’s stock valued at $244,796,000 after buying an additional 447,078 shares during the last quarter. Finally, Dimensional Fund Advisors LP boosted its position in Molina Healthcare by 20.1% during the 4th quarter. Dimensional Fund Advisors LP now owns 1,127,761 shares of the company’s stock valued at $195,704,000 after buying an additional 189,084 shares during the period. 98.50% of the stock is currently owned by hedge funds and other institutional investors.

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.