Molina Healthcare, Inc $MOH Stock: Investment House LLC Decreases Stake

Investment House LLC trimmed its position in Molina Healthcare, Inc (NYSE:MOH) by 15.3% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 164,196 shares of the company’s stock after selling 29,555 shares during the period. Molina Healthcare makes up 1.4% of Investment House LLC’s portfolio, making the stock its 15th biggest holding. Investment House LLC’s holdings in Molina Healthcare were worth $31,049,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently made changes to their positions in the company. BlackRock Inc. bought a new position in Molina Healthcare in the 2nd quarter worth about $1,503,052,000. Dimensional Fund Advisors LP increased its holdings in shares of Molina Healthcare by 23.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,394,882 shares of the company’s stock valued at $185,929,000 after acquiring an additional 267,121 shares during the last quarter. Wellington Management Group LLP raised its stake in Molina Healthcare by 11.9% during the 2nd quarter. Wellington Management Group LLP now owns 1,267,207 shares of the company’s stock valued at $289,810,000 after purchasing an additional 135,247 shares during the last quarter. Manning & Napier Advisors LLC bought a new stake in Molina Healthcare in the 2nd quarter valued at approximately $152,339,000. Finally, Maverick Capital Ltd. bought a new position in shares of Molina Healthcare in the 1st quarter valued at about $86,081,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Key Headlines Impacting Molina Healthcare

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

• Positive Sentiment: Adjusted earnings were $0.89 per share, above the $0.79 consensus estimate, while revenue of $11.08 billion exceeded expectations of $10.86 billion. The earnings beat likely provided near-term support for the stock. Molina Healthcare third-quarter results
• Positive Sentiment: Management reaffirmed its 2026 outlook, including approximately $42 billion in premium revenue and at least $2.38 in GAAP earnings per diluted share. Operating cash flow reached $629 million through the first nine months, supporting the company’s financial position. Molina Healthcare GAAP earnings report
• Neutral Sentiment: The earnings call is likely to remain important for investors seeking details on Medicaid profitability, the new Florida contract and Molina’s planned 2027 exit from its traditional Medicare Advantage Part D product. Molina Healthcare Q3 2026 earnings call transcript
• Negative Sentiment: Underlying results deteriorated year over year. GAAP net income fell to $38 million from $79 million, or $0.73 per share versus $1.51, while premium revenue declined 4% and membership fell to approximately 4.9 million. The medical care ratio also increased to 92.9% from 92.6%, signaling ongoing medical-cost and margin pressure. Molina Healthcare lower third-quarter profit

Molina Healthcare Stock Up 0.8%

MOH opened at $216.55 on Friday. The stock has a market capitalization of $11.30 billion, a P/E ratio of 107.45, a P/E/G ratio of 30.81 and a beta of 0.78. Molina Healthcare, Inc has a 12 month low of $121.06 and a 12 month high of $244.89. The business has a 50 day simple moving average of $200.71 and a 200-day simple moving average of $196.06. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings data on Wednesday, October 21st. The company reported $0.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.10. The firm had revenue of $11.08 billion during the quarter, compared to analysts’ expectations of $10.86 billion. Molina Healthcare had a positive return on equity of 2.51% and a negative net margin of 0.11%. Molina Healthcare’s revenue was down 3.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.84 earnings per share. On average, equities analysts anticipate that Molina Healthcare, Inc will post 5.28 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on MOH shares. Truist Financial cut their price objective on shares of Molina Healthcare from $250.00 to $225.00 and set a “hold” rating on the stock in a research report on Friday, July 24th. Royal Bank Of Canada dropped their price objective on shares of Molina Healthcare from $248.00 to $218.00 and set a “sector perform” rating on the stock in a report on Friday, July 24th. Zacks Research downgraded shares of Molina Healthcare from a “strong-buy” rating to a “hold” rating in a research note on Monday, October 12th. TD Cowen upped their target price on Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a research report on Tuesday, July 14th. Finally, Weiss Ratings raised shares of Molina Healthcare from a “sell (d)” rating to a “sell (d+)” rating in a report on Wednesday. Three research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $202.44.

Molina Healthcare 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.