Molina Healthcare, Inc $MOH Shares Acquired by Kopernik Global Investors LLC

Kopernik Global Investors LLC lifted its position in shares of Molina Healthcare, Inc (NYSE:MOH) by 132.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 291,941 shares of the company’s stock after buying an additional 166,407 shares during the quarter. Molina Healthcare comprises 2.7% of Kopernik Global Investors LLC’s holdings, making the stock its 15th biggest position. Kopernik Global Investors LLC’s holdings in Molina Healthcare were worth $38,916,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of MOH. Baird Financial Group Inc. purchased a new position in shares of Molina Healthcare during the 1st quarter worth $210,000. NewEdge Advisors LLC boosted its holdings in shares of Molina Healthcare by 33.4% during the first quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock worth $364,000 after purchasing an additional 277 shares during the last quarter. Jones Financial Companies Lllp grew its position in shares of Molina Healthcare by 713.3% in the first quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock valued at $544,000 after purchasing an additional 1,448 shares during the period. Goldman Sachs Group Inc. increased its stake in Molina Healthcare by 19.4% in the first quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company’s stock valued at $82,172,000 after purchasing an additional 40,531 shares during the last quarter. Finally, Woodline Partners LP acquired a new position in Molina Healthcare in the first quarter valued at $1,541,000. Institutional investors and hedge funds own 98.50% of the company’s stock.

Molina Healthcare Trading Down 1.5%

Shares of MOH opened at $223.13 on Thursday. Molina Healthcare, Inc has a 12 month low of $121.06 and a 12 month high of $244.89. The stock’s 50-day moving average is $205.66 and its two-hundred day moving average is $176.72. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.63 and a quick ratio of 1.63. The stock has a market cap of $11.63 billion, a PE ratio of 66.02 and a beta of 0.74.

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. The business had revenue of $10.87 billion during the quarter, compared to analyst estimates of $10.83 billion. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The company’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same quarter last year, the firm earned $5.48 earnings per share. Equities analysts forecast that Molina Healthcare, Inc will post 5.23 earnings per share for the current fiscal year.

More Molina Healthcare News

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

• Positive Sentiment: Molina reported Q2 earnings of $1.51 per share, topping Wall Street estimates, and revenue of $10.87 billion was also slightly ahead of expectations. Molina Healthcare (NYSE:MOH) posts Q2 CY2026 sales in line with estimates but stock drops on weak guidance
• Positive Sentiment: The company raised its annual profit forecast as Medicaid trends stabilized, which suggests some improvement in its core government-backed membership business. Molina Healthcare lifts annual profit forecast as Medicaid stabilizes
• Neutral Sentiment: Quarterly results also showed lower year-over-year profit and revenue, reflecting pressure from declining membership and higher medical care costs, which tempers the upbeat earnings beat. Molina Healthcare Posts Lower Profit, Revenue as Membership Declines
• Negative Sentiment: Investors appear concerned that weaker Obamacare/exchange performance and cautious forward guidance could offset the earnings beat, contributing to the stock’s decline today. Molina’s profit forecast lift overshadowed by Obamacare weakness

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on MOH shares. Jefferies Financial Group set a $230.00 target price on Molina Healthcare in a research report on Tuesday, July 14th. UBS Group lifted their price target on Molina Healthcare from $180.00 to $202.00 and gave the company a “neutral” rating in a report on Friday, May 22nd. Wells Fargo & Company upped their price objective on shares of Molina Healthcare from $159.00 to $235.00 and gave the company an “equal weight” rating in a research note on Monday, July 13th. Weiss Ratings raised shares of Molina Healthcare from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, June 25th. Finally, TD Cowen upped their price target on shares of Molina Healthcare from $163.00 to $230.00 and gave the stock a “hold” rating in a research report on Tuesday, July 14th. Three equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $207.06.

Insider Buying and Selling

In other Molina Healthcare news, insider Jeff D. Barlow sold 17,811 shares of the stock in a transaction that occurred 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 sale, the insider owned 67,175 shares of the company’s stock, valued at $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Maurice Hebert sold 600 shares of Molina Healthcare stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $191.55, for a total transaction of $114,930.00. Following the sale, the chief accounting officer owned 12,815 shares in the company, valued at $2,454,713.25. This represents a 4.47% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.44% of the stock is owned by corporate insiders.

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.