Focus Partners Advisor Solutions LLC Invests $2.48 Million in Molina Healthcare, Inc $MOH

Focus Partners Advisor Solutions LLC bought a new stake in shares of Molina Healthcare, Inc (NYSE:MOH) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 10,829 shares of the company’s stock, valued at approximately $2,477,000.

Several other hedge funds also recently added to or reduced their stakes in the business. Baird Financial Group Inc. acquired a new stake in Molina Healthcare during the 1st quarter worth about $210,000. NewEdge Advisors LLC raised its stake in shares of Molina Healthcare by 33.4% during the 1st quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock valued at $364,000 after buying an additional 277 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in shares of Molina Healthcare by 713.3% in the 1st quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock valued at $544,000 after buying an additional 1,448 shares during the period. Goldman Sachs Group Inc. lifted its holdings in shares of Molina Healthcare by 19.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company’s stock valued at $82,172,000 after buying an additional 40,531 shares during the period. Finally, Woodline Partners LP purchased a new stake in shares of Molina Healthcare in the first quarter worth about $1,541,000. 98.50% of the stock is owned by hedge funds and other institutional investors.

Molina Healthcare Trading Up 3.2%

MOH stock opened at $212.24 on Friday. Molina Healthcare, Inc has a 52-week low of $121.06 and a 52-week high of $244.89. The company has a quick ratio of 1.68, a current ratio of 1.68 and a debt-to-equity ratio of 0.95. The firm has a market cap of $11.08 billion, a P/E ratio of -1,179.07, a PEG ratio of 30.44 and a beta of 0.75. The company’s 50-day simple moving average is $210.98 and its 200-day simple moving average is $178.08.

Molina Healthcare (NYSE:MOH) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.39 by $0.12. The firm had revenue of $10.87 billion during 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%.Molina Healthcare’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.48 EPS. As a group, equities analysts forecast that Molina Healthcare, Inc will post 5.29 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently commented on MOH. Jefferies Financial Group set a $230.00 target price on Molina Healthcare in a report on Tuesday, July 14th. Mizuho set a $215.00 price target on Molina Healthcare in a report on Monday, June 8th. Robert W. Baird upped their price objective on Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a research report on Monday, May 11th. Weiss Ratings cut shares of Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, July 24th. Finally, Wells Fargo & Company cut their target price 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, July 28th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $202.44.

Molina Healthcare News Summary

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

• Positive Sentiment: Zacks Research raised multiple future EPS forecasts and reiterated a “Strong-Buy” rating. Estimates increased for Q4 2026 to $0.70 from $0.53, Q1 2027 to $2.53 from $1.60, Q2 2027 to $2.22 from $1.82, Q4 2027 to $2.87 from $2.00, FY2027 to $10.05 from $7.61, and FY2028 to $11.94 from $9.76. The revisions suggest analysts see stronger earnings power beyond the near term, although the current-year consensus remains $5.29 per share.
• Positive Sentiment: Recent quarterly results and raised guidance are supporting a recovery in sentiment. Molina reported second-quarter adjusted EPS of $1.51, above expectations, and increased its minimum 2026 adjusted earnings outlook to $5.25 from $5.00. Investors appear to be reassessing the stock after its post-earnings selloff, with Medicaid policy clarity and resilient profitability helping drive the rebound. Molina Healthcare Surged on Medicaid Clarity and Robust Results
• Positive Sentiment: Investor interest from Michael Burry provides an additional sentiment boost. Burry reportedly added to his Molina position at approximately $198, signaling confidence in the company’s valuation and longer-term healthcare prospects ahead of election-related Medicaid policy discussions. Michael Burry Adds to Molina Healthcare Position
• Neutral Sentiment: Not all estimate changes were favorable. Zacks reduced its Q3 2026 EPS forecast to $0.72 from $1.07 and cut Q2 2028 EPS to $2.30 from $2.60, underscoring continuing near-term earnings and cost pressures.
• Negative Sentiment: Insider transactions were weighted toward selling. Company insiders recorded three sales versus one purchase over the past six months, a potentially cautious signal, though these transactions do not necessarily reflect management’s outlook.

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.