99,066 Shares in Molina Healthcare, Inc $MOH Acquired by Diamond Hill Capital Management LLC Investment Advisor

Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of Molina Healthcare, Inc (NYSE:MOH) in the 2nd quarter, Holdings Channel reports. The firm purchased 99,066 shares of the company’s stock, valued at approximately $22,656,000.

A number of other large investors also recently modified their holdings of MOH. Elevation Wealth Partners LLC raised its holdings in shares of Molina Healthcare by 118.2% in the 2nd quarter. Elevation Wealth Partners LLC now owns 144 shares of the company’s stock valued at $33,000 after purchasing an additional 78 shares in the last quarter. Torren Management LLC acquired a new position in shares of Molina Healthcare during the fourth quarter worth $26,000. MUFG Securities EMEA plc acquired a new position in shares of Molina Healthcare during the second quarter worth $48,000. Global Retirement Partners LLC purchased a new position in Molina Healthcare in the second quarter valued at $39,000. Finally, Quarry LP purchased a new position in Molina Healthcare in the fourth quarter valued at $32,000. 98.50% of the stock is owned by hedge funds and other institutional investors.

Molina Healthcare Stock Down 0.1%

Molina Healthcare stock opened at $212.24 on Monday. The company has a market capitalization 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 has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68. Molina Healthcare, Inc has a fifty-two week low of $121.06 and a fifty-two week high of $244.89. The stock has a 50-day simple moving average of $210.98 and a 200-day simple moving average of $177.92.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings results on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, topping the consensus estimate 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 was down 4.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.48 earnings per share. Equities research analysts expect that Molina Healthcare, Inc will post 5.29 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have issued reports on MOH. Robert W. Baird lifted their price target on Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $129.00 price objective on shares of Molina Healthcare in a report on Friday, April 24th. Zacks Research raised Molina Healthcare from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 23rd. Mizuho set a $215.00 target price on Molina Healthcare in a research note on Monday, June 8th. Finally, TD Cowen upped their price target on Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. 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. According to data from MarketBeat, Molina Healthcare presently has a consensus rating of “Hold” and a consensus price target of $202.44.

More Molina Healthcare News

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.

Molina Healthcare 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.