Molina Healthcare (NYSE:MOH) Posts Earnings Results

Molina Healthcare (NYSE:MOH) issued its quarterly earnings data on Wednesday. The company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.10, FiscalAI reports. Molina Healthcare had a negative net margin of 0.11% and a positive return on equity of 2.51%. The firm had revenue of $11.08 billion for the quarter, compared to analysts’ expectations of $10.86 billion. During the same period in the prior year, the firm earned $1.84 earnings per share. The company’s quarterly revenue was down 3.4% compared to the same quarter last year.

Molina Healthcare Trading Up 0.8%

NYSE MOH opened at $216.55 on Friday. Molina Healthcare has a 12 month low of $121.06 and a 12 month high of $244.89. The stock has a 50-day simple moving average of $200.71 and a 200 day simple moving average of $196.06. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.95. The company has a market capitalization of $11.30 billion, a PE ratio of -1,202.98, a P/E/G ratio of 30.81 and a beta of 0.78.

Key Molina Healthcare News

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

• Positive Sentiment: 2027 outlook supports the investment case: Molina outlined a 2027 premium-revenue opportunity of at least $45 billion, while its earnings “building blocks” totaled more than $9.50 per share. The framework suggests potential for meaningful growth as the company adjusts its business mix. Molina outlines 2027 premium and EPS outlook
• Positive Sentiment: Third-quarter results beat estimates: Adjusted EPS was $0.89, above the roughly $0.72-$0.79 analyst expectations, while revenue of $11.08 billion exceeded the $10.86 billion consensus. Management also reaffirmed 2026 guidance for approximately $42 billion in premium revenue and at least $2.38 in GAAP EPS. Molina surpasses third-quarter estimates
• Neutral Sentiment: Management remained optimistic but acknowledged cost pressures: The earnings call emphasized Molina’s longer-term growth plans and efforts to improve performance, although investors continue to monitor Medicaid profitability, elevated medical costs and the impact of the Florida contract. Molina earnings call highlights
• Negative Sentiment: Underlying financial trends remain weak: GAAP net income fell to $38 million from $79 million a year earlier, and GAAP diluted EPS declined to $0.73 from $1.51. Premium revenue decreased 4% year over year, membership was approximately 4.9 million, and the medical care ratio rose to 92.9% from 92.6%, signaling margin pressure. Molina posts lower third-quarter profit and revenue

Analysts Set New Price Targets

Several research analysts recently weighed in on MOH shares. Zacks Research cut shares of Molina Healthcare from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 12th. Sanford C. Bernstein set a $286.00 price target on Molina Healthcare in a research note on Monday, July 13th. Cantor Fitzgerald reiterated a “neutral” rating on shares of Molina Healthcare in a report on Friday, October 9th. Weiss Ratings upgraded Molina Healthcare from a “sell (d)” rating to a “sell (d+)” rating in a report on Wednesday. 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 on the stock in a research report on Tuesday, July 28th. Three research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Molina Healthcare currently has an average rating of “Hold” and an average target price of $205.62.

Molina Healthcare Company 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.