Molina Healthcare (NYSE:MOH) Updates FY 2026 Earnings Guidance

Molina Healthcare (NYSE:MOH) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 5.000- for the period, compared to the consensus estimate of 5.180. The company issued revenue guidance of -.

Molina Healthcare Trading Up 3.8%

NYSE MOH opened at $200.55 on Friday. The firm’s 50 day moving average price is $174.79 and its two-hundred day moving average price is $164.50. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.63 and a current ratio of 1.63. Molina Healthcare has a twelve month low of $121.06 and a twelve month high of $311.52. The stock has a market cap of $10.45 billion, a price-to-earnings ratio of 59.33 and a beta of 0.80.

Molina Healthcare (NYSE:MOH) last issued its earnings results on Wednesday, April 22nd. The company reported $2.35 EPS for the quarter, topping the consensus estimate of $1.57 by $0.78. The business had revenue of $10.80 billion during the quarter, compared to analysts’ expectations of $10.91 billion. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.Molina Healthcare’s revenue was down 3.1% compared to the same quarter last year. During the same quarter last year, the firm posted $6.08 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities analysts anticipate that Molina Healthcare will post 5.23 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts have issued reports on MOH shares. Truist Financial lifted their target price on shares of Molina Healthcare from $180.00 to $205.00 and gave the company a “hold” rating in a research note on Monday, May 11th. Barclays boosted their price objective on shares of Molina Healthcare from $161.00 to $199.00 and gave the stock an “underweight” rating in a research note on Tuesday, May 26th. Robert W. Baird boosted their price objective on shares of Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a research note on Monday, May 11th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $129.00 price objective on shares of Molina Healthcare in a research note on Friday, April 24th. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Molina Healthcare in a research note on Friday, March 13th. Three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Molina Healthcare presently has a consensus rating of “Hold” and a consensus price target of $182.73.

Insider Buying and Selling at Molina Healthcare

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

Institutional Trading of Molina Healthcare

Hedge funds have recently modified their holdings of the company. Quarry LP acquired a new stake in shares of Molina Healthcare in the 4th quarter valued at approximately $32,000. Triumph Capital Management increased its stake in Molina Healthcare by 4,625.0% during the 4th quarter. Triumph Capital Management now owns 189 shares of the company’s stock worth $33,000 after purchasing an additional 185 shares in the last quarter. Brown Brothers Harriman & Co. grew its stake in shares of Molina Healthcare by 96.1% during the 4th quarter. Brown Brothers Harriman & Co. now owns 249 shares of the company’s stock worth $43,000 after acquiring an additional 122 shares in the last quarter. MUFG Securities EMEA plc bought a new position in shares of Molina Healthcare in the second quarter valued at $48,000. Finally, DV Equities LLC bought a new position in shares of Molina Healthcare in the fourth quarter valued at $76,000. 98.50% of the stock is currently owned by institutional investors and hedge funds.

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.