Molina Healthcare (NYSE:MOH) Releases 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 12.950. The company issued revenue guidance of -, compared to the consensus revenue estimate of $46.9 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on MOH shares. TD Cowen downgraded shares of Molina Healthcare from a “buy” rating to a “hold” rating and set a $203.00 price objective on the stock. in a report on Thursday, October 16th. Truist Financial set a $175.00 price target on shares of Molina Healthcare in a research report on Friday, October 24th. Wall Street Zen lowered shares of Molina Healthcare from a “hold” rating to a “sell” rating in a research note on Saturday, October 25th. Weiss Ratings reissued a “sell (d+)” rating on shares of Molina Healthcare in a research report on Thursday, January 22nd. Finally, Morgan Stanley set a $158.00 target price on Molina Healthcare in a report on Friday, October 24th. Three equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, Molina Healthcare has an average rating of “Hold” and an average price target of $193.47.

Molina Healthcare Stock Performance

Shares of NYSE MOH traded down $1.35 during midday trading on Thursday, hitting $176.69. The company’s stock had a trading volume of 2,192,747 shares, compared to its average volume of 1,400,202. The firm has a market capitalization of $9.58 billion, a price-to-earnings ratio of 10.94 and a beta of 0.49. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.92. The stock has a fifty day moving average price of $172.98 and a 200 day moving average price of $171.17. Molina Healthcare has a one year low of $133.40 and a one year high of $359.97.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings results on Thursday, February 5th. The company reported ($2.75) EPS for the quarter, missing analysts’ consensus estimates of $0.43 by ($3.18). Molina Healthcare had a return on equity of 22.95% and a net margin of 1.98%.The company had revenue of $11.38 billion during the quarter, compared to the consensus estimate of $10.90 billion. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. On average, research analysts forecast that Molina Healthcare will post 24.4 EPS for the current fiscal year.

Insider Buying and Selling at Molina Healthcare

In other news, Director Richard M. Schapiro sold 357 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $143.02, for a total value of $51,058.14. Following the sale, the director directly owned 11,352 shares of the company’s stock, valued at approximately $1,623,563.04. This represents a 3.05% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 1.10% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in MOH. AQR Capital Management LLC grew its holdings in Molina Healthcare by 217.0% in the 3rd quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock worth $561,475,000 after acquiring an additional 2,008,458 shares during the last quarter. UBS Group AG boosted its holdings in shares of Molina Healthcare by 320.7% during the third quarter. UBS Group AG now owns 603,934 shares of the company’s stock worth $115,569,000 after purchasing an additional 460,372 shares during the period. Viking Global Investors LP bought a new stake in shares of Molina Healthcare in the second quarter worth about $79,665,000. BNP Paribas Financial Markets increased its holdings in Molina Healthcare by 130.8% during the 3rd quarter. BNP Paribas Financial Markets now owns 269,632 shares of the company’s stock valued at $51,597,000 after purchasing an additional 152,783 shares during the period. Finally, Man Group plc raised its position in Molina Healthcare by 1,551.9% during the 2nd quarter. Man Group plc now owns 127,132 shares of the company’s stock valued at $37,873,000 after purchasing an additional 119,436 shares during the last quarter. 98.50% of the stock is currently owned by hedge funds and other institutional investors.

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.