TD Asset Management Inc Has $26.72 Million Stake in Molina Healthcare, Inc $MOH

TD Asset Management Inc reduced its position in Molina Healthcare, Inc (NYSE:MOH) by 20.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 139,653 shares of the company’s stock after selling 35,745 shares during the period. TD Asset Management Inc owned approximately 0.26% of Molina Healthcare worth $26,724,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Invesco Ltd. grew its holdings in shares of Molina Healthcare by 25.9% during the second quarter. Invesco Ltd. now owns 1,601,574 shares of the company’s stock valued at $477,109,000 after buying an additional 329,759 shares during the last quarter. AQR Capital Management LLC boosted its stake in Molina Healthcare by 4.6% during the 2nd quarter. AQR Capital Management LLC now owns 925,672 shares of the company’s stock valued at $273,096,000 after purchasing an additional 40,714 shares during the last quarter. Norges Bank acquired a new position in Molina Healthcare during the 2nd quarter valued at about $212,113,000. Charles Schwab Investment Management Inc. increased its holdings in Molina Healthcare by 0.8% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 419,457 shares of the company’s stock worth $124,956,000 after purchasing an additional 3,216 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its stake in shares of Molina Healthcare by 8.5% in the second quarter. Bank of New York Mellon Corp now owns 364,716 shares of the company’s stock worth $108,649,000 after purchasing an additional 28,562 shares during the last quarter. Institutional investors and hedge funds own 98.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on MOH shares. Jefferies Financial Group set a $160.00 price objective on Molina Healthcare in a research note on Tuesday, December 16th. Sanford C. Bernstein reissued an “outperform” rating and set a $224.00 price target on shares of Molina Healthcare in a research report on Tuesday, January 6th. Weiss Ratings restated a “sell (d+)” rating on shares of Molina Healthcare in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft set a $109.00 price objective on shares of Molina Healthcare in a research note on Tuesday, February 10th. Finally, Wells Fargo & Company set a $141.00 target price on shares of Molina Healthcare and gave the stock an “equal weight” rating in a research report on Friday, February 20th. Two analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $157.86.

Molina Healthcare Stock Performance

NYSE MOH opened at $154.54 on Friday. The company has a market capitalization of $7.96 billion, a PE ratio of 18.05 and a beta of 0.49. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.69 and a current ratio of 1.69. Molina Healthcare, Inc has a 52-week low of $121.06 and a 52-week high of $359.97. The company has a 50-day simple moving average of $167.85 and a 200 day simple moving average of $168.72.

Molina Healthcare (NYSE:MOH) last released its earnings results on Thursday, February 5th. The company reported ($2.75) earnings per share for the quarter, missing analysts’ consensus estimates of $0.43 by ($3.18). Molina Healthcare had a net margin of 1.04% and a return on equity of 13.60%. The company had revenue of $11.38 billion for the quarter, compared to the consensus estimate of $10.90 billion. During the same period in the prior year, the company earned $5.05 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. On average, research analysts predict that Molina Healthcare, Inc will post 24.4 EPS for the current year.

Molina Healthcare News Summary

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

• Positive Sentiment: Zacks raised its Q3 2027 estimate to $1.83 from $0.93, a meaningful upside revision for that quarter that could support rebound expectations if the company hits improving Medicare/Medicaid margins. Zacks Q3 2027 raise
• Positive Sentiment: Media analysis argues MOH may look attractive after a roughly 48.8% one‑year share price fall, highlighting valuation and long‑term Medicaid exposure as potential catalysts for value investors if fundamentals stabilize. Is Molina Healthcare (MOH) Now Attractive?
• Neutral Sentiment: Research houses issued FY2028 forecasts (consensus and individual models vary). These forward estimates add context to expectations but do not by themselves change near‑term earnings realization risk. Research Analysts Issue Forecasts for MOH FY2028 Earnings
• Negative Sentiment: Zacks issued a broad set of downgrades across 2026–2027: Q1–Q4 2026 and multiple 2027 quarters were cut (examples: FY2026 cut to $5.06 from $13.97; FY2027 cut to $7.61 from $18.88), reflecting materially lower near‑term earnings assumptions and increasing uncertainty about margin recovery — a major factor pressuring the stock. Zacks cuts to FY2026/FY2027 estimates

Molina Healthcare Company 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.