Fiera Capital Corp Boosts Stake in Molina Healthcare, Inc $MOH

Fiera Capital Corp raised its position in Molina Healthcare, Inc (NYSE:MOH) by 30.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 314,712 shares of the company’s stock after buying an additional 73,131 shares during the period. Fiera Capital Corp’s holdings in Molina Healthcare were worth $54,615,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of MOH. Torren Management LLC purchased a new stake in shares of Molina Healthcare during the 4th quarter worth approximately $26,000. Miller Global Investments LLC purchased a new stake in shares of Molina Healthcare during the 4th quarter worth approximately $27,000. Cromwell Holdings LLC increased its stake in shares of Molina Healthcare by 211.9% during the 4th quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock worth $32,000 after purchasing an additional 125 shares during the last quarter. Rakuten Securities Inc. increased its stake in shares of Molina Healthcare by 5,020.0% during the 4th quarter. Rakuten Securities Inc. now owns 256 shares of the company’s stock worth $44,000 after purchasing an additional 251 shares during the last quarter. Finally, MUFG Securities EMEA plc purchased a new stake in shares of Molina Healthcare during the 2nd quarter worth approximately $48,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Molina Healthcare Stock Up 0.2%

MOH opened at $191.16 on Monday. The company has a 50 day moving average of $168.40 and a 200 day moving average of $162.57. The company has a market cap of $9.96 billion, a PE ratio of 56.56 and a beta of 0.80. Molina Healthcare, Inc has a 12 month low of $121.06 and a 12 month high of $311.52. The company has a current ratio of 1.63, a quick ratio of 1.63 and a debt-to-equity ratio of 0.97.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $2.35 EPS for the quarter, topping the consensus estimate of $1.57 by $0.78. The company had revenue of $10.80 billion during the quarter, compared to the consensus estimate of $10.91 billion. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. Molina Healthcare’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same period last year, the firm earned $6.08 EPS. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. On average, sell-side analysts expect that Molina Healthcare, Inc will post 5.23 EPS for the current year.

Insider Buying and Selling at Molina Healthcare

In other Molina Healthcare news, CAO Maurice Hebert sold 600 shares of the firm’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $191.55, for a total value of $114,930.00. Following the completion of the transaction, the chief accounting officer directly owned 12,815 shares of the company’s stock, valued at $2,454,713.25. This trade represents a 4.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Jeff D. Barlow sold 17,811 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $186.12, for a total transaction of $3,314,983.32. Following the completion of the transaction, the insider directly owned 67,175 shares of the company’s stock, valued at approximately $12,502,611. The trade was a 20.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.44% of the stock is owned by company insiders.

Analysts Set New Price Targets

MOH has been the subject of several research analyst reports. Barclays raised their price target 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. Zacks Research raised shares of Molina Healthcare from a “strong sell” rating to a “hold” rating in a report on Monday, April 20th. Truist Financial raised their price objective on shares of Molina Healthcare from $180.00 to $205.00 and gave the stock a “hold” rating in a report on Monday, May 11th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Molina Healthcare in a report on Friday, March 13th. Finally, Cantor Fitzgerald raised their price objective on shares of Molina Healthcare from $144.00 to $209.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Molina Healthcare currently has an average rating of “Hold” and a consensus price target of $179.93.

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.