Weiss Asset Management LP Trims Stock Holdings in Molina Healthcare, Inc $MOH

Weiss Asset Management LP lowered its holdings in Molina Healthcare, Inc (NYSE:MOH) by 80.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,305 shares of the company’s stock after selling 101,080 shares during the period. Weiss Asset Management LP’s holdings in Molina Healthcare were worth $3,373,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of MOH. Baird Financial Group Inc. bought a new position in Molina Healthcare in the 1st quarter worth approximately $210,000. NewEdge Advisors LLC grew its stake in Molina Healthcare by 33.4% in the 1st quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock valued at $364,000 after buying an additional 277 shares in the last quarter. Jones Financial Companies Lllp raised its holdings in Molina Healthcare by 713.3% during the 1st quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock valued at $544,000 after acquiring an additional 1,448 shares during the period. Goldman Sachs Group Inc. raised its holdings in Molina Healthcare by 19.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company’s stock valued at $82,172,000 after acquiring an additional 40,531 shares during the period. Finally, Woodline Partners LP purchased a new stake in shares of Molina Healthcare during the first quarter worth $1,541,000. 98.50% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

MOH has been the subject of a number of analyst reports. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Molina Healthcare in a report on Friday. Zacks Research upgraded Molina Healthcare from a “hold” rating to a “strong-buy” rating in a research note on Thursday. Royal Bank Of Canada dropped their price objective on Molina Healthcare from $248.00 to $218.00 and set a “sector perform” rating on the stock in a report on Friday. UBS Group raised their target price on Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a research note on Friday, May 22nd. Finally, Sanford C. Bernstein set a $286.00 target price on Molina Healthcare in a report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Molina Healthcare currently has a consensus rating of “Hold” and a consensus target price of $203.38.

Molina Healthcare Stock Performance

Molina Healthcare stock opened at $197.64 on Monday. Molina Healthcare, Inc has a fifty-two week low of $121.06 and a fifty-two week high of $244.89. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68. The stock has a market cap of $10.32 billion, a P/E ratio of -1,097.94 and a beta of 0.74. The firm’s fifty day moving average price is $206.19 and its 200-day moving average price is $176.97.

Molina Healthcare (NYSE:MOH) last released its earnings results on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, beating analysts’ consensus estimates of $1.39 by $0.12. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The business had revenue of $10.87 billion for the quarter, compared to analysts’ expectations of $10.83 billion. During the same quarter in the prior year, the firm earned $5.48 earnings per share. The firm’s revenue was down 4.8% on a year-over-year basis. On average, equities research analysts expect that Molina Healthcare, Inc will post 5.31 earnings per share for the current fiscal year.

Insider Transactions at Molina Healthcare

In related news, CAO Maurice Hebert sold 600 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $191.55, for a total value of $114,930.00. Following the completion of the sale, the chief accounting officer owned 12,815 shares in the company, valued at $2,454,713.25. The trade was a 4.47% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Jeff D. Barlow sold 17,811 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $186.12, for a total value of $3,314,983.32. Following the completion of the sale, the insider owned 67,175 shares of the company’s stock, valued at $12,502,611. The trade was a 20.96% decrease in their position. The SEC filing for this sale provides additional information. 1.44% of the stock is currently owned by corporate insiders.

More Molina Healthcare News

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

• Positive Sentiment: Molina Healthcare beat Q2 earnings expectations with EPS of $1.51, and lower operating expenses helped offset weaker premium revenue and softer investment income. The company also raised its 2026 EPS outlook, which supports the long-term earnings case. Article Title
• Positive Sentiment: Analysts still see some upside from current levels despite recent weakness, with Truist and RBC both saying the stock could rise into the low-to-mid $200s. Article Title
• Neutral Sentiment: Wall Street’s consensus recommendation remains “Hold,” suggesting analysts are not turning bullish yet, but are also not broadly negative on the name. Article Title
• Negative Sentiment: Revenue and membership trends remain a concern, and multiple reports said investors were disappointed by weaker premium revenue and softer guidance even after the earnings beat. Article Title
• Negative Sentiment: Market reaction has been negative because Molina warned about a smaller Obamacare footprint and ongoing pressure in its Medicaid/ACA businesses, which outweighed the earnings beat. Article Title

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.