Long Focus Capital Management LLC Purchases New Position in Molina Healthcare, Inc $MOH

Long Focus Capital Management LLC purchased a new stake in shares of Molina Healthcare, Inc (NYSE:MOH) in the third quarter, according to the company in its most recent filing with the SEC. The fund purchased 257,465 shares of the company’s stock, valued at approximately $49,269,000. Molina Healthcare comprises 1.6% of Long Focus Capital Management LLC’s investment portfolio, making the stock its 13th largest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC grew its holdings in Molina Healthcare by 217.0% during the third quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock worth $561,475,000 after buying an additional 2,008,458 shares in the last quarter. Invesco Ltd. raised its position in Molina Healthcare by 25.9% in the 2nd 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. Victory Capital Management Inc. lifted its stake in Molina Healthcare by 344.3% during the 3rd quarter. Victory Capital Management Inc. now owns 963,526 shares of the company’s stock valued at $184,380,000 after acquiring an additional 746,639 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in Molina Healthcare by 31.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 938,677 shares of the company’s stock worth $179,632,000 after acquiring an additional 222,346 shares during the last quarter. Finally, Norges Bank purchased a new position in Molina Healthcare during the 2nd quarter worth $212,113,000. 98.50% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on MOH. Deutsche Bank Aktiengesellschaft set a $310.00 target price on shares of Molina Healthcare in a report on Friday. Wells Fargo & Company set a $141.00 price target on shares of Molina Healthcare and gave the stock an “equal weight” rating in a report on Friday, February 20th. The Goldman Sachs Group reduced their price objective on shares of Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating for the company in a research report on Wednesday, February 11th. Mizuho decreased their price objective on shares of Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating for the company in a research note on Thursday, March 12th. Finally, UBS Group set a $173.00 target price on shares of Molina Healthcare in a research report on Friday. Two equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $169.21.

Molina Healthcare Trading Down 1.7%

Shares of Molina Healthcare stock opened at $146.66 on Tuesday. The firm has a market cap of $7.55 billion, a PE ratio of 17.13 and a beta of 0.52. Molina Healthcare, Inc has a 1 year low of $121.06 and a 1 year high of $359.97. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.69 and a quick ratio of 1.69. The stock has a fifty day moving average price of $162.91 and a 200-day moving average price of $166.85.

Molina Healthcare (NYSE:MOH) last issued its quarterly 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). The company had revenue of $11.38 billion during the quarter, compared to analysts’ expectations of $10.90 billion. Molina Healthcare had a return on equity of 13.60% and a net margin of 1.04%.Molina Healthcare’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period last year, the firm posted $5.05 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities research analysts anticipate that Molina Healthcare, Inc will post 24.4 EPS for the current year.

Molina Healthcare 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.