Molina Healthcare (NYSE:MOH) Stock: Insider Jeff Barlow Sells 8,000 Shares

Molina Healthcare, Inc (NYSE:MOH) insider Jeff Barlow sold 8,000 shares of the stock in a transaction that occurred on Tuesday, November 10th. The stock was sold at an average price of $203.07, for a total value of $1,624,560.00. Following the transaction, the insider owned 59,313 shares in the company, valued at $12,044,690.91. The trade was a 11.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Molina Healthcare Trading Down 0.2%

Shares of MOH stock traded down $0.48 during trading hours on Friday, hitting $209.37. 362,848 shares of the company were exchanged, compared to its average volume of 997,807. The company has a 50 day simple moving average of $202.56 and a two-hundred day simple moving average of $185.69. The firm has a market cap of $10.93 billion, a P/E ratio of -218.09, a P/E/G ratio of 12.38 and a beta of 0.75. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.69 and a current ratio of 1.69. Molina Healthcare, Inc has a fifty-two week low of $121.06 and a fifty-two week high of $244.89.

Molina Healthcare (NYSE:MOH) last released its earnings results on Wednesday, October 21st. The company reported $0.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.10. Molina Healthcare had a negative net margin of 0.11% and a positive return on equity of 2.50%. The company had revenue of $11.08 billion for the quarter, compared to the consensus estimate of $10.86 billion. During the same quarter in the previous year, the company earned $1.84 EPS. Molina Healthcare’s quarterly revenue was down 3.4% compared to the same quarter last year. Equities analysts anticipate that Molina Healthcare, Inc will post 5.30 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Molina Healthcare in a research note on Friday, October 9th. Truist Financial cut their price objective on shares of Molina Healthcare from $250.00 to $225.00 and set a “hold” rating on the stock in a research report on Friday, July 24th. UBS Group raised their target price on Molina Healthcare from $202.00 to $225.00 and gave the company a “neutral” rating in a research note on Friday, October 23rd. Zacks Research lowered Molina Healthcare from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 12th. Finally, JPMorgan Chase & Co. boosted their target price on Molina Healthcare from $220.00 to $225.00 and gave the company a “neutral” rating in a research report on Tuesday, October 27th. Three research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Molina Healthcare has a consensus rating of “Hold” and an average target price of $213.88.

Key Molina Healthcare News

Investors following MOH have been watching these news items:

• Negative Sentiment: Zacks Research lowered its EPS estimates for Q1 2027 to $2.48 from $2.53, Q3 2027 to $2.17 from $2.23, and Q3 2028 to $3.85 from $4.06. The analyst firm maintained a Hold rating; the downward revisions may weigh on sentiment about Molina’s earnings outlook.
• Negative Sentiment: Three insiders reported selling a combined 10,382 shares for about $2.11 million, reducing their individual holdings by roughly 6% to 12%. These sales may be viewed as a negative signal, though insider transactions alone do not establish a change in the company’s fundamentals. Jeff Barlow SEC filing Richard Schapiro SEC filing Dale Wolf SEC filing

Hedge Funds Weigh In On Molina Healthcare

A number of large investors have recently modified their holdings of the company. Fortitude Family Office LLC increased its holdings in shares of Molina Healthcare by 63.7% in the 3rd quarter. Fortitude Family Office LLC now owns 131 shares of the company’s stock worth $25,000 after purchasing an additional 51 shares in the last quarter. Global Retirement Partners LLC raised its stake in shares of Molina Healthcare by 30.4% in the third quarter. Global Retirement Partners LLC now owns 223 shares of the company’s stock worth $42,000 after purchasing an additional 52 shares during the last quarter. Allworth Financial LP raised its stake in shares of Molina Healthcare by 1.5% in the third quarter. Allworth Financial LP now owns 4,175 shares of the company’s stock worth $789,000 after purchasing an additional 60 shares during the last quarter. North Dakota State Investment Board lifted its holdings in shares of Molina Healthcare by 4.2% during the third quarter. North Dakota State Investment Board now owns 1,576 shares of the company’s stock valued at $298,000 after purchasing an additional 64 shares in the last quarter. Finally, Wedmont Private Capital lifted its holdings in shares of Molina Healthcare by 3.6% during the third quarter. Wedmont Private Capital now owns 1,918 shares of the company’s stock valued at $375,000 after purchasing an additional 66 shares in the last quarter. 98.50% of the stock is currently owned by institutional investors.

Molina Healthcare Company Profile

Molina Healthcare, Inc. is a managed care company that provides health insurance plans primarily to people covered by government-sponsored programs. Its offerings include Medicaid plans, Medicare plans for eligible individuals and dual-eligible members, and health plans sold through government marketplaces under the Affordable Care Act. The company was founded in 1980 by physician C. David Molina in Long Beach, California, initially serving low-income families through community clinics. It later shifted its focus to providing managed health care, with Medicaid becoming a central part of its business.