Zacks Research Issues Negative Outlook for MOH Earnings

Molina Healthcare, Inc (NYSE:MOH) – Equities research analysts at Zacks Research dropped their Q2 2026 EPS estimates for Molina Healthcare in a report issued on Monday, May 11th. Zacks Research analyst Team now expects that the company will earn $1.27 per share for the quarter, down from their prior forecast of $1.68. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Molina Healthcare’s current full-year earnings is $5.23 per share. Zacks Research also issued estimates for Molina Healthcare’s Q4 2026 earnings at $0.53 EPS, Q3 2027 earnings at $2.20 EPS, Q1 2028 earnings at $1.12 EPS and FY2028 earnings at $9.76 EPS.

MOH has been the topic of a number of other research reports. Wall Street Zen upgraded Molina Healthcare from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Robert W. Baird raised their target price on Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a report on Monday. UBS Group lifted their price target on Molina Healthcare from $151.00 to $180.00 and gave the company a “neutral” rating in a research report on Friday, April 24th. Mizuho lowered their price objective on Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating on the stock in a research report on Thursday, March 12th. Finally, Barclays raised their price objective on shares of Molina Healthcare from $133.00 to $161.00 and gave the stock an “underweight” rating in a research note on Friday, April 24th. Three equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $174.53.

Molina Healthcare Stock Performance

Shares of MOH stock opened at $190.98 on Wednesday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.63 and a quick ratio of 1.63. The business has a fifty day moving average of $154.63 and a 200 day moving average of $158.33. The firm has a market capitalization of $9.95 billion, a price-to-earnings ratio of 56.50 and a beta of 0.85. Molina Healthcare has a 1 year low of $121.06 and a 1 year high of $327.68.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.78. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The business had revenue of $10.80 billion during the quarter, compared to the consensus estimate of $10.91 billion. During the same quarter last year, the company earned $6.08 earnings per share. The company’s quarterly revenue was down 3.1% on a year-over-year basis. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS.

Hedge Funds Weigh In On Molina Healthcare

A number of institutional investors have recently added to or reduced their stakes in MOH. Westpac Banking Corp acquired a new position in shares of Molina Healthcare in the 1st quarter valued at $279,000. PNC Financial Services Group Inc. boosted its position in Molina Healthcare by 18.3% in the 1st quarter. PNC Financial Services Group Inc. now owns 6,044 shares of the company’s stock valued at $806,000 after buying an additional 933 shares during the period. Earned Wealth Advisors LLC purchased a new position in Molina Healthcare in the first quarter valued at $247,000. Meeder Advisory Services Inc. acquired a new position in Molina Healthcare during the 1st quarter worth $202,000. Finally, WCM Investment Management LLC increased its holdings in Molina Healthcare by 5.1% during the 1st quarter. WCM Investment Management LLC now owns 6,847 shares of the company’s stock worth $900,000 after purchasing an additional 333 shares during the period. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Key Headlines Impacting Molina Healthcare

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

• Positive Sentiment: Truist Financial raised its price target on Molina Healthcare to $205, reinforcing a more optimistic valuation view even though the rating remained “Hold.”
• Positive Sentiment: Cantor Fitzgerald lifted its target to $209, signaling confidence that the shares can continue moving higher from current levels.
• Positive Sentiment: Robert W. Baird issued a positive outlook for Molina Healthcare’s stock, adding to the recent batch of bullish analyst commentary.
• Positive Sentiment: Zacks Research increased its FY2026 EPS estimate to $5.22 from $5.06, and also nudged up its Q1 2027 EPS view, suggesting slightly better earnings expectations.
• Neutral Sentiment: Molina Healthcare and The MolinaCares Accord donated $120,000 to support programming for young adults with disabilities, a reputationally positive but financially immaterial announcement. Article Title
• Neutral Sentiment: Shareholders approved governance and bylaw changes at the annual meeting, which is a routine corporate update with limited immediate impact on earnings. Article Title
• Negative Sentiment: Zacks Research trimmed its Q2 2027 EPS estimate and slightly cut its Q3 2026 forecast, indicating some caution around longer-term earnings momentum.

About Molina Healthcare

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.