Molina Healthcare (NYSE:MOH) Releases FY 2026 Earnings Guidance

Molina Healthcare (NYSE:MOH) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 5.000- for the period, compared to the consensus estimate of 5.180. The company issued revenue guidance of -.

Molina Healthcare Trading Down 2.5%

Shares of MOH stock opened at $197.96 on Thursday. Molina Healthcare 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. The firm’s 50 day moving average is $172.30 and its 200 day moving average is $163.88. The stock has a market capitalization of $10.31 billion, a P/E ratio of 58.57 and a beta of 0.80.

Molina Healthcare (NYSE:MOH) last issued its earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.78. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. The company had revenue of $10.80 billion for the quarter, compared to analysts’ expectations of $10.91 billion. During the same quarter last year, the company posted $6.08 earnings per share. The firm’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. Research analysts expect that Molina Healthcare will post 5.23 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have recently weighed in on MOH shares. The Goldman Sachs Group dropped their price target on shares of Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 11th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Molina Healthcare in a research note on Tuesday, April 21st. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $129.00 price target on shares of Molina Healthcare in a research note on Friday, April 24th. Mizuho set a $215.00 price target on shares of Molina Healthcare in a research note on Monday. Finally, UBS Group lifted their price target on shares of Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a research note on Friday, May 22nd. Three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $182.73.

Insider Buying and Selling at Molina Healthcare

In other news, 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 sale, the insider directly owned 67,175 shares in the company, valued at $12,502,611. This trade represents a 20.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, 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 transaction of $114,930.00. Following 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.44% of the stock is owned by company insiders.

Institutional Trading of Molina Healthcare

Several institutional investors and hedge funds have recently modified their holdings of the company. Zurcher Kantonalbank Zurich Cantonalbank raised its position in shares of Molina Healthcare by 0.7% during the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,668 shares of the company’s stock valued at $2,616,000 after purchasing an additional 92 shares during the period. Public Employees Retirement System of Ohio raised its position in shares of Molina Healthcare by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 16,753 shares of the company’s stock valued at $3,206,000 after purchasing an additional 104 shares during the period. Brown Brothers Harriman & Co. raised its position in shares of Molina Healthcare by 96.1% during the 4th quarter. Brown Brothers Harriman & Co. now owns 249 shares of the company’s stock valued at $43,000 after purchasing an additional 122 shares during the period. Beacon Pointe Advisors LLC raised its position in shares of Molina Healthcare by 9.9% during the 4th quarter. Beacon Pointe Advisors LLC now owns 1,416 shares of the company’s stock valued at $246,000 after purchasing an additional 128 shares during the period. Finally, MUFG Securities EMEA plc bought a new stake in shares of Molina Healthcare during the 2nd quarter valued at $48,000. 98.50% of the stock is currently owned by institutional investors.

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.