Brokerages Set Molina Healthcare, Inc (NYSE:MOH) Target Price at $157.86

Molina Healthcare, Inc (NYSE:MOH) has received an average recommendation of “Hold” from the fourteen analysts that are covering the stock, Marketbeat.com reports. Two investment analysts have rated the stock with a sell rating, ten have issued a hold rating and two have issued a buy rating on the company. The average 1 year price target among brokers that have updated their coverage on the stock in the last year is $157.8571.

A number of analysts have recently commented on the company. Cantor Fitzgerald cut their price target on Molina Healthcare from $180.00 to $144.00 and set a “neutral” rating on the stock in a report on Monday, February 9th. Sanford C. Bernstein reissued an “outperform” rating and issued a $224.00 target price on shares of Molina Healthcare in a research report on Tuesday, January 6th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Molina Healthcare in a research report on Thursday, January 22nd. UBS Group reaffirmed a “neutral” rating and set a $145.00 price target on shares of Molina Healthcare in a research note on Monday, February 9th. Finally, The Goldman Sachs Group cut their price objective on shares of Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 11th.

Institutional Trading of Molina Healthcare

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. AQR Capital Management LLC grew its stake in Molina Healthcare by 217.0% in the third quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock valued at $561,475,000 after purchasing an additional 2,008,458 shares in the last quarter. 8 Knots Management LLC bought a new position in shares of Molina Healthcare in the fourth quarter valued at $198,942,000. Victory Capital Management Inc. grew its stake in shares of Molina Healthcare by 344.3% in the third quarter. Victory Capital Management Inc. now owns 963,526 shares of the company’s stock valued at $184,380,000 after buying an additional 746,639 shares in the last quarter. Norges Bank acquired a new position in Molina Healthcare during the second quarter worth $212,113,000. Finally, Madison Avenue Partners LP bought a new stake in Molina Healthcare during the fourth quarter worth $110,003,000. Institutional investors and hedge funds own 98.50% of the company’s stock.

Molina Healthcare Stock Performance

Shares of MOH opened at $154.54 on Tuesday. The firm has a market cap of $7.96 billion, a P/E ratio of 18.05 and a beta of 0.49. Molina Healthcare has a twelve month low of $121.06 and a twelve month high of $359.97. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.69 and a current ratio of 1.69. The firm’s 50 day moving average price is $167.85 and its two-hundred day moving average price is $168.72.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings data on Thursday, February 5th. The company reported ($2.75) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.43 by ($3.18). The company had revenue of $11.38 billion for the quarter, compared to the consensus estimate of $10.90 billion. Molina Healthcare had a return on equity of 13.60% and a net margin of 1.04%.The firm’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the company earned $5.05 EPS. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. On average, analysts forecast that Molina Healthcare will post 24.4 EPS for the current fiscal year.

Key Molina Healthcare News

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

• Positive Sentiment: Zacks raised its Q3 2027 EPS estimate for MOH to $1.83 from $0.93, a notable upward revision that could be read as an improving outlook for that quarter. Zacks Q3 2027 raise
• Neutral Sentiment: Zacks published an FY2028 estimate of $12.32 EPS — a new forward-year datapoint investors may use to recalibrate multi‑year models, but it’s not directly comparable to the immediate near‑term cuts. Zacks FY2028 estimate
• Negative Sentiment: Widespread downgrades to 2026 and 2027 guidance: Zacks sharply cut FY2026 EPS to $5.06 (from $13.97) and FY2027 to $7.61 (from $18.88), and reduced many quarterly estimates (e.g., Q1–Q4 2026 and Q1–Q2 2027 were trimmed substantially). These large downward revisions signal weaker near‑term earnings expectations and are the primary negative driver for the stock. Zacks broad cuts
• Negative Sentiment: Notable single-quarter cuts: Q2 2027 was lowered to $1.98 from $6.97, Q1 2027 to $1.57 from $6.72, Q2 2026 to $1.68 from $4.09, and Q4 2026 to $0.82 from $2.93 — these steep cuts increase the risk of further negative surprises relative to prior expectations. Zacks quarter cuts

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.