Healthcare of Ontario Pension Plan Trust Fund Reduces Position in Molina Healthcare, Inc $MOH

Healthcare of Ontario Pension Plan Trust Fund cut its position in shares of Molina Healthcare, Inc (NYSE:MOH) by 21.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 123,931 shares of the company’s stock after selling 34,015 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Molina Healthcare were worth $21,507,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Baird Financial Group Inc. purchased a new stake in Molina Healthcare in the 1st quarter valued at about $210,000. NewEdge Advisors LLC boosted its position in Molina Healthcare by 33.4% in the 1st quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock valued at $364,000 after buying an additional 277 shares during the period. Jones Financial Companies Lllp boosted its position in Molina Healthcare by 713.3% in the 1st quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock valued at $544,000 after buying an additional 1,448 shares during the period. Goldman Sachs Group Inc. boosted its position in Molina Healthcare by 19.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company’s stock valued at $82,172,000 after buying an additional 40,531 shares during the period. Finally, Woodline Partners LP purchased a new stake in Molina Healthcare in the 1st quarter valued at about $1,541,000. 98.50% of the stock is owned by hedge funds and other institutional investors.

Molina Healthcare Trading Up 0.4%

Shares of Molina Healthcare stock opened at $201.07 on Tuesday. The company has a current ratio of 1.63, a quick ratio of 1.63 and a debt-to-equity ratio of 0.97. Molina Healthcare, Inc has a 12-month low of $121.06 and a 12-month high of $311.52. The firm has a market capitalization of $10.48 billion, a price-to-earnings ratio of 59.49 and a beta of 0.80. The firm’s 50 day simple moving average is $176.02 and its two-hundred day simple moving average is $165.01.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.78. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. The business had revenue of $10.80 billion for the quarter, compared to analyst estimates of $10.91 billion. During the same quarter in the prior year, the business posted $6.08 EPS. Molina Healthcare’s revenue for the quarter was down 3.1% compared to the same quarter last year. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Analysts predict that Molina Healthcare, Inc will post 5.23 EPS for the current year.

Insiders Place Their Bets

In related news, 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 completion of the transaction, the chief accounting officer owned 12,815 shares of the company’s stock, valued at $2,454,713.25. This trade represents a 4.47% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jeff D. Barlow sold 17,811 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $186.12, for a total transaction of $3,314,983.32. Following the transaction, the insider directly owned 67,175 shares of the company’s stock, valued at approximately $12,502,611. This trade represents a 20.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.44% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several research firms have issued reports on MOH. JPMorgan Chase & Co. boosted their price objective on shares of Molina Healthcare from $169.00 to $191.00 and gave the company a “neutral” rating in a research report on Monday, June 8th. Sanford C. Bernstein reissued an “outperform” rating on shares of Molina Healthcare in a research report on Friday, March 13th. Weiss Ratings reissued a “sell (d+)” rating on shares of Molina Healthcare in a research report on Tuesday, April 21st. Mizuho set a $215.00 price target on shares of Molina Healthcare in a research report on Monday, June 8th. Finally, UBS Group upped their price target on shares of Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a research report on Friday, May 22nd. Three research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, Molina Healthcare currently has an average rating of “Hold” and a consensus price target of $182.73.

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.