Molina Healthcare (NYSE:MOH) Posts Earnings Results, Misses Expectations By $3.18 EPS

Molina Healthcare (NYSE:MOH) announced its earnings results on Thursday. The company reported ($2.75) earnings per share for the quarter, missing the consensus estimate of $0.43 by ($3.18), FiscalAI reports. The business had revenue of $11.38 billion for the quarter, compared to the consensus estimate of $10.90 billion. Molina Healthcare had a net margin of 1.98% and a return on equity of 22.95%. Molina Healthcare updated its FY 2026 guidance to 5.000- EPS.

Molina Healthcare Trading Down 0.8%

Shares of NYSE:MOH traded down $1.35 during mid-day trading on Thursday, reaching $176.69. The stock had a trading volume of 2,192,747 shares, compared to its average volume of 1,400,202. The firm has a 50 day simple moving average of $172.98 and a two-hundred day simple moving average of $171.17. The firm has a market cap of $9.58 billion, a PE ratio of 10.94 and a beta of 0.49. Molina Healthcare has a twelve month low of $133.40 and a twelve month high of $359.97. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.92.

Insider Buying and Selling

In related news, Director Richard M. Schapiro sold 357 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $143.02, for a total transaction of $51,058.14. Following the sale, the director directly owned 11,352 shares in the company, valued at $1,623,563.04. This trade represents a 3.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Company insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. AQR Capital Management LLC lifted its stake in Molina Healthcare by 217.0% in the 3rd 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 during the last quarter. UBS Group AG boosted its position in shares of Molina Healthcare by 320.7% in the third quarter. UBS Group AG now owns 603,934 shares of the company’s stock valued at $115,569,000 after acquiring an additional 460,372 shares during the period. Viking Global Investors LP acquired a new position in shares of Molina Healthcare during the 2nd quarter worth approximately $79,665,000. BNP Paribas Financial Markets increased its stake in Molina Healthcare by 130.8% during the 3rd quarter. BNP Paribas Financial Markets now owns 269,632 shares of the company’s stock worth $51,597,000 after acquiring an additional 152,783 shares during the period. Finally, Man Group plc increased its position in shares of Molina Healthcare by 1,551.9% in the second quarter. Man Group plc now owns 127,132 shares of the company’s stock worth $37,873,000 after purchasing an additional 119,436 shares during the period. Institutional investors and hedge funds own 98.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on MOH. Weiss Ratings reissued a “sell (d+)” rating on shares of Molina Healthcare in a research note on Thursday, January 22nd. Sanford C. Bernstein reissued an “outperform” rating and issued a $224.00 price target on shares of Molina Healthcare in a research report on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft set a $165.00 price target on Molina Healthcare in a report on Friday, October 24th. TD Cowen cut shares of Molina Healthcare from a “buy” rating to a “hold” rating and set a $203.00 target price for the company. in a research note on Thursday, October 16th. Finally, Truist Financial set a $175.00 price target on shares of Molina Healthcare in a research note on Friday, October 24th. Three investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $193.47.

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.