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

Molina Healthcare (NYSE:MOH) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 5.000- for the period, compared to the consensus earnings per share estimate of 12.950. The company issued revenue guidance of -, compared to the consensus revenue estimate of $46.9 billion.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on the stock. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $224.00 target price on shares of Molina Healthcare in a research report on Tuesday, January 6th. Wall Street Zen lowered shares of Molina Healthcare from a “hold” rating to a “sell” rating in a report on Saturday, October 25th. Deutsche Bank Aktiengesellschaft set a $165.00 target price on Molina Healthcare in a report on Friday, October 24th. Mizuho set a $220.00 target price on Molina Healthcare in a research note on Friday, January 9th. Finally, Cantor Fitzgerald decreased their price objective on Molina Healthcare from $210.00 to $180.00 and set a “neutral” rating for the company in a report on Friday, October 24th. Three equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $193.47.

Molina Healthcare Stock Down 0.8%

NYSE:MOH traded down $1.35 during trading hours on Thursday, reaching $176.69. 2,192,747 shares of the company traded hands, compared to its average volume of 1,400,202. The company has a current ratio of 1.68, a quick ratio of 1.68 and a debt-to-equity ratio of 0.92. The business’s 50-day moving average price is $172.98 and its two-hundred day moving average price is $171.17. Molina Healthcare has a 1 year low of $133.40 and a 1 year high of $359.97. The stock has a market capitalization of $9.58 billion, a P/E ratio of 10.94 and a beta of 0.49.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings results 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). Molina Healthcare had a return on equity of 22.95% and a net margin of 1.98%.The company had revenue of $11.38 billion during the quarter, compared to analysts’ expectations of $10.90 billion. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Analysts predict that Molina Healthcare will post 24.4 earnings per share for the current year.

Insider Activity at Molina Healthcare

In related news, Director Richard M. Schapiro sold 357 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the director owned 11,352 shares of the company’s stock, 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 Securities & Exchange Commission, which is available at the SEC website. 1.10% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of MOH. AQR Capital Management LLC boosted its position in shares of Molina Healthcare by 217.0% during the third quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock valued at $561,475,000 after buying an additional 2,008,458 shares during the last quarter. UBS Group AG lifted its stake in Molina Healthcare by 320.7% during the 3rd 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. Northern Trust Corp boosted its holdings in shares of Molina Healthcare by 4.9% during the 3rd quarter. Northern Trust Corp now owns 569,023 shares of the company’s stock valued at $108,888,000 after acquiring an additional 26,355 shares during the last quarter. Legal & General Group Plc boosted its holdings in shares of Molina Healthcare by 10.0% during the 3rd quarter. Legal & General Group Plc now owns 350,231 shares of the company’s stock valued at $67,020,000 after acquiring an additional 31,893 shares during the last quarter. Finally, BNP Paribas Financial Markets grew its stake in shares of Molina Healthcare by 130.8% in the third 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. Hedge funds and other institutional investors own 98.50% of the company’s stock.

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.