Molina Healthcare (NYSE:MOH) Insider Jeff Barlow Sells 17,811 Shares

Molina Healthcare, Inc (NYSE:MOH) insider Jeff Barlow sold 17,811 shares of the business’s stock in a transaction dated 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 owned 67,175 shares in the company, valued at approximately $12,502,611. The trade was a 20.96% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Molina Healthcare Stock Performance

Shares of MOH traded up $0.53 during trading hours on Wednesday, reaching $192.11. 639,102 shares of the company traded hands, compared to its average volume of 1,701,235. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.63 and a current ratio of 1.63. The stock’s fifty day moving average is $154.63 and its 200 day moving average is $158.33. Molina Healthcare, Inc has a 1-year low of $121.06 and a 1-year high of $327.68. The stock has a market cap of $10.01 billion, a P/E ratio of 56.84 and a beta of 0.85.

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 the consensus estimate of $1.57 by $0.78. The firm had revenue of $10.80 billion for the quarter, compared to analyst estimates of $10.91 billion. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The company’s quarterly revenue was down 3.1% compared to the same quarter last year. During the same period in the previous year, the company posted $6.08 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities research analysts anticipate that Molina Healthcare, Inc will post 5.23 earnings per share for the current fiscal year.

Key Headlines Impacting Molina Healthcare

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

• Positive Sentiment: Cantor Fitzgerald raised its price target on Molina Healthcare to $209, suggesting improved upside expectations for the shares. Molina Healthcare (NYSE:MOH) Price Target Raised to $209.00 at Cantor Fitzgerald
• Positive Sentiment: Truist Financial also lifted its price target to $205, reinforcing a constructive near-term view on MOH. Molina Healthcare (NYSE:MOH) Price Target Raised to $205.00 at Truist Financial
• Positive Sentiment: Robert W. Baird issued a positive forecast for Molina Healthcare’s stock price, adding to the bullish analyst tone. Robert W. Baird Issues Positive Forecast for Molina Healthcare (NYSE:MOH) Stock Price
• Neutral Sentiment: Zacks Research nudged its FY2026 EPS estimate higher to $5.22 from $5.06, which is broadly in line with consensus and suggests stable full-year earnings expectations.
• Neutral Sentiment: The company and The MolinaCares Accord donated $120,000 to support programming for young adults with disabilities, a positive ESG/community item but not a major earnings driver. Molina Healthcare and The MolinaCares Accord Donate $120,000 to Support Programming for Young Adults with Disabilities
• Negative Sentiment: Zacks Research cut its Q1 2028 EPS estimate sharply to $1.12 from $2.60, signaling weaker long-term earnings expectations.
• Negative Sentiment: The firm also lowered estimates for Q2 2026, Q3 2026, Q4 2026, Q2 2027, and Q4 2027, pointing to some near-term forecast pressure despite the hold rating.

Hedge Funds Weigh In On Molina Healthcare

Several hedge funds and other institutional investors have recently modified their holdings of MOH. Torren Management LLC bought a new stake in Molina Healthcare in the fourth quarter valued at $26,000. Miller Global Investments LLC bought a new position in shares of Molina Healthcare during the fourth quarter valued at $27,000. MUFG Securities EMEA plc bought a new position in shares of Molina Healthcare during the second quarter valued at $48,000. Cromwell Holdings LLC boosted its stake in shares of Molina Healthcare by 211.9% in the 4th quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock valued at $32,000 after purchasing an additional 125 shares in the last quarter. Finally, Quarry LP acquired a new stake in shares of Molina Healthcare in the 4th quarter valued at $32,000. Institutional investors own 98.50% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on MOH. Wells Fargo & Company upped their target price on Molina Healthcare from $141.00 to $159.00 and gave the company an “equal weight” rating in a research note on Monday, April 27th. 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. Morgan Stanley boosted their price target on shares of Molina Healthcare from $128.00 to $146.00 and gave the company an “equal weight” rating in a report on Friday, April 24th. Bank of America upgraded shares of Molina Healthcare from an “underperform” rating to a “buy” rating and set a $250.00 price objective for the company in a research note on Wednesday, April 29th. Finally, Truist Financial raised their price objective on shares of Molina Healthcare from $180.00 to $205.00 and gave the stock a “hold” rating in a report on Monday. Three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Molina Healthcare currently has an average rating of “Hold” and a consensus price target of $174.53.

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.