Sanders Morris Harris LLC Makes New Investment in Molina Healthcare, Inc $MOH

Sanders Morris Harris LLC bought a new position in Molina Healthcare, Inc (NYSE:MOH) during the 3rd quarter, Holdings Channel reports. The firm bought 2,478 shares of the company’s stock, valued at approximately $469,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in MOH. BlackRock Inc. bought a new stake in shares of Molina Healthcare during the second quarter worth $1,503,052,000. Dimensional Fund Advisors LP boosted its position in shares of Molina Healthcare by 23.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 1,394,882 shares of the company’s stock worth $185,929,000 after purchasing an additional 267,121 shares during the last quarter. Wellington Management Group LLP lifted its stake in Molina Healthcare by 11.9% in the second quarter. Wellington Management Group LLP now owns 1,267,207 shares of the company’s stock valued at $289,810,000 after buying an additional 135,247 shares during the period. Manning & Napier Advisors LLC bought a new stake in shares of Molina Healthcare in the 2nd quarter valued at about $152,339,000. Finally, Maverick Capital Ltd. acquired a new position in Molina Healthcare during the first quarter valued at approximately $86,081,000. Institutional investors and hedge funds own 98.50% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on the company. Truist Financial dropped their price objective on Molina Healthcare from $250.00 to $225.00 and set a “hold” rating on the stock in a research note on Friday, July 24th. TD Cowen boosted their price target on Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Sanford C. Bernstein set a $286.00 target price on shares of Molina Healthcare in a report on Monday, July 13th. Zacks Research downgraded shares of Molina Healthcare from a “strong-buy” rating to a “hold” rating in a research note on Monday. Finally, Barclays reduced their price target on Molina Healthcare from $184.00 to $180.00 and set an “underweight” rating for the company in a research report on Friday, July 24th. Three investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $202.44.

Key Headlines Impacting Molina Healthcare

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

• Positive Sentiment: Zacks Research continues to project longer-term earnings growth, including approximately $9.24 in FY2027 EPS, and several of its research reports still carry a “Strong-Buy” rating. Molina Healthcare analyst estimates
• Positive Sentiment: Molina Healthcare shares outperformed competitors during the latest strong trading session, indicating continued market interest despite concerns about earnings. Molina Healthcare stock outperforms competitors
• Neutral Sentiment: Molina is projected to report quarterly results on Wednesday. Investors will focus on medical costs, Medicaid enrollment trends, revenue, and management’s outlook for the earnings recovery. Molina Healthcare projected quarterly earnings
• Negative Sentiment: Zacks expects earnings to decline and says Molina does not have the usual combination of factors that supports a likely earnings beat. Its Q3 2026 EPS forecast was reduced to $0.70 from $0.71, while FY2026 estimates fell to $5.25 from $5.27, slightly below the $5.29 consensus. Analysts estimate Molina earnings decline
• Negative Sentiment: Zacks Research reportedly downgraded MOH from “Strong-Buy” to “Hold,” while also trimming multiple quarterly and annual EPS estimates. The rating change and repeated estimate cuts may weigh on sentiment ahead of results.
• Negative Sentiment: A Seeking Alpha analysis argues investors are paying roughly 21 times expected earnings for a recovery that has not yet materialized, raising valuation risk if profitability or enrollment trends disappoint. Molina Healthcare valuation analysis

Molina Healthcare Price Performance

Shares of NYSE MOH opened at $209.71 on Thursday. The stock has a market capitalization of $10.95 billion, a PE ratio of 71.02, a P/E/G ratio of 30.04 and a beta of 0.78. The business has a fifty day moving average price of $198.92 and a two-hundred day moving average price of $192.75. Molina Healthcare, Inc has a fifty-two week low of $121.06 and a fifty-two week high of $244.89. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68.

Molina Healthcare (NYSE:MOH) last issued its earnings results on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, beating the consensus estimate of $1.39 by $0.12. Molina Healthcare had a negative net margin of 0.02% and a positive return on equity of 3.73%. The company had revenue of $10.87 billion during the quarter, compared to analysts’ expectations of $10.83 billion. During the same period in the previous year, the company earned $5.48 EPS. The business’s revenue for the quarter was down 4.8% compared to the same quarter last year. As a group, equities analysts predict that Molina Healthcare, Inc will post 5.28 earnings per share for the current fiscal year.

Molina Healthcare Company Profile

Molina Healthcare, Inc is a managed-care company that provides health insurance and related healthcare services primarily to individuals and families who receive coverage through government-sponsored programs. Its main lines of business include Medicaid, Medicare, and health plans offered through government marketplaces.

The company works with state and federal agencies, healthcare providers, and community organizations to coordinate care for members, including low-income adults and children, seniors, and people with disabilities or complex medical needs.