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

Molina Healthcare (NYSE:MOH) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 5.250- for the period, compared to the consensus estimate of 5.260.

Analysts Set New Price Targets

A number of equities analysts have weighed in on MOH shares. Sanford C. Bernstein set a $286.00 price target on shares of Molina Healthcare in a research report on Monday, July 13th. Wall Street Zen downgraded Molina Healthcare from a “hold” rating to a “sell” rating in a research note on Sunday, October 4th. Barclays lowered their price objective on shares of Molina Healthcare from $180.00 to $178.00 and set an “underweight” rating for the company in a research report on Friday. Robert W. Baird set a $198.00 price objective on shares of Molina Healthcare in a research note on Friday. Finally, Jefferies Financial Group restated a “hold” rating and issued a $220.00 target price on shares of Molina Healthcare in a report on Friday. Three research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $208.06.

Molina Healthcare Stock Down 1.7%

Shares of MOH stock traded down $3.59 during mid-day trading on Friday, hitting $213.05. The stock had a trading volume of 309,385 shares, compared to its average volume of 1,281,277. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68. The firm’s 50-day moving average is $200.71 and its two-hundred day moving average is $196.06. The firm has a market capitalization of $11.12 billion, a P/E ratio of -1,182.95, a price-to-earnings-growth ratio of 30.81 and a beta of 0.78. Molina Healthcare has a 12-month low of $121.06 and a 12-month high of $244.89.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings data on Wednesday, October 21st. The company reported $0.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.10. The firm had revenue of $11.08 billion for the quarter, compared to the consensus estimate of $10.86 billion. Molina Healthcare had a negative net margin of 0.11% and a positive return on equity of 2.51%. The company’s quarterly revenue was down 3.4% on a year-over-year basis. During the same period last year, the firm earned $1.84 earnings per share. On average, analysts predict that Molina Healthcare will post 5.28 earnings per share for the current fiscal year.

Trending Headlines about Molina Healthcare

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

• Positive Sentiment: Third-quarter results exceeded expectations. Adjusted EPS was $0.89 versus the $0.79 consensus estimate, while revenue reached $11.08 billion, above the $10.86 billion forecast. Molina Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Management outlined an ambitious 2027 growth framework. Molina expects at least $45 billion of premium revenue, while its disclosed EPS building blocks total more than $9.50, offering investors a potential longer-term earnings catalyst. Molina 2027 Premium and EPS Outlook
• Positive Sentiment: Full-year adjusted earnings guidance was maintained near consensus. The updated 2026 EPS outlook of approximately $5.25 is only modestly below the $5.26 analyst estimate, reducing the risk of a major guidance cut.
• Neutral Sentiment: Revenue performance was mixed. Third-quarter sales topped estimates, but total revenue declined 3.4% year over year and premium revenue fell about 4%, reflecting lower enrollment. Molina Third-Quarter Results
• Negative Sentiment: Profitability deteriorated substantially. GAAP net income dropped to $38 million from $79 million a year earlier, while GAAP EPS fell to $0.73 from $1.51. The medical care ratio also increased to 92.9% from 92.6%, indicating cost pressure. Molina Posts Lower Third-Quarter Profit
• Negative Sentiment: Membership losses and business headwinds remain concerns. Lower Medicaid and Marketplace enrollment, pressure from the Florida Medicaid contract and the planned 2027 exit from traditional Medicare Advantage Part D could weigh on near-term results.

About Molina Healthcare

Molina Healthcare, Inc is a managed-care company that provides health insurance and related services primarily through government-sponsored programs. Its offerings include Medicaid, Medicare, Medicare-Medicaid dual-eligible plans and health plans sold through government marketplaces under the Affordable Care Act.

The company’s services generally include medical care coordination, behavioral health support, pharmacy benefits and, depending on the plan and state, dental and vision benefits.