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

Molina Healthcare (NYSE:MOH) issued its quarterly 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 firm had revenue of $11.38 billion during the quarter, compared to analysts’ expectations of $10.90 billion. Molina Healthcare had a return on equity of 22.95% and a net margin of 1.98%. Molina Healthcare updated its FY 2026 guidance to 5.000- EPS.

Molina Healthcare Price Performance

Shares of NYSE MOH traded down $1.35 during midday trading on Thursday, reaching $176.69. The stock had a trading volume of 2,243,137 shares, compared to its average volume of 1,405,684. The company has a market capitalization of $9.58 billion, a price-to-earnings ratio of 10.94 and a beta of 0.49. Molina Healthcare has a 12-month low of $133.40 and a 12-month high of $359.97. The stock has a 50-day moving average of $172.98 and a 200-day moving average of $171.17. The company has a debt-to-equity ratio of 0.92, a quick ratio of 1.68 and a current ratio of 1.68.

Insiders Place Their Bets

In other Molina Healthcare news, Director Richard M. Schapiro sold 357 shares of the stock in a transaction on Monday, November 24th. The stock was sold at an average price of $143.02, for a total value of $51,058.14. Following the completion of the sale, the director owned 11,352 shares in the company, valued at approximately $1,623,563.04. This represents a 3.05% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. AQR Capital Management LLC lifted its holdings in shares of Molina Healthcare by 217.0% in the third quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock worth $561,475,000 after buying an additional 2,008,458 shares in the last quarter. UBS Group AG increased its holdings in Molina Healthcare by 320.7% in 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 last quarter. Viking Global Investors LP purchased a new stake in Molina Healthcare in the 2nd quarter worth $79,665,000. BNP Paribas Financial Markets boosted its holdings in shares of Molina Healthcare by 130.8% during the 3rd quarter. BNP Paribas Financial Markets now owns 269,632 shares of the company’s stock valued at $51,597,000 after purchasing an additional 152,783 shares during the last quarter. Finally, Man Group plc grew its position in shares of Molina Healthcare by 1,551.9% during the second quarter. Man Group plc now owns 127,132 shares of the company’s stock valued at $37,873,000 after purchasing an additional 119,436 shares in the last quarter. 98.50% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently commented on MOH shares. TD Cowen cut Molina Healthcare from a “buy” rating to a “hold” rating and set a $203.00 target price on the stock. in a research note on Thursday, October 16th. Wells Fargo & Company increased their price objective on shares of Molina Healthcare from $165.00 to $208.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Truist Financial set a $175.00 target price on shares of Molina Healthcare in a report on Friday, October 24th. Jefferies Financial Group set a $160.00 price target on shares of Molina Healthcare in a report on Tuesday, December 16th. Finally, Mizuho set a $220.00 target price on shares of Molina Healthcare in a research report on Friday, January 9th. Three analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Molina Healthcare presently has a consensus rating of “Hold” and a consensus price target of $193.47.

About Molina Healthcare

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.