TD Asset Management Inc Trims Stock Holdings in Molina Healthcare, Inc $MOH

TD Asset Management Inc reduced its holdings in shares of Molina Healthcare, Inc (NYSE:MOH) by 20.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 139,653 shares of the company’s stock after selling 35,745 shares during the quarter. TD Asset Management Inc’s holdings in Molina Healthcare were worth $26,724,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. First Horizon Advisors Inc. raised its holdings in Molina Healthcare by 2,140.0% during the 2nd quarter. First Horizon Advisors Inc. now owns 112 shares of the company’s stock valued at $33,000 after acquiring an additional 107 shares during the period. Bogart Wealth LLC bought a new stake in shares of Molina Healthcare during the 3rd quarter valued at $39,000. CYBER HORNET ETFs LLC purchased a new stake in Molina Healthcare during the 2nd quarter worth about $45,000. SJS Investment Consulting Inc. boosted its stake in Molina Healthcare by 6,225.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 253 shares of the company’s stock worth $48,000 after purchasing an additional 249 shares during the period. Finally, MUFG Securities EMEA plc bought a new position in Molina Healthcare in the 2nd quarter worth about $48,000. 98.50% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

MOH has been the topic of a number of recent analyst reports. Jefferies Financial Group set a $160.00 price target on shares of Molina Healthcare in a report on Tuesday, December 16th. Truist Financial lowered their target price on shares of Molina Healthcare from $190.00 to $145.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. The Goldman Sachs Group cut their price target on shares of Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. TD Cowen decreased their price target on shares of Molina Healthcare from $175.00 to $144.00 and set a “hold” rating on the stock in a report on Monday, February 9th. Finally, Cantor Fitzgerald lowered their price objective on Molina Healthcare from $180.00 to $144.00 and set a “neutral” rating on the stock in a research report on Monday, February 9th. Two research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, Molina Healthcare has an average rating of “Hold” and a consensus price target of $157.86.

Key Stories Impacting Molina Healthcare

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

• Positive Sentiment: Zacks raised its Q3 2027 estimate to $1.83 from $0.93, a meaningful upside revision for that quarter that could support rebound expectations if the company hits improving Medicare/Medicaid margins. Zacks Q3 2027 raise
• Positive Sentiment: Media analysis argues MOH may look attractive after a roughly 48.8% one‑year share price fall, highlighting valuation and long‑term Medicaid exposure as potential catalysts for value investors if fundamentals stabilize. Is Molina Healthcare (MOH) Now Attractive?
• Neutral Sentiment: Research houses issued FY2028 forecasts (consensus and individual models vary). These forward estimates add context to expectations but do not by themselves change near‑term earnings realization risk. Research Analysts Issue Forecasts for MOH FY2028 Earnings
• Negative Sentiment: Zacks issued a broad set of downgrades across 2026–2027: Q1–Q4 2026 and multiple 2027 quarters were cut (examples: FY2026 cut to $5.06 from $13.97; FY2027 cut to $7.61 from $18.88), reflecting materially lower near‑term earnings assumptions and increasing uncertainty about margin recovery — a major factor pressuring the stock. Zacks cuts to FY2026/FY2027 estimates

Molina Healthcare Stock Performance

Molina Healthcare stock opened at $154.54 on Friday. Molina Healthcare, Inc has a fifty-two week low of $121.06 and a fifty-two week high of $359.97. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.69 and a current ratio of 1.69. The stock has a market cap of $7.96 billion, a P/E ratio of 18.05 and a beta of 0.49. The firm’s fifty day moving average price is $167.85 and its 200-day moving average price is $168.72.

Molina Healthcare (NYSE:MOH) last released its earnings results on Thursday, February 5th. The company reported ($2.75) EPS for the quarter, missing analysts’ consensus estimates of $0.43 by ($3.18). Molina Healthcare had a net margin of 1.04% and a return on equity of 13.60%. The firm had revenue of $11.38 billion during the quarter, compared to the consensus estimate of $10.90 billion. During the same period in the prior year, the company earned $5.05 EPS. The firm’s revenue was up 8.3% compared to the same quarter last year. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. On average, equities research analysts expect that Molina Healthcare, Inc will post 24.4 earnings per share for the current fiscal year.

Molina Healthcare 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.