Equities Analysts Set Expectations for MOH FY2026 Earnings

Molina Healthcare, Inc. (NYSE:MOH) – Stock analysts at Cantor Fitzgerald issued their FY2026 earnings per share estimates for shares of Molina Healthcare in a research note issued on Monday, June 9th. Cantor Fitzgerald analyst S. James forecasts that the company will post earnings of $28.03 per share for the year. The consensus estimate for Molina Healthcare’s current full-year earnings is $24.40 per share.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings data on Wednesday, April 23rd. The company reported $6.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.96 by $0.12. Molina Healthcare had a return on equity of 28.13% and a net margin of 2.90%. The company had revenue of $11.15 billion during the quarter, compared to the consensus estimate of $10.86 billion. During the same period last year, the company earned $5.73 earnings per share. The firm’s revenue was up 12.2% compared to the same quarter last year.

Other equities analysts have also issued research reports about the stock. Mizuho boosted their target price on shares of Molina Healthcare from $376.00 to $400.00 and gave the company an “outperform” rating in a report on Wednesday, April 9th. Baird R W lowered Molina Healthcare from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 15th. Wells Fargo & Company upgraded Molina Healthcare from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $295.00 to $372.00 in a research report on Wednesday, March 5th. Robert W. Baird reaffirmed a “neutral” rating and set a $375.00 target price (up previously from $331.00) on shares of Molina Healthcare in a research note on Tuesday, April 15th. Finally, Barclays lowered their target price on Molina Healthcare from $351.00 to $347.00 and set an “equal weight” rating for the company in a report on Monday. Nine investment analysts have rated the stock with a hold rating and eight have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $364.21.

Molina Healthcare Trading Down 0.0%

NYSE:MOH opened at $296.87 on Tuesday. Molina Healthcare has a 52 week low of $262.32 and a 52 week high of $365.23. The company has a debt-to-equity ratio of 0.69, a quick ratio of 1.62 and a current ratio of 1.62. The firm’s fifty day moving average is $319.91 and its 200-day moving average is $307.40. The firm has a market cap of $16.09 billion, a P/E ratio of 14.53, a P/E/G ratio of 1.06 and a beta of 0.56.

Insiders Place Their Bets

In related news, CEO Joseph M. Zubretsky sold 87,500 shares of the stock in a transaction on Wednesday, April 30th. The stock was sold at an average price of $320.06, for a total value of $28,005,250.00. Following the transaction, the chief executive officer now directly owns 257,715 shares in the company, valued at $82,484,262.90. This trade represents a 25.35% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Richard M. Schapiro sold 669 shares of Molina Healthcare stock in a transaction on Tuesday, April 29th. The shares were sold at an average price of $320.50, for a total transaction of $214,414.50. Following the completion of the sale, the director now directly owns 11,244 shares of the company’s stock, valued at approximately $3,603,702. The trade was a 5.62% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 1.10% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of MOH. Smartleaf Asset Management LLC increased its position in shares of Molina Healthcare by 123.9% during the fourth quarter. Smartleaf Asset Management LLC now owns 347 shares of the company’s stock worth $100,000 after acquiring an additional 192 shares in the last quarter. Summit Trail Advisors LLC acquired a new position in Molina Healthcare during the 4th quarter valued at about $452,000. Entropy Technologies LP boosted its stake in Molina Healthcare by 58.1% during the 4th quarter. Entropy Technologies LP now owns 4,594 shares of the company’s stock valued at $1,337,000 after purchasing an additional 1,688 shares during the last quarter. Raymond James Financial Inc. bought a new stake in Molina Healthcare during the 4th quarter worth approximately $10,725,000. Finally, US Bancorp DE lifted its holdings in shares of Molina Healthcare by 22.3% in the fourth quarter. US Bancorp DE now owns 1,993 shares of the company’s stock valued at $580,000 after purchasing an additional 364 shares in the last quarter. Institutional investors and hedge funds own 98.50% of the company’s stock.

Molina Healthcare Company Profile

Molina Healthcare, Inc provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces. It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company served in across 19 states. The company was founded in 1980 and is headquartered in Long Beach, California.