Molina Healthcare (NYSE:MOH) Issues Q2 2025 Earnings Guidance

Molina Healthcare (NYSE:MOH) issued an update on its second quarter 2025 earnings guidance on Monday morning. The company provided EPS guidance of 5.500-5.500 for the period, compared to the consensus EPS estimate of 6.210. The company issued revenue guidance of -. Molina Healthcare also updated its FY 2025 guidance to 21.500-22.500 EPS.

Molina Healthcare Stock Performance

NYSE MOH traded down $4.25 during midday trading on Monday, hitting $235.34. The company had a trading volume of 589,713 shares, compared to its average volume of 704,064. The company has a quick ratio of 1.63, a current ratio of 1.63 and a debt-to-equity ratio of 0.87. The stock has a market cap of $12.76 billion, a price-to-earnings ratio of 11.37, a P/E/G ratio of 0.80 and a beta of 0.55. The firm has a fifty day simple moving average of $302.25 and a two-hundred day simple moving average of $305.62. Molina Healthcare has a fifty-two week low of $223.50 and a fifty-two week high of $365.23.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings results on Wednesday, April 23rd. The company reported $6.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.96 by $0.12. The company had revenue of $11.15 billion for the quarter, compared to analyst estimates of $10.86 billion. Molina Healthcare had a net margin of 2.81% and a return on equity of 28.38%. The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the business posted $5.73 EPS. Equities analysts forecast that Molina Healthcare will post 24.4 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on MOH. Robert W. Baird reissued a “neutral” rating and set a $375.00 price target (up from $331.00) on shares of Molina Healthcare in a report on Tuesday, April 15th. Barclays decreased their price objective on shares of Molina Healthcare from $351.00 to $347.00 and set an “equal weight” rating for the company in a report on Monday, June 9th. Mizuho boosted their price objective on shares of Molina Healthcare from $376.00 to $400.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 9th. Wall Street Zen lowered shares of Molina Healthcare from a “buy” rating to a “hold” rating in a research report on Sunday, June 29th. Finally, Truist Financial upped their price target on shares of Molina Healthcare from $340.00 to $400.00 and gave the company a “buy” rating in a research note on Friday, April 11th. Ten investment analysts have rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $364.21.

Insider Activity at Molina Healthcare

In other news, CEO Joseph M. Zubretsky sold 87,500 shares of the firm’s stock in a transaction that occurred on Wednesday, April 30th. The shares were sold at an average price of $320.06, for a total transaction of $28,005,250.00. Following the completion of the sale, the chief executive officer owned 257,715 shares of the company’s stock, valued at $82,484,262.90. This trade represents a 25.35% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through 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 directly owned 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. Company insiders own 1.26% of the company’s stock.

Institutional Trading of Molina Healthcare

Several hedge funds have recently bought and sold shares of MOH. Baird Financial Group Inc. purchased a new position in Molina Healthcare during the 1st quarter worth $210,000. NewEdge Advisors LLC lifted its holdings in Molina Healthcare by 33.4% during the first quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock valued at $364,000 after purchasing an additional 277 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in Molina Healthcare by 713.3% during the first quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock valued at $544,000 after purchasing an additional 1,448 shares during the last quarter. Focus Partners Wealth lifted its holdings in Molina Healthcare by 82.7% during the first quarter. Focus Partners Wealth now owns 3,749 shares of the company’s stock valued at $1,235,000 after purchasing an additional 1,697 shares during the last quarter. Finally, Woodline Partners LP purchased a new stake in shares of Molina Healthcare in the first quarter worth about $1,541,000. Institutional investors and hedge funds own 98.50% of the company’s stock.

About Molina Healthcare

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.