TD Asset Management Inc Boosts Holdings in Molina Healthcare, Inc $MOH

TD Asset Management Inc grew its position in Molina Healthcare, Inc (NYSE:MOH) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 152,796 shares of the company’s stock after buying an additional 13,143 shares during the period. TD Asset Management Inc’s holdings in Molina Healthcare were worth $26,516,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the company. AQR Capital Management LLC grew its stake in shares of Molina Healthcare by 217.0% in the 3rd quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock valued at $561,475,000 after buying an additional 2,008,458 shares during the period. Victory Capital Management Inc. grew its stake in shares of Molina Healthcare by 344.3% in the 3rd quarter. Victory Capital Management Inc. now owns 963,526 shares of the company’s stock valued at $184,380,000 after buying an additional 746,639 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of Molina Healthcare by 31.0% in the 3rd quarter. Dimensional Fund Advisors LP now owns 938,677 shares of the company’s stock valued at $179,632,000 after buying an additional 222,346 shares during the period. Norges Bank purchased a new stake in shares of Molina Healthcare in the 4th quarter valued at approximately $109,766,000. Finally, UBS Group AG grew its stake in shares of 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 buying an additional 460,372 shares during the period. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on the stock. Mizuho dropped their price target on shares of Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating for the company in a research note on Thursday, March 12th. Robert W. Baird upped their price objective on shares of Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Bank of America upgraded shares of Molina Healthcare from an “underperform” rating to a “buy” rating and set a $250.00 price objective on the stock in a report on Wednesday, April 29th. UBS Group upped their price objective on shares of Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a report on Friday, May 22nd. Finally, Weiss Ratings restated a “sell (d+)” rating on shares of Molina Healthcare in a report on Tuesday, April 21st. Three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Molina Healthcare presently has a consensus rating of “Hold” and an average target price of $179.93.

Insider Buying and Selling

In other Molina Healthcare news, CAO Maurice Hebert sold 600 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $191.55, for a total transaction of $114,930.00. Following the sale, the chief accounting officer directly owned 12,815 shares in the company, valued at $2,454,713.25. This represents a 4.47% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Jeff D. Barlow sold 17,811 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $186.12, for a total transaction of $3,314,983.32. Following the sale, the insider owned 67,175 shares in the company, valued at approximately $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.44% of the stock is owned by corporate insiders.

Molina Healthcare Stock Performance

Shares of MOH stock opened at $191.16 on Monday. The firm’s 50 day moving average price is $168.40 and its 200-day moving average price is $162.57. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.63 and a current ratio of 1.63. Molina Healthcare, Inc has a one year low of $121.06 and a one year high of $311.52. The firm has a market cap of $9.96 billion, a P/E ratio of 56.56 and a beta of 0.80.

Molina Healthcare (NYSE:MOH) last released its earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.78. The company had revenue of $10.80 billion for the quarter, compared to analyst estimates of $10.91 billion. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. The firm’s quarterly revenue was down 3.1% on a year-over-year basis. During the same period in the prior year, the business earned $6.08 EPS. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. As a group, equities research analysts predict that Molina Healthcare, Inc will post 5.23 EPS for the current 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.