Commerce Bank Purchases Shares of 3,171 Molina Healthcare, Inc $MOH

Commerce Bank acquired a new stake in Molina Healthcare, Inc (NYSE:MOH) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 3,171 shares of the company’s stock, valued at approximately $725,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. 7G Capital Management LLC bought a new stake in Molina Healthcare during the 4th quarter worth approximately $1,735,000. BNP Paribas Financial Markets increased its holdings in Molina Healthcare by 63.0% during the 4th quarter. BNP Paribas Financial Markets now owns 439,371 shares of the company’s stock valued at $76,248,000 after purchasing an additional 169,739 shares in the last quarter. Assenagon Asset Management S.A. raised its position in Molina Healthcare by 394.1% in the 2nd quarter. Assenagon Asset Management S.A. now owns 156,632 shares of the company’s stock valued at $35,822,000 after purchasing an additional 124,929 shares during the last quarter. Aurora Investment Managers LLC. bought a new position in Molina Healthcare in the 1st quarter valued at $2,349,000. Finally, Easterly Investment Partners LLC boosted its stake in Molina Healthcare by 227.8% in the fourth quarter. Easterly Investment Partners LLC now owns 38,082 shares of the company’s stock worth $6,609,000 after purchasing an additional 26,464 shares in the last quarter. 98.50% of the stock is owned by institutional investors.

Trending Headlines about Molina Healthcare

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

• Positive Sentiment: Molina’s latest quarterly results exceeded expectations, with earnings of $1.51 per share versus the $1.39 consensus forecast and revenue of $10.87 billion, slightly above estimates. A recent analysis described the shares as a potential bargain following the strong results. Molina Healthcare Stock Looks Like a Bargain After Strong Q1 Results
• Positive Sentiment: Zacks Research raised its estimates for second-quarter 2027 EPS to $2.39 from $2.22 and for fiscal 2028 EPS to $12.22 from $11.94. The analyst maintained a “Strong Buy” rating in those estimates, signaling confidence in Molina’s longer-term earnings potential. Molina Healthcare analyst estimates
• Neutral Sentiment: Zacks’ broader industry outlook highlighted Molina alongside UnitedHealth, Cigna, Humana and Centene, indicating that managed-care industry trends remain an important factor for MOH investors. Zacks Industry Outlook on Molina and managed-care companies
• Negative Sentiment: Several Zacks revisions lowered near- to medium-term projections: Q3 2026 EPS fell to $0.71 from $0.72, fiscal 2026 EPS to $5.27 from $5.28, Q3 2027 EPS to $2.24 from $2.42, Q4 2027 EPS to $2.12 from $2.87, and fiscal 2027 EPS to $9.28 from $10.05.
• Negative Sentiment: The latest quarter also showed pressure beneath the headline beat: revenue declined 4.8% year over year, compared with $5.48 EPS in the prior-year period, while Molina reported a nearly breakeven net margin. Most Zacks coverage remains at a “Hold” rating.

Wall Street Analyst Weigh In

Several brokerages have recently commented on MOH. Robert W. Baird increased their target price on Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a report on Monday, May 11th. Zacks Research cut Molina Healthcare from a “strong-buy” rating to a “hold” rating in a report on Friday, August 21st. Jefferies Financial Group set a $230.00 price target on Molina Healthcare in a report on Tuesday, July 14th. Sanford C. Bernstein set a $286.00 price target on shares of Molina Healthcare in a research report on Monday, July 13th. Finally, Cantor Fitzgerald reissued a “neutral” rating on shares of Molina Healthcare in a report on Friday, July 24th. Three equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $202.44.

Molina Healthcare Stock Performance

MOH stock opened at $202.74 on Thursday. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68. The company has a 50 day moving average price of $211.34 and a 200 day moving average price of $179.02. Molina Healthcare, Inc has a fifty-two week low of $121.06 and a fifty-two week high of $244.89. The stock has a market capitalization of $10.58 billion, a PE ratio of -1,126.27, a price-to-earnings-growth ratio of 28.61 and a beta of 0.75.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $1.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.39 by $0.12. The firm had revenue of $10.87 billion for the quarter, compared to the consensus estimate of $10.83 billion. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The business’s revenue for the quarter was down 4.8% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.48 EPS. Analysts forecast that Molina Healthcare, Inc will post 5.29 EPS for the current year.

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.