Molina Healthcare (NYSE:MOH) Issues FY 2026 Earnings Guidance

Molina Healthcare (NYSE:MOH) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 5.250- for the period, compared to the consensus earnings per share estimate of 5.260.

Molina Healthcare Trading Down 1.4%

Molina Healthcare stock traded down $3.10 during trading hours on Friday, hitting $213.54. The company had a trading volume of 499,980 shares, compared to its average volume of 1,282,164. The company has a 50-day moving average price of $200.71 and a two-hundred day moving average price of $196.06. The firm has a market cap of $11.15 billion, a P/E ratio of -1,183.91, a P/E/G ratio of 30.81 and a beta of 0.78. Molina Healthcare has a 1 year low of $121.06 and a 1 year high of $244.89. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68.

Molina Healthcare (NYSE:MOH) last announced its quarterly earnings results on Wednesday, October 21st. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.79 by $0.10. The firm had revenue of $11.08 billion for the quarter, compared to analyst estimates of $10.86 billion. Molina Healthcare had a positive return on equity of 2.51% and a negative net margin of 0.11%. The business’s revenue for the quarter was down 3.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.84 earnings per share. On average, sell-side analysts anticipate that Molina Healthcare will post 5.28 earnings per share for the current year.

Analyst Upgrades and Downgrades

MOH has been the topic of a number of analyst reports. Mizuho set a $255.00 price target on Molina Healthcare in a report on Friday. Cantor Fitzgerald restated a “neutral” rating on shares of Molina Healthcare in a report on Friday, October 9th. Robert W. Baird set a $198.00 price objective on shares of Molina Healthcare in a research report on Friday. Sanford C. Bernstein set a $286.00 target price on shares of Molina Healthcare in a research report on Monday, July 13th. Finally, UBS Group reiterated a “neutral” rating and set a $225.00 price objective on shares of Molina Healthcare in a report on Friday. Three research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $208.06.

Molina Healthcare News Summary

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

• Positive Sentiment: Quarterly results exceeded estimates: Molina reported third-quarter adjusted EPS of $0.89 versus the $0.79 consensus estimate, while revenue of $11.08 billion topped expectations of $10.86 billion. Molina Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Longer-term outlook offers support: Management outlined 2027 premium revenue of at least $45 billion, with potential EPS building blocks totaling more than $9.50. Investors may view this as evidence that recent contract and product issues could be addressed over time. Molina 2027 Outlook
• Neutral Sentiment: 2026 guidance is essentially in line: Molina updated full-year 2026 EPS guidance to approximately $5.25, compared with the consensus estimate of $5.26. The limited change provides little near-term upside surprise but may reduce uncertainty around the year’s results.
• Negative Sentiment: Profitability deteriorated materially: Third-quarter net income fell to $38 million from $79 million a year earlier, while GAAP diluted EPS declined to $0.73 from $1.51. Premium revenue also fell 4% year over year, and membership declined to approximately 4.9 million. Molina Posts Lower Third-Quarter Profit and Revenue
• Negative Sentiment: Medical-cost pressure remains a concern: The medical care ratio increased to 92.9% from 92.6%, reinforcing investor concerns about Medicaid margins, the Florida Medicaid contract’s implementation costs and underperformance in the Medicare Advantage Part D business. Molina Earnings Call Highlights

Molina Healthcare Company Profile

Molina Healthcare, Inc is a managed-care company that provides health insurance and related services primarily through government-sponsored programs. Its offerings include Medicaid, Medicare, Medicare-Medicaid dual-eligible plans and health plans sold through government marketplaces under the Affordable Care Act.

The company’s services generally include medical care coordination, behavioral health support, pharmacy benefits and, depending on the plan and state, dental and vision benefits.