Molina Healthcare, Inc $MOH Shares Sold by Sanctuary Advisors LLC

Sanctuary Advisors LLC trimmed its position in shares of Molina Healthcare, Inc (NYSE:MOH) by 64.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,533 shares of the company’s stock after selling 2,747 shares during the period. Sanctuary Advisors LLC’s holdings in Molina Healthcare were worth $266,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in MOH. Miller Global Investments LLC acquired a new stake in shares of Molina Healthcare during the 4th quarter worth $27,000. Cromwell Holdings LLC increased its holdings in Molina Healthcare by 211.9% in the 4th quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock valued at $32,000 after purchasing an additional 125 shares in the last quarter. Bogart Wealth LLC acquired a new stake in Molina Healthcare in the 3rd quarter valued at $39,000. Rakuten Securities Inc. increased its holdings in Molina Healthcare by 5,020.0% in the 4th quarter. Rakuten Securities Inc. now owns 256 shares of the company’s stock valued at $44,000 after purchasing an additional 251 shares in the last quarter. Finally, MUFG Securities EMEA plc acquired a new stake in Molina Healthcare in the 2nd quarter valued at $48,000. 98.50% of the stock is currently owned by institutional investors and hedge funds.

Molina Healthcare Stock Performance

Shares of MOH stock opened at $184.72 on Tuesday. 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 $333.00. The company’s 50-day simple moving average is $153.90 and its 200-day simple moving average is $158.36. The stock has a market capitalization of $9.62 billion, a price-to-earnings ratio of 54.65 and a beta of 0.85.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $2.35 EPS for the quarter, topping the consensus estimate of $1.57 by $0.78. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. The business had revenue of $10.80 billion for the quarter, compared to analysts’ expectations of $10.91 billion. During the same quarter last year, the company posted $6.08 earnings per share. The company’s quarterly revenue was down 3.1% compared to the same quarter last year. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities analysts anticipate that Molina Healthcare, Inc will post 5.21 earnings per share for the current fiscal year.

Key Headlines Impacting Molina Healthcare

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

• Positive Sentiment: Truist Financial raised its price target on Molina Healthcare to $205 from $180, implying more upside from current levels, even though it kept a Hold rating. Truist raises MOH price target
• Positive Sentiment: Cantor Fitzgerald also lifted its target sharply to $209 from $144, signaling better valuation expectations despite maintaining a Neutral rating. Cantor Fitzgerald raises MOH price target
• Neutral Sentiment: Robert W. Baird increased its target to $163 from $124 but kept a Neutral rating, suggesting analysts still see limited conviction in near-term momentum. Baird update on MOH
• Neutral Sentiment: Shareholders approved governance and bylaw changes at the annual meeting, which is generally a procedural update with no immediate earnings impact. Shareholder approval and investor day materials
• Neutral Sentiment: Molina Healthcare and The MolinaCares Accord announced a $130,000 donation to support senior social-isolation pilot programs in Michigan, a positive community-relations move but unlikely to affect fundamentals. Community donation announcement
• Negative Sentiment: Analysts remain cautious overall, with several firms keeping Hold/Neutral-style ratings, indicating the recent target increases are not yet translating into a stronger buy thesis for MOH. Analyst caution on MOH

Analyst Ratings Changes

Several analysts recently issued reports on the company. Truist Financial increased their price target on Molina Healthcare from $180.00 to $205.00 and gave the company a “hold” rating in a report on Monday. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $129.00 price target on shares of Molina Healthcare in a report on Friday, April 24th. Mizuho lowered their price target on Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating for the company in a report on Thursday, March 12th. Morgan Stanley increased their price target on Molina Healthcare from $128.00 to $146.00 and gave the company an “equal weight” rating in a report on Friday, April 24th. Finally, Wall Street Zen upgraded Molina Healthcare from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $174.53.

Molina Healthcare Company 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.