The Manufacturers Life Insurance Company Acquires Shares of 157,923 Molina Healthcare, Inc $MOH

The Manufacturers Life Insurance Company acquired a new position in shares of Molina Healthcare, Inc (NYSE:MOH) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 157,923 shares of the company’s stock, valued at approximately $36,117,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Manning & Napier Advisors LLC purchased a new stake in shares of Molina Healthcare in the second quarter worth about $152,339,000. Algert Global LLC raised its holdings in shares of Molina Healthcare by 35.5% during the 2nd quarter. Algert Global LLC now owns 52,240 shares of the company’s stock valued at $11,947,000 after buying an additional 13,690 shares during the period. Asset One Wealth Management LLC purchased a new stake in shares of Molina Healthcare during the 2nd quarter valued at about $317,000. Cibc World Market Inc. acquired a new position in Molina Healthcare during the 2nd quarter worth approximately $1,719,000. Finally, Sanctuary Advisors LLC acquired a new position in Molina Healthcare during the 2nd quarter worth approximately $871,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Molina Healthcare Trading Up 1.6%

Shares of MOH opened at $202.74 on Thursday. The company has a market capitalization of $10.58 billion, a P/E ratio of -1,126.27, a P/E/G ratio of 28.61 and a beta of 0.75. Molina Healthcare, Inc has a one year low of $121.06 and a one 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. The stock has a 50-day moving average price of $211.34 and a 200 day moving average price of $179.02.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings data on Wednesday, July 22nd. The company reported $1.51 earnings per share for the quarter, beating analysts’ consensus estimates of $1.39 by $0.12. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The firm had revenue of $10.87 billion during the quarter, compared to analyst estimates of $10.83 billion. During the same quarter last year, the firm earned $5.48 EPS. Molina Healthcare’s quarterly revenue was down 4.8% on a year-over-year basis. Sell-side analysts forecast that Molina Healthcare, Inc will post 5.29 EPS for the current fiscal year.

Molina Healthcare News Roundup

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 Analysts Forecast Growth

MOH has been the subject of several recent research reports. Wells Fargo & Company lowered their price objective on shares of Molina Healthcare from $235.00 to $220.00 and set an “equal weight” rating for the company in a research report on Tuesday, July 28th. Morgan Stanley boosted their target price on shares of Molina Healthcare from $146.00 to $167.00 and gave the stock an “equal weight” rating in a research report on Thursday, June 4th. Cantor Fitzgerald restated a “neutral” rating on shares of Molina Healthcare in a research note on Friday, July 24th. TD Cowen raised their price target on shares of Molina Healthcare from $163.00 to $230.00 and gave the company a “hold” rating in a report on Tuesday, July 14th. Finally, Weiss Ratings downgraded shares of Molina Healthcare from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Friday, July 24th. Three investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $202.44.

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.