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

Molina Healthcare (NYSE:MOH) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 5.000- for the period, compared to the consensus earnings per share estimate of 5.040. The company issued revenue guidance of -, compared to the consensus revenue estimate of $44.2 billion.

Analyst Ratings Changes

Several equities analysts have recently weighed in on MOH shares. Truist Financial reduced their price objective on Molina Healthcare from $190.00 to $145.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. Wells Fargo & Company set a $141.00 price objective on shares of Molina Healthcare and gave the stock an “equal weight” rating in a research report on Friday, February 20th. Zacks Research raised shares of Molina Healthcare from a “strong sell” rating to a “hold” rating in a research note on Monday. UBS Group set a $173.00 target price on shares of Molina Healthcare in a report on Friday, March 13th. Finally, Wall Street Zen upgraded Molina Healthcare from a “strong sell” rating to a “sell” rating in a report on Sunday. Two analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $169.21.

Molina Healthcare Stock Up 12.2%

NYSE MOH traded up $18.70 on Thursday, reaching $171.70. The company had a trading volume of 306,089 shares, compared to its average volume of 1,743,251. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.69 and a quick ratio of 1.69. Molina Healthcare has a 1 year low of $121.06 and a 1 year high of $333.22. The firm has a 50-day moving average of $144.15 and a 200-day moving average of $159.35. The firm has a market capitalization of $8.94 billion, a PE ratio of 20.04 and a beta of 0.55.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $2.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.16 by $0.19. Molina Healthcare had a net margin of 1.04% and a return on equity of 13.60%. The company had revenue of $10.80 billion for the quarter, compared to analyst estimates of $10.91 billion. During the same quarter last year, the firm posted $6.08 earnings per share. The business’s quarterly revenue was down 3.1% on a year-over-year basis. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. On average, equities research analysts anticipate that Molina Healthcare will post 5.04 EPS for the current fiscal year.

More Molina Healthcare News

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

• Positive Sentiment: Adjusted Q1 EPS topped estimates (reported $2.35/share vs. analyst consensus ~ $2.16). This beat is the main bullish driver cited by several outlets. Molina (MOH) Q1 Earnings Surpass Estimates
• Positive Sentiment: Company and reporters highlighted favorable medical-cost trends that helped lift adjusted profit — a near‑term earnings tailwind investors like for Medicaid-focused insurers. Molina Healthcare beats quarterly profit estimates on controlled medical costs
• Positive Sentiment: Zacks raised its view on MOH from “strong sell” to “hold” ahead of/around results — a modest signal that downside expectations have eased. Zacks Research upgrade
• Neutral Sentiment: Molina provided FY‑2026 EPS guidance of 5.000‑ (vs. Street consensus ~5.04), which is essentially in line but a touch conservative versus some models — investors will watch cadence and Medicaid/Medicare rate assumptions. Press release / guidance
• Neutral Sentiment: Analyst coverage remains mixed (recent upgrades and holds alongside underweight calls); price targets vary widely, so future moves could be driven by updates to analyst models and Medicare rate assumptions. Zacks: key metrics vs. estimates
• Negative Sentiment: Revenue missed estimates (reported ~$10.8B vs. consensus near $10.9–11.0B) and several year‑over‑year operating metrics fell sharply vs. last year — investors may focus on the decline in operating profit and net income on a GAAP basis. QuiverQuant: Q1 financial detail and Y/Y declines

Hedge Funds Weigh In On Molina Healthcare

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. MUFG Securities EMEA plc purchased a new stake in shares of Molina Healthcare during the second quarter worth about $48,000. Quarry LP acquired a new stake in Molina Healthcare during the 4th quarter valued at approximately $32,000. Triumph Capital Management grew its stake in Molina Healthcare by 4,625.0% during the 4th quarter. Triumph Capital Management now owns 189 shares of the company’s stock valued at $33,000 after purchasing an additional 185 shares in the last quarter. Brown Brothers Harriman & Co. increased its holdings in Molina Healthcare by 96.1% during the 4th quarter. Brown Brothers Harriman & Co. now owns 249 shares of the company’s stock worth $43,000 after purchasing an additional 122 shares during the last quarter. Finally, DV Equities LLC acquired a new position in shares of Molina Healthcare in the 4th quarter valued at approximately $76,000. 98.50% of the stock is owned by hedge funds and other institutional investors.

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.