Q3 EPS Estimate for Molina Healthcare Lowered by Analyst

Molina Healthcare, Inc (NYSE:MOH) – Research analysts at Zacks Research reduced their Q3 2026 earnings per share (EPS) estimates for Molina Healthcare in a report issued on Monday, May 11th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $1.07 for the quarter, down from their previous estimate of $1.08. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Molina Healthcare’s current full-year earnings is $5.21 per share. Zacks Research also issued estimates for Molina Healthcare’s FY2026 earnings at $5.22 EPS, Q1 2027 earnings at $1.60 EPS, Q2 2027 earnings at $1.82 EPS and Q4 2027 earnings at $2.00 EPS.

Molina Healthcare (NYSE:MOH) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $2.35 EPS for the quarter, beating the consensus estimate of $1.57 by $0.78. The business had revenue of $10.80 billion during the quarter, compared to analyst estimates of $10.91 billion. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The company’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same quarter last year, the firm posted $6.08 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS.

Other equities analysts have also issued research reports about the company. Bank of America raised Molina Healthcare from an “underperform” rating to a “buy” rating and set a $250.00 price target for the company in a research report on Wednesday, April 29th. Morgan Stanley lifted their price target on Molina Healthcare from $128.00 to $146.00 and gave the stock an “equal weight” rating in a research 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 research report on Thursday, March 12th. Robert W. Baird lifted their price target on Molina Healthcare from $124.00 to $163.00 and gave the stock a “neutral” rating in a research report on Monday. Finally, Truist Financial lifted their price target on Molina Healthcare from $180.00 to $205.00 and gave the stock a “hold” rating in a research report on Monday. Three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $174.53.

Molina Healthcare Stock Performance

Shares of Molina Healthcare stock opened at $184.72 on Tuesday. The company has a current ratio of 1.63, a quick ratio of 1.63 and a debt-to-equity ratio of 0.97. The firm has a market capitalization of $9.62 billion, a P/E ratio of 54.65 and a beta of 0.85. The business has a fifty day simple moving average of $153.90 and a two-hundred day simple moving average of $158.36. Molina Healthcare has a 12 month low of $121.06 and a 12 month high of $333.00.

Hedge Funds Weigh In On Molina Healthcare

Several large investors have recently modified their holdings of MOH. AQR Capital Management LLC increased its holdings in Molina Healthcare by 217.0% in the 3rd quarter. AQR Capital Management LLC now owns 2,934,130 shares of the company’s stock worth $561,475,000 after buying an additional 2,008,458 shares in the last quarter. 8 Knots Management LLC bought a new stake in Molina Healthcare in the 4th quarter worth about $198,942,000. Victory Capital Management Inc. increased its holdings in Molina Healthcare by 344.3% in the 3rd quarter. Victory Capital Management Inc. now owns 963,526 shares of the company’s stock worth $184,380,000 after buying an additional 746,639 shares in the last quarter. Madison Avenue Partners LP bought a new stake in Molina Healthcare in the 4th quarter worth about $110,003,000. Finally, Norges Bank bought a new stake in Molina Healthcare in the 4th quarter worth about $109,766,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Trending Headlines about Molina Healthcare

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

• Positive Sentiment: Cantor Fitzgerald raised its price target on Molina Healthcare (MOH) to $209 from $144, signaling improved expectations for the company’s valuation. Molina Healthcare (NYSE:MOH) Price Target Raised to $209.00 at Cantor Fitzgerald
• Positive Sentiment: Truist Financial also lifted its target to $205 from $180, reflecting a more constructive view on Molina’s near-term stock potential despite keeping a Hold rating. Molina Healthcare (NYSE:MOH) Price Target Raised to $205.00 at Truist Financial
• Positive Sentiment: Robert W. Baird issued a more favorable outlook for MOH, with its newer target of $163 still below the current share price but indicating analysts see support for the company’s operating outlook. Robert W. Baird Issues Positive Forecast for Molina Healthcare (NYSE:MOH) Stock Price
• Neutral Sentiment: Shareholders approved governance and bylaw changes at the annual meeting, a routine corporate development with limited immediate trading impact. Molina Healthcare Shareholders Approve Governance and Bylaw Changes
• Neutral Sentiment: The company also highlighted community donations in Michigan and released investor day materials, which are supportive of the brand but unlikely to move the stock much on their own. Molina Healthcare of Michigan and The MolinaCares Accord Donate $130,000 to Libraries for Pilot Programs Addressing Senior Social Isolation
• Neutral Sentiment: J.P. Morgan’s hold view suggests analysts remain cautious on the longer-term growth and margin outlook, even as recent target increases point to better sentiment overall. Balanced Risk-Reward Keeps Molina Healthcare at Hold Amid Conservative 2029 Growth and Margin Assumptions

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.