Thompson Siegel & Walmsley LLC Makes New $21.79 Million Investment in Molina Healthcare, Inc $MOH

Thompson Siegel & Walmsley LLC purchased a new stake in Molina Healthcare, Inc (NYSE:MOH) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 125,563 shares of the company’s stock, valued at approximately $21,790,000. Thompson Siegel & Walmsley LLC owned 0.23% of Molina Healthcare as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of MOH. Torren Management LLC acquired a new stake in shares of Molina Healthcare in the 4th quarter valued at about $26,000. Miller Global Investments LLC acquired a new position in Molina Healthcare during the 4th quarter worth approximately $27,000. MUFG Securities EMEA plc bought a new position in Molina Healthcare in the second quarter worth approximately $48,000. Cromwell Holdings LLC boosted its holdings in Molina Healthcare by 211.9% in the fourth quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock worth $32,000 after acquiring an additional 125 shares in the last quarter. Finally, Rakuten Securities Inc. grew its stake in Molina Healthcare by 5,020.0% in the fourth quarter. Rakuten Securities Inc. now owns 256 shares of the company’s stock valued at $44,000 after acquiring an additional 251 shares during the period. Institutional investors and hedge funds own 98.50% of the company’s stock.

Insider Activity at Molina Healthcare

In other Molina Healthcare news, insider Jeff D. Barlow sold 17,811 shares of the business’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $186.12, for a total value of $3,314,983.32. Following the transaction, the insider owned 67,175 shares of the company’s stock, valued at approximately $12,502,611. The trade was a 20.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Maurice Hebert sold 600 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $191.55, for a total value of $114,930.00. Following the completion of the transaction, the chief accounting officer owned 12,815 shares of the company’s stock, valued at $2,454,713.25. This trade represents a 4.47% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.44% of the company’s stock.

Molina Healthcare Price Performance

Shares of NYSE:MOH opened at $173.61 on Monday. 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 stock has a market cap of $9.05 billion, a PE ratio of 51.36 and a beta of 0.80. The stock’s fifty day simple moving average is $163.77 and its two-hundred day simple moving average is $160.93. Molina Healthcare, Inc has a 1-year low of $121.06 and a 1-year high of $311.52.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.57 by $0.78. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. The company had revenue of $10.80 billion for the quarter, compared to analyst estimates of $10.91 billion. During the same period last year, the firm earned $6.08 earnings per share. The firm’s revenue was down 3.1% on a year-over-year basis. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. As a group, analysts forecast that Molina Healthcare, Inc will post 5.23 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Molina Healthcare in a research report on Friday, March 13th. Weiss Ratings restated a “sell (d+)” rating on shares of Molina Healthcare in a research note on Tuesday, April 21st. The Goldman Sachs Group lowered their price objective on shares of Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating on the stock in a report on Wednesday, February 11th. Cantor Fitzgerald raised their price objective on shares of Molina Healthcare from $144.00 to $209.00 and gave the company a “neutral” rating in a research note on Monday, May 11th. Finally, Wall Street Zen upgraded shares of Molina Healthcare from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Three analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $178.53.

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.