Molina Healthcare (NYSE:MOH) Stock Price Target Raised at Morgan Stanley

Molina Healthcare (NYSE:MOH) had its price objective raised by Morgan Stanley from $167.00 to $192.00 in a research note issued on Friday, Benzinga reports. The firm currently has an “equal weight” rating on the stock. Morgan Stanley‘s target price points to a potential downside of 9.70% from the company’s previous close.

Other equities analysts also recently issued research reports about the company. Zacks Research downgraded Molina Healthcare from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 12th. Weiss Ratings raised Molina Healthcare from a “sell (d)” rating to a “sell (d+)” rating in a research report on Wednesday. Jefferies Financial Group reiterated a “hold” rating and set a $220.00 target price on shares of Molina Healthcare in a research note on Friday. Wall Street Zen lowered Molina Healthcare from a “hold” rating to a “sell” rating in a report on Sunday, October 4th. Finally, Sanford C. Bernstein set a $286.00 target price on Molina Healthcare in a report on Monday, July 13th. Three investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $209.62.

Molina Healthcare Stock Performance

MOH stock traded down $4.01 during trading hours on Friday, reaching $212.63. The stock had a trading volume of 516,290 shares, compared to its average volume of 1,282,323. The stock has a 50-day simple moving average of $200.71 and a 200 day simple moving average of $196.06. Molina Healthcare has a fifty-two week low of $121.06 and a fifty-two week high of $244.89. The stock has a market capitalization of $11.10 billion, a PE ratio of -1,186.18, a price-to-earnings-growth ratio of 30.81 and a beta of 0.78. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings data on Wednesday, October 21st. The company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.10. The company had revenue of $11.08 billion for the quarter, compared to analyst estimates of $10.86 billion. Molina Healthcare had a negative net margin of 0.11% and a positive return on equity of 2.51%. Molina Healthcare’s revenue for the quarter was down 3.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.84 EPS. Analysts predict that Molina Healthcare will post 5.28 EPS for the current fiscal year.

Institutional Trading of Molina Healthcare

Several hedge funds have recently added to or reduced their stakes in MOH. Fortitude Family Office LLC grew its holdings in Molina Healthcare by 63.7% in the 3rd quarter. Fortitude Family Office LLC now owns 131 shares of the company’s stock valued at $25,000 after buying an additional 51 shares in the last quarter. Physician Wealth Advisors Inc. lifted its holdings in shares of Molina Healthcare by 1,250.0% during the first quarter. Physician Wealth Advisors Inc. now owns 216 shares of the company’s stock worth $29,000 after buying an additional 200 shares in the last quarter. SJS Investment Consulting Inc. lifted its holdings in shares of Molina Healthcare by 504.9% during the first quarter. SJS Investment Consulting Inc. now owns 248 shares of the company’s stock worth $33,000 after buying an additional 207 shares in the last quarter. Elevation Wealth Partners LLC boosted its position in shares of Molina Healthcare by 118.2% in the second quarter. Elevation Wealth Partners LLC now owns 144 shares of the company’s stock valued at $33,000 after acquiring an additional 78 shares during the period. Finally, Global Retirement Partners LLC bought a new stake in shares of Molina Healthcare in the second quarter valued at about $39,000. 98.50% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Molina Healthcare

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

• Positive Sentiment: Quarterly results exceeded estimates: Molina reported third-quarter adjusted EPS of $0.89 versus the $0.79 consensus estimate, while revenue of $11.08 billion topped expectations of $10.86 billion. Molina Surpasses Q3 Earnings and Revenue Estimates
• Positive Sentiment: Longer-term outlook offers support: Management outlined 2027 premium revenue of at least $45 billion, with potential EPS building blocks totaling more than $9.50. Investors may view this as evidence that recent contract and product issues could be addressed over time. Molina 2027 Outlook
• Neutral Sentiment: 2026 guidance is essentially in line: Molina updated full-year 2026 EPS guidance to approximately $5.25, compared with the consensus estimate of $5.26. The limited change provides little near-term upside surprise but may reduce uncertainty around the year’s results.
• Negative Sentiment: Profitability deteriorated materially: Third-quarter net income fell to $38 million from $79 million a year earlier, while GAAP diluted EPS declined to $0.73 from $1.51. Premium revenue also fell 4% year over year, and membership declined to approximately 4.9 million. Molina Posts Lower Third-Quarter Profit and Revenue
• Negative Sentiment: Medical-cost pressure remains a concern: The medical care ratio increased to 92.9% from 92.6%, reinforcing investor concerns about Medicaid margins, the Florida Medicaid contract’s implementation costs and underperformance in the Medicare Advantage Part D business. Molina Earnings Call Highlights

About Molina Healthcare

Molina Healthcare, Inc is a managed-care company that provides health insurance and related services primarily through government-sponsored programs. Its offerings include Medicaid, Medicare, Medicare-Medicaid dual-eligible plans and health plans sold through government marketplaces under the Affordable Care Act.

The company’s services generally include medical care coordination, behavioral health support, pharmacy benefits and, depending on the plan and state, dental and vision benefits.