Molina Healthcare (NYSE:MOH) Insider Jeff Barlow Sells 17,811 Shares

Molina Healthcare, Inc (NYSE:MOH) insider Jeff Barlow sold 17,811 shares of Molina Healthcare stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $186.12, for a total transaction of $3,314,983.32. Following the sale, the insider directly owned 67,175 shares in the company, valued at $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

Molina Healthcare Trading Up 0.3%

Shares of Molina Healthcare stock opened at $192.11 on Thursday. The firm has a market capitalization of $10.01 billion, a PE ratio of 56.84 and a beta of 0.85. 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’s 50 day moving average is $155.42 and its 200 day moving average is $158.55. Molina Healthcare, Inc has a 1 year low of $121.06 and a 1 year high of $327.68.

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

Key Headlines Impacting Molina Healthcare

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

• Positive Sentiment: Truist Financial raised its price target on Molina Healthcare to $205, while Cantor Fitzgerald lifted its target to $209, signaling continued analyst confidence in the stock’s valuation. Molina Healthcare (NYSE:MOH) Price Target Raised to $205.00 at Truist Financial
• Positive Sentiment: Robert W. Baird issued a positive forecast for Molina Healthcare, adding to the list of favorable Wall Street views around the shares. Robert W. Baird Issues Positive Forecast for Molina Healthcare (NYSE:MOH) Stock Price
• Positive Sentiment: Zacks Research nudged its FY2026 earnings estimate higher to $5.22 per share, suggesting near-term earnings expectations are still constructive despite other revisions. Are Investors Undervaluing Molina Healthcare (MOH) Right Now?
• Neutral Sentiment: Molina Healthcare and The MolinaCares Accord donated $120,000 to support programming for young adults with disabilities, a positive corporate citizenship move but unlikely to materially affect earnings. Molina Healthcare and The MolinaCares Accord Donate $120,000 to Support Programming for Young Adults with Disabilities
• Negative Sentiment: Jeff D. Barlow sold 17,811 shares valued at about $3.3 million, trimming his stake by roughly 21%, which can weigh on investor sentiment even when the sale is routine. SEC filing for Jeff D. Barlow insider sale
• Negative Sentiment: Several Zacks Research updates lowered earnings estimates for 2026, 2027, and FY2028, reflecting some caution around Molina Healthcare’s future profitability. Zacks estimate revisions for Molina Healthcare

Hedge Funds Weigh In On Molina Healthcare

A number of hedge funds have recently bought and sold shares of MOH. Bandera Partners LLC acquired a new position in shares of Molina Healthcare during the 1st quarter valued at $8,131,000. Sei Investments Co. lifted its position in shares of Molina Healthcare by 24.5% during the 1st quarter. Sei Investments Co. now owns 67,024 shares of the company’s stock valued at $8,934,000 after acquiring an additional 13,204 shares during the period. Cetera Investment Advisers lifted its position in shares of Molina Healthcare by 127.4% during the 1st quarter. Cetera Investment Advisers now owns 9,332 shares of the company’s stock valued at $1,244,000 after acquiring an additional 5,229 shares during the period. Kopernik Global Investors LLC lifted its position in shares of Molina Healthcare by 132.6% during the 1st quarter. Kopernik Global Investors LLC now owns 291,941 shares of the company’s stock valued at $38,916,000 after acquiring an additional 166,407 shares during the period. Finally, Alesco Advisors LLC An ESL Co acquired a new position in shares of Molina Healthcare during the 1st quarter valued at $595,000. Institutional investors own 98.50% of the company’s stock.

Analysts Set New Price Targets

MOH has been the topic of a number of research reports. Zacks Research raised shares of Molina Healthcare from a “strong sell” rating to a “hold” rating in a report on Monday, April 20th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $129.00 target price on shares of Molina Healthcare in a report on Friday, April 24th. Cantor Fitzgerald boosted their target price on shares of Molina Healthcare from $144.00 to $209.00 and gave the stock a “neutral” rating in a report on Monday. Mizuho reduced their target price on shares of Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating on the stock in a report on Thursday, March 12th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Molina Healthcare in a report on Friday, March 13th. Three analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $174.53.

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.