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

Molina Healthcare (NYSE:MOH) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 5.000- for the period, compared to the consensus estimate of 5.180. The company issued revenue guidance of -.

Molina Healthcare Stock Performance

Shares of NYSE MOH opened at $192.88 on Friday. The company has a quick ratio of 1.63, a current ratio of 1.63 and a debt-to-equity ratio of 0.97. The firm’s 50-day moving average price is $173.49 and its two-hundred day moving average price is $164.24. Molina Healthcare has a 52-week low of $121.06 and a 52-week high of $311.52. The stock has a market capitalization of $10.05 billion, a P/E ratio of 57.07 and a beta of 0.80.

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

Analysts Set New Price Targets

Several research analysts have issued reports on MOH shares. Cantor Fitzgerald lifted their price target on shares of Molina Healthcare from $144.00 to $209.00 and gave the stock a “neutral” rating in a research report on Monday, May 11th. UBS Group lifted their price target on shares of Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a research report on Friday, May 22nd. JPMorgan Chase & Co. lifted their price target on shares of Molina Healthcare from $169.00 to $191.00 and gave the stock a “neutral” rating in a research report on Monday. Barclays lifted their price target on shares of Molina Healthcare from $161.00 to $199.00 and gave the stock an “underweight” rating in a research report on Tuesday, May 26th. Finally, Wall Street Zen upgraded shares of Molina Healthcare from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Three investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $182.73.

Insider Buying and Selling

In other Molina Healthcare news, CAO Maurice Hebert sold 600 shares of Molina Healthcare stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $191.55, for a total transaction of $114,930.00. Following the completion of the sale, 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 sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Jeff D. Barlow sold 17,811 shares of Molina Healthcare stock in a transaction 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 of the company’s stock, valued at $12,502,611. This trade represents a 20.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.44% of the company’s stock.

Institutional Investors Weigh In On Molina Healthcare

Institutional investors have recently modified their holdings of the stock. Sivia Capital Partners LLC boosted its stake in shares of Molina Healthcare by 165.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,935 shares of the company’s stock valued at $576,000 after buying an additional 1,207 shares during the period. Jones Financial Companies Lllp boosted its stake in shares of Molina Healthcare by 713.3% during the 1st quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock valued at $544,000 after buying an additional 1,448 shares during the period. Entropy Technologies LP acquired a new stake in shares of Molina Healthcare during the 3rd quarter valued at $515,000. Advisory Services Network LLC lifted its stake in shares of Molina Healthcare by 71.1% in the 3rd quarter. Advisory Services Network LLC now owns 2,560 shares of the company’s stock valued at $490,000 after purchasing an additional 1,064 shares during the last quarter. Finally, Fred Alger Management LLC acquired a new stake in shares of Molina Healthcare in the 4th quarter valued at $445,000. Institutional investors and hedge funds own 98.50% of the company’s stock.

About Molina Healthcare

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.