Danske Bank A S Cuts Stock Position in Molina Healthcare, Inc $MOH

Key Points

• Danske Bank cut its stake in Molina by 91.6% in Q4, selling 26,016 shares and leaving 2,400 shares worth about $416,000.
• Molina beat quarterly EPS ($2.35 vs. $1.57) but missed revenue expectations and saw revenue down 3.1% year‑over‑year, while it set FY2026 guidance around 5.00 EPS (analysts forecast ~5.21).
• Analysts have a consensus "Hold" rating with an average price target of $169.60, versus the stock trading near $192.25 and institutional ownership at about 98.5%.

Danske Bank A S decreased its stake in shares of Molina Healthcare, Inc (NYSE:MOH - Free Report) by 91.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,400 shares of the company's stock after selling 26,016 shares during the quarter. Danske Bank A S's holdings in Molina Healthcare were worth $416,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in MOH. New York State Teachers Retirement System increased its holdings in shares of Molina Healthcare by 0.9% during the fourth quarter. New York State Teachers Retirement System now owns 44,196 shares of the company's stock valued at $7,670,000 after acquiring an additional 379 shares in the last quarter. Bogart Wealth LLC boosted its stake in Molina Healthcare by 100.5% in the 4th quarter. Bogart Wealth LLC now owns 407 shares of the company's stock worth $71,000 after purchasing an additional 204 shares in the last quarter. Wealthfront Advisers LLC grew its position in Molina Healthcare by 48.8% during the 4th quarter. Wealthfront Advisers LLC now owns 57,098 shares of the company's stock valued at $9,909,000 after purchasing an additional 18,730 shares during the last quarter. ARGA Investment Management LP purchased a new stake in Molina Healthcare during the 4th quarter valued at about $713,000. Finally, Torren Management LLC bought a new stake in Molina Healthcare during the 4th quarter valued at about $26,000. 98.50% of the stock is owned by institutional investors.

Molina Healthcare Stock Down 1.7%

MOH opened at $192.25 on Wednesday. The stock has a market capitalization of $10.02 billion, a price-to-earnings ratio of 56.88 and a beta of 0.85. The firm has a 50 day moving average price of $150.65 and a 200-day moving average price of $158.47. Molina Healthcare, Inc has a twelve month low of $121.06 and a twelve month high of $333.00. The company has a quick ratio of 1.63, a current ratio of 1.63 and a debt-to-equity ratio of 0.97.

Molina Healthcare (NYSE:MOH - Get Free Report) last issued its earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.78. The company had revenue of $10.80 billion for the quarter, compared to analysts' expectations of $10.91 billion. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. The firm's quarterly revenue was down 3.1% on a year-over-year basis. During the same quarter last year, the company posted $6.08 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities research analysts forecast that Molina Healthcare, Inc will post 5.21 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on MOH shares. Morgan Stanley upped their target price on shares of Molina Healthcare from $128.00 to $146.00 and gave the stock an "equal weight" rating in a research note on Friday, April 24th. TD Cowen decreased their price objective on shares of Molina Healthcare from $175.00 to $144.00 and set a "hold" rating for the company in a report on Monday, February 9th. Truist Financial upped their price objective on Molina Healthcare from $145.00 to $180.00 and gave the company a "hold" rating in a research report on Monday, April 27th. Wall Street Zen raised Molina Healthcare from a "sell" rating to a "hold" rating in a report on Saturday. Finally, Barclays boosted their price target on Molina Healthcare from $133.00 to $161.00 and gave the stock an "underweight" rating in a research note on Friday, April 24th. 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 stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $169.60.

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.

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