The Manufacturers Life Insurance Company Invests $36.12 Million in Molina Healthcare, Inc $MOH

Key Points

• The Manufacturers Life Insurance Company acquired 157,923 Molina Healthcare shares worth approximately $36.12 million in the second quarter, giving it a 0.30% stake. Institutional investors and hedge funds collectively own 98.50% of MOH.
• Molina’s latest quarterly results exceeded expectations, with EPS of $1.51 versus the $1.39 consensus and revenue of $10.87 billion. However, revenue declined 4.8% year over year, net margin was nearly breakeven, and prior-year EPS was substantially higher.
• Analyst sentiment remains cautious: the stock has a consensus “Hold” rating and a $202.44 price target, while several estimates were recently reduced despite some longer-term EPS upgrades.

The Manufacturers Life Insurance Company acquired a new stake in Molina Healthcare, Inc (NYSE:MOH - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 157,923 shares of the company's stock, valued at approximately $36,117,000. The Manufacturers Life Insurance Company owned 0.30% of Molina Healthcare as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in MOH. Manning & Napier Advisors LLC purchased a new position in Molina Healthcare during the second quarter worth about $152,339,000. Algert Global LLC grew its holdings in Molina Healthcare by 35.5% in the 2nd quarter. Algert Global LLC now owns 52,240 shares of the company's stock valued at $11,947,000 after buying an additional 13,690 shares during the period. Asset One Wealth Management LLC purchased a new stake in Molina Healthcare in the 2nd quarter valued at about $317,000. Cibc World Market Inc. acquired a new position in shares of Molina Healthcare during the 2nd quarter valued at about $1,719,000. Finally, Sanctuary Advisors LLC acquired a new position in shares of Molina Healthcare during the 2nd quarter valued at about $871,000. 98.50% of the stock is currently owned by institutional investors and hedge funds.

Molina Healthcare News Summary

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

• Positive Sentiment: Molina’s latest quarterly results exceeded expectations, with earnings of $1.51 per share versus the $1.39 consensus forecast and revenue of $10.87 billion, slightly above estimates. A recent analysis described the shares as a potential bargain following the strong results. Molina Healthcare Stock Looks Like a Bargain After Strong Q1 Results
• Positive Sentiment: Zacks Research raised its estimates for second-quarter 2027 EPS to $2.39 from $2.22 and for fiscal 2028 EPS to $12.22 from $11.94. The analyst maintained a “Strong Buy” rating in those estimates, signaling confidence in Molina’s longer-term earnings potential. Molina Healthcare analyst estimates
• Neutral Sentiment: Zacks’ broader industry outlook highlighted Molina alongside UnitedHealth, Cigna, Humana and Centene, indicating that managed-care industry trends remain an important factor for MOH investors. Zacks Industry Outlook on Molina and managed-care companies
• Negative Sentiment: Several Zacks revisions lowered near- to medium-term projections: Q3 2026 EPS fell to $0.71 from $0.72, fiscal 2026 EPS to $5.27 from $5.28, Q3 2027 EPS to $2.24 from $2.42, Q4 2027 EPS to $2.12 from $2.87, and fiscal 2027 EPS to $9.28 from $10.05.
• Negative Sentiment: The latest quarter also showed pressure beneath the headline beat: revenue declined 4.8% year over year, compared with $5.48 EPS in the prior-year period, while Molina reported a nearly breakeven net margin. Most Zacks coverage remains at a “Hold” rating.

Molina Healthcare Stock Up 1.6%

Shares of NYSE:MOH opened at $202.74 on Thursday. The company has a debt-to-equity ratio of 0.95, a quick ratio of 1.68 and a current ratio of 1.68. Molina Healthcare, Inc has a 1 year low of $121.06 and a 1 year high of $244.89. The stock has a market capitalization of $10.58 billion, a P/E ratio of -1,126.27, a PEG ratio of 28.61 and a beta of 0.75. The stock has a 50-day simple moving average of $211.34 and a 200-day simple moving average of $179.02.

Molina Healthcare (NYSE:MOH - Get Free Report) last posted its earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.39 by $0.12. The firm had revenue of $10.87 billion during the quarter, compared to the consensus estimate of $10.83 billion. Molina Healthcare had a negative net margin of 0.02% and a positive return on equity of 3.73%. The company's revenue was down 4.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.48 EPS. Equities analysts forecast that Molina Healthcare, Inc will post 5.29 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. raised their target price on shares of Molina Healthcare from $169.00 to $191.00 and gave the stock a "neutral" rating in a research report on Monday, June 8th. Barclays dropped their price target on shares of Molina Healthcare from $184.00 to $180.00 and set an "underweight" rating for the company in a research report on Friday, July 24th. Robert W. Baird lifted their price target on shares of Molina Healthcare from $124.00 to $163.00 and gave the company a "neutral" rating in a report on Monday, May 11th. TD Cowen boosted their price objective on shares of Molina Healthcare from $163.00 to $230.00 and gave the company a "hold" rating in a research note on Tuesday, July 14th. Finally, Cantor Fitzgerald restated a "neutral" rating on shares of Molina Healthcare in a report on Friday, July 24th. Three analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Molina Healthcare has a consensus rating of "Hold" and a consensus price target of $202.44.

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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