Vanguard Group Inc. Sells 353,209 Shares of Molina Healthcare, Inc $MOH

Key Points

• Vanguard Group reduced its stake in Molina by 5.5%, selling 353,209 shares and leaving it with 6,083,536 shares (11.22% ownership) valued at about $1.056 billion.
• Molina beat quarterly EPS estimates with $2.35 vs. $1.57 expected, though revenue fell 3.1% year-over-year to $10.80 billion, and the company set FY2026 guidance at $5.00 EPS (sell-side consensus ~5.21).
• The stock trades around $192.74 with a 52-week range of $121.06–$333.00 and a market cap of ~$10.0B; the consensus analyst rating is Hold with a $169.60 average target price.

Vanguard Group Inc. reduced its position in Molina Healthcare, Inc (NYSE:MOH - Free Report) by 5.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,083,536 shares of the company's stock after selling 353,209 shares during the period. Vanguard Group Inc. owned 11.22% of Molina Healthcare worth $1,055,737,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Miller Global Investments LLC bought a new stake in shares of Molina Healthcare in the 4th quarter valued at about $27,000. Cromwell Holdings LLC boosted its holdings in shares of Molina Healthcare by 211.9% in the 4th quarter. Cromwell Holdings LLC now owns 184 shares of the company's stock valued at $32,000 after buying an additional 125 shares in the last quarter. Bogart Wealth LLC bought a new stake in shares of Molina Healthcare in the 3rd quarter valued at about $39,000. Rakuten Securities Inc. boosted its holdings in shares of Molina Healthcare by 5,020.0% in the 4th quarter. Rakuten Securities Inc. now owns 256 shares of the company's stock valued at $44,000 after buying an additional 251 shares in the last quarter. Finally, SJS Investment Consulting Inc. boosted its holdings in shares of Molina Healthcare by 6,225.0% in the 3rd quarter. SJS Investment Consulting Inc. now owns 253 shares of the company's stock valued at $48,000 after buying an additional 249 shares in the last quarter. 98.50% of the stock is currently owned by institutional investors.

Molina Healthcare Stock Performance

Shares of Molina Healthcare stock opened at $192.74 on Friday. Molina Healthcare, Inc has a 52 week low of $121.06 and a 52 week 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. The firm has a market capitalization of $10.04 billion, a P/E ratio of 57.02, a PEG ratio of 1.92 and a beta of 0.84. The company has a 50 day moving average price of $149.82 and a 200 day moving average price of $158.97.

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

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Wells Fargo & Company increased their price objective on shares of Molina Healthcare from $141.00 to $159.00 and gave the company an "equal weight" rating in a research report on Monday. Barclays increased their price objective on shares of Molina Healthcare from $133.00 to $161.00 and gave the company an "underweight" rating in a research report on Friday, April 24th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and issued a $129.00 price objective on shares of Molina Healthcare in a research report on Friday, April 24th. Weiss Ratings reaffirmed a "sell (d+)" rating on shares of Molina Healthcare in a research report on Tuesday, April 21st. Finally, UBS Group increased their price objective on shares of Molina Healthcare from $151.00 to $180.00 and gave the company a "neutral" rating in a research report on Friday, April 24th. Three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $169.60.

Molina Healthcare 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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