FY2026 EPS Forecast for Molina Healthcare Raised by Analyst

Key Points

• Zacks Research raised Molina Healthcare’s FY2026 EPS forecast to $5.28 from $5.22, close to the broader consensus estimate of $5.29, while maintaining a “Strong-Buy” rating.
• Analyst sentiment remains mixed: Molina has a consensus “Hold” rating, with an average price target of $202.44 after several firms recently adjusted their targets.
• Molina’s latest quarterly results exceeded expectations, with $1.51 EPS and $10.87 billion in revenue, though revenue declined 4.8% year over year. Institutional investors own 98.5% of the stock.

Molina Healthcare, Inc (NYSE:MOH - Free Report) - Stock analysts at Zacks Research increased their FY2026 EPS estimates for Molina Healthcare in a research report issued to clients and investors on Wednesday, August 12th. Zacks Research analyst Team now expects that the company will earn $5.28 per share for the year, up from their previous forecast of $5.22. Zacks Research currently has a "Strong-Buy" rating on the stock. The consensus estimate for Molina Healthcare's current full-year earnings is $5.29 per share. Zacks Research also issued estimates for Molina Healthcare's Q3 2027 earnings at $2.42 EPS and Q2 2028 earnings at $2.30 EPS.

Several other research firms have also recently commented on MOH. Wells Fargo & Company cut their target price on Molina Healthcare from $235.00 to $220.00 and set an "equal weight" rating on the stock in a research note on Tuesday, July 28th. JPMorgan Chase & Co. boosted their price objective 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. Wall Street Zen upgraded shares of Molina Healthcare from a "sell" rating to a "hold" rating in a report on Saturday, May 2nd. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and issued a $129.00 price target on shares of Molina Healthcare in a research note on Friday, April 24th. Finally, Royal Bank Of Canada reduced their price objective on shares of Molina Healthcare from $248.00 to $218.00 and set a "sector perform" rating for the company in a research note on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, Molina Healthcare currently has a consensus rating of "Hold" and an average price target of $202.44.

Molina Healthcare Stock Performance

MOH opened at $205.26 on Thursday. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.68. The company has a market capitalization of $10.71 billion, a price-to-earnings ratio of -1,140.27, a P/E/G ratio of 27.87 and a beta of 0.75. The business's 50-day moving average price is $210.29 and its two-hundred day moving average price is $177.81. Molina Healthcare has a 1 year low of $121.06 and a 1 year high of $244.89.

Molina Healthcare (NYSE:MOH - Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, beating the consensus estimate of $1.39 by $0.12. The business had revenue of $10.87 billion for the quarter, compared to analysts' expectations of $10.83 billion. Molina Healthcare had a negative net margin of 0.02% and a positive return on equity of 3.73%. The firm's revenue was down 4.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.48 EPS.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the business. 7G Capital Management LLC acquired a new position in shares of Molina Healthcare during the fourth quarter worth approximately $1,735,000. BNP Paribas Financial Markets boosted its holdings in Molina Healthcare by 63.0% during the fourth quarter. BNP Paribas Financial Markets now owns 439,371 shares of the company's stock worth $76,248,000 after purchasing an additional 169,739 shares during the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Molina Healthcare by 394.1% in the second quarter. Assenagon Asset Management S.A. now owns 156,632 shares of the company's stock valued at $35,822,000 after acquiring an additional 124,929 shares in the last quarter. M&T Bank Corp grew its stake in Molina Healthcare by 451.1% in the 4th quarter. M&T Bank Corp now owns 42,455 shares of the company's stock valued at $7,368,000 after purchasing an additional 34,751 shares during the period. Finally, Aurora Investment Managers LLC. bought a new position in Molina Healthcare during the first quarter valued at about $2,349,000. 98.50% of the stock is currently owned by institutional investors.

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.

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