Molina Healthcare (NYSE:MOH) Insider Jeff Barlow Sells 17,811 Shares

Key Points

• Insider sale: Molina Healthcare insider Jeff Barlow sold 17,811 shares on May 11 at an average price of $186.12, totaling about $3.31 million. After the transaction, his stake fell by 20.96% to 67,175 shares.
• Stock performance and valuation: MOH shares rose 0.3% to $192.11, trading below their 52-week high of $327.68 but above key moving averages. The company has a market cap of about $10.01 billion and a P/E ratio of 56.84.
• Analyst and earnings picture: Molina recently beat quarterly EPS estimates, but revenue came in slightly below expectations and was down 3.1% year over year. Analyst sentiment remains mixed, with a consensus Hold rating and a $174.53 price target, though several firms recently raised targets.

Molina Healthcare, Inc (NYSE:MOH - Get Free Report) insider Jeff Barlow sold 17,811 shares of Molina Healthcare stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $186.12, for a total value of $3,314,983.32. Following the sale, the insider owned 67,175 shares of the company's stock, valued at approximately $12,502,611. This represents a 20.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Molina Healthcare Stock Up 0.3%

Shares of NYSE MOH traded up $0.53 during trading hours on Wednesday, hitting $192.11. The stock had a trading volume of 639,102 shares, compared to its average volume of 1,701,235. The firm's 50-day moving average price is $154.63 and its two-hundred day moving average price is $158.33. Molina Healthcare, Inc has a 52 week low of $121.06 and a 52 week high of $327.68. The company has a market capitalization of $10.01 billion, a P/E ratio of 56.84 and a beta of 0.85. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.63 and a current ratio of 1.63.

Molina Healthcare (NYSE:MOH - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $2.35 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.78. The firm had revenue of $10.80 billion for the quarter, compared to analyst estimates of $10.91 billion. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. The company's revenue for the quarter was down 3.1% on a year-over-year basis. During the same quarter last year, the firm earned $6.08 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Analysts anticipate that Molina Healthcare, Inc will post 5.23 EPS for the current fiscal year.

Hedge Funds Weigh In On Molina Healthcare

Large investors have recently made changes to their positions in the business. Torren Management LLC bought a new position in Molina Healthcare in the 4th quarter worth approximately $26,000. Miller Global Investments LLC bought a new stake in shares of Molina Healthcare in the fourth quarter valued at approximately $27,000. Physician Wealth Advisors Inc. boosted its position in shares of Molina Healthcare by 1,250.0% in the first quarter. Physician Wealth Advisors Inc. now owns 216 shares of the company's stock valued at $29,000 after acquiring an additional 200 shares during the period. Cromwell Holdings LLC grew its stake in shares of Molina Healthcare by 211.9% in the fourth quarter. Cromwell Holdings LLC now owns 184 shares of the company's stock worth $32,000 after acquiring an additional 125 shares during the last quarter. Finally, Quarry LP bought a new position in Molina Healthcare during the fourth quarter worth $32,000. Institutional investors and hedge funds own 98.50% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Mizuho decreased their price objective on shares of Molina Healthcare from $220.00 to $180.00 and set an "outperform" rating for the company in a report on Thursday, March 12th. Sanford C. Bernstein reaffirmed an "outperform" rating on shares of Molina Healthcare in a research report on Friday, March 13th. Morgan Stanley upped their price target on Molina Healthcare from $128.00 to $146.00 and gave the stock an "equal weight" rating in a research note on Friday, April 24th. Deutsche Bank Aktiengesellschaft reissued a "hold" rating and set a $129.00 price objective on shares of Molina Healthcare in a report on Friday, April 24th. Finally, TD Cowen cut their price objective on Molina Healthcare from $175.00 to $144.00 and set a "hold" rating on the stock in a research note on Monday, February 9th. Three investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $174.53.

Trending Headlines about Molina Healthcare

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

• Positive Sentiment: Cantor Fitzgerald raised its price target on Molina Healthcare to $209, suggesting improved upside expectations for the shares. Molina Healthcare NYSE: MOH Price Target Raised to $209.00 at Cantor Fitzgerald
• Positive Sentiment: Truist Financial also lifted its price target to $205, reinforcing a constructive near-term view on MOH. Molina Healthcare NYSE: MOH Price Target Raised to $205.00 at Truist Financial
• Positive Sentiment: Robert W. Baird issued a positive forecast for Molina Healthcare’s stock price, adding to the bullish analyst tone. Robert W. Baird Issues Positive Forecast for Molina Healthcare NYSE: MOH Stock Price
• Neutral Sentiment: Zacks Research nudged its FY2026 EPS estimate higher to $5.22 from $5.06, which is broadly in line with consensus and suggests stable full-year earnings expectations.
• Neutral Sentiment: The company and The MolinaCares Accord donated $120,000 to support programming for young adults with disabilities, a positive ESG/community item but not a major earnings driver. Molina Healthcare and The MolinaCares Accord Donate $120,000 to Support Programming for Young Adults with Disabilities
• Negative Sentiment: Zacks Research cut its Q1 2028 EPS estimate sharply to $1.12 from $2.60, signaling weaker long-term earnings expectations.
• Negative Sentiment: The firm also lowered estimates for Q2 2026, Q3 2026, Q4 2026, Q2 2027, and Q4 2027, pointing to some near-term forecast pressure despite the hold rating.

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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