Molina Healthcare (NYSE:MOH) Releases Q2 2025 Earnings Guidance

Molina Healthcare (NYSE:MOH - Get Free Report) updated its second quarter 2025 earnings guidance on Monday. The company provided EPS guidance of 5.500-5.500 for the period, compared to the consensus EPS estimate of 6.210. The company issued revenue guidance of -. Molina Healthcare also updated its FY 2025 guidance to 21.500-22.500 EPS.

Analyst Ratings Changes

Several research firms recently commented on MOH. Wall Street Zen lowered shares of Molina Healthcare from a "buy" rating to a "hold" rating in a research note on Sunday, June 29th. Guggenheim assumed coverage on shares of Molina Healthcare in a report on Wednesday, April 9th. They set a "neutral" rating on the stock. Truist Financial boosted their price target on shares of Molina Healthcare from $340.00 to $400.00 and gave the company a "buy" rating in a report on Friday, April 11th. Baird R W lowered shares of Molina Healthcare from a "strong-buy" rating to a "hold" rating in a report on Tuesday, April 15th. Finally, Morgan Stanley lowered shares of Molina Healthcare from an "overweight" rating to an "equal weight" rating and cut their price target for the company from $364.00 to $266.00 in a report on Thursday. Eleven analysts have rated the stock with a hold rating and six have given a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $357.21.

Molina Healthcare Stock Down 3.8%

Shares of MOH stock traded down $9.05 during trading on Thursday, reaching $228.17. The company's stock had a trading volume of 1,440,504 shares, compared to its average volume of 714,063. The business has a fifty day moving average price of $295.21 and a 200-day moving average price of $303.75. The company has a quick ratio of 1.63, a current ratio of 1.63 and a debt-to-equity ratio of 0.87. The company has a market cap of $12.37 billion, a price-to-earnings ratio of 11.02, a price-to-earnings-growth ratio of 1.00 and a beta of 0.55. Molina Healthcare has a one year low of $227.68 and a one year high of $365.23.

Molina Healthcare (NYSE:MOH - Get Free Report) last posted its quarterly earnings results on Wednesday, April 23rd. The company reported $6.08 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.96 by $0.12. Molina Healthcare had a net margin of 2.81% and a return on equity of 28.38%. The firm had revenue of $11.15 billion for the quarter, compared to analyst estimates of $10.86 billion. During the same period in the prior year, the firm posted $5.73 earnings per share. The company's quarterly revenue was up 12.2% compared to the same quarter last year. Analysts anticipate that Molina Healthcare will post 24.4 earnings per share for the current year.

Insider Activity

In related news, Director Richard M. Schapiro sold 669 shares of the company's stock in a transaction dated Tuesday, April 29th. The shares were sold at an average price of $320.50, for a total value of $214,414.50. Following the transaction, the director directly owned 11,244 shares in the company, valued at approximately $3,603,702. This represents a 5.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Joseph M. Zubretsky sold 87,500 shares of the company's stock in a transaction dated Wednesday, April 30th. The shares were sold at an average price of $320.06, for a total transaction of $28,005,250.00. Following the completion of the transaction, the chief executive officer owned 257,715 shares in the company, valued at $82,484,262.90. This trade represents a 25.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.10% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Molina Healthcare

A number of large investors have recently bought and sold shares of MOH. Baird Financial Group Inc. acquired a new stake in shares of Molina Healthcare in the 1st quarter valued at approximately $210,000. NewEdge Advisors LLC boosted its stake in shares of Molina Healthcare by 33.4% in the 1st quarter. NewEdge Advisors LLC now owns 1,106 shares of the company's stock valued at $364,000 after purchasing an additional 277 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in shares of Molina Healthcare by 713.3% in the 1st quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company's stock valued at $544,000 after purchasing an additional 1,448 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Molina Healthcare by 19.4% in the 1st quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company's stock valued at $82,172,000 after purchasing an additional 40,531 shares in the last quarter. Finally, Woodline Partners LP acquired a new stake in shares of Molina Healthcare in the 1st quarter valued at approximately $1,541,000. 98.50% of the stock is currently owned by institutional investors and hedge funds.

About Molina Healthcare

Molina Healthcare, Inc provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces. It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company served in across 19 states. The company was founded in 1980 and is headquartered in Long Beach, California.