Molina Healthcare (NYSE:MOH) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.

Key Points

• Representative Gilbert Ray Cisneros, Jr. purchased shares of Molina Healthcare, Inc. (NYSE:MOH) worth between $1,001 and $15,000 on August 5th, as disclosed in a filing on September 12th.
• Molina Healthcare reported its earnings results with an EPS of $5.48, missing consensus estimates, but its revenue of $11.43 billion reflected a 15.7% year-over-year increase.
• Recent analyst ratings for Molina Healthcare have been mostly cautious, with major firms lowering target prices and maintaining a general “Hold” rating on the stock.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Molina Healthcare, Inc (NYSE:MOH). In a filing disclosed on September 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Molina Healthcare stock on August 5th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of Semtech NASDAQ: SMTC on 9/2/2025.
• Sold $1,001 - $15,000 in shares of Chart Industries NYSE: GTLS on 9/2/2025.
• Purchased $1,001 - $15,000 in shares of Avient NYSE: AVNT on 9/2/2025.
• Sold $1,001 - $15,000 in shares of Amdocs NASDAQ: DOX on 8/27/2025.
• Sold $1,001 - $15,000 in shares of Amdocs NASDAQ: DOX on 8/26/2025.
• Purchased $1,001 - $15,000 in shares of Intapp NASDAQ: INTA on 8/26/2025.
• Purchased $1,001 - $15,000 in shares of APi Group NYSE: APG on 8/26/2025.
• Purchased $1,001 - $15,000 in shares of Waters NYSE: WAT on 8/26/2025.
• Purchased $1,001 - $15,000 in shares of Semtech NASDAQ: SMTC on 8/26/2025.
• Sold $1,001 - $15,000 in shares of Fortive NYSE: FTV on 8/26/2025.

Molina Healthcare Stock Down 0.7%

Shares of NYSE MOH traded down $1.31 during trading hours on Friday, hitting $178.40. The company had a trading volume of 257,558 shares, compared to its average volume of 1,021,752. The stock has a market capitalization of $9.67 billion, a P/E ratio of 8.80 and a beta of 0.54. The company has a quick ratio of 1.66, a current ratio of 1.66 and a debt-to-equity ratio of 0.77. Molina Healthcare, Inc has a 1-year low of $151.95 and a 1-year high of $359.97. The firm's 50 day moving average is $175.03 and its 200-day moving average is $262.92.

Molina Healthcare (NYSE:MOH - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The company reported $5.48 EPS for the quarter, missing the consensus estimate of $5.50 by ($0.02). The company had revenue of $11.43 billion during the quarter, compared to analyst estimates of $10.94 billion. Molina Healthcare had a net margin of 2.60% and a return on equity of 27.72%. The company's quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the previous year, the company posted $5.86 EPS. On average, analysts expect that Molina Healthcare, Inc will post 24.4 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director Ronna Romney sold 700 shares of Molina Healthcare stock in a transaction that occurred on Wednesday, August 6th. The stock was sold at an average price of $153.74, for a total value of $107,618.00. Following the transaction, the director directly owned 17,131 shares of the company's stock, valued at $2,633,719.94. The trade was a 3.93% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO James Woys purchased 10,000 shares of the company's stock in a transaction on Monday, August 4th. The stock was acquired at an average cost of $155.94 per share, for a total transaction of $1,559,400.00. Following the completion of the purchase, the chief operating officer owned 74,331 shares of the company's stock, valued at approximately $11,591,176.14. This trade represents a 15.54% increase in their position. The disclosure for this purchase can be found here. 1.10% of the stock is owned by insiders.

Institutional Trading of Molina Healthcare

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Osaic Holdings Inc. grew its holdings in shares of Molina Healthcare by 29.0% during the second quarter. Osaic Holdings Inc. now owns 2,280 shares of the company's stock worth $682,000 after purchasing an additional 513 shares during the last quarter. Orion Porfolio Solutions LLC grew its holdings in shares of Molina Healthcare by 225.8% during the second quarter. Orion Porfolio Solutions LLC now owns 6,630 shares of the company's stock worth $1,975,000 after purchasing an additional 4,595 shares during the last quarter. State of Wyoming bought a new stake in shares of Molina Healthcare during the second quarter worth about $235,000. CYBER HORNET ETFs LLC bought a new stake in shares of Molina Healthcare during the second quarter worth about $45,000. Finally, CANADA LIFE ASSURANCE Co lifted its stake in shares of Molina Healthcare by 12.7% in the second quarter. CANADA LIFE ASSURANCE Co now owns 31,594 shares of the company's stock worth $9,415,000 after acquiring an additional 3,554 shares during the period. 98.50% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have issued reports on MOH. Barclays cut their price target on Molina Healthcare from $186.00 to $185.00 and set an "equal weight" rating for the company in a report on Thursday, September 4th. Morgan Stanley downgraded Molina Healthcare from an "overweight" rating to an "equal weight" rating and dropped their target price for the stock from $364.00 to $266.00 in a report on Thursday, July 10th. Sanford C. Bernstein dropped their target price on Molina Healthcare from $284.00 to $220.00 and set an "outperform" rating for the company in a report on Friday, September 5th. UBS Group dropped their target price on Molina Healthcare from $260.00 to $180.00 and set a "neutral" rating for the company in a report on Friday, July 25th. Finally, Wells Fargo & Company decreased their price target on Molina Healthcare from $216.00 to $198.00 and set an "overweight" rating on the stock in a research report on Friday, August 15th. Three analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $225.18.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California's 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California's 31st Congressional District. He declared candidacy for the 2026 election. Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor's degree in political science from George Washington University in 1994, a master's in business administration from Regis University in 2002, and a master's degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.