Zacks Research Expects Lower Earnings for Molina Healthcare

Molina Healthcare, Inc (NYSE:MOH - Free Report) - Analysts at Zacks Research cut their Q1 2026 earnings estimates for shares of Molina Healthcare in a note issued to investors on Monday, July 14th. Zacks Research analyst R. Department now forecasts that the company will post earnings of $6.71 per share for the quarter, down from their previous forecast of $6.82. The consensus estimate for Molina Healthcare's current full-year earnings is $24.40 per share. Zacks Research also issued estimates for Molina Healthcare's Q2 2026 earnings at $6.28 EPS.

Molina Healthcare (NYSE:MOH - Get Free Report) last released its earnings results on Wednesday, April 23rd. The company reported $6.08 EPS for the quarter, topping analysts' consensus estimates 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 during the quarter, compared to analyst estimates of $10.86 billion. During the same quarter in the previous year, the business earned $5.73 EPS. The business's quarterly revenue was up 12.2% compared to the same quarter last year.

A number of other equities analysts have also recently weighed in on MOH. Sanford C. Bernstein initiated coverage on shares of Molina Healthcare in a research report on Tuesday, April 22nd. They set an "outperform" rating and a $414.00 price target on the stock. Baird R W cut shares of Molina Healthcare from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, April 15th. Mizuho set a $330.00 price objective on shares of Molina Healthcare and gave the company an "outperform" rating in a research report on Friday, July 11th. Truist Financial cut their price target on shares of Molina Healthcare from $400.00 to $335.00 and set a "buy" rating on the stock in a research report on Wednesday. Finally, Wall Street Zen cut shares of Molina Healthcare from a "buy" rating to a "hold" rating in a research report on Sunday, June 29th. Eleven investment analysts have rated the stock with a hold rating and six have given a buy rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $347.57.

Molina Healthcare Trading Up 0.7%

MOH traded up $1.56 during trading on Wednesday, reaching $216.17. 1,059,537 shares of the company's stock were exchanged, compared to its average volume of 722,684. The company's fifty day moving average price is $287.00 and its 200-day moving average price is $301.64. The company has a debt-to-equity ratio of 0.87, a quick ratio of 1.63 and a current ratio of 1.63. Molina Healthcare has a fifty-two week low of $211.70 and a fifty-two week high of $365.23. The firm has a market capitalization of $11.72 billion, a PE ratio of 10.44, a P/E/G ratio of 0.92 and a beta of 0.55.

Hedge Funds Weigh In On Molina Healthcare

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Rothschild Investment LLC increased its position in Molina Healthcare by 126.3% in the 1st quarter. Rothschild Investment LLC now owns 86 shares of the company's stock valued at $28,000 after acquiring an additional 48 shares during the period. Zions Bancorporation National Association UT acquired a new stake in shares of Molina Healthcare during the first quarter worth $29,000. Deseret Mutual Benefit Administrators increased its position in shares of Molina Healthcare by 60.7% during the first quarter. Deseret Mutual Benefit Administrators now owns 90 shares of the company's stock worth $30,000 after buying an additional 34 shares during the period. Elequin Capital LP increased its position in shares of Molina Healthcare by 170.6% during the first quarter. Elequin Capital LP now owns 92 shares of the company's stock worth $30,000 after buying an additional 58 shares during the period. Finally, Colonial Trust Co SC increased its position in shares of Molina Healthcare by 930.0% during the fourth quarter. Colonial Trust Co SC now owns 103 shares of the company's stock worth $30,000 after buying an additional 93 shares during the period. 98.50% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Molina Healthcare

In other Molina Healthcare news, CEO Joseph M. Zubretsky sold 87,500 shares of the company's stock in a transaction that occurred on Wednesday, April 30th. The shares were sold at an average price of $320.06, for a total value of $28,005,250.00. Following the completion of the transaction, the chief executive officer directly owned 257,715 shares in the company, valued at approximately $82,484,262.90. This represents a 25.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Richard M. Schapiro sold 669 shares of the company's stock in a transaction that occurred on Tuesday, April 29th. The shares were sold at an average price of $320.50, for a total transaction of $214,414.50. Following the completion of the transaction, the director owned 11,244 shares of the company's stock, valued at approximately $3,603,702. This trade represents a 5.62% decrease in their ownership of the stock. The disclosure for this sale can be found here. 1.26% of the stock is owned by corporate insiders.

Molina Healthcare Company Profile

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.