Molina Healthcare, Inc. (MOH)
| Market Cap | 9.69B -43.1% |
| Revenue (ttm) | 43.10B +7.0% |
| Net Income | 188.00M -84.0% |
| EPS | 3.60 -82.6% |
| Shares Out | 52.09M |
| PE Ratio | 51.66 |
| Forward PE | 32.03 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 1,540,604 |
| Open | 193.02 |
| Previous Close | 191.85 |
| Day's Range | 177.65 - 194.72 |
| 52-Week Range | 121.06 - 333.00 |
| Beta | 0.85 |
| Analysts | Hold |
| Price Target | 167.00 (-10.19%) |
| Earnings Date | Apr 22, 2026 |
About MOH
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 in the United States. It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company was founded in 1980 and is headquartered in Long Beach, California.
Financial Performance
In 2025, Molina Healthcare's revenue was $43.56 billion, an increase of 11.23% compared to the previous year's $39.16 billion. Earnings were $472.00 million, a decrease of -59.97%.
Financial StatementsAnalyst Summary
According to 13 analysts, the average rating for MOH stock is "Hold." The 12-month stock price target is $167.0, which is a decrease of -10.19% from the latest price.
News
Molina forecasts fivefold jump in 2029 profit if medical costs remain steady
Molina Healthcare on Friday forecast its 2029 adjusted profit to be about five times its current 2026 outlook, given the health insurer is able to keep its medical costs in check.
Molina Healthcare backs FY26 adjusted EPS view of greater than $5.00
Consensus $5.18. In investor day slides, the company stated: “With strong 1Q26 performance, full year 2026 guidance is reaffirmed.”
Molina sees premium growth of 14% to about $48B in 2027
“Strong premium growth of 14% to ~$48 billion in 2027 is driven by embedded future revenue,” Molina Healthcare (MOH) states in investor day slides.
Molina Healthcare targets 2029 adjusted EPS $20-$30
Targets 2029 total premium of about $64B. Guidance from investor day slides.
Molina Healthcare Transcript: Investor Day 2026
Premium revenue is projected to grow from $42B to $64B by 2029, driven by balanced organic growth, new contracts, and M&A, with a focus on margin restoration and operational discipline. Margin recovery targets a 2.5% pre-tax margin and $25 EPS, supported by embedded earnings and efficiency gains.
Molina Healthcare double upgraded to Buy from Underperform at BofA
As previously reported, BofA upgraded Molina Healthcare (MOH) to Buy from Underperform with a price target of $250, up from $152, due to Medicaid margins likely bottoming in 2026. The
Molina Healthcare upgraded to Buy from Underperform at BofA
BofA analyst Kevin Fischbeck upgraded Molina Healthcare (MOH) to Buy from Underperform with a price target of $250, up from $152.
Molina Healthcare price target raised to $180 from $145 at Truist
Truist raised the firm’s price target on Molina Healthcare (MOH) to $180 from $145 and keeps a Hold rating on the shares. The firm is adjusting its model to reflect
Molina Healthcare price target raised to $163 from $144 at TD Cowen
TD Cowen raised the firm’s price target on Molina Healthcare (MOH) to $163 from $144 and keeps a Hold rating on the shares. The firm uodated its model following Q1
Molina Healthcare price target raised to $159 from $141 at Wells Fargo
Wells Fargo analyst Stephen Baxter raised the firm’s price target on Molina Healthcare (MOH) to $159 from $141 and keeps an Overweight rating on the shares. The firm’s estimates are
Molina Healthcare price target raised to $129 from $109 at Deutsche Bank
Deutsche Bank analyst George Hill raised the firm’s price target on Molina Healthcare (MOH) to $129 from $109 and keeps a Hold rating on the shares.
Molina Healthcare price target raised to $180 from $151 at UBS
UBS raised the firm’s price target on Molina Healthcare (MOH) to $180 from $151 and keeps a Neutral rating on the shares.
Molina Healthcare price target raised to $146 from $128 at Morgan Stanley
Morgan Stanley raised the firm’s price target on Molina Healthcare (MOH) to $146 from $128 and keeps an Equal Weight rating on the shares. EPS and enterprise MLR came in
Molina Healthcare price target raised to $161 from $133 at Barclays
Barclays raised the firm’s price target on Molina Healthcare (MOH) to $161 from $133 and keeps an Underweight rating on the shares post the Q1 report.
Molina Healthcare of Iowa and The MolinaCares Accord Donate $100,000 to Support Senior Nutrition Food Program
WATERLOO, Iowa--(BUSINESS WIRE)--Molina Healthcare of Iowa and The MolinaCares Accord Donate $100,000 to support senior nutrition food program.
Molina Healthcare Earnings Call Transcript: Q1 2026
Q1 2026 delivered solid results with $2.35 adjusted EPS and $10.2B premium revenue. Full-year guidance is reaffirmed at ~$42B revenue and at least $5 EPS, despite higher Medicaid attrition, offset by Marketplace gains. Medical cost trends are stabilizing and capital position remains strong.
Molina Healthcare beats quarterly profit estimates on controlled medical costs
Health insurer Molina Healthcare on Wednesday beat Wall Street estimates for first-quarter adjusted profit, helped by favorable medical costs, sending its shares up over 2% in after-hours trading.
Molina Healthcare reports Q1 EPS $2.35, consensus $1.94
Reports Q1 revenue $10.80B, consensus $10.89B. The consolidated MCR for the first quarter of 2026 was 91.1%. “We are pleased with our first quarter results and continued disciplined approach to
Molina Healthcare affirms FY26 EPS view of at least $5.00, consensus $5.03
The company states: “Premium revenue guidance for the full year is unchanged and expected to be approximately $42 billion, a decline of approximately 2% from the full year 2025. The
Molina Healthcare Reports First Quarter 2026 Financial Results
LONG BEACH, Calif.--(BUSINESS WIRE)--Molina Healthcare, Inc. (NYSE: MOH) (the “Company”) today reported first quarter 2026 GAAP income per diluted share of $0.27 and adjusted income per diluted share ...
Molina Healthcare of Nevada Invests Over $400,000 in Support of Enhanced Behavioral Health Services and Access to Care Across the State
LAS VEGAS--(BUSINESS WIRE)--Molina Healthcare of Nevada invests over $400,000 in support of enhanced behavioral health services and access to care across the state.
Molina Healthcare, MolinaCares Accord Award $120,000 to Support Senior Wellness Programs
BOSTON--(BUSINESS WIRE)--Molina Healthcare, MolinaCares Accord award $120,000 to support senior wellness programs.
Health insurers secured a better Medicare Advantage rate for 2027, and their stocks are soaring
Shares of health insurers rallied in premarket trading on Tuesday after the government improved the initial Medicare Advantage rate increase for next year.
Insurers Get 2.5% Medicare Advantage Rate Increase Bigger Than Earlier Flat Proposal
The Trump administration Monday announced a 2.48% payment increase for Medicare Advantage plans for 2027, a much bigger boost than an earlier proposal that essentially kept rates flat.
Trump administration finalizes better-than-feared Medicare Advantage payment rate in boost to health insurers
The Trump administration will increase average Medicare Advantage payments by 2.48%, or more than $13 billion, in 2027, according to CMS. That's significantly higher than the proposed payment rate hik...