Equities Analysts Offer Predictions for MOH FY2025 Earnings

Molina Healthcare, Inc (NYSE:MOH) – Analysts at Cantor Fitzgerald reduced their FY2025 EPS estimates for shares of Molina Healthcare in a research note issued to investors on Tuesday, July 8th. Cantor Fitzgerald analyst S. James now expects that the company will post earnings of $22.00 per share for the year, down from their prior forecast of $24.65. The consensus estimate for Molina Healthcare’s current full-year earnings is $24.40 per share. Cantor Fitzgerald also issued estimates for Molina Healthcare’s FY2026 earnings at $25.44 EPS.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings results on Wednesday, April 23rd. The company reported $6.08 EPS for the quarter, beating the consensus estimate of $5.96 by $0.12. The firm had revenue of $11.15 billion during the quarter, compared to analysts’ expectations of $10.86 billion. Molina Healthcare had a return on equity of 28.38% and a net margin of 2.81%. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $5.73 EPS.

Other equities analysts have also recently issued research reports about the company. Sanford C. Bernstein assumed coverage on Molina Healthcare in a report on Tuesday, April 22nd. They issued an “outperform” rating and a $414.00 price target for the company. Morgan Stanley cut 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. Barclays cut their price target on Molina Healthcare from $351.00 to $347.00 and set an “equal weight” rating for the company in a report on Monday, June 9th. Guggenheim assumed coverage on Molina Healthcare in a report on Wednesday, April 9th. They issued a “neutral” rating for the company. Finally, Truist Financial increased their target price on Molina Healthcare from $340.00 to $400.00 and gave the stock a “buy” rating in a report on Friday, April 11th. Eleven analysts have rated the stock with a hold rating and six have given a buy rating to the stock. According to data from MarketBeat.com, Molina Healthcare presently has a consensus rating of “Hold” and a consensus price target of $357.21.

Molina Healthcare Trading Down 3.8%

Molina Healthcare stock opened at $228.17 on Thursday. The business has a 50 day moving average price of $295.21 and a two-hundred 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 stock 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 12 month low of $227.63 and a 12 month high of $365.23.

Institutional Investors Weigh In On Molina Healthcare

Hedge funds and other institutional investors have recently bought and sold shares of the business. Rothschild Investment LLC boosted 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 buying an additional 48 shares during the last quarter. Zions Bancorporation National Association UT bought a new position in Molina Healthcare in the 1st quarter valued at $29,000. Deseret Mutual Benefit Administrators boosted its position in Molina Healthcare by 60.7% in the 1st quarter. Deseret Mutual Benefit Administrators now owns 90 shares of the company’s stock valued at $30,000 after buying an additional 34 shares during the last quarter. Elequin Capital LP boosted its position in Molina Healthcare by 170.6% in the 1st quarter. Elequin Capital LP now owns 92 shares of the company’s stock valued at $30,000 after buying an additional 58 shares during the last quarter. Finally, Colonial Trust Co SC boosted its position in Molina Healthcare by 930.0% in the 4th quarter. Colonial Trust Co SC now owns 103 shares of the company’s stock valued at $30,000 after buying an additional 93 shares during the last quarter. 98.50% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

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

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.