Q2 EPS Forecast for Molina Healthcare Reduced by Analyst

Molina Healthcare, Inc (NYSE:MOH) – Investment analysts at Zacks Research cut their Q2 2025 earnings per share (EPS) estimates for Molina Healthcare in a report issued on Monday, July 14th. Zacks Research analyst R. Department now forecasts that the company will post earnings per share of $5.51 for the quarter, down from their prior forecast of $6.11. 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 Q3 2025 earnings at $5.72 EPS, Q4 2025 earnings at $5.04 EPS, FY2025 earnings at $22.35 EPS, Q3 2026 earnings at $5.28 EPS, Q4 2026 earnings at $6.98 EPS, FY2026 earnings at $25.24 EPS, Q1 2027 earnings at $9.24 EPS, Q2 2027 earnings at $7.59 EPS and FY2027 earnings at $28.63 EPS.

A number of other research analysts have also issued reports on the stock. Wall Street Zen lowered shares of Molina Healthcare from a “buy” rating to a “hold” rating in a research report on Sunday, June 29th. Truist Financial lowered their target price on shares of Molina Healthcare from $400.00 to $335.00 and set a “buy” rating for the company in a research note on Wednesday. Robert W. Baird reaffirmed a “neutral” rating and issued a $375.00 price target (up from $331.00) on shares of Molina Healthcare in a research note on Tuesday, April 15th. Morgan Stanley downgraded shares of Molina Healthcare from an “overweight” rating to an “equal weight” rating and decreased their target price for the stock from $364.00 to $266.00 in a research report on Thursday, July 10th. Finally, Barclays cut their price target on shares of Molina Healthcare from $351.00 to $347.00 and set an “equal weight” rating on the stock in a report on Monday, June 9th. Eleven research analysts have rated the stock with a hold rating and six have given a buy rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $347.57.

Molina Healthcare Trading Down 5.4%

Shares of NYSE:MOH opened at $204.30 on Thursday. The company’s 50-day moving average price is $284.56 and its two-hundred day moving average price is $301.05. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.63 and a quick ratio of 1.63. Molina Healthcare has a one year low of $200.63 and a one year high of $365.23. The stock has a market capitalization of $11.07 billion, a PE ratio of 9.86, a price-to-earnings-growth ratio of 0.90 and a beta of 0.55.

Molina Healthcare (NYSE:MOH) last posted its quarterly earnings data on Wednesday, April 23rd. The company reported $6.08 earnings per share for the quarter, topping 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 net margin of 2.81% and a return on equity of 28.38%. Molina Healthcare’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $5.73 EPS.

Institutional Investors Weigh In On Molina Healthcare

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Greenleaf Trust grew its stake in Molina Healthcare by 7.6% during the 2nd quarter. Greenleaf Trust now owns 1,436 shares of the company’s stock worth $428,000 after buying an additional 101 shares during the last quarter. V Square Quantitative Management LLC boosted its stake in Molina Healthcare by 7.5% during the second quarter. V Square Quantitative Management LLC now owns 1,758 shares of the company’s stock valued at $524,000 after buying an additional 123 shares in the last quarter. Tempus Wealth Planning LLC lifted its holdings in shares of Molina Healthcare by 49.8% during the second quarter. Tempus Wealth Planning LLC now owns 1,875 shares of the company’s stock valued at $559,000 after purchasing an additional 623 shares during the last quarter. Signaturefd LLC lifted its holdings in shares of Molina Healthcare by 35.8% during the second quarter. Signaturefd LLC now owns 1,564 shares of the company’s stock valued at $466,000 after purchasing an additional 412 shares during the last quarter. Finally, Patton Fund Management Inc. purchased a new stake in shares of Molina Healthcare during the second quarter valued at $245,000. 98.50% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Molina Healthcare

In other Molina Healthcare news, CEO Joseph M. Zubretsky sold 87,500 shares of the stock in a transaction on Wednesday, April 30th. The stock was 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 owned 257,715 shares in the company, valued at approximately $82,484,262.90. This represents a 25.35% decrease in their ownership of the stock. The transaction 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 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 in the company, valued at approximately $3,603,702. The trade was a 5.62% decrease in their position. The disclosure for this sale can be found here. 1.10% of the stock is currently owned by corporate insiders.

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.