Zacks Research Brokers Lower Earnings Estimates for MOH

Molina Healthcare, Inc (NYSE:MOH) – Equities research analysts at Zacks Research dropped their Q1 2026 earnings per share (EPS) estimates for shares of Molina Healthcare in a research report issued on Thursday, February 26th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $1.48 for the quarter, down from their prior estimate of $4.22. 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 $1.68 EPS, Q3 2026 earnings at $1.08 EPS, Q4 2026 earnings at $0.82 EPS, FY2026 earnings at $5.06 EPS, Q1 2027 earnings at $1.57 EPS, Q2 2027 earnings at $1.98 EPS, Q3 2027 earnings at $1.83 EPS, Q4 2027 earnings at $2.24 EPS and FY2027 earnings at $7.61 EPS.

MOH has been the subject of several other research reports. UBS Group reaffirmed a “neutral” rating and set a $145.00 price target on shares of Molina Healthcare in a report on Monday, February 9th. Wells Fargo & Company set a $141.00 price objective on shares of Molina Healthcare and gave the stock an “equal weight” rating in a research report on Friday, February 20th. Deutsche Bank Aktiengesellschaft set a $109.00 target price on shares of Molina Healthcare in a report on Tuesday, February 10th. The Goldman Sachs Group lowered their target price on Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. Finally, TD Cowen lowered their target price on Molina Healthcare from $175.00 to $144.00 and set a “hold” rating on the stock in a research report on Monday, February 9th. Two analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Molina Healthcare presently has a consensus rating of “Hold” and an average price target of $157.86.

Molina Healthcare Price Performance

NYSE:MOH opened at $154.54 on Monday. Molina Healthcare has a 1-year low of $121.06 and a 1-year high of $359.97. The stock has a market capitalization of $7.96 billion, a PE ratio of 18.05 and a beta of 0.52. The firm has a fifty day simple moving average of $167.85 and a 200 day simple moving average of $168.77. The company has a current ratio of 1.69, a quick ratio of 1.69 and a debt-to-equity ratio of 0.97.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings results on Thursday, February 5th. The company reported ($2.75) earnings per share for the quarter, missing the consensus estimate of $0.43 by ($3.18). Molina Healthcare had a return on equity of 13.60% and a net margin of 1.04%.The business had revenue of $11.38 billion for the quarter, compared to the consensus estimate of $10.90 billion. During the same period in the prior year, the business earned $5.05 earnings per share. Molina Healthcare’s revenue was up 8.3% compared to the same quarter last year. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS.

Institutional Investors Weigh In On Molina Healthcare

Several institutional investors have recently made changes to their positions in the stock. T. Rowe Price Investment Management Inc. boosted its position in shares of Molina Healthcare by 10.2% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,171,433 shares of the company’s stock valued at $376,831,000 after acquiring an additional 201,772 shares during the period. Invesco Ltd. boosted its stake in Molina Healthcare by 24.2% in the fourth quarter. Invesco Ltd. now owns 1,690,981 shares of the company’s stock worth $293,453,000 after buying an additional 329,679 shares in the last quarter. Corient Private Wealth LLC grew its holdings in shares of Molina Healthcare by 38.9% during the 4th quarter. Corient Private Wealth LLC now owns 10,220 shares of the company’s stock valued at $1,654,000 after purchasing an additional 2,864 shares during the last quarter. Alberta Investment Management Corp bought a new position in shares of Molina Healthcare during the fourth quarter valued at about $1,562,000. Finally, Beacon Pointe Advisors LLC grew its position in Molina Healthcare by 9.9% during the 4th quarter. Beacon Pointe Advisors LLC now owns 1,416 shares of the company’s stock worth $246,000 after acquiring an additional 128 shares during the last quarter. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Key Headlines Impacting Molina Healthcare

Here are the key news stories impacting Molina Healthcare this week:

• Positive Sentiment: Contrarian valuation article argues MOH may be attractive after a roughly 48.8% one‑year share price fall — the piece highlights the large drawdown and reasons some investors see a buying opportunity at depressed levels. Is Molina Healthcare (MOH) Now Attractive After A 48.8% One Year Share Price Fall?
• Neutral Sentiment: Research note coverage: analysts published FY2028 earnings forecasts for MOH (forward estimates that add context to expectations but do not constitute a firm consensus swing). These long‑range forecasts are informational for modeling but are less likely to move the stock than near‑term revisions. Research Analysts Issue Forecasts for MOH FY2028 Earnings
• Negative Sentiment: Zacks Research issued a broad set of downward revisions to MOH near‑term EPS estimates (multiple quarters across 2026–2027) and materially cut FY2026 and FY2027 projections (FY2026 to ~$5.06 from $13.97; FY2027 to ~$7.61 from $18.88). The firm cut many quarterly forecasts sharply (with a few isolated raises), signaling analysts are resetting expectations after recent results — a clear near‑term negative for sentiment and potential earnings re‑rating.

Molina Healthcare Company Profile

Molina Healthcare, Inc is a managed care company specializing in government-sponsored health insurance programs. The company offers Medicaid managed care plans, Medicare Advantage and prescription drug plans, and individual Marketplace plans under the Affordable Care Act. Through an integrated care model, Molina emphasizes preventive and primary care services, care coordination, and disease management to improve health outcomes for its members.

The company traces its roots to the early 1980s, when Dr.