Molina Healthcare (NYSE:MOH) Upgraded at Zacks Research

Zacks Research upgraded shares of Molina Healthcare (NYSE:MOH) from a strong sell rating to a hold rating in a report published on Monday morning,Zacks.com reports.

Other equities analysts have also issued reports about the stock. Wall Street Zen raised shares of Molina Healthcare from a “strong sell” rating to a “sell” rating in a research report on Sunday. Cantor Fitzgerald decreased their price objective on shares of Molina Healthcare from $180.00 to $144.00 and set a “neutral” rating for the company in a research report on Monday, February 9th. Truist Financial decreased their price objective on shares of Molina Healthcare from $190.00 to $145.00 and set a “hold” rating for the company in a research report on Tuesday, February 17th. Mizuho decreased their price objective on shares of Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating for the company in a research report on Thursday, March 12th. Finally, TD Cowen decreased their price objective on shares of Molina Healthcare from $175.00 to $144.00 and set a “hold” rating for the company in a research report on Monday, February 9th. Two investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $169.21.

Molina Healthcare Stock Performance

Shares of Molina Healthcare stock opened at $153.03 on Monday. The firm has a market capitalization of $7.97 billion, a P/E ratio of 17.88 and a beta of 0.55. The company has a quick ratio of 1.69, a current ratio of 1.69 and a debt-to-equity ratio of 0.97. The company has a 50 day moving average price of $144.15 and a 200 day moving average price of $159.35. Molina Healthcare has a 52 week low of $121.06 and a 52 week high of $333.22.

Molina Healthcare (NYSE:MOH) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $2.35 EPS for the quarter, beating the consensus estimate of $2.16 by $0.19. The firm had revenue of $10.80 billion during the quarter, compared to analyst estimates of $10.91 billion. Molina Healthcare had a net margin of 1.04% and a return on equity of 13.60%. Molina Healthcare’s revenue was down 3.1% on a year-over-year basis. During the same period last year, the firm posted $6.08 EPS. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Sell-side analysts expect that Molina Healthcare will post 5.04 EPS for the current year.

Hedge Funds Weigh In On Molina Healthcare

Hedge funds and other institutional investors have recently bought and sold shares of the business. New York State Common Retirement Fund increased its holdings in Molina Healthcare by 35.9% in the 3rd quarter. New York State Common Retirement Fund now owns 139,557 shares of the company’s stock worth $26,706,000 after buying an additional 36,831 shares during the period. CenterBook Partners LP increased its holdings in Molina Healthcare by 359.7% in the 3rd quarter. CenterBook Partners LP now owns 20,409 shares of the company’s stock worth $3,905,000 after buying an additional 15,969 shares during the period. Merit Financial Group LLC increased its holdings in Molina Healthcare by 289.3% in the 3rd quarter. Merit Financial Group LLC now owns 11,735 shares of the company’s stock worth $2,246,000 after buying an additional 8,721 shares during the period. Gibraltar Capital Management Inc. acquired a new position in Molina Healthcare in the 3rd quarter worth approximately $6,709,000. Finally, Cerity Partners LLC increased its holdings in Molina Healthcare by 245.3% in the 3rd quarter. Cerity Partners LLC now owns 80,608 shares of the company’s stock worth $15,425,000 after buying an additional 57,266 shares during the period. Institutional investors and hedge funds own 98.50% of the company’s stock.

Key Stories Impacting Molina Healthcare

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

• Positive Sentiment: Q1 adjusted EPS beat expectations — Molina reported $2.35 EPS for the quarter, above consensus, giving investors a near-term profit surprise. Molina (MOH) Q1 Earnings Surpass Estimates
• Positive Sentiment: Favorable medical-cost trends drove the beat — Reuters notes controlled medical costs helped lift adjusted profit, a key margin lever for Medicaid-focused insurers like Molina. Molina Healthcare beats quarterly profit estimates on controlled medical costs
• Positive Sentiment: Sentiment upgrades: Zacks moved MOH from “strong sell” to “hold,” which can support buying interest after the report. Zacks Research
• Neutral Sentiment: FY‑2026 EPS guidance around $5.00 was provided and sits very close to consensus (~$5.04), leaving limited upside from guidance alone; investors will watch full-year assumptions in the release. View Press Release
• Neutral Sentiment: Analyst views and price targets remain mixed (median target around $144), so follow-through will depend on how investors interpret margins vs. growth tradeoffs. Molina Healthcare (MOH) Stock Falls on Q1 2026 Earnings
• Negative Sentiment: Revenue came in slightly below expectations — $10.80B vs. ~ $10.9B consensus and was down ~3% year‑over‑year, a reminder that top-line trends remain pressured. Molina (MOH) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Some third‑party summaries highlight steep YoY drops in GAAP operating profit and net income (and a large disparity between GAAP and adjusted EPS), which could fuel short‑term volatility as investors parse adjusted vs. GAAP results. Molina Healthcare (MOH) Stock Falls on Q1 2026 Earnings

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.