ARGA Investment Management LP Acquires New Position in Molina Healthcare, Inc $MOH

ARGA Investment Management LP bought a new stake in Molina Healthcare, Inc (NYSE:MOH) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,107 shares of the company’s stock, valued at approximately $713,000.

Several other large investors also recently added to or reduced their stakes in the stock. Blue Trust Inc. grew its holdings in Molina Healthcare by 23.8% in the 4th quarter. Blue Trust Inc. now owns 322 shares of the company’s stock valued at $56,000 after buying an additional 62 shares in the last quarter. Asset Management One Co. Ltd. grew its holdings in Molina Healthcare by 0.3% in the 3rd quarter. Asset Management One Co. Ltd. now owns 22,737 shares of the company’s stock valued at $4,351,000 after buying an additional 66 shares in the last quarter. Applied Finance Capital Management LLC grew its holdings in Molina Healthcare by 5.7% in the 3rd quarter. Applied Finance Capital Management LLC now owns 1,408 shares of the company’s stock valued at $269,000 after buying an additional 76 shares in the last quarter. Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in Molina Healthcare by 0.7% in the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,668 shares of the company’s stock valued at $2,616,000 after buying an additional 92 shares in the last quarter. Finally, Tokio Marine Asset Management Co. Ltd. grew its holdings in Molina Healthcare by 5.0% in the 3rd quarter. Tokio Marine Asset Management Co. Ltd. now owns 2,025 shares of the company’s stock valued at $388,000 after buying an additional 96 shares in the last quarter. 98.50% of the stock is currently owned by hedge funds and other institutional investors.

Molina Healthcare Stock Performance

NYSE MOH opened at $179.27 on Tuesday. The stock has a market cap of $9.34 billion, a PE ratio of 53.04, a P/E/G ratio of 1.76 and a beta of 0.55. The company has a current ratio of 1.63, a quick ratio of 1.63 and a debt-to-equity ratio of 0.97. Molina Healthcare, Inc has a twelve month low of $121.06 and a twelve month high of $333.00. The stock has a fifty day simple moving average of $146.80 and a 200-day simple moving average of $158.51.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $2.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.78. The business had revenue of $10.80 billion during the quarter, compared to analysts’ expectations of $10.91 billion. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The company’s revenue was down 3.1% compared to the same quarter last year. During the same period in the prior year, the business posted $6.08 EPS. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Equities analysts anticipate that Molina Healthcare, Inc will post 5.15 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. TD Cowen dropped their price target on shares of Molina Healthcare from $175.00 to $144.00 and set a “hold” rating for the company in a research note on Monday, February 9th. Wells Fargo & Company increased their price target on shares of Molina Healthcare from $141.00 to $159.00 and gave the company an “equal weight” rating in a research note on Monday. Cantor Fitzgerald dropped their price target on shares of Molina Healthcare from $180.00 to $144.00 and set a “neutral” rating for the company in a research note on Monday, February 9th. Morgan Stanley increased their price target on shares of Molina Healthcare from $128.00 to $146.00 and gave the company an “equal weight” rating in a research note on Friday. Finally, Wall Street Zen raised shares of Molina Healthcare from a “strong sell” rating to a “sell” rating in a research note on Sunday, April 19th. Two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $163.86.

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.