Alesco Advisors LLC An ESL Co Takes Position in Molina Healthcare, Inc $MOH

Alesco Advisors LLC An ESL Co acquired a new stake in shares of Molina Healthcare, Inc (NYSE:MOH) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 4,466 shares of the company’s stock, valued at approximately $595,000.

A number of other large investors have also recently bought and sold shares of the business. Torren Management LLC acquired a new stake in Molina Healthcare in the fourth quarter worth $26,000. Physician Wealth Advisors Inc. increased its holdings in shares of Molina Healthcare by 1,250.0% in the 1st quarter. Physician Wealth Advisors Inc. now owns 216 shares of the company’s stock worth $29,000 after acquiring an additional 200 shares during the period. Cromwell Holdings LLC increased its holdings in shares of Molina Healthcare by 211.9% in the 4th quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock worth $32,000 after acquiring an additional 125 shares during the period. Quarry LP bought a new stake in Molina Healthcare in the 4th quarter valued at about $32,000. Finally, SJS Investment Consulting Inc. lifted its position in Molina Healthcare by 504.9% in the 1st quarter. SJS Investment Consulting Inc. now owns 248 shares of the company’s stock valued at $33,000 after purchasing an additional 207 shares during the last quarter. Institutional investors own 98.50% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on MOH. Barclays reduced their target price on shares of Molina Healthcare from $199.00 to $184.00 and set an “underweight” rating for the company in a research note on Wednesday, July 8th. Weiss Ratings raised Molina Healthcare from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, June 25th. Bank of America upgraded Molina Healthcare from an “underperform” rating to a “buy” rating and set a $250.00 price objective for the company in a research report on Wednesday, April 29th. UBS Group boosted their price objective on Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a research report on Friday, May 22nd. Finally, Royal Bank Of Canada raised their target price on Molina Healthcare from $216.00 to $248.00 and gave the company a “sector perform” rating in a research report on Thursday, July 9th. Three analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $207.06.

Insider Activity

In other news, insider Jeff D. Barlow sold 17,811 shares of Molina Healthcare stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $186.12, for a total value of $3,314,983.32. Following the transaction, the insider owned 67,175 shares of the company’s stock, valued at $12,502,611. The trade was a 20.96% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Maurice Hebert sold 600 shares of Molina Healthcare stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $191.55, for a total transaction of $114,930.00. Following the completion of the transaction, the chief accounting officer directly owned 12,815 shares in the company, valued at $2,454,713.25. This represents a 4.47% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.44% of the company’s stock.

Molina Healthcare News Summary

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

• Positive Sentiment: Molina reported Q2 earnings of $1.51 per share, topping Wall Street estimates, and revenue of $10.87 billion was also slightly ahead of expectations. Molina Healthcare (NYSE:MOH) posts Q2 CY2026 sales in line with estimates but stock drops on weak guidance
• Positive Sentiment: The company raised its annual profit forecast as Medicaid trends stabilized, which suggests some improvement in its core government-backed membership business. Molina Healthcare lifts annual profit forecast as Medicaid stabilizes
• Neutral Sentiment: Quarterly results also showed lower year-over-year profit and revenue, reflecting pressure from declining membership and higher medical care costs, which tempers the upbeat earnings beat. Molina Healthcare Posts Lower Profit, Revenue as Membership Declines
• Negative Sentiment: Investors appear concerned that weaker Obamacare/exchange performance and cautious forward guidance could offset the earnings beat, contributing to the stock’s decline today. Molina’s profit forecast lift overshadowed by Obamacare weakness

Molina Healthcare Trading Down 1.5%

Shares of Molina Healthcare stock opened at $223.13 on Thursday. The company has a quick ratio of 1.63, a current ratio of 1.63 and a debt-to-equity ratio of 0.97. The firm has a market cap of $11.63 billion, a price-to-earnings ratio of 66.02 and a beta of 0.74. The business has a fifty day simple moving average of $205.66 and a 200-day simple moving average of $176.72. Molina Healthcare, Inc has a fifty-two week low of $121.06 and a fifty-two week high of $244.89.

Molina Healthcare (NYSE:MOH) last announced its earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share for the quarter, beating the consensus estimate of $1.39 by $0.12. Molina Healthcare had a return on equity of 8.76% and a net margin of 0.42%.The business had revenue of $10.87 billion during the quarter, compared to analysts’ expectations of $10.83 billion. During the same quarter last year, the business posted $5.48 earnings per share. The company’s quarterly revenue was down 4.8% on a year-over-year basis. On average, equities analysts forecast that Molina Healthcare, Inc will post 5.23 EPS for the current fiscal year.

About Molina Healthcare

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.