Molina Healthcare (NYSE:MOH) Price Target Cut to $218.00 by Analysts at Royal Bank Of Canada

Molina Healthcare (NYSE:MOH) had its target price cut by Royal Bank Of Canada from $248.00 to $218.00 in a research note published on Friday, MarketBeat reports. They currently have a sector perform rating on the stock.

Other equities research analysts have also issued reports about the stock. Barclays dropped their price objective on shares of Molina Healthcare from $184.00 to $180.00 and set an “underweight” rating on the stock in a report on Friday. UBS Group boosted their price target on Molina Healthcare from $180.00 to $202.00 and gave the company a “neutral” rating in a research note on Friday, May 22nd. JPMorgan Chase & Co. increased their price objective on Molina Healthcare from $169.00 to $191.00 and gave the company a “neutral” rating in a report on Monday, June 8th. 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 note on Wednesday, April 29th. Finally, Morgan Stanley lifted their target price on Molina Healthcare from $146.00 to $167.00 and gave the stock an “equal weight” rating in a report on Thursday, June 4th. Three equities research 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. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $203.38.

Molina Healthcare Price Performance

NYSE MOH opened at $197.64 on Friday. The firm’s fifty day simple moving average is $206.19 and its two-hundred day simple moving average is $177.02. The company has a current ratio of 1.68, a quick ratio of 1.63 and a debt-to-equity ratio of 0.95. Molina Healthcare has a 12-month low of $121.06 and a 12-month high of $244.89. The firm has a market capitalization of $10.30 billion, a P/E ratio of -1,097.94 and a beta of 0.74.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.39 by $0.12. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The business had revenue of $10.87 billion for the quarter, compared to the consensus estimate of $10.83 billion. During the same period in the prior year, the firm posted $5.48 earnings per share. The business’s quarterly revenue was down 4.8% on a year-over-year basis. Analysts forecast that Molina Healthcare will post 5.25 EPS for the current fiscal year.

Insider Activity at Molina Healthcare

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 stock was sold at an average price of $186.12, for a total value of $3,314,983.32. Following the sale, the insider directly owned 67,175 shares of the company’s stock, valued at $12,502,611. The trade was a 20.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Maurice Hebert sold 600 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $191.55, for a total value of $114,930.00. Following the sale, the chief accounting officer owned 12,815 shares of the company’s stock, valued at $2,454,713.25. The trade was a 4.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.44% of the company’s stock.

Institutional Investors Weigh In On Molina Healthcare

A number of large investors have recently modified their holdings of MOH. ARGA Investment Management LP lifted its stake in shares of Molina Healthcare by 1.4% in the first quarter. ARGA Investment Management LP now owns 4,166 shares of the company’s stock worth $555,000 after buying an additional 59 shares in the last quarter. Blue Trust Inc. lifted its stake in Molina Healthcare by 23.8% in the 4th quarter. Blue Trust Inc. now owns 322 shares of the company’s stock worth $56,000 after purchasing an additional 62 shares in the last quarter. Elevation Wealth Partners LLC boosted its holdings in shares of Molina Healthcare by 118.2% during the 2nd quarter. Elevation Wealth Partners LLC now owns 144 shares of the company’s stock worth $33,000 after purchasing an additional 78 shares during the last quarter. Caitong International Asset Management Co. Ltd grew its position in shares of Molina Healthcare by 64.5% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 232 shares of the company’s stock valued at $40,000 after purchasing an additional 91 shares in the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank increased its holdings in shares of Molina Healthcare by 0.7% in the third quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 13,668 shares of the company’s stock valued at $2,616,000 after purchasing an additional 92 shares during the last quarter. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Molina Healthcare News Roundup

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

• Positive Sentiment: Molina Healthcare beat Q2 earnings expectations with EPS of $1.51, and lower operating expenses helped offset weaker premium revenue and softer investment income. The company also raised its 2026 EPS outlook, which supports the long-term earnings case. Article Title
• Positive Sentiment: Analysts still see some upside from current levels despite recent weakness, with Truist and RBC both saying the stock could rise into the low-to-mid $200s. Article Title
• Neutral Sentiment: Wall Street’s consensus recommendation remains “Hold,” suggesting analysts are not turning bullish yet, but are also not broadly negative on the name. Article Title
• Negative Sentiment: Revenue and membership trends remain a concern, and multiple reports said investors were disappointed by weaker premium revenue and softer guidance even after the earnings beat. Article Title
• Negative Sentiment: Market reaction has been negative because Molina warned about a smaller Obamacare footprint and ongoing pressure in its Medicaid/ACA businesses, which outweighed the earnings beat. Article Title

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.