Truist Financial Issues Pessimistic Forecast for Molina Healthcare (NYSE:MOH) Stock Price

Molina Healthcare (NYSE:MOH) had its target price cut by research analysts at Truist Financial from $250.00 to $225.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has a “hold” rating on the stock. Truist Financial’s price target indicates a potential upside of 13.84% from the stock’s current price.

MOH has been the topic of a number of other reports. Wall Street Zen upgraded shares of Molina Healthcare from a “sell” rating to a “hold” rating in a report on Saturday, May 2nd. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $129.00 price objective on shares of Molina Healthcare in a research note on Friday, April 24th. Jefferies Financial Group set a $230.00 target price on shares of Molina Healthcare in a research report on Tuesday, July 14th. JPMorgan Chase & Co. raised their target price on shares of Molina Healthcare from $169.00 to $191.00 and gave the company a “neutral” rating in a research note on Monday, June 8th. Finally, Wells Fargo & Company lifted their price target on shares of Molina Healthcare from $159.00 to $235.00 and gave the stock an “equal weight” rating in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $203.38.

Molina Healthcare Trading Down 1.3%

Shares of NYSE MOH opened at $197.64 on Friday. Molina Healthcare has a 1-year low of $121.06 and a 1-year high of $244.89. The business has a fifty day moving average price of $206.19 and a 200 day moving average price of $177.02. The stock has a market capitalization of $10.30 billion, a P/E ratio of -1,097.94 and a beta of 0.74. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.63.

Molina Healthcare (NYSE:MOH) last posted its earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.39 by $0.12. The company had revenue of $10.87 billion for the quarter, compared to analyst estimates of $10.83 billion. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The firm’s quarterly revenue was down 4.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.48 earnings per share. Equities research analysts expect that Molina Healthcare will post 5.31 EPS for the current fiscal year.

Insider Activity

In other news, insider Jeff D. Barlow sold 17,811 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $186.12, for a total transaction of $3,314,983.32. Following the sale, the insider owned 67,175 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Maurice Hebert sold 600 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $191.55, for a total transaction of $114,930.00. Following the transaction, the chief accounting officer owned 12,815 shares in the company, valued at approximately $2,454,713.25. This trade represents a 4.47% decrease in their position. The SEC filing for this sale provides additional information. 1.44% of the stock is currently owned by company insiders.

Institutional Trading of Molina Healthcare

Large investors have recently bought and sold shares of the stock. 7G Capital Management LLC purchased a new stake in shares of Molina Healthcare during the fourth quarter valued at $1,735,000. BNP Paribas Financial Markets raised its stake in Molina Healthcare by 63.0% in the 4th quarter. BNP Paribas Financial Markets now owns 439,371 shares of the company’s stock worth $76,248,000 after acquiring an additional 169,739 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its position in Molina Healthcare by 27.4% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 38,913 shares of the company’s stock worth $6,944,000 after acquiring an additional 8,381 shares during the period. SG Americas Securities LLC lifted its position in Molina Healthcare by 923.3% during the 4th quarter. SG Americas Securities LLC now owns 87,220 shares of the company’s stock worth $15,136,000 after acquiring an additional 78,697 shares during the period. Finally, M&T Bank Corp grew its stake in Molina Healthcare by 451.1% during the 4th quarter. M&T Bank Corp now owns 42,455 shares of the company’s stock valued at $7,368,000 after purchasing an additional 34,751 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

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.