Andra AP fonden Sells 49,216 Shares of Molina Healthcare, Inc $MOH

Andra AP fonden trimmed its holdings in shares of Molina Healthcare, Inc (NYSE:MOH) by 81.3% in the 3rd quarter, Holdings Channel reports. The firm owned 11,284 shares of the company’s stock after selling 49,216 shares during the quarter. Andra AP fonden’s holdings in Molina Healthcare were worth $2,159,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Asset Management One Co. Ltd. increased its stake 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 worth $4,351,000 after buying an additional 66 shares during the period. Twin Capital Management Inc. boosted its position in Molina Healthcare by 6.3% in the 2nd quarter. Twin Capital Management Inc. now owns 1,181 shares of the company’s stock valued at $352,000 after buying an additional 70 shares during the period. Parkside Financial Bank & Trust grew its stake in Molina Healthcare by 18.9% in the 2nd quarter. Parkside Financial Bank & Trust now owns 446 shares of the company’s stock worth $133,000 after acquiring an additional 71 shares in the last quarter. Applied Finance Capital Management LLC increased its position in shares of Molina Healthcare by 5.7% during the third quarter. Applied Finance Capital Management LLC now owns 1,408 shares of the company’s stock worth $269,000 after acquiring an additional 76 shares during the period. Finally, First National Advisers LLC raised its stake in shares of Molina Healthcare by 6.4% during the second quarter. First National Advisers LLC now owns 1,297 shares of the company’s stock valued at $386,000 after acquiring an additional 78 shares in the last quarter. 98.50% of the stock is owned by hedge funds and other institutional investors.

Molina Healthcare Stock Performance

Shares of Molina Healthcare stock opened at $154.54 on Friday. The company has a market capitalization of $7.96 billion, a PE ratio of 18.05 and a beta of 0.49. The company has a 50-day simple moving average of $167.85 and a two-hundred day simple moving average of $168.72. Molina Healthcare, Inc has a one year low of $121.06 and a one year high of $359.97. The company has a debt-to-equity ratio of 0.97, a quick ratio of 1.69 and a current ratio of 1.69.

Molina Healthcare (NYSE:MOH) last issued its quarterly earnings data on Thursday, February 5th. The company reported ($2.75) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.43 by ($3.18). The firm had revenue of $11.38 billion during the quarter, compared to analysts’ expectations of $10.90 billion. Molina Healthcare had a return on equity of 13.60% and a net margin of 1.04%.The firm’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the firm earned $5.05 EPS. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. Research analysts expect that Molina Healthcare, Inc will post 24.4 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently issued reports on MOH shares. Jefferies Financial Group set a $160.00 price objective on Molina Healthcare in a research note on Tuesday, December 16th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Molina Healthcare in a report on Thursday, January 22nd. Truist Financial dropped their price target on Molina Healthcare from $190.00 to $145.00 and set a “hold” rating on the stock in a research report on Tuesday, February 17th. TD Cowen decreased their price objective on Molina Healthcare from $175.00 to $144.00 and set a “hold” rating for the company in a report on Monday, February 9th. Finally, UBS Group reaffirmed a “neutral” rating and issued a $145.00 price objective on shares of Molina Healthcare in a research note on Monday, February 9th. Two equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $157.86.

More Molina Healthcare News

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

• Positive Sentiment: Zacks raised its Q3 2027 EPS estimate for MOH to $1.83 from $0.93, a notable upward revision that could be read as an improving outlook for that quarter. Zacks Q3 2027 raise
• Neutral Sentiment: Zacks published an FY2028 estimate of $12.32 EPS — a new forward-year datapoint investors may use to recalibrate multi‑year models, but it’s not directly comparable to the immediate near‑term cuts. Zacks FY2028 estimate
• Negative Sentiment: Widespread downgrades to 2026 and 2027 guidance: Zacks sharply cut FY2026 EPS to $5.06 (from $13.97) and FY2027 to $7.61 (from $18.88), and reduced many quarterly estimates (e.g., Q1–Q4 2026 and Q1–Q2 2027 were trimmed substantially). These large downward revisions signal weaker near‑term earnings expectations and are the primary negative driver for the stock. Zacks broad cuts
• Negative Sentiment: Notable single-quarter cuts: Q2 2027 was lowered to $1.98 from $6.97, Q1 2027 to $1.57 from $6.72, Q2 2026 to $1.68 from $4.09, and Q4 2026 to $0.82 from $2.93 — these steep cuts increase the risk of further negative surprises relative to prior expectations. Zacks quarter cuts

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.