Research Analysts Issue Forecasts for MOH FY2028 Earnings

Molina Healthcare, Inc (NYSE:MOH) – Equities research analysts at Zacks Research issued their FY2028 earnings per share (EPS) estimates for Molina Healthcare in a research note issued on Thursday, February 26th. Zacks Research analyst Team expects that the company will earn $12.32 per share for the year. The consensus estimate for Molina Healthcare’s current full-year earnings is $24.40 per share.

Other equities research analysts also recently issued reports about the stock. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Molina Healthcare in a report on Thursday, January 22nd. Wells Fargo & Company set a $141.00 price target on shares of Molina Healthcare and gave the company an “equal weight” rating in a research report on Friday, February 20th. Jefferies Financial Group set a $160.00 price objective on shares of Molina Healthcare in a research note on Tuesday, December 16th. TD Cowen lowered their target price on shares of Molina Healthcare from $175.00 to $144.00 and set a “hold” rating on the stock in a report on Monday, February 9th. Finally, The Goldman Sachs Group cut their price target on Molina Healthcare from $167.00 to $124.00 and set a “neutral” rating for the company in a report on Wednesday, February 11th. Two investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Molina Healthcare presently has a consensus rating of “Hold” and a consensus price target of $157.86.

Molina Healthcare Stock Up 5.6%

MOH stock opened at $154.54 on Friday. The stock has a fifty day moving average of $167.85 and a 200-day moving average of $168.72. Molina Healthcare has a fifty-two week low of $121.06 and a fifty-two week high of $359.97. The company has a market capitalization of $7.96 billion, a price-to-earnings ratio of 18.05 and a beta of 0.49. 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 released its earnings results 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 business’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period in the prior year, the business earned $5.05 earnings per share. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS.

Institutional Investors Weigh In On Molina Healthcare

A number of institutional investors and hedge funds have recently made changes to their positions in MOH. First Horizon Advisors Inc. grew its position in Molina Healthcare by 2,140.0% during the second quarter. First Horizon Advisors Inc. now owns 112 shares of the company’s stock worth $33,000 after buying an additional 107 shares in the last quarter. Torren Management LLC bought a new stake in shares of Molina Healthcare during the 4th quarter valued at about $26,000. CYBER HORNET ETFs LLC purchased a new position in shares of Molina Healthcare during the second quarter worth about $45,000. Miller Global Investments LLC bought a new position in shares of Molina Healthcare in the fourth quarter worth approximately $27,000. Finally, MUFG Securities EMEA plc purchased a new stake in Molina Healthcare in the second quarter valued at approximately $48,000. Hedge funds and other institutional investors own 98.50% of the company’s stock.

Molina Healthcare News Summary

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.