Zacks Research Analysts Reduce Earnings Estimates for MOH

Molina Healthcare, Inc (NYSE:MOH) – Equities researchers at Zacks Research reduced their Q1 2026 earnings estimates for shares of Molina Healthcare in a research report issued on Thursday, February 26th. Zacks Research analyst Team now expects that the company will post earnings per share of $1.48 for the quarter, down from their previous estimate of $4.22. The consensus estimate for Molina Healthcare’s current full-year earnings is $24.40 per share. Zacks Research also issued estimates for Molina Healthcare’s Q2 2026 earnings at $1.68 EPS, Q3 2026 earnings at $1.08 EPS, Q4 2026 earnings at $0.82 EPS, FY2026 earnings at $5.06 EPS, Q1 2027 earnings at $1.57 EPS, Q2 2027 earnings at $1.98 EPS, Q3 2027 earnings at $1.83 EPS, Q4 2027 earnings at $2.24 EPS and FY2027 earnings at $7.61 EPS.

Molina Healthcare (NYSE:MOH) last released its quarterly earnings results on Thursday, February 5th. The company reported ($2.75) earnings per share for the quarter, missing the consensus estimate of $0.43 by ($3.18). Molina Healthcare had a net margin of 1.04% and a return on equity of 13.60%. The firm had revenue of $11.38 billion for the quarter, compared to the consensus estimate of $10.90 billion. During the same quarter in the prior year, the firm earned $5.05 earnings per share. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS.

Several other equities research analysts also recently commented on MOH. Jefferies Financial Group set a $160.00 target price on Molina Healthcare in a report on Tuesday, December 16th. TD Cowen dropped 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. UBS Group restated a “neutral” rating and set a $145.00 price target on shares of Molina Healthcare in a research note on Monday, February 9th. Weiss Ratings reissued a “sell (d+)” rating on shares of Molina Healthcare in a research report on Thursday, January 22nd. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $224.00 target price on shares of Molina Healthcare in a report on Tuesday, January 6th. Two equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $157.86.

Molina Healthcare Trading Up 5.6%

NYSE:MOH opened at $154.54 on Monday. The company has a debt-to-equity ratio of 0.97, a current ratio of 1.69 and a quick ratio of 1.69. The company’s 50-day simple moving average is $167.85 and its 200 day simple moving average is $168.77. Molina Healthcare has a one year low of $121.06 and a one year high of $359.97. The firm has a market capitalization of $7.96 billion, a P/E ratio of 18.05 and a beta of 0.52.

Institutional Trading of Molina Healthcare

Several hedge funds have recently made changes to their positions in MOH. Blue Trust Inc. raised its position in Molina Healthcare by 23.8% during the fourth quarter. Blue Trust Inc. now owns 322 shares of the company’s stock valued at $56,000 after purchasing an additional 62 shares during the period. Asset Management One Co. Ltd. boosted its holdings in shares of Molina Healthcare by 0.3% in the third quarter. Asset Management One Co. Ltd. now owns 22,737 shares of the company’s stock valued at $4,351,000 after purchasing an additional 66 shares during the period. Twin Capital Management Inc. grew its position in shares of Molina Healthcare by 6.3% during the 2nd quarter. Twin Capital Management Inc. now owns 1,181 shares of the company’s stock worth $352,000 after buying an additional 70 shares in the last quarter. Parkside Financial Bank & Trust grew its holdings in Molina Healthcare by 18.9% during 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. Finally, Applied Finance Capital Management LLC boosted its stake 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 valued at $269,000 after purchasing an additional 76 shares in the last quarter. 98.50% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Molina Healthcare

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

• Positive Sentiment: Contrarian valuation article argues MOH may be attractive after a roughly 48.8% one‑year share price fall — the piece highlights the large drawdown and reasons some investors see a buying opportunity at depressed levels. Is Molina Healthcare (MOH) Now Attractive After A 48.8% One Year Share Price Fall?
• Neutral Sentiment: Research note coverage: analysts published FY2028 earnings forecasts for MOH (forward estimates that add context to expectations but do not constitute a firm consensus swing). These long‑range forecasts are informational for modeling but are less likely to move the stock than near‑term revisions. Research Analysts Issue Forecasts for MOH FY2028 Earnings
• Negative Sentiment: Zacks Research issued a broad set of downward revisions to MOH near‑term EPS estimates (multiple quarters across 2026–2027) and materially cut FY2026 and FY2027 projections (FY2026 to ~$5.06 from $13.97; FY2027 to ~$7.61 from $18.88). The firm cut many quarterly forecasts sharply (with a few isolated raises), signaling analysts are resetting expectations after recent results — a clear near‑term negative for sentiment and potential earnings re‑rating.

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.