Molina Healthcare, Inc $MOH Holdings Raised by SG Americas Securities LLC

SG Americas Securities LLC increased its stake in Molina Healthcare, Inc (NYSE:MOH) by 923.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 87,220 shares of the company’s stock after purchasing an additional 78,697 shares during the quarter. SG Americas Securities LLC owned about 0.16% of Molina Healthcare worth $15,136,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of MOH. Baird Financial Group Inc. bought a new stake in shares of Molina Healthcare during the 1st quarter worth about $210,000. NewEdge Advisors LLC boosted its holdings in shares of Molina Healthcare by 33.4% in the first quarter. NewEdge Advisors LLC now owns 1,106 shares of the company’s stock valued at $364,000 after acquiring an additional 277 shares in the last quarter. Jones Financial Companies Lllp increased its stake in shares of Molina Healthcare by 713.3% during the first quarter. Jones Financial Companies Lllp now owns 1,651 shares of the company’s stock valued at $544,000 after acquiring an additional 1,448 shares during the period. Goldman Sachs Group Inc. increased its stake in shares of Molina Healthcare by 19.4% during the first quarter. Goldman Sachs Group Inc. now owns 249,466 shares of the company’s stock valued at $82,172,000 after acquiring an additional 40,531 shares during the period. Finally, Woodline Partners LP acquired a new stake in Molina Healthcare in the first quarter worth approximately $1,541,000. Institutional investors own 98.50% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Sanford C. Bernstein reiterated an “outperform” rating on shares of Molina Healthcare in a research report on Friday, March 13th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Molina Healthcare in a research note on Thursday, January 22nd. Barclays lowered their target price on Molina Healthcare from $164.00 to $133.00 and set an “underweight” rating on the stock in a report on Tuesday, February 10th. Morgan Stanley cut their price target on shares of Molina Healthcare from $158.00 to $128.00 and set an “equal weight” rating for the company in a report on Wednesday, March 4th. Finally, Mizuho reduced their price objective on shares of Molina Healthcare from $220.00 to $180.00 and set an “outperform” rating for the company in a research report on Thursday, March 12th. Two analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $169.21.

Molina Healthcare Stock Performance

Shares of NYSE MOH opened at $134.27 on Friday. The stock’s fifty day simple moving average is $154.96 and its 200 day simple moving average is $164.57. The stock has a market capitalization of $6.99 billion, a price-to-earnings ratio of 15.69 and a beta of 0.52. The company has a quick ratio of 1.69, a current ratio of 1.69 and a debt-to-equity ratio of 0.97. Molina Healthcare, Inc has a 52-week low of $121.06 and a 52-week high of $359.97.

Molina Healthcare (NYSE:MOH) last announced its earnings results on Thursday, February 5th. The company reported ($2.75) EPS 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 company had revenue of $11.38 billion for the quarter, compared to analysts’ expectations of $10.90 billion. During the same period in the prior year, the company earned $5.05 earnings per share. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. Molina Healthcare has set its FY 2026 guidance at 5.000- EPS. As a group, sell-side analysts forecast that Molina Healthcare, Inc will post 24.4 earnings per share for the current fiscal year.

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.