Bank of New York Mellon Corp Buys 66,350 Shares of Molina Healthcare, Inc $MOH

Bank of New York Mellon Corp grew its position in Molina Healthcare, Inc (NYSE:MOH) by 25.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 329,280 shares of the company’s stock after buying an additional 66,350 shares during the quarter. Bank of New York Mellon Corp’s holdings in Molina Healthcare were worth $43,893,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Blackhawk Capital Partners LLC lifted its stake in Molina Healthcare by 95.2% in the 1st quarter. Blackhawk Capital Partners LLC now owns 5,351 shares of the company’s stock valued at $713,000 after purchasing an additional 2,610 shares during the last quarter. Sanctuary Advisors LLC boosted its holdings in shares of Molina Healthcare by 99.2% during the 1st quarter. Sanctuary Advisors LLC now owns 3,053 shares of the company’s stock valued at $407,000 after acquiring an additional 1,520 shares in the last quarter. Maryland State Retirement & Pension System boosted its holdings in shares of Molina Healthcare by 283.5% during the 1st quarter. Maryland State Retirement & Pension System now owns 10,163 shares of the company’s stock valued at $1,355,000 after acquiring an additional 7,513 shares in the last quarter. Calamos Wealth Management LLC bought a new stake in Molina Healthcare during the 1st quarter worth $294,000. Finally, Calamos Advisors LLC acquired a new position in Molina Healthcare in the 1st quarter worth about $294,000. Institutional investors and hedge funds own 98.50% of the company’s stock.

Insider Buying and Selling at Molina Healthcare

In related news, insider Jeff D. Barlow sold 17,811 shares of the company’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $186.12, for a total value of $3,314,983.32. Following the sale, the insider owned 67,175 shares in the company, valued at $12,502,611. This represents a 20.96% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Maurice Hebert sold 600 shares of the firm’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 completion of the transaction, the chief accounting officer directly owned 12,815 shares in the company, valued at approximately $2,454,713.25. The trade was a 4.47% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 1.44% of the company’s stock.

Molina Healthcare Stock Performance

Shares of Molina Healthcare stock opened at $197.64 on Friday. The business has a 50-day simple moving average of $206.19 and a 200 day simple moving average of $177.02. Molina Healthcare, Inc has a one year low of $121.06 and a one year high of $244.89. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.68 and a quick ratio of 1.63. The firm has a market capitalization of $10.30 billion, a price-to-earnings ratio of -1,097.94 and a beta of 0.74.

Molina Healthcare (NYSE:MOH) last issued its earnings results on Wednesday, July 22nd. The company reported $1.51 earnings per share for the quarter, topping analysts’ consensus estimates of $1.39 by $0.12. Molina Healthcare had a positive return on equity of 3.73% and a negative net margin of 0.02%.The company had revenue of $10.87 billion for the quarter, compared to analyst estimates of $10.83 billion. During the same period in the prior year, the firm earned $5.48 earnings per share. Molina Healthcare’s revenue for the quarter was down 4.8% on a year-over-year basis. On average, research analysts anticipate that Molina Healthcare, Inc will post 5.25 earnings per share for the current fiscal year.

More Molina Healthcare News

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

Analyst Upgrades and Downgrades

Several research firms have commented on MOH. JPMorgan Chase & Co. increased their target price on Molina Healthcare from $169.00 to $191.00 and gave the company a “neutral” rating in a research report on Monday, June 8th. Cantor Fitzgerald restated a “neutral” rating on shares of Molina Healthcare in a report on Friday. Zacks Research raised Molina Healthcare from a “strong sell” rating to a “hold” rating in a research note on Monday, April 20th. Robert W. Baird raised their price objective on shares of Molina Healthcare from $124.00 to $163.00 and gave the company a “neutral” rating in a report on Monday, May 11th. Finally, Mizuho set a $215.00 target price on shares of Molina Healthcare in a report on Monday, June 8th. Three equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $203.38.

Molina Healthcare 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.