Alesco Advisors LLC An ESL Co Invests $595,000 in Molina Healthcare, Inc $MOH

Alesco Advisors LLC An ESL Co bought a new stake in shares of Molina Healthcare, Inc (NYSE:MOH) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,466 shares of the company’s stock, valued at approximately $595,000.

A number of other hedge funds and other institutional investors have also modified their holdings of MOH. Torren Management LLC purchased a new position in Molina Healthcare in the 4th quarter worth about $26,000. Physician Wealth Advisors Inc. lifted its stake in Molina Healthcare by 1,250.0% during the first quarter. Physician Wealth Advisors Inc. now owns 216 shares of the company’s stock valued at $29,000 after buying an additional 200 shares in the last quarter. Cromwell Holdings LLC lifted its stake in Molina Healthcare by 211.9% during the fourth quarter. Cromwell Holdings LLC now owns 184 shares of the company’s stock valued at $32,000 after buying an additional 125 shares in the last quarter. Quarry LP acquired a new position in shares of Molina Healthcare in the fourth quarter worth about $32,000. Finally, SJS Investment Consulting Inc. increased its position in shares of Molina Healthcare by 504.9% in the first quarter. SJS Investment Consulting Inc. now owns 248 shares of the company’s stock worth $33,000 after acquiring an additional 207 shares in the last quarter. Institutional investors and hedge funds own 98.50% of the company’s stock.

More Molina Healthcare News

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

• Positive Sentiment: Molina reported Q2 earnings of $1.51 per share, topping Wall Street estimates, and revenue of $10.87 billion was also slightly ahead of expectations. Molina Healthcare (NYSE:MOH) posts Q2 CY2026 sales in line with estimates but stock drops on weak guidance
• Positive Sentiment: The company raised its annual profit forecast as Medicaid trends stabilized, which suggests some improvement in its core government-backed membership business. Molina Healthcare lifts annual profit forecast as Medicaid stabilizes
• Neutral Sentiment: Quarterly results also showed lower year-over-year profit and revenue, reflecting pressure from declining membership and higher medical care costs, which tempers the upbeat earnings beat. Molina Healthcare Posts Lower Profit, Revenue as Membership Declines
• Negative Sentiment: Investors appear concerned that weaker Obamacare/exchange performance and cautious forward guidance could offset the earnings beat, contributing to the stock’s decline today. Molina’s profit forecast lift overshadowed by Obamacare weakness

Insiders Place Their Bets

In other Molina Healthcare news, insider Jeff D. Barlow sold 17,811 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $186.12, for a total transaction of $3,314,983.32. Following the transaction, the insider directly owned 67,175 shares in the company, valued at $12,502,611. This trade represents a 20.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Maurice Hebert sold 600 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $191.55, for a total value of $114,930.00. Following the completion of the sale, the chief accounting officer directly owned 12,815 shares of the company’s stock, valued at $2,454,713.25. This represents a 4.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.44% of the company’s stock.

Molina Healthcare Price Performance

NYSE MOH opened at $223.13 on Thursday. The company has a quick ratio of 1.63, a current ratio of 1.63 and a debt-to-equity ratio of 0.97. The stock has a market capitalization of $11.63 billion, a PE ratio of 66.02 and a beta of 0.74. Molina Healthcare, Inc has a 12-month low of $121.06 and a 12-month high of $244.89. The company has a 50 day moving average price of $205.66 and a two-hundred day moving average price of $176.72.

Molina Healthcare (NYSE:MOH) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $1.51 EPS for the quarter, topping the consensus estimate of $1.39 by $0.12. The company had revenue of $10.87 billion for the quarter, compared to analyst estimates of $10.83 billion. Molina Healthcare had a net margin of 0.42% and a return on equity of 8.76%. Molina Healthcare’s quarterly revenue was down 4.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $5.48 EPS. As a group, equities analysts predict that Molina Healthcare, Inc will post 5.23 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on MOH shares. Cantor Fitzgerald boosted their price target on shares of Molina Healthcare from $144.00 to $209.00 and gave the company a “neutral” rating in a report on Monday, May 11th. UBS Group raised their price objective on shares of Molina Healthcare from $180.00 to $202.00 and gave the stock a “neutral” rating in a research note on Friday, May 22nd. Weiss Ratings upgraded shares of Molina Healthcare from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, June 25th. Jefferies Financial Group set a $230.00 target price on shares of Molina Healthcare in a research note on Tuesday, July 14th. Finally, Morgan Stanley increased their target price on Molina Healthcare from $146.00 to $167.00 and gave the company an “equal weight” rating in a report on Thursday, June 4th. Three research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $207.06.

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.