MOH Stock - Molina Healthcare, Inc.
Unlock GoAI Insights for MOH
Get institutional-grade AI analysis, real-time signals, and deep market intelligence powered by advanced machine learning.
Free 14-day trial • No credit card required
Premium members get real-time SMS alerts
Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $40.65B | $34.07B | $31.97B | $27.77B | $19.42B |
| Gross Profit | $4.74B | $4.33B | $3.93B | $3.28B | $2.68B |
| Gross Margin | 11.7% | 12.7% | 12.3% | 11.8% | 13.8% |
| Operating Income | $1.71B | $1.57B | $1.17B | $1.02B | $1.08B |
| Net Income | $1.18B | $1.09B | $792.00M | $659.00M | $673.00M |
| Net Margin | 2.9% | 3.2% | 2.5% | 2.4% | 3.5% |
| EPS | $20.52 | $18.71 | $13.70 | $11.40 | $11.41 |
Molina Healthcare, Inc. provides managed health care services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces. It operates in four segments, Medicaid, Medicare, Marketplace, and Other. As of December 31, 2021, the company served the company served approximately 5.2 million members eligible for Medicaid, Medicare, and other government-sponsored healthcare programs in 18 states. The company was founded in 1980 and is headquartered in Long Beach, California.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 24th 2025 | Barclays | Downgrade | Underweight | $144 |
| October 16th 2025 | TD Cowen | Downgrade | Hold | $203 |
| October 14th 2025 | Goldman | Initiation | Neutral | $207 |
| July 25th 2025 | Cantor Fitzgerald | Downgrade | Neutral | $210 |
| July 25th 2025 | Truist | Downgrade | Hold | $180 |
| July 10th 2025 | Morgan Stanley | Downgrade | Equal Weight | $266 |
| June 9th 2025 | Morgan Stanley | Initiation | Overweight | $364 |
| April 22nd 2025 | Bernstein | Initiation | Outperform | $414 |
| April 15th 2025 | Robert W. Baird | Downgrade | Neutral | $375 |
| March 5th 2025 | Wells Fargo | Upgrade | Overweight | $372← $295 |
| December 17th 2024 | JP Morgan | Resumed | Neutral | $350← $378 |
| May 30th 2024 | Robert W. Baird | Initiation | Outperform | $405 |
| March 28th 2024 | BofA Securities | Downgrade | Underperform | $439 |
| March 6th 2024 | Barclays | Initiation | Equal Weight | $437 |
| February 15th 2024 | Wells Fargo | Upgrade | Equal Weight | $420← $367 |
Earnings History & Surprises
MOHEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 21, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $0.43 | — | — | — |
Q4 2025 | Oct 22, 2025 | $3.97 | $1.84 | -53.7% | ✗ MISS |
Q3 2025 | Jul 23, 2025 | $5.62 | $5.48 | -2.5% | ✗ MISS |
Q2 2025 | Apr 23, 2025 | $5.97 | $6.08 | +1.8% | ✓ BEAT |
Q1 2025 | Feb 5, 2025 | $5.74 | $5.05 | -12.0% | ✗ MISS |
Q4 2024 | Oct 23, 2024 | $5.81 | $6.01 | +3.4% | ✓ BEAT |
Q3 2024 | Jul 24, 2024 | $5.50 | $5.86 | +6.5% | ✓ BEAT |
Q2 2024 | Apr 24, 2024 | $5.59 | $5.73 | +2.5% | ✓ BEAT |
Q1 2024 | Feb 7, 2024 | $4.35 | $4.38 | +0.7% | ✓ BEAT |
Q4 2023 | Oct 25, 2023 | $4.88 | $5.05 | +3.5% | ✓ BEAT |
Q3 2023 | Jul 26, 2023 | $5.10 | $5.65 | +10.8% | ✓ BEAT |
Q2 2023 | Apr 26, 2023 | $5.12 | $5.81 | +13.5% | ✓ BEAT |
Q1 2023 | Feb 8, 2023 | $4.06 | $4.10 | +1.0% | ✓ BEAT |
Q4 2022 | Oct 26, 2022 | $4.21 | $4.36 | +3.6% | ✓ BEAT |
Q3 2022 | Jul 27, 2022 | $4.29 | $4.55 | +6.1% | ✓ BEAT |
Q2 2022 | Apr 27, 2022 | $4.66 | $4.90 | +5.2% | ✓ BEAT |
Q1 2022 | Feb 9, 2022 | $2.82 | $2.88 | +2.1% | ✓ BEAT |
Q4 2021 | Oct 27, 2021 | $2.79 | $2.83 | +1.4% | ✓ BEAT |
Q3 2021 | Jul 28, 2021 | $3.38 | $3.40 | +0.6% | ✓ BEAT |
Latest News
President Trump Says We Could Get Insurance Companies To Cut Prices To Stay In System; I Will Call Meeting Of Insurance Companies To Get Their Price Down; Meeting In Coming Weeks
📈 PositiveShares of healthcare stocks are trading higher amid the Republican healthcare bill failing to win enough votes to advance in the Senate.
📈 PositiveReuters: Some States Operating ACA Marketplaces Say Enrollment Is Significantly Down From Same Period Last Year, California Says ACA Enrollment Down By 33% vs Last Year
📉 NegativeShares of healthcare stocks are trading higher after Politico reported the White House will propose a two-year extension of Obamacare subsidies with new limits on eligibility.
📈 PositivePolitico Reported The White House To Propose A Two-year Extension Of Obamacare Subsidies With New Limits On Eligibility
➖ NeutralReported Earlier, Molina Healthcare Prices $850M Of 6.500% Senior Notes Due 2031 For General Corporate Purposes And Loan Repayment
➖ NeutralMolina Healthcare Announces Proposed Offering Of $750M Senior Notes Due 2031
➖ NeutralMolina Healthcare Awarded Contract By Florida Agency For Health Care Administration To Offer Medicaid Managed Care Program And Children's Health Insurance Program In State
📈 PositiveShares of health insurers are trading higher amid a possible rebound after President Trump recently proposed that healthcare funding should go directly to people. On Monday, the Senate passed its shutdown-ending bill that lacked a provision to extend Obamacare subsidies; however, the Democrats secured a commitment to vote on credits in December.
📈 PositiveWells Fargo Maintains Overweight on Molina Healthcare, Lowers Price Target to $165
➖ NeutralShares of healthcare stocks are trading lower after the US Senate approved a deal clearing the path to ending the government shutdown. The deal does not include an extension of expiring Affordable Care Act subsidies
📉 NegativeGoldman Sachs Maintains Neutral on Molina Healthcare, Lowers Price Target to $167
➖ NeutralUBS Maintains Neutral on Molina Healthcare, Lowers Price Target to $170
➖ NeutralCantor Fitzgerald Maintains Neutral on Molina Healthcare, Lowers Price Target to $180
➖ NeutralBarclays Downgrades Molina Healthcare to Underweight, Lowers Price Target to $144
📉 NegativeBenzinga Market Summary: S&P Moves Higher, Oil Surges On US-Russia Sanctions, Molina Healthcare Falls On Weak Guidance
➖ NeutralMolina Healthcare shares are trading lower after the company issued FY2025 EPS guidance below expectations.
📉 NegativeShares of health insurers are trading lower after Molina Healthcare issued FY2025 adjusted EPS guidance below expectations.
📉 NegativeMolina drops as it cuts 2025 full-year earnings guidance
📉 NegativeCentene shares are trading lower. The stock may be experiencing weakness amid sympathy with Molina Healthcare after the company issued FY25 adjusted EPS guidance below expectations.
📉 NegativeFrequently Asked Questions about MOH
What is MOH's current stock price?
What is the analyst price target for MOH?
What sector is Molina Healthcare, Inc. in?
What is MOH's market cap?
Does MOH pay dividends?
Similar Stocks
Healthcare SectorExplore stocks similar to MOH for comparison