US · Healthcare · Healthcare Plans
EPS came in at 0.89 against a street estimate of 0.72 — a beat of 23.6%.
Analysts rate Molina Healthcare Inc a hold (4 buy, 14 hold, 1 sell out of 19) with an average price target of $219.53.
CONFIDENT Molina reaffirmed 2026 EPS guidance, raised Medicaid rate and trend assumptions, and outlined preliminary 2027 EPS above $9.50 despite delayed contract awards. Q3 FY26 Florida CMS launched smoothly but carries an expected fourth-quarter loss; Georgia and Texas awards face delayed court proceedings; Nebraska work-requirement effects appear moderate so far. Analysts focused on Medicaid margin recovery, work-requirement acuity, Florida CMS ramp economics, and 2027 assumptions. Management emphasized favorable rate updates, gradual enrollment effects, and a path to Florida breakeven. 2026-10-22…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.64% |
| AQR Capital Management LLC | 6.85% |
| Vanguard Portfolio Management, LLC | 5.37% |
| Capital World Investors | 4.93% |
| Exor Investments (UK) LLP | 4.83% |
| Vanguard Capital Management, LLC | 4.53% |
| Victory Capital Management Inc. | 3.81% |
| FMR Inc | 3.60% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $11,082 million, down from $11,477 million in the third quarter of 2025. • Third-quarter net incom | 2026-10-22 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 GAAP diluted EPS was $0.73, down from $1.51; adjusted diluted EPS was $0.89, down from $1.84. • GAAP net incom | 2026-10-21 |
| Quarterly report · Q2 2026 MOLINA HEALTHCARE, INC. — Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6M 2026): $21,670 million vs. $22,574 million (6M 2025) — down | 2026-07-23 |
| Results announced · Q3 2026 MOLINA HEALTHCARE – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 GAAP earnings per diluted share: $1.19 (down 75% YoY from $4.75) • Q2 2026 a | 2026-07-22 |
| Reg FD disclosure · Q2 2026 MOLINA HEALTHCARE, INC. – FORM 8-K SUMMARY Report Date: June 10, 2026 --- HEADLINE NUMBERS • No specific financial metrics provided in this filing— | 2026-06-10 |
| Board / officer change · Q2 2026 MOLINA HEALTHCARE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Outstanding shares as of March 9, 2026: 52,091,073 shares of common stock • Stockholde | 2026-05-11 |
| Reg FD disclosure · Q2 2026 MOLINA HEALTHCARE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Company: Molina Healthcare, Inc. (NYSE: MOH) • Report Date: May 8, 2026 • Headquarters | 2026-05-08 |
| Quarterly report · Q1 2026 MOLINA HEALTHCARE, INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net income Q1 2026: $14 million vs. $298 million in Q1 2025 (95% decline) • Net in | 2026-04-23 |
Readable in the app.
| Announcement | Date |
|---|---|
| 2026 GAAP and adjusted diluted EPS guidance reaffirmed Molina Healthcare reaffirmed its 2026 full-year earnings outlook ahead of its November 9 UBS Global Healthcare Conference. Management continues to expect at least $2.38 in GAAP diluted earni | 2026-11-06 |
| Full year 2026 earnings guidance increased by $0.25 per share Molina Healthcare reported mixed second quarter 2026 results. The company serves 4.9 million members and generated $10.2 billion in premium revenue, down 6% year-over-year due to lower membe | 2026-07-22 |
| Wins Illinois Medicaid managed care contract with January 2027 go-live Molina Healthcare won a Medicaid managed care contract with Illinois to serve approximately 3.1 million state Medicaid beneficiaries through its subsidiary Molina Healthcare of Illinois. The | 2026-06-10 |
| Q1 2026 results reaffirm full year premium revenue and earnings guidance Molina Healthcare reported first quarter 2026 results with significant earnings declines. The company serves 5.0 million members and generated $10.2 billion in premium revenue, down 4% year- | 2026-04-22 |
| 2026 full year EPS guidance reaffirmed at prior levels Molina Healthcare announced it will reaffirm its 2026 financial guidance during investor meetings and a conference appearance on March 3, 2026. The company is maintaining its previously issu | 2026-02-26 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Molina Healthcare Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.