NYSE:MOH

Track all markets on TradingView - Prices are not updated in real time
Molina Healthcare (MOH) Stock Rallies After Wells Fargo Raises Price Target

Molina Healthcare (NYSE: MOH) shares gained about 4.1% on Monday after Wells Fargo raised its price target on the managed care company to $235 from $159 while maintaining its "Equal Weight" rating.

The significant increase in the price target reflects improved confidence in Molina's earnings outlook following the recent weakness across the managed healthcare sector. Although Wells Fargo kept its Equal Weight rating, the revised target suggests the firm sees stronger valuation support and improving fundamentals.

Molina has remained one of the stronger performers among Medicaid-focused insurers, benefiting from disciplined cost management, stable membership growth, and a diversified government-sponsored healthcare portfolio. Investors have also become more optimistic that utilization trends and medical costs may stabilize after creating pressure across the health insurance industry earlier this year.

The analyst action comes as managed care stocks continue to recover from recent selloffs driven by concerns over higher healthcare utilization and reimbursement uncertainty. As those fears begin to ease, investors have started reassessing valuations across the sector.

Monday's rally suggests the higher price target helped reinforce improving sentiment toward Molina Healthcare. Investors will now look ahead to the company's upcoming quarterly earnings for updates on medical cost trends, membership growth, and management's outlook for the remainder of the year.
💬 🔗
Author
Global Finance News 07-14-26
Molina Healthcare Posts Solid Q1 2025 Results, Reaffirms Full-Year Guidance


Molina Healthcare reported strong financial results for the first quarter of 2025, underscoring effective cost management and solid premium growth. The company achieved GAAP earnings of $5.45 per diluted share and adjusted earnings of $6.08 per diluted share, both reflecting year-over-year growth.

Key Highlights:

Total revenue: $11.15 billion (+12% YoY)

Premium revenue: $10.63 billion (+12% YoY)

GAAP net income: $298 million (+5% YoY)

Adjusted net income: $333 million (+6% YoY)

Medical care ratio (MCR): 89.2% vs. 88.5% in Q1 2024

Adjusted G&A ratio: 6.8%, reflecting continued operating efficiency

Membership: 5.75 million (+25,000 YoY)

Segment MCRs:

Medicaid: 90.3%

Medicare: 88.3%

Marketplace: 81.7% (adjusted ~77.7% excluding risk reconciliation effects)

Capital & Liquidity:

Cash at parent company: $191 million

Share repurchase: $500 million (1.7 million shares) in Q1

Operating cash flow: $190 million

Guidance (2025, reaffirmed):

Premium revenue: ~$42 billion

GAAP EPS: ≥ $22.32

Adjusted EPS: ≥ $24.50 (+8% YoY)

New store embedded earnings: $8.65 per share (2026–2028 potential)

CEO Joseph Zubretsky stated that Molina is “executing well in a disciplined manner,” with solid momentum in both revenue and earnings. The company maintains its long-term target of 13–15% annual adjusted EPS growth.
💬 🔗
Author
ME NEWS 04-24-25
Molina Healthcare Announces Contract Win for Illinois Dual Eligible Special Needs Plan (D-SNP)
Long Beach, California – March 18, 2025 – Molina Healthcare, Inc. (NYSE: MOH) has announced that its subsidiary, Molina Healthcare of Illinois, Inc., has been awarded a contract by the Illinois Department of Healthcare and Family Services (HFS) to provide a Fully Integrated Dual Eligible Special Needs Plan (D-SNP). Molina is one of four managed care organizations selected for this program, which is designed to serve individuals eligible for both Medicare and Medicaid.

This contract reflects Molina’s ongoing expansion in the managed care sector, reinforcing its commitment to improving healthcare outcomes for vulnerable populations. The company's D-SNP program will integrate medical, behavioral, and social services to provide comprehensive and coordinated care for eligible members.

The official press release related to this announcement is included as Exhibit 99.1 in Molina’s Form 8-K filing with the Securities and Exchange Commission (SEC).

Key Highlights
Awarded by: Illinois Department of Healthcare and Family Services (HFS)
Program: Fully Integrated Dual Eligible Special Needs Plan (D-SNP)
Service Area: Illinois
Molina’s Role: One of four managed care organizations selected
This announcement is part of Molina’s broader strategy to expand its footprint in government-sponsored healthcare programs, ensuring access to quality and cost-effective care for Medicare-Medicaid dual-eligible beneficiaries.
💬 🔗
Author
ME NEWS 03-19-25
Molina Healthcare, Inc. has entered into a Third Amendment to its Credit Agreement with Truist Bank and other lenders, amending the original agreement dated June 8, 2020. The amendment introduces a $500 million Delayed Draw Commitment available until June 19, 2025, which can be used for general corporate purposes. The Delayed Draw Term Loans will mature on February 19, 2027, with an interest margin of 0.125% for base rate loans and 1.125% for SOFR-based loans. A 0.25% per annum ticking fee will be applied to the unused portion of the commitment during the availability period.
💬 🔗
Author
WS Investor 02-22-25
Video Thumbnail
11-17-25WS News
Video Thumbnail
10-23-25The Investor
Video Thumbnail
02-24-25WS News