Molina Healthcare Inc (MOH) reported first-quarter 2026 revenue of $10.8 billion, down 3.2% year-over-year and slightly below the consensus revenue estimate of $11.0 billion.
Quarterly diluted EPS of $0.27 compared with an EPS estimate of $2.23. The stock moved about 2.52% since market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Molina Healthcare Inc Insider Trading Activity
Molina Healthcare Inc insiders have traded $MOH stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $MOH stock by insiders over the last 6 months:
- RICHARD C ZORETIC purchased 800 shares for an estimated $100,128
- RONNA ROMNEY sold 506 shares for an estimated $74,341
- RICHARD M SCHAPIRO sold 357 shares for an estimated $51,058
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Molina Healthcare Inc Hedge Fund Activity
We have seen 268 institutional investors add shares of Molina Healthcare Inc stock to their portfolio, and 419 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC removed 2,523,727 shares (-86.0%) from their portfolio in Q4 2025, for an estimated $437,967,583
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,509,415 shares (-71.6%) from their portfolio in Q4 2025, for an estimated $435,483,879
- CAPITAL WORLD INVESTORS removed 1,662,977 shares (-32.2%) from their portfolio in Q4 2025, for an estimated $288,593,028
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,547,766 shares (-87.3%) from their portfolio in Q4 2025, for an estimated $268,599,311
- 8 KNOTS MANAGEMENT, LLC added 1,146,378 shares (+inf%) to their portfolio in Q4 2025, for an estimated $198,942,438
- FMR LLC added 822,002 shares (+38.2%) to their portfolio in Q4 2025, for an estimated $142,650,227
- TWO SIGMA INVESTMENTS, LP added 737,180 shares (+857.6%) to their portfolio in Q4 2025, for an estimated $127,930,217
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Molina Healthcare Inc Congressional Stock Trading
Members of Congress have traded $MOH stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $MOH stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 11/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Molina Healthcare Inc Analyst Ratings
Wall Street analysts have issued reports on $MOH in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/07/2026
- Barclays issued a "Underweight" rating on 01/05/2026
To track analyst ratings and price targets for Molina Healthcare Inc, check out Quiver Quantitative's $MOH forecast page.
Molina Healthcare Inc Price Targets
Multiple analysts have issued price targets for $MOH recently. We have seen 9 analysts offer price targets for $MOH in the last 6 months, with a median target of $144.0.
Here are some recent targets:
- Ann Hynes from Mizuho set a target price of $180.0 on 03/12/2026
- A.J. Rice from UBS set a target price of $151.0 on 03/12/2026
- Erin Wright from Morgan Stanley set a target price of $128.0 on 03/04/2026
- Stephen Baxter from Wells Fargo set a target price of $141.0 on 02/20/2026
- David Macdonald from Truist Securities set a target price of $145.0 on 02/17/2026
- Scott Fidel from Goldman Sachs set a target price of $124.0 on 02/12/2026
- Andrew Mok from Barclays set a target price of $133.0 on 02/10/2026
