Molina Healthcare Inc (MOH) reported fourth-quarter 2025 revenue of $11.4 billion, up 8.3% year‑over‑year and above the consensus estimate of $11.0 billion.
The company generated negative cash from operating activities of $298 million, an improvement of 33.0% year‑over‑year.
Molina’s reported EPS missed the estimate and the shares moved -32.72% since market close.
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 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 insiders over the last 6 months:
- 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 341 institutional investors add shares of Molina Healthcare Inc stock to their portfolio, and 384 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 2,008,458 shares (+217.0%) to their portfolio in Q3 2025, for an estimated $384,338,522
- CAPITAL INTERNATIONAL INVESTORS removed 1,519,496 shares (-93.4%) from their portfolio in Q3 2025, for an estimated $290,770,754
- CAPITAL RESEARCH GLOBAL INVESTORS removed 1,373,307 shares (-63.4%) from their portfolio in Q3 2025, for an estimated $262,796,027
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,297,253 shares (+58.8%) to their portfolio in Q3 2025, for an estimated $248,242,334
- HARRIS ASSOCIATES L P added 1,140,833 shares (+74.0%) to their portfolio in Q3 2025, for an estimated $218,309,802
- WELLINGTON MANAGEMENT GROUP LLP removed 1,012,596 shares (-48.8%) from their portfolio in Q3 2025, for an estimated $193,770,370
- VICTORY CAPITAL MANAGEMENT INC added 746,639 shares (+344.3%) to their portfolio in Q3 2025, for an estimated $142,876,839
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/04.
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 7 analysts offer price targets for $MOH in the last 6 months, with a median target of $180.0.
Here are some recent targets:
- Stephen Baxter from Wells Fargo set a target price of $208.0 on 01/07/2026
- Andrew Mok from Barclays set a target price of $164.0 on 01/05/2026
- Kevin Caliendo from UBS set a target price of $170.0 on 10/24/2025
- Scott Fidel from Goldman Sachs set a target price of $167.0 on 10/24/2025
- Sarah James from Cantor Fitzgerald set a target price of $180.0 on 10/24/2025
- Erin Wright from Morgan Stanley set a target price of $204.0 on 10/14/2025
- Lance Wilkes from Bernstein set a target price of $220.0 on 09/05/2025
