Molina Healthcare (MOH) reported third-quarter 2026 total revenue of $11.082 billion and GAAP net income of $38 million, or $0.73 per diluted share. Premium revenue was $10.457 billion, down 4% from a year earlier.
The company reaffirmed full-year 2026 guidance for approximately $42 billion in premium revenue and GAAP earnings of at least $2.38 per diluted share.
- Third-quarter GAAP diluted EPS was $0.73, compared with $1.51 in the prior-year quarter.
- GAAP net income fell from $79 million a year earlier to $38 million.
- Medical care ratio was 92.9%, compared with 92.6% a year earlier.
- Membership totaled approximately 4.9 million as of September 30, 2026.
- Operating cash flow was $629 million for the first nine months of 2026.
$MOH Insider Trading Activity
$MOH insiders have traded $MOH stock on the open market 2 times in the past 6 months. Of those trades, 0 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:
- JEFF D. BARLOW (Chief Legal Officer) sold 17,811 shares for an estimated $3,314,983
- MAURICE HEBERT (Chief Accounting Officer) sold 600 shares for an estimated $114,930
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$MOH Hedge Fund Activity
We have seen 317 institutional investors add shares of $MOH stock to their portfolio, and 277 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LINGOTTO INVESTMENT MANAGEMENT LLP added 2,511,490 shares (+inf%) to their portfolio in Q2 2026, for an estimated $574,377,763
- FMR LLC removed 1,333,634 shares (-41.6%) from their portfolio in Q2 2026, for an estimated $305,002,095
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,154,688 shares (-89.5%) from their portfolio in Q2 2026, for an estimated $264,077,145
- JANE STREET GROUP, LLC removed 829,536 shares (-99.6%) from their portfolio in Q2 2026, for an estimated $189,714,883
- AQR CAPITAL MANAGEMENT LLC added 697,208 shares (+24.3%) to their portfolio in Q2 2026, for an estimated $159,451,469
- MAVERICK CAPITAL LTD removed 645,768 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $147,687,141
- CAPITAL WORLD INVESTORS removed 636,433 shares (-19.9%) from their portfolio in Q2 2026, for an estimated $145,552,227
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
