Earnings Disappointment: Recent discussions on X about Molina Healthcare (MOH) have centered on the company’s disappointing third-quarter earnings, with adjusted earnings falling below expectations. Posts highlight a significant drop in net income due to rising medical costs, especially in the Marketplace segment. This has fueled a sharp decline in stock price, with some noting a nearly 30% fall since the start of Q3.
Legal and Operational Concerns: X users are also buzzing about a class action lawsuit and investigations into potential securities law violations following the earnings miss. Additionally, there’s concern over operational decisions, with some pointing to outsourcing of medical claims processing as a privacy risk. These issues have added to the negative narrative surrounding the stock.
Investor Moves: Despite the downturn, discussions on X reveal mixed actions among investors, with some prominent portfolio managers holding significant stakes in MOH while others report aggressive share buybacks by management. A few users express optimism, citing potential recovery through market adjustments and rate increases. The conversation remains heated as investors weigh risks against possible upside.
Note: This discussion summary was generated from an AI condensation of post data.
Molina Healthcare Insider Trading Activity
Molina Healthcare insiders have traded $MOH stock on the open market 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MOH stock by insiders over the last 6 months:
- JAMES WOYS (Chief Operating Officer) has made 2 purchases buying 10,000 shares for an estimated $1,559,365 and 0 sales.
- DALE B WOLF has made 0 purchases and 4 sales selling 1,500 shares for an estimated $484,328.
- RONNA ROMNEY sold 700 shares for an estimated $107,618
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Molina Healthcare Congressional Stock Trading
Members of Congress have traded $MOH stock 5 times in the past 6 months. Of those trades, 2 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 BYRON DONALDS has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/05 and 1 sale worth up to $15,000 on 05/30.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 05/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Molina Healthcare Hedge Fund Activity
We have seen 343 institutional investors add shares of Molina Healthcare stock to their portfolio, and 317 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,631,621 shares (-42.5%) from their portfolio in Q2 2025, for an estimated $486,059,895
- CAPITAL RESEARCH GLOBAL INVESTORS removed 731,127 shares (-25.2%) from their portfolio in Q2 2025, for an estimated $217,802,733
- HARRIS ASSOCIATES L P added 493,875 shares (+47.2%) to their portfolio in Q2 2025, for an estimated $147,125,362
- INVESCO LTD. added 329,759 shares (+25.9%) to their portfolio in Q2 2025, for an estimated $98,235,206
- RAKUTEN INVESTMENT MANAGEMENT, INC. added 290,617 shares (+5677.2%) to their portfolio in Q3 2025, for an estimated $55,612,469
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added 275,990 shares (+inf%) to their portfolio in Q3 2025, for an estimated $52,813,446
- VIKING GLOBAL INVESTORS LP added 267,421 shares (+inf%) to their portfolio in Q2 2025, for an estimated $79,664,715
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Molina Healthcare Analyst Ratings
Wall Street analysts have issued reports on $MOH in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 10/24/2025
- Wells Fargo issued a "Overweight" rating on 08/15/2025
- Mizuho issued a "Outperform" rating on 07/11/2025
To track analyst ratings and price targets for Molina Healthcare, check out Quiver Quantitative's $MOH forecast page.
Molina Healthcare Price Targets
Multiple analysts have issued price targets for $MOH recently. We have seen 11 analysts offer price targets for $MOH in the last 6 months, with a median target of $180.0.
Here are some recent targets:
- Sarah James from Cantor Fitzgerald set a target price of $180.0 on 10/24/2025
- Andrew Mok from Barclays set a target price of $144.0 on 10/24/2025
- Scott Fidel from Goldman Sachs set a target price of $167.0 on 10/24/2025
- Kevin Caliendo from UBS set a target price of $170.0 on 10/24/2025
- Erin Wright from Morgan Stanley set a target price of $204.0 on 10/14/2025
- Stephen Baxter from Wells Fargo set a target price of $231.0 on 10/07/2025
- Lance Wilkes from Bernstein set a target price of $220.0 on 09/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
