Molina Healthcare
MOH

$327.48

1.1%

Market Cap: $19.2B

About: Molina Healthcare Inc offers healthcare plans focused on Medicaid-related solutions for low-income families and individuals. Its health plans are operated by a network of subsidiaries, each of which is licensed as a health maintenance organization (HMO). It has four segments: Medicaid, Medicare, Marketplace and Others. The Medicaid, Medicare, and Marketplace segments represent the government-funded or sponsored programs under which it offers managed healthcare services. The Other segment, which is insignificant to its consolidated results of operations, includes long-term services and supports consultative services in Wisconsin. It generates majority revenue from Medicaid segment.

Employees: 18,000

Financials Hospital & Medical Service Plans

0

Funds holding %

of 6,686 funds

0

Analysts bullish %

of 12 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

22% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 202

13% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 91

2.75% more ownership

Funds ownership: 97.38% [Q1] → 100.13% (+2.75%) [Q2]

2% more funds holding

Funds holding: 613 [Q1] → 625 (+12) [Q2]

6% less call options, than puts

Call options by funds: $66.2M | Put options by funds: $70.7M

26% less capital invested

Capital invested by funds: $23.4B [Q1] → $17.4B (-$5.97B) [Q2]

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Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$297

9%

downside

Avg. target

$366

12%

upside

High target

$406

24%

upside

12 analyst ratings

7 positive

58%

5 neutral

42%

0 negative

0%

Cantor Fitzgerald Sarah James 67% 1-year accuracy 84 / 125 met price target	24%upside $406	Overweight Reiterated	19 Aug 2024
Wells Fargo Stephen Baxter 59% 1-year accuracy 17 / 29 met price target	10%upside $360	Equal-Weight Maintained	5 Aug 2024
Deutsche Bank George Hill 100% 1-year accuracy 6 / 6 met price target	8%upside $353	Hold Maintained	29 Jul 2024
TD Cowen Gary Taylor 63% 1-year accuracy 10 / 16 met price target	15%upside $378	Buy Maintained	29 Jul 2024
Stephens & Co. Scott Fidel 90% 1-year accuracy 28 / 31 met price target	2%downside $320	Equal-Weight Reiterated	25 Jul 2024

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about MOH published over the past 30 days

10 ‘enhanced value' stocks of companies expected to grow quickly through 2026

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10 ‘enhanced value' stocks of companies expected to grow quickly through 2026

Molina Healthcare Senior Executive Vice President and CFO Mark Keim to Expand Role to Include Leadership of the Medicaid Health Plans and Marketplace Business

LONG BEACH, Calif.--(BUSINESS WIRE)--Molina Healthcare, Inc. (NYSE: MOH) (“Molina” or the “Company”) announced today that Senior Executive Vice President and Chief Financial Officer, Mark Keim, will assume an expanded role which will now include leadership of the Company's Medicaid Health Plans and Marketplace business. His responsibilities as Chief Financial Officer of the enterprise remain unchanged. Keim, 59, joined Molina in January of 2018 and was named Chief Financial Officer in February.

Molina Healthcare Senior Executive Vice President and CFO Mark Keim to Expand Role to Include Leadership of the Medicaid Health Plans and Marketplace Business

Zacks Investment Research

Why Is Molina (MOH) Up 6.1% Since Last Earnings Report?

Molina (MOH) reported earnings 30 days ago. What's next for the stock?

Why Is Molina (MOH) Up 6.1% Since Last Earnings Report?

Molina Healthcare of Ohio Donates $125,000 to Address Shortage of Home Care and Hospice Nurses

COLUMBUS, Ohio--(BUSINESS WIRE)--Molina Healthcare of Ohio donates $125,000 to address shortage of home care and hospice nurses.

Molina Healthcare of Ohio Donates $125,000 to Address Shortage of Home Care and Hospice Nurses

Molina Healthcare Supports 2024 “Unforgettable Tour” to Help Raise Awareness for Alzheimer's Association

LONG BEACH, Calif.--(BUSINESS WIRE)--Molina Healthcare supports 2024 “Unforgettable Tour” to help raise awareness for Alzheimer's Association.

Molina Healthcare Supports 2024 “Unforgettable Tour” to Help Raise Awareness for Alzheimer's Association

Molina Healthcare Signs CEO Joe Zubretsky to New Employment Agreement

LONG BEACH, Calif.--(BUSINESS WIRE)--Molina Healthcare, Inc. (NYSE: MOH) (“Molina” or the “Company”) announced today that its Board of Directors has entered into a contract amendment with President and Chief Executive Officer, Joe Zubretsky, designed to secure Mr. Zubretsky's tenure through at least the end of 2027. Zubretsky, 67, joined Molina as President and Chief Executive Officer in November of 2017. “Under Joe's leadership we have the right strategy, great execution, and have created sign.

Molina Healthcare Signs CEO Joe Zubretsky to New Employment Agreement

Zacks Investment Research

Compelling Reasons to Hold Molina Healthcare (MOH) Stock Now

Molina Healthcare (MOH) remains well-poised for growth, attributable to membership growth in Medicaid and Medicare businesses. Buyouts and an adequate cash balance remain other benefits.

Compelling Reasons to Hold Molina Healthcare (MOH) Stock Now

Michael Burry's shocking move: Ditching gold for bold bet on these assets

In one of his more shocking moves, Michael Burry of ‘ The Big Short ' has decided to sell all of his gold and direct his investments elsewhere – including consumerism, office space for technology companies, the strength of the United States dollar, Chinese stocks, and the U.S. job market.

Michael Burry's shocking move: Ditching gold for bold bet on these assets

‘Big Short' Michael Burry stock portfolio update

As investors around the world continue to attentively watch his stock bets, Michael Burry of ‘ The Big Short ' has shaken up his stock portfolio, demonstrating particularly bullish sentiment and increasing his exposure to shares of Chinese companies, now making up nearly half of his entire holdings.

‘Big Short' Michael Burry stock portfolio update

Molina Healthcare of Michigan Donating $100,000 to Expand Energy Efficiency Program for Low-income Seniors

DETROIT--(BUSINESS WIRE)--Molina Healthcare of Michigan donating $100,000 to expand Energy Efficiency Program for low-income seniors.

Molina Healthcare of Michigan Donating $100,000 to Expand Energy Efficiency Program for Low-income Seniors

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