MOLINA HEALTHCARE, INC.
No SEC Form 4 filings for $MOH in the last 30 days.
Greek ATHEX closed -0.18% at 2,623.91, with traded value about €313m. Banks fell (-1.19%) while mid-caps rose (+0.90%). Athens Airport reported July passenger traffic +4.7% y/y. Viohalco posted 1H26 revenues €4.3bn (+14%) and EBITDA €446m (+18%). AVAX won an 800 MW Larissa power plant contract; Meridiam joined GSI.
Oregon Health & Science University research in Health Affairs analyzed 2022 Medicaid claims and found millions of adolescents are covered by managed care organizations owned by five national firms: Centene, Elevance Health, UnitedHealth Group, Molina Healthcare, and CVS Health. Compared with other MCOs, these firms showed lower screening, more psychotropic prescriptions without psychotherapy, and higher emergency/inpatient mental health use.
Molina Healthcare (MOH) discussed Q2 results on its earnings call. Medicaid MCR was 92.4% in first half, expected to rise to 93.3% in second half. Medicare MCR was 90.7% and full-year Medicare MCR guidance was cut to 92.2%, with 2026 EPS contribution of $0.25. Marketplace MCR pressure led to raised 2026 guidance to 90% and a shift to a $0.75 per share loss. 2027 premium outlook is about $46.5B.
Over the past 7 days, alphai's AI scored 2 news stories mentioning MOH (MOLINA HEALTHCARE, INC.). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent MOH coverage spans earnings, financial news and sector analysis.
The SPA is a material corporate transaction that can affect MOH’s capital allocation, segment economics, and near-term cash flow expectations.
Molina may face increased scrutiny over Medicaid behavioral-health processes and therapy access versus medication use.
Guidance revisions shift the earnings mix toward Medicare duals strength while Marketplace remains the key drag from acuity and prior-year items.
Guidance raise alongside margin pressure and membership decline creates a mixed setup, with near-term sentiment likely driven by the raised EPS floor and pre-market weakness.
The market is repricing Molina on top-line risk despite an EPS beat, driven by a full-year revenue guidance miss and Medicaid margin commentary.
alphai scores every news story that mentions MOH with an AI model for sentiment and relevance, and aggregates insider trades from MOLINA HEALTHCARE, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Greek ATHEX closed -0.18% at 2,623.91, with traded value about €313m. Banks fell (-1.19%) while mid-caps rose (+0.90%). Athens Airport reported July passenger traffic +4.7% y/y. Viohalco posted 1H26 revenues €4.3bn (+14%) and EBITDA €446m (+18%). AVAX won an 800 MW Larissa power plant contract; Meridiam joined GSI.
7 min readOregon Health & Science University research in Health Affairs analyzed 2022 Medicaid claims and found millions of adolescents are covered by managed care organizations owned by five national firms: Centene, Elevance Health, UnitedHealth Group, Molina Healthcare, and CVS Health. Compared with other MCOs, these firms showed lower screening, more psychotropic prescriptions without psychotherapy, and higher emergency/inpatient mental health use.
6 min readMolina Healthcare (MOH) discussed Q2 results on its earnings call. Medicaid MCR was 92.4% in first half, expected to rise to 93.3% in second half. Medicare MCR was 90.7% and full-year Medicare MCR guidance was cut to 92.2%, with 2026 EPS contribution of $0.25. Marketplace MCR pressure led to raised 2026 guidance to 90% and a shift to a $0.75 per share loss. 2027 premium outlook is about $46.5B.
7 min readMolina Healthcare (MOH) reported Q2 2026 revenue of $10.87B, down 5% from Q2 2025, with GAAP net income falling to $60M ($1.19/share) from $255M ($4.75). Adjusted net income was $77M ($1.51). Medical care ratio rose to 92.2%. Despite weaker results, the company raised full-year guidance for GAAP earnings to at least $2.15/share and adjusted to at least $5.25/share.
4 min readMolina Healthcare (MOH) fell about 9.2% in pre-open trading after reporting Q2 2026 results. Adjusted EPS was $1.51 vs. ~$1.39–$1.40 expected, and revenue was ~$10.87B. Full-year 2026 revenue guidance was ~$42B vs. ~$44.28B consensus, with Medicaid margin “trough year” comments, enrollment pressure, and Florida CMS contract startup costs cited.
3 min readMolina Healthcare reported Q2 2026 adjusted EPS of $1.51, above the $1.39 consensus. Revenue fell to $10.874B from $11.427B a year earlier, while GAAP net income declined to $60M. The company raised full-year 2026 adjusted guidance to at least $5.25 per diluted share and GAAP to at least $2.15. Analysts at RBC, Wells Fargo, and TD Cowen raised price targets for MOH.
3 min readMolina Healthcare (NYSE:MOH) shares fell 9.4% to $200.85 after hours after its first-half adjusted EPS covered 73.5% of its new 2026 EPS floor. Adjusted EPS was $3.86 in the first half versus a $5.25 floor, leaving a $1.39 gap. Premium revenue fell 6% and medical costs rose, with guidance changes tied to Medicaid, Medicare, and Marketplace.
6 min readMolina (MOH) reported Q2 results versus analyst estimates. Medical loss ratios were 92.7% (Medicaid), 90.7% (Medicare), and 88.9% (Marketplace). Total ending membership was 4.93M. Premium revenue totaled $10.24B, below the $10.43B estimate, while premium tax revenue was $505M above estimates.
2 min readMolina (MOH) reported Q2 adjusted EPS of $1.51, above the Zacks Consensus of $1.37, an earnings surprise of +10.22%. Revenue was $10.87B, slightly below consensus by 0.08%, versus $11.43B a year earlier. For the next quarter, consensus calls for EPS of $1.01 on $11.06B revenue, and FY EPS of $5.23 on $44.41B revenue.
5 min readMolina Healthcare (NYSE:MOH) reported Q2 CY2026 sales of $10.87 billion, down 4.8% year over year and in line with estimates. Full-year revenue guidance was $42 billion at the midpoint, 5.1% below analysts’ expectations. Non-GAAP EPS was $1.51, up 7.8% versus consensus, but the stock fell 6.6% to $207.00 after results.
6 min read
