$MOH

“Big Short” investor Michael Burry increased his stake in Molina Healthcare (MOH), adding shares around $198 and saying the position is fully sized. The article notes Molina’s quarterly results beat expectations but sentiment has been pressured by rising medical expenses and issues in its Marketplace business, including weaker-than-expected enrollment. Jefferies analyst David Windley kept a Hold rating citing Marketplace concerns.

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.

Molina 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.

Molina 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.

Molina 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.

Molina 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.

Molina (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.

Molina (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.