Program Manager - Project Management Office, Clinical/UM/CM/Pharmacy

Molina Healthcare (NYSE:MOH) stock gets price target boost from JPMorgan Chase & Co. October 27, 2026 Key points. * JPMorgan raised Molina Healthcare's price target to $225 from $220 while maintaining a "neutral" rating, implying roughly 13.8% upside from the reported share price. * Analyst sentiment remains cautious: Molina has a consensus "Hold" rating and an average price target of $213.88, with 13 Hold, three Buy and two Sell ratings. * Molina exceeded quarterly expectations with adjusted EPS of $0.89 versus a $0.79 consensus and revenue of $11.08 billion, although revenue declined 3.4% year over year and earnings fell from $1.84 per share. * Tracking Molina Healthcare through earnings season? MarketBeat All Access sends real-time alerts on ratings, earnings, and news - $149 a year, locked in for as long as you stay. Molina Healthcare (NYSE:MOH - Get Free Report) had its price target raised by analysts at JPMorgan Chase & Co. from $220.00 to $225.00 in a research report issued on Tuesday, Benzinga reports. The firm presently has a "neutral" rating on the stock. JPMorgan Chase & Co.'s price objective points to a potential upside of 13.78% from the stock's current price. Several other equities analysts have also issued reports on the stock. Royal Bank Of Canada boosted their price target on shares of Molina Healthcare from $218.00 to $222.00 and gave the company a "sector perform" rating in a report on Friday. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $163.00 price objective on shares of Molina Healthcare in a research note on Monday. UBS Group lifted their target price on Molina Healthcare from $202.00 to $225.00 and gave the stock a "neutral" rating in a report on Friday. Cantor Fitzgerald reissued a "neutral" rating on shares of Molina Healthcare in a research note on Friday, October 9th. Finally, Weiss Ratings upgraded Molina Healthcare from a "sell (d)" rating to a "sell (d+)" rating in a report on Wednesday, October 21st. Three research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Molina Healthcare has a consensus rating of "Hold" and an average price target of $213.88. Molina Healthcare price performance. Shares of Molina Healthcare stock traded down $7.04 during midday trading on Tuesday, hitting $197.75. 448,026 shares of the company were exchanged, compared to its average volume of 1,279,888. The company has a debt-to-equity ratio of 0.95, a current ratio of 1.69 and a quick ratio of 1.69. The firm has a market cap of $10.32 billion, a P/E ratio of -205.61, a PEG ratio of 29.89 and a beta of 0.78. Molina Healthcare has a 52 week low of $121.06 and a 52 week high of $244.89. The firm has a 50 day simple moving average of $200.74 and a 200-day simple moving average of $184.42. Molina Healthcare (NYSE:MOH - Get Free Report) last announced its earnings results on Wednesday, October 21st. The company reported $0.89 EPS for the quarter, topping the consensus estimate of $0.79 by $0.10. Molina Healthcare had a positive return on equity of 2.50% and a negative net margin of 0.11%. The company had revenue of $11.08 billion for the quarter, compared to analysts' expectations of $10.86 billion. During the same quarter in the prior year, the business earned $1.84 earnings per share. The business's revenue for the quarter was down 3.4% on a year-over-year basis. Research analysts forecast that Molina Healthcare will post 5.30 earnings per share for the current year. Institutional trading of Molina Healthcare. Several institutional investors and hedge funds have recently modified their holdings of the business. BlackRock Inc. acquired a new stake in Molina Healthcare during the 2nd quarter worth approximately $1,503,052,000. Wellington Management Group LLP raised its stake in shares of Molina Healthcare by 11.9% during the second quarter. Wellington Management Group LLP now owns 1,267,207 shares of the company's stock valued at $289,810,000 after acquiring an additional 135,247 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of Molina Healthcare by 23.7% during the first quarter. Dimensional Fund Advisors LP now owns 1,394,882 shares of the company's stock worth $185,929,000 after purchasing an additional 267,121 shares during the period. Manning & Napier Advisors LLC acquired a new position in shares of Molina Healthcare during the second quarter worth $152,339,000. Finally, Bank of New York Mellon Corp acquired a new position in shares of Molina Healthcare during the second quarter worth $86,138,000. 98.50% of the stock is currently owned by institutional investors. About Molina Healthcare. Molina Healthcare, Inc is a managed-care company that provides health insurance and related services primarily through government-sponsored programs. Its offerings include Medicaid, Medicare, Medicare-Medicaid dual-eligible plans and health plans sold through government marketplaces under the Affordable Care Act. The company's services generally include medical care coordination, behavioral health support, pharmacy benefits and, depending on the plan and state, dental and vision benefits. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. 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Elevance, Molina see Medicaid margins turning in 2027. Two of the largest Medicaid managed care insurers told investors last week that the margin pressure squeezing the business since redeterminations resumed may be easing, though their third-quarter results show the recovery has not yet reached the bottom line. Molina Healthcare's net income fell 52 percent to $38 million while its Medicaid medical care ratio rose to 93 percent, according to the company's third-quarter results. "Medicaid is moving from stabilization to improvement," Elevance Health CEO Gail Boudreaux said on her company's Oct. 21 earnings call, citing better rate alignment and greater visibility, according to published reports. Molina President and CEO Joseph Zubretsky said his company believes it is "likely observing the beginning of the turn in Medicaid margins." What the Medicaid margins data shows. The quarter's numbers describe a business still under pressure rather than one recovering. At Molina: * Premium revenue fell 4 percent to about $10.5 billion, as lower Medicaid and Marketplace membership offset rate updates * The Medicaid medical care ratio rose to 93 percent from 92 percent a year earlier, which the company said matched its expectations * Medicaid membership fell to 4.37 million from 4.64 million * Adjusted net income fell 53 percent to $46 million Elevance fared better overall, though not because of Medicaid. Net income rose 13.1 percent to $1.34 billion on operating revenue of $50.4 billion, and its benefit expense ratio improved 70 basis points to 90.6 percent, which the company attributed mainly to Medicare Advantage and individual ACA performance. Elevance's Medicaid membership stood at 8.22 million at Sept. 30, down 4.9 percent year over year and 1.7 percent from June. Medicaid operating revenue nonetheless rose 5.7 percent to $14.98 billion, reflecting rate increases on a smaller membership base. Why executives expect a turn. The case for improvement rests on rates catching up to costs. Zubretsky said medical cost trend appears to be plateauing at elevated levels, and that rate increases should correct the imbalance that opened when states set rates using data from a healthier pre-redetermination population. Molina Chief Financial Officer Mark Keim told investors that six states the company serves have factored the reconciliation law's Medicaid work requirements and more frequent redeterminations into rate adjustments, according to published reports. He projected modest growth in the Medicaid segment for 2027, with rate increases offsetting expected member attrition, and stronger growth in dual-eligible products tied to program changes in Ohio, Texas and California. Elevance CFO Mark Kaye said he expects Medicaid margins to improve in 2027. The company has maintained a full-year 2026 Medicaid operating margin forecast of about negative 1.75 percent, describing this year as the trough. The retrenchment continues. Optimism about 2027 has not stopped either insurer from exiting markets. Elevance's Wellpoint left the District of Columbia managed care program in August by mutual agreement with the city's Department of Health Care Finance, followed by 85 job cuts, and executives have signaled further pullbacks. Molina reported delays with new Medicaid contracts in Georgia and Texas. Its 2026 guidance includes a $1.50 per-share loss from its new Florida Medicaid contract in the fourth quarter, though the company expects that contract to break even or better on a full-year basis in 2027. Molina is also exiting its traditional Medicare Advantage prescription drug product for 2027, a decision carrying a $1.00 per-share loss this year. Molina reaffirmed 2026 guidance of about $42 billion in premium revenue and at least $5.25 in adjusted earnings per share. Elevance raised its full-year outlook to at least $29.00 in adjusted diluted EPS. What could undo the forecast. Several factors could prevent the predicted recovery: * Work requirements taking effect in 2027 will remove members, and if those leaving are healthier than those remaining, acuity rises again regardless of rate increases * State budgets are absorbing federal cuts, which limits how generous rate-setting can be * Rate adequacy is determined state by state, so a national margin forecast averages markets that may diverge * Executives forecasting improvement are the same ones who described 2026 as a trough, a characterization made before the quarter's results What it means for states and providers. For state Medicaid agencies, insurer commentary that rates are becoming adequate is a negotiating signal worth noting: plans publicly describing 2027 rates as sufficient have limited room to argue the opposite in the next procurement. For providers, continued membership decline matters more than insurer margins. Molina and Elevance together cover roughly 12.6 million Medicaid members, down from about 13.3 million a year earlier, and those departures appear in provider revenue as uninsured or self-pay encounters before they appear in any insurer's earnings.

Molina Healthcare reported third-quarter revenue of $11.08 billion, down 3.4% year on year but 2% above analyst estimates of $10.87 billion. Adjusted earnings per share were $0.89, beating the $0.79 forecast by 12%. Chief executive officer Joe Zubretsky called the quarter's Medicaid pre-tax margin a "trough" in a multi-year cycle. He said recent rate updates helped offset higher medical costs. Customers fell to 4.86 million from 4.93 million in the previous quarter. Molina reiterated full-year adjusted EPS guidance of $5.25 at the midpoint. On the earnings call, chief financial officer Mark Keim said Medicaid work requirements should cut membership by about 6% in 2027, with further losses in 2028 and 2029. Molina's market capitalisation is $11.29 billion. Its shares trade at $213.60.