Molina Healthcare: Investor's Eye 2026 Repricing, Amid Ongoing Buybacks
Molina Healthcare faces a 2025 margin collapse due to elevated medical costs, but sector-wide premium hikes are expected to restore profitability in 2026. MOH is structurally insulated from Medicare Advantage regulatory risks, with earnings less exposed to CMS audit and coding volatility than larger peers. Shares trade at depressed valuations (NTM EV/EBITDA 6.6x, 2026 FCF yield 11-12%), and management is executing opportunistic buybacks at these levels.
Bear of the Day: Molina Healthcare (MOH)
The company faces escalating operational and financial pressures that threaten its outlook.
Is It Time To Buy Molina Healthcare Stock?
Molina Healthcare stock (NYSE: MOH) has dropped approximately 27% over the past month. This decline is attributable to several significant negative developments following its Q3 2025 report:
Molina Healthcare, Inc. (MOH) Q3 2025 Earnings Call Transcript
Molina Healthcare, Inc. (NYSE:MOH ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Jeffrey Geyer - Head of Investor Relations Joseph Zubretsky - President, CEO & Director Mark Keim - Senior EVP, CFO & Treasurer Conference Call Participants Andrew Mok - Barclays Bank PLC, Research Division Stephen Baxter - Wells Fargo Securities, LLC, Research Division Albert Rice - UBS Investment Bank, Research Division Joshua Raskin - Nephron Research LLC Justin Lake - Wolfe Research, LLC Kevin Fischbeck - BofA Securities, Research Division Scott Fidel - Goldman Sachs Group, Inc., Research Division John Stansel - JPMorgan Chase & Co, Research Division Ryan Langston - TD Cowen, Research Division Erin Wilson Wright - Morgan Stanley, Research Division Lance Wilkes - Sanford C. Bernstein & Co., LLC.
Molina Healthcare Q3 Earnings Miss Estimates on Rising Expenses
MOH's Q3 earnings plunge 69% as rising medical and administrative costs offset higher premiums and revenue gains.
Why Is Molina (MOH) Up 9.2% Since Last Earnings Report?
Molina (MOH) reported earnings 30 days ago. What's next for the stock?
Molina Healthcare, Inc. (MOH) Q2 2025 Earnings Call Transcript
Molina Healthcare, Inc. (NYSE:MOH ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Jeffrey Geyer - Head of Investor Relations Joseph Michael Zubretsky - President, CEO & Director Mark Lowell Keim - Senior EVP, CFO & Treasurer Conference Call Participants Albert J. William Rice - UBS Investment Bank, Research Division Andrew Mok - Barclays Bank PLC, Research Division Erin Elizabeth Wilson Wright - Morgan Stanley, Research Division George Robert Hill - Deutsche Bank AG, Research Division Hua Ha - Robert W.
Molina Healthcare Q2 Earnings Miss on Rising Medical Care Costs
MOH's Q2 earnings lag estimates as rising medical care costs offset gains from premiums and rate hikes.
Compared to Estimates, Molina (MOH) Q2 Earnings: A Look at Key Metrics
The headline numbers for Molina (MOH) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Molina (MOH) Q2 Earnings Miss Estimates
Molina (MOH) came out with quarterly earnings of $5.48 per share, missing the Zacks Consensus Estimate of $5.5 per share. This compares to earnings of $5.86 per share a year ago.
Seeking Clues to Molina (MOH) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
Evaluate the expected performance of Molina (MOH) for the quarter ended June 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Molina to Report Q2 Earnings: Healthy Revenues, Weak Pulse on Earnings
MOH's Q2 revenues are set to rise nearly 10%, but rising costs cloud its profit outlook.
