MOH MOLINA HEALTHCARE, INC.

BULLISH Impact: 6/10 8-K
Horizon months Filed Jun 10, 2026 Processed 2d 16h ago SEC 0001437749-26-020160
8-K context-dependent: Items 7.01

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Executive Summary

Molina Healthcare announced that the Illinois Department of Healthcare and Family Services intends to award a HealthChoice Illinois Medicaid Managed Care contract to its subsidiary, Molina Healthcare of Illinois. The contract is expected to begin January 1, 2027, with a term of 4.5 years and an optional extension of up to 5.5 years, making Molina one of six plans serving Illinois's ~3.1M Medicaid beneficiaries.

Actionable Insight

This is a material contract win for Molina's Medicaid segment in a large state. Monitor for any protest or legal challenges that could delay the January 1, 2027 go-live, and watch for detailed contract terms (revenue, membership targets) in subsequent regulatory filings or investor updates.

Key Facts

  • Illinois HFS intends to award a HealthChoice Illinois Medicaid contract to Molina Healthcare of Illinois
  • Go-live date expected January 1, 2027
  • Contract term: 4.5 years, with option to extend up to an additional 5.5 years
  • Molina will be one of six health plans serving Illinois's roughly 3.1 million total Medicaid beneficiaries
  • Announced via press release on June 10, 2026

Financial Impact

No specific contract revenue or margin figures disclosed in the filing. The contract covers a portion of ~3.1M Illinois Medicaid lives, with Molina as one of six plans; impact depends on final member enrollment and premium rates.

revenue

Risk Factors

  • Successful protest or legal action by a competing plan could delay or prevent contract award
  • Delay in start date (January 1, 2027) or shorter contract term than expected
  • Illustrated membership and premium rates may differ from initial expectations

Market Snapshot

Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
29% bullish (24 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437749-26-020160
Exhibit: ex_975231.htm0001437749-26-020160
Document: 0001437749-26-020160-index-headers.html0001437749-26-020160
Document: 0001437749-26-020160-index.html0001437749-26-020160
Document: 0001437749-26-020160.txt0001437749-26-020160
8 reports for MOH
Performance horizon

Track record builds as more directional reports settle.

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Type Now
Jun 11, 2026
1d ago
Institutional Cluster
MIXED ★ 5/10
$195.70 awaiting T+5awaiting T+5$200.28 (+2.34%)
Jun 10, 2026
2d ago
8-K
BULLISH ★ 6/10
$197.85 awaiting T+5awaiting T+5$200.28 (+1.23%)
May 15, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$184.65 $176.12▼ −4.62%▼ −6.24%$200.28 (+8.46%)
May 11, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$184.46 $184.65▲ +0.10%▲ +0.19%$200.28 (+8.58%)
May 8, 2026
5w ago
8-K
NEUTRAL ★ 4/10
$185.26 $186.80▲ +0.83%▼ −0.63%$200.28 (+8.11%)
Apr 22, 2026
7w ago
8-K
BEARISH ★ 7/10
$172.71 $196.49▼ −13.77%▼ −12.29%$200.28 (−15.96%)
Mar 23, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$141.34 $132.58▼ −6.20%▼ −5.78%$200.28 (+41.70%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 7/10
$152.21 $145.98▼ −4.09%▼ −2.89%$200.28 (+31.58%)
Showing 8 of 8

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