MOH
MOLINA HEALTHCARE, INC.
$200.28
+3.66%
$10.4B
No data for this timeframe.
Vol
Market Cap$10.4B
Cap SizeLarge Cap
Analyst ConsensusSell (29%)
Inst. Holders50 funds
Inst. Value$4.9B
Inst. Activity29 buys / 21 sells
Insider Activity1B / 3S
Insider Net $-$3.4M
Reddit Sentiment50° Neutral
SEC Reports8
Recent Activity
Jun 11, 2026
SEC
A mixed institutional cluster in MOH for Q3 2025 shows seven buyers adding $90.8M in net new money, led by UBS doubling
INST-CLUSTER — Impact 5/10
Jun 10, 2026
SEC
Molina Healthcare announced that the Illinois Department of Healthcare and Family Services intends to award a HealthChoi
8-K — Impact 6/10
May 15, 2026
SEC
Two MOH insiders — the Chief Legal Officer and Chief Accounting Officer — sold a combined $3.43M in open-market sales ov
CLUSTER — Impact 3/10
May 14, 2026
Insider
HEBERT MAURICE sold 600 shares
Chief Accounting Officer @ $191.55 ($114.9K)
May 11, 2026
Insider
Barlow Jeff D. sold 17,811 shares
Chief Legal Officer @ $186.12 ($3.3M)
May 6, 2026
Insider
SOISTMAN FRANCIS S JR was granted 170 shares
Director @ $197.44 ($33.6K)
Inst.
BlackRock, Inc. — ADD
6,369,026 shares ($849.0M)
Inst.
VICTORY CAPITAL MANAGEMENT INC — ADD
2,070,699 shares ($276.0M)
Price Targets
$190.25
-5.0% upside
Sell
Current $200.28
Low $129.00
Median $195.00
High $262.00
16 analysts
$129.00
$262.00
Analyst Ratings
3Strong Buy
4Buy
16Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 8, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 26, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
| May 22, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.45 ▼ -2.4% | $0.98 — $2.04 | -73% YoY | 17 |
| Next Q | $1.01 ▼ -3.4% | $0.59 — $1.59 | -33% YoY | 6 |
| Current FY | $5.16 | $4.36 — $5.60 | -53% YoY | 18 |
| Next FY | $8.07 ▲ +8.7% | $1.46 — $12.62 | 142% YoY | 8 |
Latest Reports
MIXED
INST-CLUSTER
5/10
A mixed institutional cluster in MOH for Q3 2025 shows seven buyers adding $90.8M in net new money, led by UBS doubling
Jun 11, 2026
BULLISH
8-K
6/10
Molina Healthcare announced that the Illinois Department of Healthcare and Family Services intends to award a HealthChoi
Jun 10, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $849.0M | ADD |
| FMR LLC | $427.2M | — |
| Capital World Investors | $426.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $372.0M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $308.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 14, 2026 | HEBERT MAURICE | SELL | $114.9K |
| May 11, 2026 | Barlow Jeff | SELL | $3.3M |
| May 6, 2026 | SOISTMAN FRANCIS | A | $33.6K |
| Apr 1, 2026 | BRASIER BARBARA | A | $55.0K |
| Apr 1, 2026 | ROMNEY RONNA | A | $55.0K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $4.9B total value (36,552,582 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, Capital. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,369,026 | $849.0M | 17.4% | ADD +63.6% |
| 2 | FMR LLC | 3,204,924 | $427.2M | 8.8% | — |
| 3 | Capital World Investors | 3,199,346 | $426.5M | 8.8% | — |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,790,971 | $372.0M | 7.6% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,310,230 | $308.0M | 6.3% | — |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 2,070,699 | $276.0M | 5.7% | ADD +46.8% |
| 7 | STATE STREET CORP | 1,730,441 | $230.7M | 4.7% | — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 1,394,882 | $185.9M | 3.8% | — |
| 9 | TWO SIGMA INVESTMENTS, LP | 1,350,695 | $180.0M | 3.7% | — |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 1,131,960 | $150.9M | 3.1% | — |
| 11 | Capital Research Global Investors | 1,087,805 | $145.0M | 3.0% | ADD +36.7% |
| 12 | MORGAN STANLEY | 1,005,997 | $134.1M | 2.8% | — |
| 13 | HARRIS ASSOCIATES L P | 978,147 | $130.4M | 2.7% | TRIM -58.3% |
| 14 | GOLDMAN SACHS GROUP INC | 726,885 | $96.9M | 2.0% | — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 539,312 | $71.9M | 1.5% | — |
| 16 | Invesco Ltd. | 507,640 | $67.7M | 1.4% | TRIM -70.0% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 441,100 | $58.8M | 1.2% | — |
| 18 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 435,899 | $58.1M | 1.2% | DOUBLED +3209.3% |
| 19 | BANK OF AMERICA CORP /DE/ | 374,656 | $49.9M | 1.0% | TRIM -38.8% |
| 20 | CITIGROUP INC | 336,693 | $44.9M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 3,892,318 | 6,369,026 | +63.6% | $849.0M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 1,410,604 | 2,070,699 | +46.8% | $276.0M | 2026-Q1 |
| Capital Research Global Investors | ADD | 795,909 | 1,087,805 | +36.7% | $145.0M | 2026-Q1 |
| HARRIS ASSOCIATES L P | TRIM | 2,346,437 | 978,147 | -58.3% | $130.4M | 2026-Q1 |
| Invesco Ltd. | TRIM | 1,690,981 | 507,640 | -70.0% | $67.7M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 13,172 | 435,899 | +3209.3% | $58.1M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 612,140 | 374,656 | -38.8% | $49.9M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 84,682 | 317,560 | +275.0% | $42.3M | 2026-Q1 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | DOUBLED | 13,432 | 224,044 | +1568.0% | $29.9M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | DOUBLED | 13,053 | 184,235 | +1311.4% | $24.6M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 56,643 | 165,554 | +192.3% | $22.1M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 53,923 | 152,462 | +182.7% | $20.3M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 193,104 | 132,159 | -31.6% | $17.8M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | NEW | — | 95,524 | — | $12.7M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 237,900 | 94,615 | -60.2% | $12.6M | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 7,069 | 89,522 | +1166.4% | $11.9M | 2026-Q1 |
| Mariner, LLC | DOUBLED | 5,388 | 82,225 | +1426.1% | $11.0M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 30,679 | 80,017 | +160.8% | $10.7M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 52,065 | 77,310 | +48.5% | $10.3M | 2026-Q1 |
| CWM, LLC | DOUBLED | 3,522 | 56,253 | +1497.2% | $7.5M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 25,928 | 46,192 | +78.2% | $6.2M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | DOUBLED | 4,242 | 38,096 | +798.1% | $4.8M | 2026-Q1 |
| HighTower Advisors, LLC | DOUBLED | 1,948 | 33,683 | +1629.1% | $4.5M | 2026-Q1 |
| Assenagon Asset Management S.A. | NEAR_EXIT | 271,224 | 31,703 | -88.3% | $4.2M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | NEAR_EXIT | 175,091 | 25,610 | -85.4% | $3.4M | 2026-Q1 |
15 unique insiders with 19 transactions. Net insider value: -$3.4M ($100.1K bought, $3.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 14, 2026 | HEBERT MAURICE | Chief Accounting Officer | SELL | 600 | $191.55 | $114.9K |
| May 11, 2026 | Barlow Jeff D. | Chief Legal Officer | SELL | 17,811 | $186.12 | $3.3M |
| May 6, 2026 | SOISTMAN FRANCIS S JR | Director | AWARD | 170 | $197.44 | $33.6K |
| Apr 1, 2026 | BRASIER BARBARA L | Director | AWARD | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | ROMNEY RONNA | Director | AWARD | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | ZORETIC RICHARD C | Director | AWARD | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | Schapiro Richard M | Director | AWARD | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | WOLF DALE B | Director | AWARD | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | ORLANDO STEVEN J | Director | AWARD | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | Lockhart Stephen H | Director | AWARD | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | GROHOWSKI LEO P | Director | AWARD | 405 | $135.82 | $55.0K |
| Mar 12, 2026 | ROMNEY RONNA | Director | SELL | 506 | $146.92 | $74.3K |
| Mar 1, 2026 | Keim Mark Lowell | Chief Financial Officer | TAX W/H | 2,308 | $154.05 | $355.5K |
| Mar 1, 2026 | Barlow Jeff D. | Chief Legal Officer | TAX W/H | 1,638 | $154.05 | $252.3K |
| Mar 1, 2026 | WOYS JAMES | Chief Operating Officer | TAX W/H | 1,313 | $154.05 | $202.3K |
| Mar 1, 2026 | Zubretsky Joseph M | President & CEO | TAX W/H | 8,597 | $154.05 | $1.3M |
| Mar 1, 2026 | HEBERT MAURICE | Chief Accounting Officer | AWARD | 650 | $154.05 | $100.1K |
| Mar 1, 2026 | Bacon Debra | EVP, Medicaid | TAX W/H | 716 | $154.05 | $110.3K |
| Feb 11, 2026 | ZORETIC RICHARD C | Director | BUY | 800 | $125.16 | $100.1K |
8 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 1 mixed, 4 neutral. Avg impact: 4.8/10.
MIXED
INST-CLUSTER
5/10
A mixed institutional cluster in MOH for Q3 2025 shows seven buyers adding $90.8M in net new money,
Jun 11, 2026
BULLISH
8-K
6/10
Molina Healthcare announced that the Illinois Department of Healthcare and Family Services intends t
Jun 10, 2026
NEUTRAL
CLUSTER
3/10
Two MOH insiders — the Chief Legal Officer and Chief Accounting Officer — sold a combined $3.43M in
May 15, 2026
NEUTRAL
8-K
3/10
Molina Healthcare filed an 8-K reporting results of its 2026 Annual Meeting. All 10 director nominee
May 11, 2026
NEUTRAL
8-K
4/10
Molina Healthcare filed an 8-K announcing its Investor Day on May 8, 2026, where it will present lon
May 8, 2026
BEARISH
8-K
7/10
Molina Healthcare reported Q1 2026 GAAP EPS of $0.27 (miss vs $1.94 consensus) and reaffirmed full-y
Apr 22, 2026
NEUTRAL
DEFA14A
3/10
Molina Healthcare, Inc. has filed a definitive proxy statement (DEFA14A) for its upcoming shareholde
Mar 23, 2026
BULLISH
INST-CLUSTER
7/10
Five major institutions increased their positions in Molina Healthcare (MOH) during 2025-Q4, adding
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (29% buy). Based on 24 analysts: 3 strong buy, 4 buy, 16 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$190.25 mean target
-5.0% upside
Sell (2.67)
$129.00 Low
$262.00 High
| Metric | Value |
|---|---|
| Current Price | $200.28 |
| Target Low | $129.00 |
| Target Mean | $190.25 |
| Target Median | $195.00 |
| Target High | $262.00 |
| # Analysts | 16 |
| Recommendation | Sell (2.67) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.45 | $0.98 | $2.04 | -73.5% | -2.4% | 7↑ 8↓ | $10.8B | -5.1% | 17 |
| Next Q 2026-09-30 |
$1.01 | $0.59 | $1.59 | -33.1% | -3.4% | 4↑ 1↓ | $11.0B | -4.4% | 6 |
| Current FY 2026-12-31 |
$5.16 | $4.36 | $5.60 | -53.2% | -0.4% | 11↑ 1↓ | $44.4B | -2.2% | 18 |
| Next FY 2027-12-31 |
$8.07 | $1.46 | $12.62 | 141.8% | +8.7% | 8↑ 0↓ | $47.2B | 6.3% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.454 | |
| 7d ago | $1.469 | -0.014 |
| 30d ago | $1.490 | -0.036 |
| 60d ago | $1.830 | -0.375 |
| 90d ago | $2.136 | -0.681 |
11 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 8, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 26, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| May 22, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 11, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| May 11, 2026 | Baird | MAINTAIN | Neutral | Neutral |
| Apr 27, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 27, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 24, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 24, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Apr 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 12, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 12, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 20, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Feb 17, 2026 | Truist Securities | MAINTAIN | Hold | Hold |
| Feb 12, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Feb 10, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Feb 9, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Feb 9, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Jan 7, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 5, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 16 | 1 | 0 | 29% | |
| May 1, 2026 | 3 | 4 | 16 | 1 | 0 | 29% | |
| Apr 1, 2026 | 2 | 4 | 16 | 2 | 0 | 25% | |
| Mar 1, 2026 | 2 | 4 | 16 | 2 | 0 | 25% | |
| Feb 1, 2026 | 1 | 2 | 16 | 7 | 1 | 11% | |
| Jan 1, 2026 | 1 | 2 | 16 | 7 | 1 | 11% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
3 mentions
0 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 31, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 30, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 30, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Burry buys more LULU, BIRK, FISV, MOH, JD, and BRKRP
▲ 1
💬 1
⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: MOH — 65.8% short (0.4M / 0.5M)
Short: 353,802 | Exempt: 7 | TRF Vol: 537,869 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: MOH — 60.3% short (0.3M / 0.5M)
Short: 312,565 | Exempt: 0 | TRF Vol: 518,568 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: MOH — 1.3M shares, 34,014 trades
Week starting 2026-05-18. Total ATS volume: 1,346,970 shares across 34,014 trades.
May 11, 2026
dark_pool
Dark Pool: MOH — 1.3M shares, 40,121 trades
Week starting 2026-05-11. Total ATS volume: 1,313,538 shares across 40,121 trades.
May 8, 2026
short_volume
Short Volume: MOH — 66.2% short (0.4M / 0.6M)
Short: 421,507 | Exempt: 1,749 | TRF Vol: 636,337 | Short Ratio: 66.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: MOH — 1.5M shares, 39,769 trades
Week starting 2026-05-04. Total ATS volume: 1,498,333 shares across 39,769 trades.
Apr 30, 2026
short_volume
Short Volume: MOH — 61.3% short (0.4M / 0.6M)
Short: 384,250 | Exempt: 0 | TRF Vol: 626,477 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: MOH — 2.6M shares, 59,443 trades
Week starting 2026-04-27. Total ATS volume: 2,563,607 shares across 59,443 trades.
Apr 22, 2026
earnings_calendar
MOH Q1 2026 Earnings After Market Close — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: MOH — 3.6M shares, 67,645 trades
Week starting 2026-04-20. Total ATS volume: 3,594,964 shares across 67,645 trades.
Apr 13, 2026
dark_pool
Dark Pool: MOH — 1.5M shares, 48,164 trades
Week starting 2026-04-13. Total ATS volume: 1,495,941 shares across 48,164 trades.
Apr 8, 2026
short_interest
FTD: MOH — 7,396 shares ($1.0M) failed to deliver
Settlement: 20260408, Price: $141.53, FTD Value: $1,046,755.88, MOLINA HEALTHCARE,INC.
Apr 7, 2026
short_volume
Short Volume: MOH — 61.5% short (0.4M / 0.7M)
Short: 402,989 | Exempt: 0 | TRF Vol: 655,010 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: MOH — 1.7M shares, 48,191 trades
Week starting 2026-04-06. Total ATS volume: 1,655,722 shares across 48,191 trades.
Mar 30, 2026
dark_pool
Dark Pool: MOH — 1.1M shares, 30,482 trades
Week starting 2026-03-30. Total ATS volume: 1,142,999 shares across 30,482 trades.