Latest News on MOH

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Molina Healthcare Inc. stock underperforms Thursday when compared to competitors

https://www.marketwatch.com/data-news/molina-healthcare-inc-stock-underperforms-thursday-when-compared-to-competitors-940bbc2e-2121fa11eca7?gaa_at=eafs&gaa_n=AWEtsqeG0ynmKl26usCQYWzWU3HxjVGzB4DJeuPP3rkz8BCH-s4ozMW4eoNn&gaa_ts=69bc622a&gaa_sig=iFrG6hKu0eoF10DPZiBL6rmLKZHtOdvFXqyFS0ashWayWqL_j71Ptzymf8sN1wO3ZasHtGI0fkHXhZtQjSQqhg%3D%3D
Molina Healthcare Inc. (MOH) shares declined by 4.32% on Thursday, closing at $142.21, significantly underperforming the broader market as both the S&P 500 Index and Dow Jones Industrial Average also fell. The stock is currently 60.49% below its 52-week high of $359.97. This performance report highlights a tough trading session for the company and the market overall.

Innospec stock hits 52-week low at $67.83 amid challenging year By Investing.com

https://in.investing.com/news/company-news/innospec-stock-hits-52week-low-at-6783-amid-challenging-year-93CH-5297213
Innospec Inc. (NASDAQ:IOSP) has seen its stock price drop to a new 52-week low of $67.83, reflecting a 30.95% decline over the past year due to market volatility and sector challenges. Despite this, InvestingPro analysis suggests the stock is undervalued, maintaining a "GOOD" financial health score and trading at a P/E ratio of 14.71. Management has been actively buying back shares, and the company is also being monitored by Wolfe Research for its potential vulnerability to activist investors.

Molina Healthcare stock plunges after unexpected Q4 loss and weak 2026 outlook

https://www.msn.com/en-us/money/top-stocks/molina-healthcare-stock-plunges-after-unexpected-q4-loss-and-weak-2026-outlook/ar-AA1VPdHH?ocid=BingNewsVerp
Molina Healthcare's stock dropped sharply after the company reported an unexpected loss in the fourth quarter and issued a weaker than anticipated outlook for 2026. The Q4 loss and conservative future guidance led to investor concern and a significant sell-off in the company's shares.

Molina Healthcare Inc. stock outperforms competitors on strong trading day

https://www.marketwatch.com/data-news/molina-healthcare-inc-stock-outperforms-competitors-on-strong-trading-day-e536f33f-24ff6a353bf2?gaa_at=eafs&gaa_n=AWEtsqd6Y0rSVjV0VbsUPhZiuUjU9-pF0__QGnVyiu7CKTe1u_UgBkLgIb9R&gaa_ts=69bb5dfc&gaa_sig=M13G3wiGN37rL0OuQ6LP8N-ePS_VNYbLp9N7MsmxluDB77UG51utc4EAQoqBmaK18dlyXzV4r8f9unxyRxjmjQ%3D%3D
Molina Healthcare Inc. (MOH) shares rose 3.24% to $148.63 on Wednesday, despite a general market downturn where the S&P 500 and Dow Jones Industrial Average both fell. This performance ended a two-day losing streak for the stock. The article highlights the stock's resilience against broader market weakness.

Centene Corp. Stock (ISIN: US15133V1035) Hits Multi-Year Lows Amid Profitability Pressures and Mixed Analyst Signals

https://www.ad-hoc-news.de/boerse/news/ueberblick/centene-corp-stock-isin-us15133v1035-hits-multi-year-lows-amid/68721219
Centene Corp. stock has fallen to near multi-year lows around $33, primarily due to ongoing profitability challenges within the managed care sector, despite strong revenue growth and strategic community investments. While facing headwinds from negative net margins and conservative FY2026 guidance, the stock is showing signs of being oversold, and high institutional ownership reflects sustained investor confidence. European investors are viewing Centene as a potential value play with diversification benefits due to its low beta and exposure to U.S. government-sponsored healthcare.
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Molina Healthcare Inc. stock underperforms Tuesday when compared to competitors

https://www.marketwatch.com/data-news/molina-healthcare-inc-stock-underperforms-tuesday-when-compared-to-competitors-7589eeae-9597022c602f?gaa_at=eafs&gaa_n=AWEtsqd75wU2f3bc9gXYgnXohgiStw3fSlkZrTTlK2A6uGv7WB8AAmjwuSFu&gaa_ts=69ba057e&gaa_sig=3so60AtDmD1gkZ-PwWl41JnXxL20cXOWm3lm4G7-Pkp9H6_O8p9jDt-leqiJidlEvIfC7vcrc0vDObFMK-NeZw%3D%3D
Molina Healthcare Inc. (MOH) stock fell by 1.73% to $143.96 on Tuesday, underperforming the broader market, which saw the S&P 500 Index rise by 0.25% and the Dow Jones Industrial Average increase by 0.10%. This marked the second consecutive day of losses for the company's shares.

Long Focus Capital Management LLC Makes New Investment in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-long-focus-capital-management-llc-makes-new-investment-in-molina-healthcare-inc-moh-2026-03-17/
Long Focus Capital Management LLC increased its stake in Molina Healthcare (NYSE:MOH) by acquiring 257,465 shares valued at approximately $49.27 million in the third quarter, making it their 13th largest position. Other institutional investors also adjusted their holdings, while analysts have a consensus "Hold" rating on the stock with a target price of $169.21. Molina Healthcare recently missed earnings estimates, reporting ($2.75) EPS against a consensus of $0.43, though revenue increased by 8.3%.

Molina Healthcare Stock: Is MOH Underperforming the Healthcare Sector?

https://markets.financialcontent.com/stocks/article/barchart-2026-3-17-molina-healthcare-stock-is-moh-underperforming-the-healthcare-sector
Molina Healthcare (MOH) common stock has significantly underperformed the healthcare sector, experiencing a 59.3% decline from its 52-week high and a 52.5% drop over the past 52 weeks, in contrast to the sector's positive growth. This underperformance is largely attributed to its Q4 2025 earnings report, which showed an adjusted loss per share of $2.75, missing analyst estimates, and disappointing full-year revenue guidance. Wall Street analysts currently rate MOH as a "Hold," with some upside potential to the Street-high price target of $180.

Centene Corp. Stock Falls 40% as Q4 Earnings Miss and 2026 Guidance Crumbles—Is the Rebound Real?

https://www.ad-hoc-news.de/boerse/news/ueberblick/centene-corp-stock-falls-40-percent-as-q4-earnings-miss-and-2026/68698824
Centene Corp. (NYSE: CNC) experienced a significant 47.8% stock decline from its 52-week high after reporting a Q4 2025 loss and issuing disappointing 2026 EPS guidance of $3.00, far below the $6.86 consensus. This collapse reflects deeper structural issues in Medicaid economics and managed-care profitability, despite institutional investors quietly accumulating shares. The article explores the reasons behind the stock's plunge, the divided analyst opinions, and the broader challenges facing the Medicaid environment.

Molina Healthcare Inc. stock underperforms Monday when compared to competitors

https://www.marketwatch.com/data-news/molina-healthcare-inc-stock-underperforms-monday-when-compared-to-competitors-028ede38-85aa9bdc4ae0?gaa_at=eafs&gaa_n=AWEtsqf_gNb2MfR2vCtVI9BkfYFZU-yp11790zMa_RX6YvXeAVseCC-KYr8D&gaa_ts=69b8e530&gaa_sig=2MvwQRwwqzrpSaaTtB7gn5owaCaB8C4Bt9PF9HUZOiN9Il9xFgaVFd8mkXe8tMfhw-vSxKc664ikgex5uVay2g%3D%3D
Molina Healthcare Inc. (MOH) stock fell by 1.82% to $146.49 on Monday, despite a positive trading session for the broader market where the S&P 500 Index and Dow Jones Industrial Average both saw gains. This decline broke a three-day winning streak for the company's shares.
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Kingdon Capital Management L.L.C. Purchases Shares of 110,200 Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-kingdon-capital-management-llc-purchases-shares-of-110200-molina-healthcare-inc-moh-2026-03-16/
Kingdon Capital Management L.L.C. has acquired 110,200 shares of Molina Healthcare (MOH) during the third quarter, valued at approximately $21.09 million, making it their fourth-largest holding. This purchase contributes to the significant institutional interest in MOH, with such investors now owning about 98.50% of the company's stock. Despite a recent quarterly EPS miss, analysts currently maintain a "Hold" rating for Molina Healthcare with an average target price of $169.21.

Why Medicaid insurers are optimistic even as massive cuts loom

https://www.modernhealthcare.com/insurance/mh-centene-molina-medicaid-work-requirements/
Despite looming massive cuts and potential work rules, Medicaid insurers like Centene and Molina express optimism about the future of Medicaid. The article suggests that these companies see opportunities even amidst challenging regulatory changes and financial pressures. This perspective offers insight into how major players in federal healthcare programs are strategizing for upcoming policy shifts.

Delta Global Management LP Makes New Investment in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-delta-global-management-lp-makes-new-investment-in-molina-healthcare-inc-moh-2026-03-16/
Delta Global Management LP has made a new investment in Molina Healthcare, Inc (NYSE:MOH), purchasing 13,955 shares valued at approximately $2.67 million during the third quarter. This move is part of broader institutional interest, with several other firms also increasing their stakes in Molina Healthcare. Despite a consensus "Hold" rating from analysts and an average price target of $169.21, the company recently reported mixed financial results, missing EPS estimates but exceeding revenue expectations for the last quarter.

10,000 Shares in Molina Healthcare, Inc $MOH Purchased by Union Square Park Capital Management LLC

https://www.marketbeat.com/instant-alerts/filing-10000-shares-in-molina-healthcare-inc-moh-purchased-by-union-square-park-capital-management-llc-2026-03-14/
Union Square Park Capital Management LLC recently acquired 10,000 shares of Molina Healthcare, Inc. (NYSE:MOH) for approximately $1.914 million, marking a new position for the firm. This purchase comes amidst mixed signals for Molina Healthcare, including a significant EPS miss in its latest earnings report despite revenue growth, leading several analysts to lower price targets. Despite these challenges, institutional investors heavily own 98.50% of the company's stock, indicating strong hedge fund interest.

Molina Healthcare, Inc. Trade Ideas — MIL:1MOH

https://www.tradingview.com/symbols/MIL-1MOH/ideas/page-3/
This article compiles several trade ideas for Molina Healthcare, Inc. (MIL:1MOH). Contributors offer various bullish perspectives, including technical breakout patterns, strong financial results, and positive moving average trends, suggesting it could be a good long-term investment. One detailed analysis highlights the company's consistent positive performance and leadership by Molina family members.
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Bernstein Maintains Outperform on Molina Healthcare (MOH) March 13, 2026

https://meyka.com/blog/bernstein-maintains-outperform-on-molina-healthcare-moh-march-13-2026-1403/
Bernstein has maintained an Outperform rating for Molina Healthcare (MOH) but lowered its price target to $173 as of March 13, 2026. This decision reflects continued confidence in Molina's long-term strategic position despite a softer near-term outlook that prompted the price target adjustment. The financial firm cited a "soft guide" from management as the primary reason for the target reduction, leading to a modest market reaction.

Molina Healthcare (MOH) director’s trust sells 506 shares at $146.92 average

https://www.stocktitan.net/sec-filings/MOH/form-4-molina-healthcare-inc-insider-trading-activity-36056b8f59c0.html
Molina Healthcare director Ronna Romney's revocable trust sold 506 shares of Common Stock on March 12, 2026, at a volume-weighted average price of $146.92 per share. Following this transaction, the trust still holds 17,227 Molina Healthcare shares. This sale is described as a routine portfolio adjustment rather than a significant change in position.

A Look At Molina Healthcare (MOH) Valuation After Recent Share Price Momentum

https://www.sahmcapital.com/news/content/a-look-at-molina-healthcare-moh-valuation-after-recent-share-price-momentum-2026-03-13
Molina Healthcare (MOH) has seen mixed share price performance recently, with a monthly gain but declines over three months and year-to-date. Despite this, a recent analysis by Simply Wall St suggests the company is significantly undervalued, with a fair value estimate much higher than its current trading price, driven by strong membership growth. However, this valuation is subject to risks like regulatory changes and rising medical costs.

Natixis Advisors LLC Boosts Stake in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-natixis-advisors-llc-boosts-stake-in-molina-healthcare-inc-moh-2026-03-13/
Natixis Advisors LLC significantly increased its stake in Molina Healthcare, Inc. (NYSE:MOH) by 60.3% in the third quarter, bringing their total ownership to 59,901 shares valued at $11.46 million. This move comes despite Molina Healthcare reporting a substantial earnings miss, though revenue exceeded expectations. Other institutional investors also raised their positions, and analysts currently hold a "Hold" rating on the stock with an average price target of $153.29.

Korea Investment CORP Has $3.80 Million Stock Position in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-korea-investment-corp-has-380-million-stock-position-in-molina-healthcare-inc-moh-2026-03-13/
Korea Investment CORP has reduced its stake in Molina Healthcare, Inc. by 31.2%, selling 9,000 shares and now owning 19,830 shares valued at approximately $3.795 million. Despite a significant Q loss, Molina Healthcare's revenue beat expectations and the company provided positive FY2026 guidance. Analyst ratings are mixed, with an average target price of $153.29, while the stock trades near $149.27.
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What are the four new companies being added to the S&P 500 in March?

https://www.euronews.com/business/2026/03/13/what-are-the-four-new-companies-being-added-to-the-sp-500-index-in-march
S&P Global announced that Vertiv Holdings, Lumentum Holdings, Coherent Corp., and EchoStar Corporation will join the S&P 500 index in March, replacing Match Group, Molina Healthcare, Lamb Weston Holdings, and Paycom Software. The additions, particularly the three AI infrastructure firms, highlight the growing influence of AI investment on the market and the index's composition. The changes are expected to bring increased visibility and liquidity to the new members.

How Investors Are Reacting To Molina Healthcare (MOH) Scrutiny Over Medical Cost Disclosures And Earnings Quality

https://www.sahmcapital.com/news/content/how-investors-are-reacting-to-molina-healthcare-moh-scrutiny-over-medical-cost-disclosures-and-earnings-quality-2026-03-12
Molina Healthcare (MOH) is under investor scrutiny due to a shareholder legal investigation concerning its medical cost disclosures and alignment of premium rates with utilization. This probe, combined with the company's presentation at a healthcare conference, is causing investors to re-evaluate the reliability of Molina's earnings and the inherent risks in its Medicaid and Medicare-focused business model. While the investigation highlights potential challenges to earnings forecasts and margin pressure, analysts have varying fair value estimates for the stock, ranging from more pessimistic views to significant upside potential.

Mizuho Lowers Price Target for Molina Healthcare (MOH) to $180

https://www.gurufocus.com/news/8702315/mizuho-lowers-price-target-for-molina-healthcare-moh-to-180-moh-stock-news?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news
Mizuho analyst Ann Hynes has maintained an 'Outperform' rating for Molina Healthcare (MOH) but reduced the price target from $220 to $180, an 18.18% decrease. This adjustment is part of a broader trend, with other financial institutions also lowering their price targets for MOH. Despite these reductions, the average target price from 16 analysts is $149.22, suggesting a slight upside from the current price, while GuruFocus estimates a significantly higher GF Value.

Important Notice to Long-Term Shareholders of Integer

https://www.globenewswire.com/news-release/2026/03/12/3254600/0/en/Important-Notice-to-Long-Term-Shareholders-of-Integer-Holdings-Corp-NYSE-ITGR-Molina-Healthcare-Inc-NYSE-MOH-Unicycive-Therapeutics-Inc-NASDAQ-UNCY-and-WEBTOON-Entertainment-Inc-NA.html
Grabar Law Office is investigating potential breaches of fiduciary duties by officers and directors of Integer Holdings Corp. (NYSE: ITGR), Molina Healthcare, Inc. (NYSE: MOH), Unicycive Therapeutics, Inc. (NASDAQ: UNCY), and WEBTOON Entertainment Inc. (NASDAQ: WBTN). Shareholders who held shares of these companies before specific dates are encouraged to contact the law office to explore options for corporate reforms and the return of funds. The investigations cite alleged misleading statements and failures to disclose material adverse facts to investors.

Pfizer, Teva lose bid to disqualify ex-prosecutor in generic drug price‑fixing case

https://www.reuters.com/legal/litigation/pfizer-teva-lose-bid-disqualify-ex-prosecutor-generic-drug-pricefixing-case-2026-03-11/
A federal judge has rejected efforts by Pfizer, Teva, and other drugmakers to disqualify a former prosecutor from representing health insurers in a generic drug price-fixing lawsuit. The drugmakers argued that attorney Joseph Nielsen, who previously led similar antitrust cases for U.S. states, could leverage confidential information. However, Judge Cynthia Rufe ruled that the drugmakers failed to demonstrate Nielsen possessed unfairly harmful information or violated professional conduct rules.
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Jim Cramer on Molina Healthcare: “Lots of Exposure to Medicare and Medicaid, the Weakest Part of a Weak Business”

https://www.insidermonkey.com/blog/jim-cramer-on-molina-healthcare-lots-of-exposure-to-medicare-and-medicaid-the-weakest-part-of-a-weak-business-1713604/
Jim Cramer commented on Molina Healthcare (NYSE: MOH), labeling it a "long-term loser" due to its significant exposure to Medicare and Medicaid, which he considers the weakest part of a weak business. The stock has seen a substantial decline over the past two years, leading to its removal from the S&P 500. While Cramer previously spoke positively about the company in 2025, calling it an "ideal service business," the article highlights that the stock has dropped significantly since that comment.

Capital World Investors Decreases Stock Holdings in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-capital-world-investors-decreases-stock-holdings-in-molina-healthcare-inc-moh-2026-03-11/
Capital World Investors reduced its stake in Molina Healthcare, Inc. (NYSE:MOH) by 2.0% in the third quarter, selling 103,315 shares and now owning 5,167,169 shares valued at $988.79 million. Other institutional investors have also adjusted their holdings, with some increasing and others decreasing their positions. The article also provides Molina Healthcare's financial performance, stock data, and recent analyst ratings, which currently average a "Hold" with a target price of $155.71.

Anthem To Penalize California Hospitals For Out-Of-Network Doctors

https://jrreport.wordandbrown.com/2026/03/10/anthem-to-penalize-california-hospitals-for-out-of-network-doctors/
Anthem Blue Cross plans to implement a 10% payment penalty on in-network California hospitals that bill for care provided by out-of-network doctors, effective June 1. This policy, aimed at preventing surprise medical bills for self-insured employer health plans, has already been applied in several other states. Health care providers, however, are pushing back against such penalties, with some states considering legislation to address the issue.

Centene tumbles on ACA warnings but leads managed care with top Buy Quant rating (CNC:NYSE)

https://seekingalpha.com/news/4562962-centene-tumbles-on-aca-warnings-but-leads-managed-care-with-top-buy-quant-rating
Centene (CNC) shares decreased by 11% following CEO Sarah London's warning about ongoing challenges in the company's Affordable Care Act marketplace operations at the Barclays Healthcare Conference. Despite this, Seeking Alpha's Quant Ratings maintain a "Strong Buy" recommendation for Centene. The firm's Quant rating for Centene is 4.71 out of 5, indicating its strong fundamentals and potential for future growth, making it a leading stock in the managed care sector by this metric.

Grantham Mayo Van Otterloo & Co. LLC Acquires 41,002 Shares of Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-grantham-mayo-van-otterloo-co-llc-acquires-41002-shares-of-molina-healthcare-inc-moh-2026-03-10/
Grantham Mayo Van Otterloo & Co. LLC significantly increased its holdings in Molina Healthcare, Inc. (NYSE:MOH) by acquiring an additional 41,002 shares in the third quarter, bringing their total stake to 43,202 shares valued at $8.27 million. Other institutional investors also adjusted their positions in Molina Healthcare. The company reported its quarterly earnings, missing analyst estimates, and analysts have issued updated price targets and ratings for the stock.
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Crossmark Global Holdings Inc. Decreases Holdings in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-crossmark-global-holdings-inc-decreases-holdings-in-molina-healthcare-inc-moh-2026-03-10/
Crossmark Global Holdings Inc. significantly reduced its stake in Molina Healthcare (NYSE:MOH) by 73.1% in the third quarter, selling 14,066 shares and retaining 5,177 shares valued at $991,000. Despite this, other institutional investors have either increased or slightly modified their holdings. Analysts currently maintain a "Hold" rating on Molina Healthcare, with a consensus price target of $155.71, while the company reported a surprising $-2.75 EPS loss against an estimated $0.43, even as revenue rose to $11.38 billion.

Dimensional Fund Advisors LP Raises Stock Holdings in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-dimensional-fund-advisors-lp-raises-stock-holdings-in-molina-healthcare-inc-moh-2026-03-09/
Dimensional Fund Advisors LP significantly increased its stake in Molina Healthcare, Inc. by 31.0% in the third quarter, now holding 938,677 shares valued at approximately $179.6 million. Other institutional investors like Victory Capital Management, Norges Bank, and Invesco also acquired substantial positions, with hedge funds and institutions collectively owning about 98.50% of the stock. Despite this increased institutional interest, Molina Healthcare holds a consensus "Hold" rating from Wall Street analysts with an average target price of $155.71, following recent price target reductions and a weaker-than-expected quarterly earnings report.

Molina Healthcare Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Molina Healthcare, Inc. - MOH

https://www.businesswire.com/news/home/20260309365477/en/Molina-Healthcare-Investigation-Initiated-Kahn-Swick-Foti-LLC-Investigates-the-Officers-and-Directors-of-Molina-Healthcare-Inc.---MOH
Kahn Swick & Foti, LLC (KSF) has launched an investigation into Molina Healthcare, Inc. (NYSE: MOH) following the company's Q2 2025 financial results, which included reduced full-year earnings guidance and an 8% decrease in GAAP net income year-over-year. The investigation focuses on whether Molina's officers and directors breached fiduciary duties or violated securities laws after the company attributed its struggles to a "challenging medical cost trend environment" and subsequently faced a securities class action lawsuit. KSF encourages long-term Molina shareholders with information to contact them regarding their legal rights.

Molina Healthcare Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Molina Healthcare, Inc. - MOH

https://aijourn.com/molina-healthcare-investigation-initiated-kahn-swick-foti-llc-investigates-the-officers-and-directors-of-molina-healthcare-inc-moh/
Kahn Swick & Foti, LLC (KSF) has initiated an investigation into Molina Healthcare, Inc. (MOH) and its officers and directors following a securities class action lawsuit. This investigation comes after Molina Healthcare reported a decrease in GAAP net income and a significant cut to its full-year 2025 earnings guidance, attributing the results to a "challenging medical cost trend environment." KSF is looking into whether the company's officers and/or directors breached their fiduciary duties or violated state or federal laws.

Healthcare Jobs Drop, UnitedHealth Stock Slips: Opportunity or Risk?

https://sg.finance.yahoo.com/news/healthcare-jobs-drop-unitedhealth-stock-150800450.html
UnitedHealth Group (UNH) is facing a turbulent period due to rising medical costs, regulatory scrutiny, and a recent unexpected decline in healthcare employment. While the stock has underperformed, some analysts believe its diversified platform and long-term demographic tailwinds keep its strategic position intact. Investors are advised to maintain a cautious stance due to near-term uncertainties despite the attractive valuation.
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Is Molina Healthcare (MOH) Now an Opportunity After a 56% One Year Share Price Fall

https://www.sahmcapital.com/news/content/is-molina-healthcare-moh-now-an-opportunity-after-a-56-one-year-share-price-fall-2026-03-08
Molina Healthcare (MOH) has experienced a significant 56% share price decline over the past year, leading to questions about its current valuation. According to a Discounted Cash Flow (DCF) analysis, the stock appears to be 86% undervalued, with an intrinsic value of $1,034.87 per share compared to its market price of $144.47. The company's P/E ratio of 15.76x is also below the industry average, further suggesting it may be conservatively priced, though different narratives offer varying fair value estimates based on growth assumptions and risk factors.

Analysts Are Bullish on These Healthcare Stocks: BillionToOne, Inc. Class A (BLLN), Concentra Group Holdings Parent, Inc. (CON)

https://www.theglobeandmail.com/investing/markets/markets-news/Tipranks/604784/analysts-are-bullish-on-these-healthcare-stocks-billiontoone-inc-class-a-blln-concentra-group-holdings-parent-inc-con/
This article highlights bullish analyst ratings for three healthcare stocks: BillionToOne, Inc. Class A (BLLN), Concentra Group Holdings Parent, Inc. (CON), and Oculis Holding (OCS). Analysts from Piper Sandler, Wells Fargo, and Stifel Nicolaus reiterated Buy ratings for these companies, citing significant upside potential based on their average price targets and current market levels. The report summarizes individual analyst's ratings, price targets, and their average success rates.

Atlas Energy Solutions (AESI) Reports $1.1B FY2025 Revenue and $221.7M Adjusted EBITDA

https://finviz.com/news/331809/atlas-energy-solutions-aesi-reports-11b-fy2025-revenue-and-2217m-adjusted-ebitda
Atlas Energy Solutions (AESI) reported $1.1 billion in revenue for FY2025, a 3.7% increase year-over-year, alongside a net loss of $50.3 million and adjusted EBITDA of $221.7 million. The company is expanding its market share and diversifying into power generation with plans for 500 MW capacity by 2027. For Q1 2026, AESI anticipates flat EBITDA due to lower sand pricing and severe weather impacts, offset by volume gains and new power contributions.

Royce & Associates LP Buys 9,152 Shares of Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-royce-associates-lp-buys-9152-shares-of-molina-healthcare-inc-moh-2026-03-05/
Royce & Associates LP has significantly increased its stake in Molina Healthcare, buying an additional 9,152 shares to bring their total holding to 38,611 shares valued at approximately $7.39 million. This increase occurred despite Molina Healthcare reporting a substantial earnings per share miss of ($2.75) against a consensus of $0.43, though revenue beat expectations at $11.38 billion. The stock currently holds an average analyst rating of "Hold" with a consensus price target of $155.71.

Lilly Employer Connect platform launches with over fifteen independent program administrators offering tailored obesity coverage options to expand access to patients | Eli Lilly and Company

https://investor.lilly.com/news-releases/news-release-details/lilly-employer-connect-platform-launches-over-fifteen
Eli Lilly and Company has launched its Employer Connect platform to expand access to obesity care in the U.S. The platform connects employers with over fifteen independent program administrators, offering flexible and transparent solutions for employee access to obesity management medicines, including a discounted Zepbound KwikPen at $449. This initiative aims to address the inconsistent coverage for obesity medications and lower out-of-pocket costs for employees while providing employers with greater cost predictability.
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Molina Healthcare (MOH): Morgan Stanley Lowers Price Target | MO

https://www.gurufocus.com/news/8678252/molina-healthcare-moh-morgan-stanley-lowers-price-target-moh-stock-news
Morgan Stanley has lowered its price target for Molina Healthcare (MOH) from $158 to $128, while maintaining an Equal-Weight rating. This adjustment follows similar reductions from several other major analysts, including Wells Fargo, Truist Securities, Goldman Sachs, Barclays, and Cantor Fitzgerald. Despite these revisions, the average one-year price target from 16 analysts is $153.59, suggesting a slight upside from the current price, with a consensus "Hold" recommendation from 20 brokerage firms.

South Dakota Investment Council Purchases 42,640 Shares of Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-south-dakota-investment-council-purchases-42640-shares-of-molina-healthcare-inc-moh-2026-03-04/
The South Dakota Investment Council significantly increased its stake in Molina Healthcare, Inc. (NYSE:MOH) by 655.8% in the third quarter, purchasing an additional 42,640 shares. This brings their total holdings to 49,142 shares valued at approximately $9.40 million. Despite this institutional interest, Molina Healthcare reported a substantial quarterly EPS miss and analysts currently hold a "Hold" rating with an average price target of $157.86.

Molina Healthcare, Inc $MOH Shares Purchased by Victory Capital Management Inc.

https://www.marketbeat.com/instant-alerts/filing-molina-healthcare-inc-moh-shares-purchased-by-victory-capital-management-inc-2026-03-04/
Victory Capital Management Inc. significantly increased its stake in Molina Healthcare, Inc (NYSE:MOH) by 344.3% in the third quarter, now owning 963,526 shares valued at $184.38 million. Other institutional investors have also adjusted their holdings in MOH, with 98.50% of the stock owned by institutions and hedge funds. The company recently reported a quarterly EPS of ($2.75), missing analyst estimates, and analysts have issued a "Hold" consensus rating with an average price target of $157.86.

Healthcare RCM Outsourcing Market Is Going to Boom Rapidly | R1 RCM Inc., Optum Inc., Conifer Health Solutions

https://www.openpr.com/news/4412358/healthcare-rcm-outsourcing-market-is-going-to-boom-rapidly-r1
Coherent Market Insights has published a new research study on the global "Healthcare RCM Outsourcing Market" projecting significant growth from 2026 to 2033. The report offers a comprehensive analysis of market patterns, including key players like R1 RCM Inc., Optum Inc., and Conifer Health Solutions, and segments the market by type, application, end-user, and region. It explores market drivers, restraints, and trends, providing competitive analysis and regional insights to inform strategic decisions.

MOH Earnings History & Surprises | EPS & Revenue Results | MOLINA HEALTHCARE INC (NYSE:MOH)

https://www.chartmill.com/stock/quote/MOH/earnings
This article details the historical earnings and revenue performance of MOLINA HEALTHCARE INC (MOH), including actual results, analyst estimates, and surprise percentages. It provides quarterly data on EPS and revenue, Q2Q growth, and an analysis of how often MOH has beaten estimates in recent quarters. The report indicates that MOH has beaten revenue estimates consistently but has a mixed record with EPS estimates, including a significant miss in the most recent quarter.
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AustralianSuper Pty Ltd Invests $10.29 Million in Molina Healthcare, Inc $MOH

https://www.marketbeat.com/instant-alerts/filing-australiansuper-pty-ltd-invests-1029-million-in-molina-healthcare-inc-moh-2026-03-04/
AustralianSuper Pty Ltd recently acquired a new stake in Molina Healthcare, Inc., purchasing 53,785 shares valued at approximately $10.29 million, representing 0.10% of the company. Despite Molina Healthcare reporting a quarterly EPS of ($2.75) against a $0.43 consensus and its stock opening down 5% to $144.73, the company's revenue increased by 8.3% to $11.38 billion. Analysts currently rate the stock as a "Hold" with an average target price of $157.86, and institutional investors collectively own about 98.5% of the shares.

10,000 Shares in Molina Healthcare, Inc $MOH Purchased by Strive Asset Management LLC

https://www.marketbeat.com/instant-alerts/filing-10000-shares-in-molina-healthcare-inc-moh-purchased-by-strive-asset-management-llc-2026-03-03/
Strive Asset Management LLC recently purchased 10,000 shares of Molina Healthcare, Inc. (NYSE:MOH) for approximately $1.914 million in the third quarter. Despite this, Molina Healthcare reported a significant EPS miss of ($2.75) against an expected $0.43, though revenue exceeded expectations at $11.38 billion. Wall Street analysts currently hold a "Hold" rating for MOH, with a consensus price target of $157.86.

Important Notice to Long-Term Shareholders of Corcept

https://www.globenewswire.com/news-release/2026/03/03/3248849/0/en/Important-Notice-to-Long-Term-Shareholders-of-Corcept-Therapeutics-Inc-NASDAQ-CORT-Integer-Holdings-Corp-NYSE-ITGR-Kyndryl-Holdings-NYSE-KD-and-Molina-Healthcare-Inc-NYSE-MOH-Graba.html
The Grabar Law Office is investigating claims on behalf of long-term shareholders of Corcept Therapeutics, Integer Holdings Corp., Kyndryl Holdings, and Molina Healthcare. The investigations relate to alleged breaches of fiduciary duty by officers and directors, with specific concerns around misleading statements, inadequate disclosures, and operational issues. Shareholders who purchased shares before certain dates are encouraged to contact the law office for potential corporate reforms and financial recovery.

Important Notice to Long-Term Shareholders of Corcept Therapeutics, Inc. (NASDAQ: CORT); Integer Holdings Corp. (NYSE: ITGR); Kyndryl Holdings (NYSE: KD); and Molina Healthcare, Inc. (NYSE: MOH): Grabar Law Office Investigates Claims on Your Behalf

https://www.mycarrollcountynews.com/online_features/press_releases/article_8b8309e7-717a-5462-834b-0f67a6108e89.html
Grabar Law Office is investigating claims on behalf of long-term shareholders of Corcept Therapeutics, Inc. (NASDAQ: CORT), Integer Holdings Corp. (NYSE: ITGR), Kyndryl Holdings, Inc. (NYSE: KD), and Molina Healthcare, Inc. (NYSE: MOH). The investigations concern whether certain officers and directors breached their fiduciary duties to the respective companies, citing issues like misleading statements regarding clinical trials, competitive positioning, internal controls, and financial guidance. Shareholders who purchased shares before specified dates are encouraged to contact the law office to seek corporate reforms and other remedies.

Molina Healthcare Inc. stock underperforms Tuesday when compared to competitors

https://www.marketwatch.com/data-news/molina-healthcare-inc-stock-underperforms-tuesday-when-compared-to-competitors-6bff1bf6-6d33e46deaa4?mod=mw_quote_news&gaa_at=eafs&gaa_n=AWEtsqevQTbwU0Zeeg4-kJIwmVV-xQNT-WQEAqv9Xih96TWpIYRO4eRS0D6O&gaa_ts=69a7cbb7&gaa_sig=aUi70h77sd4l0AqsPg_VS1yB1tB34iJq9ZYEzdWA9Pv4hzAu-iZMLzNNpzuY6qvsLTtjcEa_XDSNvbTa3NfDxw%3D%3D
Molina Healthcare Inc. (MOH) shares fell on Tuesday, declining 4.99% to $144.81. This underperformance occurred during a broader market downturn, with both the S&P 500 Index and Dow Jones Industrial Average also recording losses. This marks the second consecutive day of losses for Molina's stock.
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