MOH
MOLINA HEALTHCARE, INC.
$190.86
-1.01%
$10.0B
No data for this timeframe.
Vol
Market Cap$10.0B
Cap SizeLarge Cap
Analyst ConsensusSell (29%)
Inst. Holders9 funds
Inst. Value$2.2B
Inst. Activity5 buys / 1 sells
Insider Activity1B / 3S
Insider Net $-$3.4M
Reddit Sentiment50° Neutral
SEC Reports6
Recent Activity
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
SEC
Molina Healthcare filed an 8-K reporting results of its 2026 Annual Meeting. All 10 director nominees were elected, and
8-K — Impact 3/10
May 11, 2026
Insider
Barlow Jeff D. sold 17,811 shares
Chief Legal Officer @ $186.12 ($3.3M)
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
SEC
Molina Healthcare filed an 8-K announcing its Investor Day on May 8, 2026, where it will present long-term financial tar
8-K — Impact 4/10
May 6, 2026
Insider
SOISTMAN FRANCIS S JR sold 170 shares
Director @ $197.44 ($33.6K)
Inst.
FMR LLC — ADD
2,976,088 shares ($516.5M)
Price Targets
$186.63
-2.2% upside
Hold
Current $190.86
Low $129.00
Median $189.50
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 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.47 ▼ -1.6% | $0.98 — $2.28 | -73% YoY | 17 |
| Next Q | $1.07 ▲ +24.6% | $0.59 — $1.59 | -29% YoY | 6 |
| Current FY | $5.21 ▲ +0.9% | $5.00 — $5.60 | -53% YoY | 18 |
| Next FY | $7.85 ▲ +20.2% | $1.46 — $12.62 | 126% YoY | 8 |
Latest Reports
NEUTRAL
CLUSTER
3/10
Two MOH insiders — the Chief Legal Officer and Chief Accounting Officer — sold a combined $3.43M in open-market sales ov
May 15, 2026
NEUTRAL
8-K
3/10
Molina Healthcare filed an 8-K reporting results of its 2026 Annual Meeting. All 10 director nominees were elected, and
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.1B | — |
| FMR LLC | $516.5M | ADD |
| MORGAN STANLEY | $151.8M | ADD |
| TWO SIGMA INVESTMENTS, LP | $143.2M | DOUBLED |
| NORGES BANK | $109.8M | NEW |
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
9 institutional holders with $2.2B total value (12,690,888 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 5 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,083,536 | $1.1B | 47.9% | — |
| 2 | FMR LLC | 2,976,088 | $516.5M | 23.5% | ADD +38.2% |
| 3 | MORGAN STANLEY | 874,936 | $151.8M | 6.9% | ADD +63.9% |
| 4 | TWO SIGMA INVESTMENTS, LP | 825,136 | $143.2M | 6.5% | DOUBLED +860.0% |
| 5 | NORGES BANK | 632,509 | $109.8M | 5.0% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 612,140 | $106.2M | 4.8% | DOUBLED +191.7% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 548,141 | $95.1M | 4.3% | ADD +27.7% |
| 8 | WELLS FARGO & COMPANY/MN | 73,765 | $12.8M | 0.6% | DOUBLED +141.1% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 64,637 | $11.2M | 0.5% | NEAR_EXIT -79.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 2,154,086 | 2,976,088 | +38.2% | $516.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 85,956 | 825,136 | +860.0% | $143.2M | 2025-Q4 |
| NORGES BANK | NEW | — | 632,509 | — | $109.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 209,834 | 612,140 | +191.7% | $106.2M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 30,593 | 73,765 | +141.1% | $12.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 320,237 | 64,637 | -79.8% | $11.2M | 2025-Q4 |
| MORGAN STANLEY | ADD | 600,848 | 984,624 | +63.9% | $188.4M | 2025-Q3 |
| UBS Group AG | DOUBLED | 143,562 | 603,934 | +320.7% | $115.6M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 419,457 | 535,450 | +27.7% | $102.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 452,187 | 320,237 | -29.2% | $61.3M | 2025-Q3 |
| NORGES BANK | EXIT | 712,027 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 712,027 | — | $212.1M | 2025-Q2 |
| FMR LLC | ADD | 1,801,113 | 2,651,198 | +47.2% | $873.3M | 2025-Q1 |
| UBS Group AG | TRIM | 236,751 | 156,560 | -33.9% | $51.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 151,518 | 74,869 | -50.6% | $24.7M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 235,528 | 57,000 | -75.8% | $18.8M | 2025-Q1 |
| NORGES BANK | EXIT | 462,721 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 497,865 | 640,302 | +28.6% | $186.4M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 662,987 | 481,437 | -27.4% | $140.1M | 2024-Q4 |
| UBS Group AG | ADD | 124,771 | 236,751 | +89.7% | $68.9M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 699,715 | 497,865 | -28.8% | $171.5M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 390,078 | — | $134.4M | 2024-Q3 |
15 unique insiders with 4 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 | A | 170 | $197.44 | $33.6K |
| Apr 1, 2026 | BRASIER BARBARA L | Director | A | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | ROMNEY RONNA | Director | A | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | ZORETIC RICHARD C | Director | A | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | Schapiro Richard M | Director | A | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | WOLF DALE B | Director | A | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | ORLANDO STEVEN J | Director | A | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | Lockhart Stephen H | Director | A | 405 | $135.82 | $55.0K |
| Apr 1, 2026 | GROHOWSKI LEO P | Director | A | 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 | F | 2,308 | $154.05 | $355.5K |
| Mar 1, 2026 | Barlow Jeff D. | Chief Legal Officer | F | 1,638 | $154.05 | $252.3K |
| Mar 1, 2026 | WOYS JAMES | Chief Operating Officer | F | 1,313 | $154.05 | $202.3K |
| Mar 1, 2026 | Zubretsky Joseph M | President & CEO | F | 8,597 | $154.05 | $1.3M |
| Mar 1, 2026 | HEBERT MAURICE | Chief Accounting Officer | A | 650 | $154.05 | $100.1K |
| Mar 1, 2026 | Bacon Debra | EVP, Medicaid | F | 716 | $154.05 | $110.3K |
| Feb 11, 2026 | ZORETIC RICHARD C | Director | BUY | 800 | $125.16 | $100.1K |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 4 neutral. Avg impact: 4.5/10.
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
$186.63 mean target
-2.2% upside
Hold (2.67)
$129.00 Low
$262.00 High
| Metric | Value |
|---|---|
| Current Price | $190.86 |
| Target Low | $129.00 |
| Target Mean | $186.63 |
| Target Median | $189.50 |
| Target High | $262.00 |
| # Analysts | 16 |
| Recommendation | Hold (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 |
$1.47 | $0.98 | $2.28 | -73.2% | -1.6% | 7↑ 8↓ | $10.8B | -5.1% | 17 |
| Next Q 2026-09-30 |
$1.07 | $0.59 | $1.59 | -29.2% | +24.6% | 4↑ 1↓ | $11.0B | -4.4% | 6 |
| Current FY 2026-12-31 |
$5.21 | $5.00 | $5.60 | -52.8% | +0.9% | 11↑ 1↓ | $44.4B | -2.2% | 18 |
| Next FY 2027-12-31 |
$7.85 | $1.46 | $12.62 | 126.5% | +20.2% | 8↑ 0↓ | $47.3B | 6.4% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.469 | |
| 7d ago | $1.469 | |
| 30d ago | $1.493 | -0.024 |
| 60d ago | $1.844 | -0.376 |
| 90d ago | $2.328 | -0.859 |
10 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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
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.
Mar 24, 2026
short_interest
FTD: MOH — 11,675 shares ($1.6M) failed to deliver
Settlement: 20260324, Price: $135.24, FTD Value: $1,578,927, MOLINA HEALTHCARE,INC.
Mar 23, 2026
dark_pool
Dark Pool: MOH — 2.0M shares, 48,559 trades
Week starting 2026-03-23. Total ATS volume: 1,983,809 shares across 48,559 trades.
Mar 20, 2026
short_interest
FTD: MOH — 29,269 shares ($4.2M) failed to deliver
Settlement: 20260320, Price: $142.21, FTD Value: $4,162,344.49, MOLINA HEALTHCARE,INC.