Latest news with #MolinaHealthcare
Business Insider
4 days ago
- Business
- Business Insider
Molina Healthcare (MOH) Receives a Buy from Bernstein
In a report released today, Lance Wilkes from Bernstein maintained a Buy rating on Molina Healthcare (MOH – Research Report), with a price target of $414.00. The company's shares closed today at $296.88. Confident Investing Starts Here: According to TipRanks, Wilkes is a 2-star analyst with an average return of -0.3% and a 42.86% success rate. Wilkes covers the Healthcare sector, focusing on stocks such as UnitedHealth, Humana, and Elevance Health. In addition to Bernstein, Molina Healthcare also received a Buy from Wells Fargo's Stephen Baxter in a report issued yesterday. However, on June 3, Barclays maintained a Hold rating on Molina Healthcare (NYSE: MOH). Based on Molina Healthcare's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $11.15 billion and a net profit of $298 million. In comparison, last year the company earned a revenue of $9.93 billion and had a net profit of $301 million Based on the recent corporate insider activity of 66 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of MOH in relation to earlier this year. Last month, Dale Wolf, a Director at MOH sold 1,500.00 shares for a total of $484,328.00.
Yahoo
6 days ago
- Business
- Yahoo
Molina Healthcare Announces Second Quarter 2025 Earnings Release and Conference Call Dates
LONG BEACH, Calif., June 04, 2025--(BUSINESS WIRE)--Molina Healthcare, Inc. (NYSE: MOH) today announced it will issue its earnings release for the second quarter ending June 30, 2025, after the market closes on Wednesday, July 23, 2025, and will host a conference call and webcast to discuss the earnings release on Thursday, July 24, 2025, at 8:00 a.m. Eastern Time. To access this interactive teleconference, dial (877) 883-0383 and enter the confirmation number, 4784585. A telephonic replay of the conference call will be available through Thursday, July 31, 2025, by dialing (877) 344-7529 and entering the confirmation number, 9484867. A live broadcast of Molina Healthcare's conference call will be available on the Company's investor relations website, A 30-day online replay will be available approximately one hour following the conclusion of the live broadcast. About Molina Healthcare Molina Healthcare, Inc., a FORTUNE 500 company, provides managed healthcare services under the Medicaid and Medicare programs and through the state insurance marketplaces. For more information about Molina Healthcare, please visit View source version on Contacts Investor Contact: Jeffrey Geyer, 305-317-3012Media Contact: Caroline Zubieta, 562-951-1588 Sign in to access your portfolio
Forbes
26-05-2025
- Business
- Forbes
Will UNH Stock Rebound?
Since April 11, 2025, UnitedHealth Group (NYSE: UNH) has undergone a prolonged and concerning decrease, culminating in a sharp 5.71% drop on May 21, finishing at $302.98. This represents one of the steepest daily selloffs in the stock's history and brings UNH to levels not seen in five years. The extended slump, prompted by disappointing Q1 results, reduced full-year guidance, and growing operational concerns, has now erased 42% of the stock's value year-to-date and 43% over the last 12 months. In this thorough assessment, we investigate whether one should Buy or Fear UnitedHealth stock. This significant decline is noteworthy even within a difficult healthcare landscape when viewed in comparison with some of its competitors. Cigna has demonstrated unexpected resilience, increasing by 4% in 2025 and 5.8% over the previous year. Molina Healthcare is also holding strong, with a 2.4% increase year-to-date and a slight annual decline of 3%. At the same time, CVS Health and Centene have exhibited relative stability. The only outlier is Humana, which, like UnitedHealth, has experienced a substantial drop of over 45%, primarily due to pressures on Medicare Advantage. In this peer comparison, UnitedHealth's correction appears both sector-driven and significantly more pronounced. In spite of the market's adverse response, UnitedHealth seems attractively priced compared to the broader market. The stock is trading at a price-to-sales ratio of just 0.7, significantly lower than the S&P 500's 2.8. Its price-to-earnings ratio is at 12.4, well beneath the S&P's 24.5, and its price-to-free cash flow ratio is 9.6, in contrast to 17.6 for the index. This notable valuation discount indicates that much of the operational risk may already be incorporated into the price, presenting long-term investors a potential entry opportunity. In terms of revenue, UnitedHealth continues to exhibit solid growth. The company's top line has expanded at an average annual rate of 11.3% over the last three years. In the past 12 months alone, revenue increased 8.1% from $372 billion to $400 billion. The latest quarter further highlighted this trend, with revenue rising 9.8% year-over-year to $101 billion. These numbers demonstrate the company's capacity to sustain growth while facing considerable market challenges. Where UnitedHealth continues to fall short is in profitability. Over the previous four quarters, the company achieved operating income of $33 billion, translating to a modest operating margin of 8.2%. Net income was recorded at $22 billion, resulting in a net margin of just 5.4%, while operating cash flow amounted to $29 billion, corresponding to a 7.0% OCF margin. These margins indicate that UnitedHealth is not effectively converting its revenue scale into margin efficiency, a concern obscuring its earnings outlook. Despite the profit pressures, UnitedHealth's balance sheet remains robust. As of the latest quarter, the company had $81 billion in debt against a market capitalization of $378 billion (as of April 30, 2025), leading to a debt-to-equity ratio of 29.6%—a moderate level. With $29 billion in cash and equivalents, which represents 11.1% of total assets, UnitedHealth sustains strong liquidity and the financial flexibility to navigate near-term disruptions. One of UnitedHealth's more enduring strengths is its resilience during past market downturns. During the 2022 inflation shock, the stock fell 19.3%, which is less than the S&P 500's 25.4%, and it rebounded to its pre-crisis peak by July 2024, achieving a post-crisis high of $625.25 before its current decline. During the COVID-19 crash in 2020, UNH decreased by 36.2% but recovered to previous highs by June 2020. Even amid the 2008 financial crisis, when the stock plummeted 72.4%, it managed to fully bounce back by April 2012. This history underscores UnitedHealth's capability to endure systemic shocks better than many competitors. Although UnitedHealth's sharp stock decline and profitability issues are legitimate concerns, its ongoing revenue growth, solid balance sheet, and historical resilience imply that the selloff may be excessive. The company's deep valuation discount relative to the broader market provides an additional layer of downside protection for long-term investors. As management focuses on restoring operational efficiency, the stock may present a compelling recovery narrative for those prepared to weather the storm. Investing in a single stock like Moderna can be risky. Conversely, the Trefis High Quality (HQ) Portfolio, which comprises 30 stocks, has a history of comfortably outperforming the S&P 500 over the past four years. Why is that? As a group, HQ Portfolio stocks delivered superior returns with lower risk compared to the benchmark index, creating less of a turbulent experience as reflected in HQ Portfolio performance metrics.
Associated Press
19-05-2025
- Health
- Associated Press
Molina Healthcare of Florida and The MolinaCares Accord Donate $170,000 to Support Health and Wellness in Florida Communities
MIAMI--(BUSINESS WIRE)--May 19, 2025-- Molina Healthcare of Florida ('Molina'), in collaboration with The MolinaCares Accord ('MolinaCares'), presented six grants totaling $170,000 to local organizations dedicated to providing social and health supports for Floridians. The donations will fund efforts to improve birth outcomes, educational attainment, housing stability, work readiness, financial sustainability, and healthy aging. 'Molina is committed to empowering Floridians and investing in our communities,' said Bill Hinsdale, plan president for Molina Healthcare of Florida. 'Together with The MolinaCares Accord, we are proud to partner with these organizations to support their missions.' The grants were presented to the following organizations: 'Molina is a light in the dark for people in need of holistic supports, and in my 34 years of service to the Florida community, I have not seen a more involved organization committed to improving the lives of those they serve,' commented Rosa E. Kasse, president of the Hispanic Coalition. 'We are grateful for their generosity that will allow us to expand our services to those who count on us for help.' About Molina Healthcare of Florida Molina Healthcare of Florida, Inc. provides government-funded, quality health care, serving members through Medicaid and Marketplace programs in Florida. Through its locally operated health plans, Molina Healthcare, Inc., a Fortune 500 company, provides managed health care services under the Medicaid and Medicare programs, and through state insurance marketplaces. For more information about Molina Healthcare of Florida, visit About The MolinaCares Accord Established by Molina Healthcare, Inc., The MolinaCares Accord oversees a community investment platform created to improve the health and well-being of disadvantaged populations by funding meaningful, measurable, and innovative programs and solutions that improve health, life, and living in local communities. View source version on Media Contact:Ben Jackey,[email protected], (502) 377-9484 KEYWORD: UNITED STATES NORTH AMERICA FLORIDA INDUSTRY KEYWORD: PHILANTHROPY PUBLIC POLICY/GOVERNMENT STATE/LOCAL HEALTH HEALTH INSURANCE MANAGED CARE FOUNDATION SOURCE: Molina Healthcare of Florida Copyright Business Wire 2025. PUB: 05/19/2025 10:00 AM/DISC: 05/19/2025 10:01 AM
Yahoo
14-05-2025
- Business
- Yahoo
Molina Healthcare, Inc. (MOH): Among Small-Cap Healthcare Stocks Hedge Funds Are Buying
We recently published a list of . In this article, we are going to take a look at where Molina Healthcare, Inc. (NYSE:MOH) stands against other small-cap healthcare stocks hedge funds are buying. The U.S. healthcare sector has performed better in 2025 compared to the broader market. After two years of weak performance, the healthcare sector kicked off on a strong note in 2025. In a letter from Federated Hermes, within the S&P 500, the healthcare sector soared nearly 2.59% as of April 30. Whereas the Information Technology sector reported an 11.24% loss, the Consumer Discretionary sector was down 14.08%, and the S&P 500 recorded a 4.92% decline as a whole. READ ALSO: Why These 15 Healthcare Stocks Are Surging in 2025 As inflation eases, things will be better economically for the healthcare sector. The Investment Director of Federated Hermes, Jordan Stuart, mentioned that when inflation has eased historically, healthcare stocks have performed better. Stuart added: 'Typically, healthcare stocks underperform when inflation is high due to increased costs and pricing pressures. However, inflation has, ever so slowly, begun to decline again, and optimism around rate cuts has resurfaced, giving life back to healthcare stocks. This shift in economic conditions will likely enhance the attractiveness of health care investments, as lower inflation and interest rates create a more favourable environment for growth and profitability.' According to BlackRock, an average of 75% of healthcare companies exceeded earnings expectations in the first three quarters of 2024. This led to an improved local investor sentiment, with nearly $80 million of inflows to the iShares Global Healthcare ETF (IXJ) in 2024. BlackRock expects the 2025 projected earnings in the healthcare sector to rebound even further, recording the highest year-over-year growth in 18 years, excluding the COVID-19 period. The U.S. healthcare sector now accounts for a fifth of the U.S. economy. With digital transformation, non-acute care shifts, and innovation in biosimilars and speciality drugs, the healthcare sector remains poised for growth in 2025. According to SNS Insider Research, the healthcare market is expected to reach $44.76 trillion in 2032 from $21.22 trillion reported in 2023. This marks a CAGR of 9.07% between 2024 and 2032. North America accounts for almost 44% of the global healthcare market share. Trump's tariffs remain a major hurdle for healthcare, and they may threaten around a 10-15% cost increase for drugs and medical devices, as per Forbes. According to the Medical Device Network, around 69% of the U.S.-marketed medical devices are manufactured outside of the U.S. David Risinger from Leerink Partners highlighted that potential tariffs would likely drive the U.S. drug prices, even though the companies moved their production to the U.S. Reducing costs with domestic production could take years, added Risinger. Reportedly, President Trump is expected to sign an executive order to slash U.S. prescription drug prices. The President plans to match drug prices overseas and control the price hike anticipated by analysts. Lately, the U.S. government has been striving to make trade deals with its partners. After talks between the U.S. and China, both countries have decided to slash tariffs for 90 days, with duties set to drop by 115 percentage points. This move will drop American tariffs on Chinese goods to as low as 30%, and China's retaliatory duties will go down from 125% to 10%. To compile the list of the 15 small-cap healthcare stocks hedge funds are buying, we used the Finviz screener to shortlist healthcare stocks that are trading at a market cap of at least $10 billion. For this article, we are defining small-cap stocks as those that trade between $10 billion and $20 billion. We have ranked the stocks in ascending order of the number of hedge fund holders. Data for the number of hedge fund investors for each stock was taken from Insider Monkey's database, updated as of Q4 2024. In cases where two or more stocks were held by an equal number of hedge funds, we used the upside potential as a tiebreaker. The analysts' upside potential data is taken from CNN. Please note that the data was collected on May 13, 2025. Why are we interested in the stocks that hedge funds and billionaire investors pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A doctor in scrubs shaking hands with a patient, representing the healthcare services provided to individuals and families. No. of Hedge Fund Holders: 48 Market Capitalization: $16.87 Billion Analyst Upside: 17.23% Molina Healthcare, Inc. (NYSE:MOH) is a Fortune-500 healthcare services company operating under the Medicaid and Medicare programs. The company also engages through the state insurance marketplaces. Serving over 5.8 million customers across the U.S., Molina operates through four segments, including Medicaid, Medicare, Marketplace, and Other. Molina Healthcare, Inc. (NYSE:MOH) posted strong results during the first quarter of 2025. The company reported a total revenue of $11.15 billion, beating estimates by $333.22 million. The adjusted earnings came in at $6.08 per share, surpassing estimates by $0.12. This growth was fueled by new contract wins, rate increases, and acquisitions. Molina's medical care ratio was reported at around 89.2%, representing robust medical cost management. At the same time, the general and administrative expense ratio improved, with a 6.8% reduction. The company has reaffirmed its full-year 2025 guidance, with premium revenue projected to reach nearly $42 billion, reflecting a 9% increase from 2024. The adjusted EPS is expected to be around $24.50, indicating 8% growth. On April 9, Ann Hynes from Mizuho increased the price target on MOH from $376 to $400, maintaining an Outperform rating on the shares. The analyst remains optimistic following a survey that suggests higher inpatient and outpatient growth trends during Q1. Overall, MOH ranks 13th on our list of small-cap healthcare stocks hedge funds are buying. While we acknowledge the potential of MOH to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that has gone up since the beginning of 2025, while popular AI stocks have lost around 25%. If you are looking for an AI stock that is more promising than MOH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
