MOH
Molina Healthcare Inc (MOH) Q1 2026 Earnings Call Highlights: Strong Revenue and EPS Amid ...
Article Summary
HOLD- Molina Healthcare Inc. (NYSE: MOH) reported strong Q1 2026 earnings with adjusted EPS of $2.35 on $10.2 billion in premium revenue and a 91.1% consolidated Medical Care Ratio, supported by strong operating performance and disciplined medical cost management.
- Molina Healthcare successfully transitioned MMP members to new integrated products with a strategic focus on duals in Medicare and maintained a strong capital foundation with $213 million in parent cash and a positive operating cash flow outlook.
- Management reaffirmed full-year 2026 guidance of approximately $42 billion Premium Revenue and at least $5 in adjusted EPS, with guidance for Medicaid membership attrition expected to rise to 6% for the year, up from previous guidance of 2%.
- The company is exiting the MAPD product for 2027, which is expected to result in a $1 earnings per share drag due to Medicaid work requirements and redeterminations, and faces uncertainty around the impact of potential disruptive regulatory changes in the Marketplace segment as 2027 pricing cycle approaches.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 7.7% | 25% | 35.0 ptsBelow Screener (7.7%) - Weak growth |
| EPS Growth Next 5Y ? | 4.8% | 25% | 10.0 ptsVery Weak (4.8%) - Minimal expectations |
| Target Price Upside ? | 12.9% above | 20% | 0.0 ptsAbove Target (12.9% above) - Target: $151.25 vs Current: $173.75 |
| Gross Margin % ? | — | 15% | 40.0 ptsNo Gross Margin Data |
| Drawdown from 52-Wk High ? | -47.9% | 15% | 100.0 ptsDeep Discount (-47.9%) - Best entry opportunity |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About MOH
- Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States.
- It operates in four segments: Medicaid, Medicare, Marketplace, and Other.
- The company was founded in 1980 and is headquartered in Long Beach, California.