Market Cap
$9.9B
MOH
MOLINA HEALTHCARE, INC.
$180.85 ▼ -4.36%
Prev close $189.10Market cap$9.9B
ConsensusSell
12-mo target$209.12 (+15.6%)
▼ Bearish
Analyst conviction 3/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Traditional Finance
Snapshot
The big-picture read on MOH right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (28%)
Inst. Holders
50 funds
Inst. Value
$9.5B
Inst. Activity
39 buys / 11 sells
Insider Activity
$100.1K buy / $3.5M sell
Insider Net $
-$3.4M
Social Sentiment
61° Warm
SEC Reports
9
Price chart 30d -10.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Jul 30, 2026 SEC Dark Pool: MOH — 0.9M shares, 26,518 trades
Week starting 2026-09-07. Total ATS volume: 899,058 shares across 26,518 trades.
Seven institutional buyers accumulated $46.4M in MOH during Q2 2026, led by Assenagon Asset Management more than quadrup
INST-CLUSTER — Impact 5/10
Jul 1, 2026 Insider
BRASIER BARBARA L was granted 237 shares
Director @ $232.55 ($55.1K)
Jul 1, 2026 Insider
SOISTMAN FRANCIS S JR was granted 237 shares
Director @ $232.55 ($55.1K)
Jul 1, 2026 Insider
ZORETIC RICHARD C was granted 237 shares
Director @ $232.55 ($55.1K)
Jun 30, 2026 Inst.
FMR LLC — TRIM
1,871,290 shares ($428.0M)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC GOLDMAN SACHS GROUP INC — ADD
1,306,563 shares ($298.8M)
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
Analyst ratings buy % +154.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
28% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 28, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 24, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 24, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 24, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 14, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 14, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Jul 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 9, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 9, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jun 23, 2026 | RBC Capital | INITIATE | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 17 | 1 | 0 | 28% | |
| Aug 1, 2026 | 3 | 4 | 17 | 1 | 0 | 28% | |
| Jul 1, 2026 | 3 | 4 | 17 | 1 | 0 | 28% | |
| 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% |
Price targets
Where 17 covering analysts think MOH trades over the next 12 months.
$209.12 +15.6% upside Buy
Current$180.85 Low$147.00 Median$209.00 High$266.00 17 analysts
$147.00$266.00
Analyst rating Hold· 2.7/5 as of Oct 2, 2026
Social media sentiment mood +36.4%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
61°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 4 neutral · avg impact 4.8/10.
BULLISHINST-CLUSTER5/10
Seven institutional buyers accumulated $46.4M in MOH during Q2 2026, led by Assenagon Asset Manageme
Jul 30, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in MOH for Q3 2025 shows seven buyers adding $90.8M in net new money,
Jun 11, 2026
BULLISH8-K6/10
Molina Healthcare announced that the Illinois Department of Healthcare and Family Services intends t
Jun 10, 2026
NEUTRALCLUSTER3/10
Two MOH insiders — the Chief Legal Officer and Chief Accounting Officer — sold a combined $3.43M in
May 15, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: MOH — 0.9M shares, 26,518 trades
Week starting 2026-09-07. Total ATS volume: 899,058 shares across 26,518 trades.
Aug 31, 2026
dark_pool
Dark Pool: MOH — 0.7M shares, 28,962 trades
Week starting 2026-08-31. Total ATS volume: 717,231 shares across 28,962 trades.
Aug 24, 2026
dark_pool
Dark Pool: MOH — 0.8M shares, 30,623 trades
Week starting 2026-08-24. Total ATS volume: 844,239 shares across 30,623 trades.
Aug 17, 2026
dark_pool
Dark Pool: MOH — 0.9M shares, 31,290 trades
Week starting 2026-08-17. Total ATS volume: 866,816 shares across 31,290 trades.
Aug 10, 2026
dark_pool
Dark Pool: MOH — 0.7M shares, 30,914 trades
Week starting 2026-08-10. Total ATS volume: 742,993 shares across 30,914 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.79 | $0.69–$1.68 | -56.8% | -4.3% | 2↑ 15↓ | $10.9B | 18 |
| Next Q | $0.29 | $-0.10–$0.52 | 109.3% | +2.1% | 3↑ 2↓ | $11.9B | 5 |
| Current FY | $5.25 | $4.85–$5.50 | -52.4% | +0.2% | 12↑ 5↓ | $44.5B | 19 |
| Next FY | $8.55 | $3.31–$10.29 | 190.1% | +0.0% | 4↑ 2↓ | $48.0B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.795 | — |
| 7d ago | $0.830 | -0.036 |
| 30d ago | $0.830 | -0.036 |
| 60d ago | $0.820 | -0.025 |
| 90d ago | $1.245 | -0.450 |
Institutional ownership
Which big funds own MOH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.5B total value (41,748,067 shares) as of 2026-Q2. Top holders: BlackRock,, AQR, VANGUARD. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,572,156 | $1.5B | 15.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,560,601 | $806.9M | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,790,243 | $638.1M | 6.7% | — |
| Capital World Investors | 2,562,913 | $586.1M | 6.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,355,261 | $538.6M | 5.6% | — |
| VICTORY CAPITAL MANAGEMENT INC | 1,980,615 | $453.0M | 4.7% | — |
| FMR LLC | 1,871,290 | $428.0M | 4.5% | TRIM -41.6% |
| STATE STREET CORP | 1,755,467 | $401.5M | 4.2% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,393,338 | $318.7M | 3.3% | — |
| GOLDMAN SACHS GROUP INC | 1,306,563 | $298.8M | 3.1% | ADD +79.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 3,204,924 | 1,871,290 | -41.6% | $428.0M |
| GOLDMAN SACHS GROUP INC | ADD | 726,885 | 1,306,563 | +79.7% | $298.8M |
| UBS Group AG | ADD | 472,476 | 624,180 | +32.1% | $142.7M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | ADD | 350,945 | 505,241 | +44.0% | $115.5M |
| NORGES BANK | NEW | — | 380,649 | — | $87.1M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 485,736 | 360,995 | -25.7% | $82.6M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 22,250 | 315,050 | +1316.0% | $72.1M |
| Amundi | ADD | 184,765 | 262,111 | +41.9% | $59.9M |
| Russell Investments Group, Ltd. | DOUBLED | 77,310 | 232,165 | +200.3% | $53.1M |
| D. E. Shaw & Co., Inc. | DOUBLED | 82,483 | 208,027 | +152.2% | $47.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 40 transactions. Net -$3.4M — $100.1K bought, $3.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | BRASIER BARBARA L | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | SOISTMAN FRANCIS S JR | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | ZORETIC RICHARD C | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | ROMNEY RONNA | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | WOLF DALE B | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | Bacon Debra | EVP, Medicaid | TAX W/H | 183 | $232.55 | $42.6K |
| Jul 1, 2026 | GROHOWSKI LEO P | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | Lockhart Stephen H | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | ORLANDO STEVEN J | Director | AWARD | 237 | $232.55 | $55.1K |
| Jul 1, 2026 | Schapiro Richard M | Director | AWARD | 237 | $232.55 | $55.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MOH.
Shares short
3,208,457
Settlement Sep 15, 2026
Change vs prior
+4.2%
Semi-monthly cycle
Days to cover
5.8
At avg daily volume
Of shares outstanding
≈6.2%
Estimate — not % of float
All MOH filing & press-release reports (9)
- INST-CLUSTER reportJul 30, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 10, 2026
- CLUSTER reportMay 15, 2026
- 8-K reportMay 11, 2026
- 8-K reportMay 8, 2026
- 8-K reportApr 22, 2026
- DEFA14A reportMar 23, 2026
- INST-CLUSTER reportFeb 28, 2026