Molina Healthcare, Inc. (NYSE: MOH) Overview and Analyst Insights

Font: Financial Modeling Prep  • Feb 04, 2026

Molina Healthcare, Inc. (NYSE: MOH) is a prominent entity in the managed healthcare services sector, focusing on aiding low-income families and individuals through various government-sponsored programs. The company's operations span across Medicaid, Medicare, Marketplace, and Other segments, catering to approximately 5.2 million members in 18 states as of the end of 2021.

Key Insights:

• The consensus price target for Molina's stock has experienced fluctuations, with the latest average price target at $204, indicating a stable short-term outlook but a downward revision from the past year's target of $234.57.
• Molina is bracing for a significant 92.5% decline in earnings per share (EPS) for its fourth-quarter earnings report, attributed to rising costs despite expected revenue and premium growth.
• Despite short-term challenges, including volatility in the healthcare sector and potential impacts from CMS rate proposals, analyst Scott Fidel from Stephens has a long-term price target of $300 for Molina, signaling confidence in its future performance.

The consensus price target for Molina's stock has seen variations over different periods. Initially, the average price target was $204, reflecting a stable short-term outlook. However, this target was adjusted to $195.2 in the last quarter, hinting at some concerns or changes in analyst expectations. Over the past year, the average price target was significantly higher at $234.57, indicating a downward revision in expectations, possibly due to shifts in the company's performance or broader market conditions. As Molina approaches its fourth-quarter earnings report, it anticipates a 92.5% decline in earnings per share (EPS) compared to the previous year. This decline is mainly due to rising costs, despite expected growth in revenues and premiums.

Analyst Scott Fidel from Stephens has set a price target of $300 for the company, indicating confidence in its long-term potential despite short-term challenges. The healthcare sector is experiencing volatility, partly due to the Centers for Medicare & Medicaid Services (CMS) proposing a flat 0.09% increase in Medicare Advantage rates for 2027, which is significantly lower than the expected 5%.

Molina's Medicare segment, which accounts for 14.5% of its revenue and contributes 14.6% to its operating medical margin profit, is affected by these changes. However, in 2025, the proposed Medicare Advantage rates for 2026 were revised upwards by more than double the initial proposal, highlighting potential for future adjustments. Molina Healthcare has announced its earnings report for the fourth quarter and full year ending December 31, 2025, will be released after the market closes on February 5, 2026. The company will host a conference call and webcast on February 6, 2026, to discuss the earnings. Despite the challenges, analyst Scott Fidel from Stephens maintains a price target of $300, suggesting optimism about Molina's future performance.