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Molina Healthcare, Inc. released its financial results for the third quarter of 2026 on October 21, 2026.
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Oscar Health is diversifying revenue streams beyond ACA insurance through Lucie, an enhanced direct enrollment platform targeting a $650+ billion marketplace, and CHOICE, which capitalizes on growing ICHRA adoption. While the company has gained 116.1% year-to-date, its stock trades at a premium valuation (P/E of 14.17 vs. industry average of 9.02) with consensus estimates showing projected revenue and earnings decreases for 2026-2027.
Molina Healthcare reaffirmed its full-year 2026 adjusted earnings guidance of at least $5.25 per share on its Q3 earnings call. The company is seeing state Medicaid reimbursement rates align with elevated care costs, signaling a potential trough in margins and the beginning of a multiyear recovery cycle. Management expects $4 per share in embedded earnings from contract backlogs in 2027, including a $6 billion Florida specialized children's health program, with state work requirement implementations showing moderate member attrition.
J.P. Morgan analyst John Stansel has maintained a hold rating on Molina Healthcare, Inc. while increasing the stock's price target from $220 to $225.
Deutsche Bank has increased its price target for Molina Healthcare, Inc. from $147 to $163.
Financial institutions including RBC, Jefferies, and Barclays adjusted their price targets and ratings for Molina Healthcare on October 23, 2026.
Molina Healthcare (NYSE:MOH) reported third-quarter financial results on Thursday. The transcript from the company’s third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga