Core Insights - Molina's quarterly earnings were reported at $1.84 per share, significantly missing the Zacks Consensus Estimate of $3.97 per share, representing an earnings surprise of -53.65% [1] - The company posted revenues of $11.48 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 5.28% and showing an increase from $10.34 billion year-over-year [2] - Molina's stock has underperformed, losing approximately 32.4% since the beginning of the year, while the S&P 500 has gained 14.5% [3] Earnings Performance - Over the last four quarters, Molina has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is $3.38, with expected revenues of $11.07 billion, and for the current fiscal year, the EPS estimate is $18.87 on revenues of $44.54 billion [7] Market Outlook - The company's earnings outlook is crucial for investors, as it reflects current consensus expectations and any recent changes [4] - The trend of estimate revisions for Molina was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] - The Medical - HMOs industry, to which Molina belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable industry outlook [8] Competitor Insights - Cigna, another company in the same industry, is expected to report quarterly earnings of $7.70 per share, reflecting a year-over-year increase of 2.5%, with revenues projected at $67.19 billion, up 5.5% from the previous year [9]

Core Points - A class action lawsuit has been filed against Molina Healthcare, Inc. for allegedly making materially false and misleading statements regarding its business operations and financial guidance during the Class Period from February 5, 2025, to July 23, 2025 [3][7] - The lawsuit claims that Molina failed to disclose adverse facts about its medical cost trend assumptions and the dislocation between premium rates and medical costs, which could lead to a significant cut in financial guidance for fiscal year 2025 [3][7] Allegation Details - Defendants allegedly made false statements about the company's medical cost trend assumptions [3] - Molina was said to be experiencing a dislocation between premium rates and medical costs [3] - The company's near-term growth was reportedly dependent on a lack of utilization of various health services [3] - As a result of these issues, Molina's financial guidance for fiscal year 2025 was likely to be cut [3] - Positive statements made by the defendants about the company's prospects were claimed to be materially misleading [3] Next Steps - Investors who purchased Molina shares and suffered losses are encouraged to contact the law firm for more information and to discuss their rights [4][7] - The deadline for investors to apply to be appointed as lead plaintiff in the lawsuit is December 2, 2025 [7]

Molina Healthcare on Wednesday cut its annual profit forecast anticipating higher medical care costs to weigh on its results for the rest of the year. ...

News Release Investor Contact: Jeffrey Geyer, Jeffrey.Geyer@molinahealthcare.com, 305-317-3012 Media Contact: Caroline Zubieta, Caroline.Zubieta@molinahealthcare.com, 562-951-1588 Molina Healthcare Reports Third Quarter 2025 Financial Results Revises Full Year 2025 Guidance | | Three months ended | | Nine months ended | | | --- | --- | --- | --- | --- | | | September 30, | | September 30, | | | | 2025 | 2024 | 2025 | 2024 | | (In millions, except per-share results) | | | | | | Premium Revenue | $10,841 | $9 ...

NEW YORK, Oct. 22, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Molina Healthcare, Inc. (NYSE: MOH) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Molina, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/molina-healthcare-inc-class-action. Investors have until December 2, 2025, to ask the Court to be appoin ...

Core Viewpoint - Class action lawsuits have been filed on behalf of shareholders of several publicly-traded companies, with specific deadlines for filing lead plaintiff motions [1] Group 1: Fortinet, Inc. (NASDAQ: FTNT) - Class period is from November 8, 2024, to August 6, 2025, with a lead plaintiff deadline of November 21, 2025 [2] - Allegations include false and misleading statements regarding the refresh cycle's profitability, lack of clarity on upgradeable FortiGate firewalls, and misrepresentation of the refresh momentum [2] Group 2: Molina Healthcare, Inc. (NYSE: MOH) - Class period is from February 5, 2025, to July 23, 2025, with a lead plaintiff deadline of December 2, 2025 [3] - Allegations include failure to disclose adverse facts about medical cost trend assumptions, dependency on low utilization of services for growth, and likely cuts to financial guidance for fiscal year 2025 [3] Group 3: Marex Group plc (NASDAQ: MRX) - Class period is from May 16, 2024, to August 5, 2025, with a lead plaintiff deadline of December 8, 2025 [4] - Allegations include selling over-the-counter financial instruments to itself, inconsistencies in financial statements, and unreliability of Marex's financial disclosures [4]

Core Insights - Molina (MOH) is expected to report quarterly earnings of $3.97 per share, reflecting a decline of 33.9% year-over-year, while revenues are forecasted to reach $10.9 billion, an increase of 5.4% year-over-year [1] - The consensus EPS estimate has been revised upward by 7.8% in the past 30 days, indicating a reassessment of initial estimates by analysts [1][2] Revenue Projections - Analysts predict 'Revenue- Premium revenue' at $10.31 billion, a change of +6.3% from the prior-year quarter [4] - 'Revenue- Premium tax revenue' is estimated to be $474.87 million, indicating a decline of -6.5% year-over-year [4] - 'Revenue- Premium revenue- Medicare' is projected to reach $1.48 billion, reflecting an increase of +8% from the prior-year quarter [4] - The consensus estimate for 'Revenue- Premium revenue- Medicaid' stands at $7.66 billion, suggesting a slight decline of -0.1% year-over-year [5] Membership and MCR Estimates - 'Ending Membership by Program - Total' is expected to be 5.74 million, up from 5.60 million year-over-year [6] - 'MCR - Total' is projected at 90.3%, an increase from 89.2% in the previous year [5] - 'MCR - Medicare' is expected to be 87.0%, down from 89.6% in the same quarter last year [5] - 'MCR - Marketplace' is forecasted at 84.7%, up from 73.0% year-over-year [6] - 'Ending Membership by Program - Medicaid' is estimated to reach 4.80 million, down from 4.94 million year-over-year [6] - 'Ending Membership by Program - Medicare' is projected at 263.02 thousand, an increase from 247.00 thousand year-over-year [7] - 'Ending Membership by Program - Marketplaces' is expected to be 659.47 thousand, up from 410.00 thousand year-over-year [7] Market Performance - Molina shares have returned +8.6% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [8] - Despite recent performance, Molina holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance relative to the overall market in the near future [8]

Core Viewpoint - The Molina Healthcare class action lawsuit alleges that the company and its executives failed to disclose critical information regarding financial performance and medical cost trends, leading to significant stock price declines during the class period [3][4][5]. Group 1: Class Action Details - The class action lawsuit is titled Hindlemann v. Molina Healthcare, Inc., and covers purchasers of Molina Healthcare securities from February 5, 2025, to July 23, 2025 [1]. - Investors have until December 2, 2025, to seek appointment as lead plaintiff in the lawsuit [1][6]. - The lawsuit claims violations of the Securities Exchange Act of 1934 by Molina Healthcare and its executives [1][3]. Group 2: Allegations Against Molina Healthcare - The lawsuit alleges that Molina Healthcare did not disclose adverse facts about its medical cost trend assumptions and the dislocation between premium rates and medical costs [3]. - It is claimed that Molina's near-term growth relied on reduced utilization of various healthcare services, which was not communicated to investors [3]. - The company’s financial guidance for fiscal year 2025 was likely to be cut due to these undisclosed issues [3]. Group 3: Financial Performance and Stock Impact - On July 7, 2025, Molina Healthcare reported adjusted earnings of approximately $5.50 per share, which was below prior expectations due to medical cost pressures [4]. - The company cut its earnings guidance by 10.2% at the midpoint, indicating ongoing medical cost pressures [4]. - Following the financial disclosures, Molina Healthcare's stock price fell nearly 17% after the second quarter results were announced on July 23, 2025, which included a GAAP net income of $4.75 per diluted share, an 8% decrease year over year [5].

Core Viewpoint - A class action lawsuit has been filed against Molina Healthcare, Inc. regarding allegations of securities fraud and unlawful business practices [2][4]. Financial Performance - On July 7, 2025, Molina reported second quarter adjusted earnings of approximately $5.50 per share, which was below prior expectations due to medical cost pressures across all business lines [4]. - Molina cut its full-year 2025 adjusted earnings per share guidance by 10.2% at the midpoint, revising it from at least $24.50 per share to a range of $21.50 to $22.50 per share [4]. - Following this announcement, Molina's stock price fell by $6.97 per share, or 2.9%, closing at $232.61 per share [4]. Subsequent Guidance Cuts - On July 23, 2025, Molina further reduced its full-year 2025 earnings guidance, now expecting adjusted earnings to be no less than $19.00 per diluted share, representing a 13.6% cut from the previous guidance [5]. - The company's GAAP net income for the second quarter was reported at $4.75 per diluted share, an 8% decrease year over year [5]. - Molina also cut its full-year 2025 GAAP net income guidance by 27% to $912 million, attributing the results to a challenging medical cost trend environment [5]. - Following this announcement, Molina's stock price dropped by $32.03 per share, or 16.84%, closing at $158.22 per share [5].

Core Viewpoint - A lawsuit has been filed against Molina Healthcare, Inc. and certain senior executives for potential violations of federal securities laws, with claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 [1][2]. Group 1: Lawsuit Details - Investors have until December 2, 2025, to request to lead the case, which is pending in the U.S. District Court for the Central District of California [2]. - The lawsuit is titled Hindlemann v. Molina Healthcare, Inc., et al., No. 25-cv-9461 [2]. Group 2: Company Background - Molina Healthcare is a health insurance company providing managed healthcare services to low-income individuals under Medicaid and Medicare programs [3]. - The company previously claimed a "solid" earnings growth profile heading into 2025 and stated it was monitoring utilization patterns to mitigate healthcare cost inflation [3]. Group 3: Financial Performance and Stock Impact - On July 7, 2025, Molina reported Q2 2025 adjusted earnings of approximately $5.50 per share, which was below prior expectations due to medical cost pressures across all business lines [4]. - The company cut its guidance for expected adjusted earnings per share by 10.2% to a range of $21.50 to $22.50 per share [4]. - Following further revelations on July 23, 2025, regarding full-year adjusted earnings expectations of no less than $19.00 per diluted share, Molina's stock price fell by $32.03, or 16.8%, from $190.25 to $158.22 per share [4].