Core Viewpoint - Molina Healthcare, Inc. will release its earnings for Q4 and the full year ending December 31, 2025, after market close on February 5, 2026, and will hold a conference call on February 6, 2026, at 8:00 a.m. Eastern Time [1]. Earnings Release Details - The earnings release will be issued after the market closes on February 5, 2026 [1]. - A conference call and webcast to discuss the earnings will take place on February 6, 2026, at 8:00 a.m. Eastern Time [1]. - To access the teleconference, participants can dial (877) 883-0383 and enter the confirmation number 0597929 [1].

Core Viewpoint - Molina Healthcare, Inc. will release its earnings for the fourth quarter and the year ending December 31, 2025, after market close on February 5, 2026 [1] Earnings Release Details - The earnings release will be followed by a conference call and webcast on February 6, 2026, at 8:00 a.m. Eastern Time [1] - To participate in the teleconference, interested parties can dial (877) 883-0383 and use the confirmation number 0597929 [1]

Michael Burry touted health insurer Molina as a winning stock pick on his Substack. The "Big Short" investor drew a parallel to Warren Buffett's legendary Geico bet. He said Molina stock could be a "generational buy" if prices fall further amid industry challenges. Warren Buffett counts Geico among the best investments of his career. Michael Burry says Molina Healthcare could be an even better bet today. Burry, who recently pivoted from hedge fund manager to Substack writer, compared the health in ...

Core Viewpoint - Investor Michael Burry has identified Molina Healthcare (NYSE: MOH) as a potential takeover target by 2026, drawing parallels to Warren Buffett's investment strategies [1] Company Summary - Molina Healthcare operates in the managed care sector, which is characterized by its focus on providing health insurance services [1] - The company is currently under scrutiny for its market position and potential for acquisition, indicating a shift in investor interest towards its future prospects [1] Industry Summary - The managed care industry is experiencing increased attention from investors, particularly regarding potential mergers and acquisitions [1] - The mention of Molina Healthcare as a takeover target suggests a trend where established investors are looking for undervalued companies within the healthcare sector [1]

Core Viewpoint - Renowned investor Michael Burry considers Molina Healthcare a premier investment opportunity, likening it to Warren Buffett's acquisition of Geico, but with a less risky profile and better business prospects due to its focus on Medicaid programs [1][2]. Company Analysis - Molina Healthcare has impressive growth potential and a history of high returns on invested capital, with Burry stating it has a clearer path to significant double-digit long-term growth than Apple [2]. - The company operates in a profitable niche within the health insurance sector, focusing on Medicaid and utilizing an efficient, agent-free business model [3]. - Under CEO Joe Zubretsky's leadership, Molina has undergone a significant turnaround, including stock buybacks and conservative accounting practices [3]. Market Performance - Despite a recent drop in MOH stock price and challenges in the health insurance environment, Burry remains optimistic about the company's future [3]. - Molina Healthcare shares were reported to be up 4.16% at $173.46 during midday trading [4]. Investment Perspective - Burry suggests that MOH stock could be a generational buy if it falls below $100, citing the company's strong loss ratio, expense ratio, win rate, and conservative accounting as key strengths [4].

Core Viewpoint - Renowned investor Michael Burry considers Molina Healthcare a premier investment opportunity, likening it to Warren Buffett's acquisition of Geico, and suggests it has a less risky profile with better business prospects due to its focus on Medicaid programs [1][2]. Company Overview - Molina Healthcare has demonstrated impressive growth potential and a history of high returns on invested capital, with Burry expressing a strong belief in its long-term growth prospects [2]. - Under CEO Joe Zubretsky's leadership, Molina has undergone a significant turnaround, including stock buybacks and conservative accounting practices [3]. Market Position - Despite a recent decline in MOH stock price and challenges in the health insurance sector, Burry remains optimistic about Molina's business model, which he describes as a "profitable niche" in a complex political landscape [3]. - Burry believes that Molina's focus on Medicaid and its efficient, agent-free business model positions it favorably within the industry [3]. Investment Potential - Burry predicts that MOH stock could potentially drop below $100 due to federal budget concerns, which he considers a "generational buy" opportunity at that price [4]. - He highlights Molina's superior loss ratio, expense ratio, win rate, and conservative accounting as key strengths that make it an attractive investment [4].

Key Points Michael Burry made it public he was investing in Molina Healthcare last month. The money manager now calls it a potential "generational buy." 10 stocks we like better than Molina Healthcare › Molina Healthcare (NYSE: MOH) looks to be one of the big winners in the S&P 500 index on this penultimate trading day of 2025. It's not because of any new healthcare legislation or news about the sector, though. Molina shares jumped as much as nearly 5% today because famed investor Michael Burry hi ...

Core Insights - Molina Healthcare, Inc. (MOH) has experienced membership expansion, increasing by 30,000 to a total of 5.6 million members as of Q3 2025, indicating positive growth potential despite short-term challenges [1]. Group 1: Company Performance - Membership growth of 30,000 reflects a strong demand for Molina Healthcare's services, contributing to a total membership of 5.6 million [1]. Group 2: Analyst Perspective - The analyst employs a "First Principles" approach, focusing on breaking down complex financial and technological problems to identify overlooked investment opportunities [1]. - The analyst has a robust background in investment, private equity, and venture capital, showcasing a proven track record of delivering strong returns [1].

Group 1: Baxter International, Inc. - Baxter International, Inc. is under investigation by Bragar Eagel & Squire, P.C. due to a class action complaint filed on October 16, 2025, alleging misleading statements regarding the Novum LVP device [6] - The complaint claims that Baxter failed to disclose systemic defects in the Novum LVP, which caused malfunctions and exposed patients to serious risks [6] - Allegations include that Baxter was aware of multiple device malfunctions and that their remedial measures were inadequate, leading to a heightened risk of product withdrawal and sales suspension [6] Group 2: Molina Healthcare, Inc. - Molina Healthcare, Inc. is also being investigated following a class action complaint filed on October 3, 2025, which alleges misleading statements about the company's business and operations [6] - The complaint highlights undisclosed adverse facts regarding Molina's medical cost trend assumptions and a dislocation between premium rates and medical costs [6] - It is claimed that Molina's growth was dependent on limited utilization of various health services, and that financial guidance for fiscal year 2025 was likely to be cut as a result [6]

Core Insights - Molina Healthcare, Inc. has partnered with Aeroflow Health to provide in-network nutrition counseling and Diabetes Self-Management Education (DSME) services to its Commercial and Medicare members in South Carolina [1][8] Group 1: Partnership and Services - The collaboration allows Molina Healthcare's members to access a virtual network of licensed dietitians through Aeroflow Health's Nutrition Therapy Program, which includes personalized support and educational materials [2][3] - Services are delivered entirely through a virtual format, enabling members to receive care from any location, with options for both individual and group coaching sessions [3] Group 2: Market Context and Benefits - The partnership is timely as chronic conditions like diabetes and obesity are prevalent in South Carolina, leading to increased healthcare costs and impacting well-being [4] - Molina Healthcare aims to retain existing customers and attract new ones through this initiative, which is expected to expand its membership base and increase premium revenues [5][8] Group 3: Membership and Financial Performance - As of September 30, 2025, Molina Healthcare's Medicare membership reached 0.3 million, reflecting a year-over-year increase of 7.7% [6] - The company has a strong Medicaid business and has secured multiple contract wins, including a recent contract in Florida for managed care services [6] Group 4: Stock Performance - Molina Healthcare's shares have increased by 13.8% over the past month, contrasting with a 3% decline in the industry [7]