Molina Healthcare(US:MOH) ZACKS·2025-10-21 14:16Core 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]