Here's What to Expect From Molina Healthcare's Next Earnings Report

Company Overview - Molina Healthcare, Inc. (MOH) is based in Long Beach, California, and provides managed healthcare services to low-income families and individuals under Medicaid and Medicare programs, as well as through state insurance marketplaces. The company has a market capitalization of $7.3 billion and operates health plans in California, Washington, Utah, and Michigan, along with primary care clinics in Northern and Southern California [1] Earnings Expectations - Analysts anticipate that MOH will report a profit of $1.68 per share on a diluted basis for the fiscal first quarter of 2026, representing a significant decline of 72.4% from $6.08 per share in the same quarter last year [2] - For the full fiscal year, the expected EPS is $5.03, down 54.4% from $11.03 in fiscal 2025, but is projected to rise by 65.2% year over year to $8.31 in fiscal 2027 [3] Earnings History - In the previous quarters, MOH's earnings have shown volatility, with reported EPS of $6.08, $5.48, $1.84, and a loss of $2.75 for the quarters ending in March, June, September, and December 2025, respectively. The company has missed consensus estimates in three of the last four quarters [4] Stock Performance - MOH stock has underperformed significantly, with a decline of 57.1% over the past 52 weeks, contrasting with the S&P 500 Index's gain of 13.4% during the same period [5] - Following the Q4 results reported on February 5, where adjusted losses of $2.75 missed expectations, the stock fell by 25.5% in the subsequent trading session [6] Analyst Ratings - The consensus opinion among analysts on MOH stock is cautious, with a "Hold" rating overall. Out of 18 analysts, 2 recommend a "Strong Buy," 13 suggest a "Hold," 1 advises a "Moderate Sell," and 2 advocate a "Strong Sell." The average analyst price target is $144.40, indicating a potential upside of 4% from current levels [7]