Molina Q2 Revenue $10.87B, EPS $1.19; Guidance Raised but Stock Trades Below Analyst Target
MOH sits 65% above its 52-week low of $121.06.
Summary
Molina Healthcare reported Q2 revenue of $10.87 billion with GAAP EPS of $1.19 and adjusted EPS of $1.51, alongside a raised full-year 2026 adjusted EPS guidance to at least $5.25. This follows yesterday's initial reports of the guidance raise and the 76% net income drop, now adding granularity on revenue, membership (~4.9M), and operating income ($145M). The stock closed at $221.74, above the consensus 12-month analyst target of $210, suggesting the market may have already priced in the improved outlook. The raised guidance signals management confidence in the back half of the year despite the sharp Q2 earnings decline.
At the time of this announcement, MOH was trading at $200.00 on NYSE in the Life Sciences sector, with a market capitalization of approximately $11.9B. The 52-week trading range was $121.06 to $244.89. This news item was assessed with negative market sentiment and an importance score of 7 out of 10. Source: Wiseek News.