Molina Healthcare Reports $0.73 Third-Quarter GAAP EPS

Molina Healthcare (MOH) reported third-quarter 2026 total revenue of $11.082 billion and GAAP net income of $38 million, or $0.73 per diluted share. Premium revenue was $10.457 billion, down 4% from a year earlier.

The company reaffirmed full-year 2026 guidance for approximately $42 billion in premium revenue and GAAP earnings of at least $2.38 per diluted share.

• Third-quarter GAAP diluted EPS was $0.73, compared with $1.51 in the prior-year quarter.
• GAAP net income fell from $79 million a year earlier to $38 million.
• Medical care ratio was 92.9%, compared with 92.6% a year earlier.
• Membership totaled approximately 4.9 million as of September 30, 2026.
• Operating cash flow was $629 million for the first nine months of 2026.

$MOH Insider Trading Activity

$MOH insiders have traded $MOH stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $MOH stock by insiders over the last 6 months:

• JEFF D. BARLOW (Chief Legal Officer) sold 17,811 shares for an estimated $3,314,983
• MAURICE HEBERT (Chief Accounting Officer) sold 600 shares for an estimated $114,930

To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

$MOH Hedge Fund Activity

We have seen 317 institutional investors add shares of $MOH stock to their portfolio, and 277 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• LINGOTTO INVESTMENT MANAGEMENT LLP added 2,511,490 shares (+inf%) to their portfolio in Q2 2026, for an estimated $574,377,763
• FMR LLC removed 1,333,634 shares (-41.6%) from their portfolio in Q2 2026, for an estimated $305,002,095
• T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,154,688 shares (-89.5%) from their portfolio in Q2 2026, for an estimated $264,077,145
• JANE STREET GROUP, LLC removed 829,536 shares (-99.6%) from their portfolio in Q2 2026, for an estimated $189,714,883
• AQR CAPITAL MANAGEMENT LLC added 697,208 shares (+24.3%) to their portfolio in Q2 2026, for an estimated $159,451,469
• MAVERICK CAPITAL LTD removed 645,768 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $147,687,141
• CAPITAL WORLD INVESTORS removed 636,433 shares (-19.9%) from their portfolio in Q2 2026, for an estimated $145,552,227

To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.