Molina Healthcare: A Mispriced Compounder Experiencing Transitory Margin Pressure [Seeking Alpha]
Molina Healthcare Inc (MOH)
Last molina healthcare inc earnings: 4/30 04:16 pm
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US:NYSE Investor Relations:
molinahealthcare.com/members/common/en-us/abtmolina/compinfo/investors
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Source: Seeking Alpha
Medicaid, Medicare and the various state marketplaces established by the 2010 Affordable Care Act (Obamacare). Molina's medical loss ratio (MLR) runs approximately 250 basis points better than the industry, and management expects Medicaid alone to generate roughly $16 per share of earnings in 2025. States are required to certify actuarial soundness, meaning rates must ultimately reflect expected medical costs plus an underwriting margin. Molina Healthcare wins approximately 80% of new contract bids and 90% of re-procurements, reflecting strong state confidence in its operational efficiency. Molina could earn approximately $37 per share in 2028 on roughly $52 billion in premiums. monsitj/iStock via Getty Images The following segment was excerpted from the Moon Capital Management Q4 2025 Letter. We recently initiated a position in Molina Healthcare ( MOH , which we believe is a mispriced compounder experiencing transitory margin pressure. The stock traded as high as $300 p
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MOH
News
- Molina Healthcare, Inc. (MOH): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Moon Capital Management Q4 2025 Letter [Seeking Alpha]Seeking Alpha
- Is Molina Healthcare (MOH) Pricing Reflect Its Cash Flow Forecasts After Recent Share Rebound [Yahoo! Finance]Yahoo! Finance
- Are Molina Healthcare's (MOH) Cost Assumptions Undermining Management Credibility With Investors? [Yahoo! Finance]Yahoo! Finance
- Molina Healthcare (NYSE:MOH) was given a new $220.00 price target on by analysts at Mizuho.MarketBeat
MOH
Earnings
- 10/22/25 - Miss
MOH
Sec Filings
- 1/2/26 - Form 4
- 1/2/26 - Form 4
- 1/2/26 - Form 4
- MOH's page on the SEC website