Molina Healthcare (NYSE:MOH) Bolsa

MOLINA HEALTHCARE INC

Molina Healthcare

Molina Healthcare Inc offers healthcare plans focused on Medicaid-related solutions for low-income families and individuals. Its health plans are operated by a network of subsidiaries, each of which is licensed as a health maintenance organization (HMO). It has four segments: Medicaid, Medicare, Marketplace and Others. The Medicaid, Medicare, and Marketplace segments represent the government-funded or sponsored programs under which it offers managed healthcare services. The Other segment, which is insignificant to its consolidated results of operations, includes long-term services and supports consultative services in Wisconsin. It generates majority revenue from Medicaid segment.

Molina Healthcare Inc

MOTOR OIL HELLAS CORINTH by Motor Oil (Hellas) Corinth Refineries S.A.

Motor Oil (Hellas) Corinth Refineries SA

MOTOR OIL HELLAS UNSP/ADR by Motor Oil (Hellas) Corinth Refineries S.A.

Collaborative Investment Series Trust Mohr Growth ETF

Mohawk Industries Inc

WIIM

ALHC

streetTRACKS Dow Jones U.S. Large Cap Value Index Fund

Shares of health insurers are trading higher. The sector may be volatile following recent reports of an investigation into UNH, which the company denied.

&#8216;The Big Short&#8217; famed investor Michael Burry, who accurately predicted the 2008 housing market crash, has turned bearish on most equities while doubling his stake in cosmetics giant Estée Lauder Companies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>) during the first quarter, according to 13F regulatory filings with the Securities and Exchange Commission on Thursday.
What Happened: Burry&#8217;s Scion Asset Management increased its position in Estée Lauder to 200,000 shares from 100,000 shares at the end of the fourth quarter, despite EL stock being down 13.94% this year. The move comes as the beauty company pursues its &#8220;Beauty Reimagined&#8221; <a href="https://www.benzinga.com/25/05/45179419/estee-lauders-beauty-gains-cant-offset-global-headwinds-says-analyst">recovery strategy amid global headwinds</a>.
EL stock closed at $63.67 on Thursday, down 0.69% for the day. In after-hours trading, the stock rose 3.85% to $66.12, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
The 13F report revealed significant portfolio adjustments, including Scion taking a substantial bearish position on artificial intelligence leader NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) through 900,000 put options. NVIDIA shares have retreated from their January all-time high of $153.13 amid macroeconomic concerns and worries about tariff impacts.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45460177/bitcoin-rises-while-ethereum-dogecoin-slip-market-isnt-going-to-peak-in-the-next-6-months-says-popular-analyst">Bitcoin Rises While Ethereum, Dogecoin Slip — &#8216;Market Isn&#8217;t Going To Peak In The Next 6 Months,&#8217; Says Popular Analyst</a>
Why It Matters: Burry also completely liquidated his positions in Chinese tech companies, including Alibaba Group Holding Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>), JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), and PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>). 
This exit coincides with President Donald Trump&#8216;s April announcement of hefty import tariffs targeting China, though both nations recently agreed to <a href="https://www.benzinga.com/25/04/44946516/goldman-sachs-ceo-says-trumps-90-day-tariff-pause-increased-the-level-of-uncertainty-triggered-market-repricing">suspend reciprocal levies for 90 days</a>.
The hedge fund manager also exited healthcare positions in HCA Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HCA#NYSE">HCA</a>), Oscar Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OSCR#NYSE">OSCR</a>), and Molina Healthcare Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>).
Analysts note that while Estée Lauder delivered <a href="https://www.benzinga.com/25/05/45179419/estee-lauders-beauty-gains-cant-offset-global-headwinds-says-analyst">stronger-than-expected third quarter earnings</a> with improved margins and cost control, the company still faces challenges, particularly in Asia travel retail and a softening North American market.
Photo Courtesy: Sorbis On Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

News

Markets

BABA

BIDU

NVDA

OSCR

Citigourp Global Markets 2% Protected Notes Linked To The Djia

'The Big Short' Fame Michael Burry Doubled Estée Lauder Stake Despite Slump, Bet Against Nvidia And Dumps China Stocks Amid Trade War Jitters In Q1

iShares Trust Dow Jones US Healthcare Sector Index Fund

Shares of health insurance stocks are trading lower after UnitedHealth suspended its 2025 outlook as medical expenditures were expected to be larger than anticipated.

Molina Healthcare's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) short percent of float has fallen 26.75% since its last report. The company recently reported that it has 954 thousand shares sold short, which is 2.3% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Molina Healthcare Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747065633_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Molina Healthcare has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Molina Healthcare's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Molina Healthcare's peer group average for short interest as a percentage of float is 4.68%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

Is Molina Healthcare Gaining or Losing Market Support?

Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) has outperformed the market over the past 10 years by 6.46% on an annualized basis producing an average annual return of 16.88%. Currently, Molina Healthcare has a market capitalization of $17.49 billion. 
Buying $1000 In MOH: If an investor had bought $1000 of MOH stock 10 years ago, it would be worth $4,893.65 today based on a price of $322.79 for MOH at the time of writing.
<h3>Molina Healthcare's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746463514_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Molina Healthcare Stock In The Last 10 Years

Disclosed on May 1, Richard M Schapiro, Board Member at Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>), executed a substantial insider sell as per the latest SEC filing.
What Happened: A Form 4 filing from the <a href="https://www.sec.gov/Archives/edgar/data/0001179929/000117992925000079//Archives/edgar/data/1179929/000117992925000079/0001179929-25-000079-index.htm">U.S. Securities and Exchange Commission</a> on Thursday showed that Schapiro sold 669 shares of Molina Healthcare. The total transaction amounted to $214,414. 
As of Friday morning, Molina Healthcare shares are down by 0.0%, currently priced at $313.04.
<h3>Get to Know Molina Healthcare Better</h3>
Molina Healthcare Inc offers healthcare plans focused on Medicaid-related solutions for low-income families and individuals. Its health plans are operated by a network of subsidiaries, each of which is licensed as a health maintenance organization (HMO). It has four segments: Medicaid, Medicare, Marketplace and Others. The Medicaid, Medicare, and Marketplace segments represent the government-funded or sponsored programs under which it offers managed healthcare services. The Other segment, which is insignificant to its consolidated results of operations, includes long-term services and supports consultative services in Wisconsin. It generates majority revenue from Medicaid segment.
<h3>Financial Milestones: Molina Healthcare's Journey</h3>
Revenue Growth: Molina Healthcare's remarkable performance in 3 months is evident. As of 31 March, 2025, the company achieved an impressive revenue growth rate of 12.24%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Health Care sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Exploring Profitability:
<ul>
<li>
Gross Margin: With a low gross margin of 11.48%, the company exhibits below-average profitability, signaling potential struggles in cost efficiency compared to its industry peers.
</li>
<li>
Earnings per Share (EPS): Molina Healthcare's EPS is a standout, portraying a positive bottom-line trend that exceeds the industry average with a current EPS of 5.47.
</li>
</ul>
Debt Management: Molina Healthcare's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.87, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
Financial Valuation Breakdown:
<ul>
<li>
Price to Earnings (P/E) Ratio: The P/E ratio of 15.12 is lower than the industry average, implying a discounted valuation for Molina Healthcare's stock.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 0.42 is below industry norms, suggesting potential undervaluation and presenting an investment opportunity for those considering sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): The company's EV/EBITDA ratio of 6.01 trails industry averages, indicating a potential disparity in market valuation that could be advantageous for investors.
</li>
</ul>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
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<h3>Unmasking the Significance of Insider Transactions</h3>
Insightful as they may be, insider transactions should be considered alongside a thorough examination of other investment criteria.
From a legal standpoint, the term "insider" pertains to any officer, director, or beneficial owner holding more than ten percent of a company's equity securities as outlined in Section 12 of the Securities Exchange Act of 1934. This encompasses executives in the c-suite and significant hedge funds. These insiders are mandated to inform the public of their transactions through a Form 4 filing, to be submitted within two business days of the transaction.
A company insider's new purchase is a indicator of their positive anticipation for a rise in the stock.
While insider sells may not necessarily reflect a bearish view and can be motivated by various factors.
<h3>A Deep Dive into Insider Transaction Codes</h3>
For <a href="https://www.benzinga.com/money/investing-tools">investors</a>, a primary focus lies on transactions occurring in the open market, as indicated in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0001179929">Check Out The Full List Of Molina Healthcare's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Insider Unloading: Richard M Schapiro Sells $214K Worth Of Molina Healthcare Shares

In the latest quarter, 11 analysts provided ratings for Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>), showcasing a mix of bullish and bearish perspectives.
Summarizing their recent assessments, the table below illustrates the evolving sentiments in the past 30 days and compares them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">4</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $368.0, a high estimate of $414.00, and a low estimate of $325.00. This upward trend is apparent, with the current average reflecting a 4.43% increase from the previous average price target of $352.40.
<img src="https://www.benzinga.com/files/images/story/2025/1745611239_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Molina Healthcare. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;--------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Andrew Mok &#x7C;Barclays &#x7C;Raises &#x7C;Equal-Weight &#x7C; $362.00&#x7C;$339.00 &#x7C; 
&#x7C;Lance Wilkes &#x7C;Bernstein &#x7C;Announces &#x7C;Outperform &#x7C; $414.00&#x7C;- &#x7C; 
&#x7C;Michael Ha &#x7C;Baird &#x7C;Raises &#x7C;Neutral &#x7C; $375.00&#x7C;$331.00 &#x7C; 
&#x7C;David Macdonald &#x7C;Truist Securities &#x7C;Raises &#x7C;Buy &#x7C; $400.00&#x7C;$340.00 &#x7C; 
&#x7C;Ann Hynes &#x7C;Mizuho &#x7C;Raises &#x7C;Outperform &#x7C; $400.00&#x7C;$376.00 &#x7C; 
&#x7C;Stephen Baxter &#x7C;Wells Fargo &#x7C;Raises &#x7C;Overweight &#x7C; $372.00&#x7C;$295.00 &#x7C; 
&#x7C;Ann Hynes &#x7C;Mizuho &#x7C;Lowers &#x7C;Outperform &#x7C; $376.00&#x7C;$382.00 &#x7C; 
&#x7C;David Macdonald &#x7C;Truist Securities &#x7C;Lowers &#x7C;Buy &#x7C; $340.00&#x7C;$370.00 &#x7C; 
&#x7C;Andrew Mok &#x7C;Barclays &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $339.00&#x7C;$372.00 &#x7C; 
&#x7C;Kevin Caliendo &#x7C;UBS &#x7C;Lowers &#x7C;Neutral &#x7C; $325.00&#x7C;$374.00 &#x7C; 
&#x7C;Raj Kumar &#x7C;Stephens &amp; Co. &#x7C;Maintains &#x7C;Equal-Weight &#x7C; $345.00&#x7C;$345.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Molina Healthcare. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Molina Healthcare compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Molina Healthcare's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Molina Healthcare's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/MOH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Molina Healthcare analyst ratings.</a>
<h2>About Molina Healthcare</h2>
Molina Healthcare Inc offers healthcare plans focused on Medicaid-related solutions for low-income families and individuals. Its health plans are operated by a network of subsidiaries, each of which is licensed as a health maintenance organization (HMO). It has four segments: Medicaid, Medicare, Marketplace and Others. The Medicaid, Medicare, and Marketplace segments represent the government-funded or sponsored programs under which it offers managed healthcare services. The Other segment, which is insignificant to its consolidated results of operations, includes long-term services and supports consultative services in Wisconsin. It generates majority revenue from Medicaid segment.
<h3>Molina Healthcare: Financial Performance Dissected</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Positive Revenue Trend: Examining Molina Healthcare's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 6.17% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Health Care sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 2.67%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Molina Healthcare's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 6.77% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.86%, the company showcases effective utilization of assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.87.
<h2>How Are Analyst Ratings Determined?</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

Molina Healthcare Stock: A Deep Dive Into Analyst Perspectives (11 Ratings)

Barclays analyst Andrew Mok maintains Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) with a Equal-Weight and raises the price target from $339 to $362.

Price Target

Barclays Maintains Equal-Weight on Molina Healthcare, Raises Price Target to $362

U.S. equities are pushing higher for a third straight session, eyeing the longest winning streak since the Trump tariff announcement on April 2, as optimism over corporate earnings and easing trade <a href="https://www.benzinga.com/markets">tensions boosts risk sentiment.</a>
Positive quarterly results and robust guidance from U.S. firms is fueling hopes the economy can weather the ongoing tariff headwinds and avoid a recession.
Meanwhile, signs of a potential thaw in the U.S.-China trade conflict emerged, with the White House reportedly considering exceptions for certain Chinese auto parts.
At midday trading in New York, the Nasdaq 100 surged 2.2%, climbing above the 19,000 mark for the first time in two weeks. The S&amp;P 500 advanced 1.5%, while the Dow Jones Industrial Average underperformed, rising 0.9%.
Technology stocks broadly outperformed, with strength concentrated in the Magnificent Seven and the semiconductor space.
Among major movers, ServiceNow Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NASDAQ">NOW</a>) soared 15% after reporting results that beat Wall Street expectations and issuing bullish forward guidance. In contrast, shares of International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) slumped 8% as the tech giant showed lower-than-expected non-GAAP earnings. 
In the consumer staples sector, Procter &amp; Gamble (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PG#NYSE">PG</a>) dropped more than 5% after missing revenue estimates.
Treasury yields continued to ease, with yields on the 10-year Treasury down 5 basis points to 4.33%. 
Gold rebounded modestly after suffering a 2.7% slide on Wednesday. Natural gas prices extended their losing streak, plunging 4.9% and heading for a tenth consecutive negative session. 
In the crypto market, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.5% to trade at $93,300. 
<h2 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,095.73</td>
<td>2.2%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,456.36</td>
<td>1.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,943.95</td>
<td>1.3%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,944.47</td>
<td>0.9%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:15 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.5% up to $543.71.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.9% to $399.51.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.1% to $464.72.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rallied 1.5% to $193.08.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 0.8%.</li>
</ul>
<h2 class="wp-block-heading">Thursday&#8217;s Stock Movers</h2>
Stocks reacting to earnings included: 
<ul>
<li>Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>): up 0.6%</li>
<li>O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>): down 3.1%</li>
<li>Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>): up 0.7%</li>
<li>Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>): down 6.4%</li>
<li>Texas Instruments Incorporated (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): up 6.0%</li>
<li>FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>): up 0.4%</li>
<li>ServiceNow, Inc. up 14.9%</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): up 5.5%</li>
<li>ResMed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>): up 10.0%</li>
<li>Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): up 3.6%</li>
<li>International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>): down 7.6%</li>
<li>Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>): up 3.6%</li>
<li>Rollins, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>): up 1.2%</li>
<li>United Rentals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>): up 8.9%</li>
<li>Tyler Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>): down 3.0%</li>
<li>Edwards Lifesciences Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>): up 7.1%</li>
<li>Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>): up 5.2%</li>
<li>Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>): down 9.7%</li>
<li>American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>): up 2.3%</li>
<li>PepsiCo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>): down 4.1%</li>
<li>CBRE Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CBRE#NYSE">CBRE</a>): up 2.5%</li>
<li>Entergy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ETR#NYSE">ETR</a>): up 0.4%</li>
<li>The Procter &amp; Gamble Company: down 5.3%</li>
<li>Bristol-Myers Squibb Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>): down 0.2%</li>
<li>Southwest Airlines Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>): down 0.2%</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): down 1.8%</li>
<li>Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): down 5.3%</li>
<li>Dow Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>): up 2.1%</li>
<li>Willis Towers Watson Public Limited Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WTW#NASDAQ">WTW</a>): down 5.2%</li>
<li>Tractor Supply Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSCO#NASDAQ">TSCO</a>): down 4.8%</li>
<li>Hasbro, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>): up 16.1%</li>
<li>CMS Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMS#NYSE">CMS</a>): up 2.3%</li>
<li>Xcel Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XEL#NASDAQ">XEL</a>): down 1.8%</li>
<li>CenterPoint Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNP#NYSE">CNP</a>): up 1.8%</li>
<li>LKQ Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LKQ#NASDAQ">LKQ</a>): down 10.7%</li>
<li>PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): down 0.8%</li>
<li>Keurig Dr Pepper Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KDP#NASDAQ">KDP</a>): down 0.6%</li>
<li>Freeport-McMoRan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>): up 5.5%</li>
<li>Merck &amp; Co., Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>): down 0.6%</li>
<li>Nasdaq, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NDAQ#NASDAQ">NDAQ</a>): down 0.4%</li>
<li>L3Harris Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): up 0.4%</li>
<li>Pool Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/POOL#NASDAQ">POOL</a>): down 6.1%</li>
<li>Dover Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOV#NYSE">DOV</a>): up 1.8%</li>
<li>West Pharmaceutical Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WST#NYSE">WST</a>): down 2.2%</li>
<li>Ameriprise Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMP#NYSE">AMP</a>): down 0.2%</li>
<li>Fiserv, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FI#NYSE">FI</a>): down 16.4%</li>
<li>The Interpublic Group of Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IPG#NYSE">IPG</a>): up 3.4%</li>
<li>Allegion plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLE#NYSE">ALLE</a>): up 9.7%</li>
<li>Union Pacific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>): down 3.1%</li>
</ul>
Stocks slated to report earnings after the bell include T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>), VeriSign, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>), Eastman Chemical Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>), Principal Financial Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PFG#NASDAQ">PFG</a>), Physicians Realty Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOC#NYSE">DOC</a>), The Hartford Financial Services Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIG#NYSE">HIG</a>), Weyerhaeuser Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WY#NYSE">WY</a>), Republic Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSG#NYSE">RSG</a>), Digital Realty Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DLR#NYSE">DLR</a>), Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>), Erie Indemnity Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ERIE#NASDAQ">ERIE</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>).
Read also: 
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<li><a href="https://www.benzinga.com/25/04/44985682/apples-ai-delays-rising-cost-pressures-trigger-price-target-cut-from-bank-of-america">Apple AI Delays, Rising Cost Pressures Trigger Price Target Cut From Bank Of America</a></li>
</ul>
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Select Sector SPDR-Consumer Discretionary

Wall Street Rally Extends Into Third Day: What's Driving Markets Thursday?

Molina Healthcare shares are trading lower. The company reported Q1 financial results.

2025 Guidance Premium revenue guidance for the full year is unchanged and expected to be approximately $42 billion, an increase of approximately 9% from the full year 2024.
The Company expects its full year GAAP earnings in 2025 to be at least $22.32 per share and reaffirms its full year adjusted earnings in 2025 to be at least $24.50 per share, representing 8% growth over the full year 2024.

Guidance

Molina Healthcare FY2025 Expected To Be More Than $24.50 vs $24.48 Est

Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) reported quarterly earnings of $6.08 per share which beat the analyst consensus estimate of $5.96 by 2.01 percent. This is a 6.11 percent increase over earnings of $5.73 per share from the same period last year. The company reported quarterly sales of $11.15 billion which beat the analyst consensus estimate of $10.81 billion by 3.16 percent. This is a 12.24 percent increase over sales of $9.93 billion the same period last year.

Earnings

Earnings Beats

Molina Healthcare Q1 Adj. EPS $6.08 Beats $5.96 Estimate, Sales $11.15B Beat $10.81B Estimate

Risk-on sentiment dominated Wall Street on Wednesday, as upbeat earnings reports and conciliatory messages from the Trump administration h<a href="https://www.benzinga.com/markets">elped lift investor confidence.</a>
The administration eased market fears on two major fronts that have recently weighed heavily on sentiment. On the trade front, tensions with China appeared to thaw, with reports suggesting the White House is considering reducing tariffs on certain categories of goods.
U.S. Treasury Secretary Scott Bessent added fuel to the rally, stating U.S.-China tariffs are unsustainable and will likely need to be lowered to facilitate meaningful negotiations.
Meanwhile, President Donald Trump offered an abrupt shift in tone toward Federal Reserve Chair Jerome Powell, saying he has no intention to fire him, a remark that helped calm concerns over political interference in monetary policy.
By midday in New York, the S&amp;P 500 was up by nearly 2%, though it had earlier climbed even higher. The Nasdaq 100 outperformed with a 2.5% gain, driven by strength in Magnificent Seven stocks.
Trump's pivot on Powell pushed Treasury yields lower across the curve, with the 30-year yield falling five basis points to 4.83%, after briefly topping 4.90% the previous day.
On the macro front, flash Purchasing Managers&#8217; Index surveys revealed slowing growth momentum in the U.S. economy, as the services sector decelerated sharply following the impact <a href="https://www.benzinga.com/government/regulations/25/04/44952395/us-business-activity-growth-slows-in-april-as-services-suffer-tariff-shock-markets-rally-as-trade-war-cools">of recent tariff shocks.</a>
The U.S. dollar strengthened, while gold plunged 2.6%, heading for its worst session since November.
Oil prices dropped more than 2% following speculation that OPEC+ may announce a new output hike as early as next month.
Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) held steady around $93,000.
<h1 class="wp-block-heading">Wednesday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>Chg</td>
<td>1-day %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>18,732.09</td>
<td>+455.68</td>
<td>2.5%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,926.45</td>
<td>+37.40</td>
<td>2.0%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,384.67</td>
<td>+96.91</td>
<td>1.8%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>39,724.87</td>
<td>+537.89</td>
<td>1.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:35 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 1.9% to $537.35.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 1.4% to $397.79.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;rallied 2.7% to $456.50.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) soared 2.1% to $191.47.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 3.44%; the&nbsp;Consumer Staples&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLP#NYSE">XLP</a>) lagged, down 1.2%.</li>
</ul>
<h1 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h1>
<ul>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) jumped 6.6% despite falling short on both earnings and revenue expectations, as CEO Elon Musk reassured investors by pledging to scale back his involvement with DOGE and refocus on the company.</li>
</ul>
Other stocks reacting to earnings report included: 
<ul>
<li>Intuitive Surgical Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ISRG#NASDAQ">ISRG</a>): up 2.8%</li>
<li>Chubb Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>): down 2.6%</li>
<li>Capital One Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>): up 4.6%</li>
<li>Steel Dynamics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STLD#NASDAQ">STLD</a>): up 4.7%</li>
<li>EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>): up 3%</li>
<li>Packaging Corporation of America (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>): down 1.7%</li>
<li>Baker Hughes Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>): down 4.3%</li>
<li>Enphase Energy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>): down 14.4%​</li>
<li>Thermo Fisher Scientific Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): down 0.5%</li>
<li>Philip Morris International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>): up 2.6%</li>
<li>NextEra Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>): up 1%</li>
<li>Boston Scientific Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>): up 4.8%</li>
<li>General Dynamics Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>): down 3.4%</li>
<li>Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>): up 5.7%</li>
<li>Norfolk Southern Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSC#NYSE">NSC</a>): up 1.4%</li>
<li>CME Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CME#NASDAQ">CME</a>): down 3.8%</li>
<li>TE Connectivity Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEL#NYSE">TEL</a>): up 2.7%</li>
<li>Amphenol Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APH#NYSE">APH</a>): up 9.9%</li>
<li>AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>): up 0.8%</li>
<li>Old Dominion Freight Line, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>): up 1.3%</li>
<li>Westinghouse Air Brake Technologies Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAB#NYSE">WAB</a>): up 7.2%</li>
<li>Masco Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MAS#NYSE">MAS</a>): down 2.1%</li>
<li>Avery Dennison Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AVY#NYSE">AVY</a>): down 2.4%</li>
<li>Lennox International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LII#NYSE">LII</a>): down 8.2%</li>
<li>GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>): up 5.2%</li>
<li>Teledyne Technologies Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDY#NYSE">TDY</a>): down 1.7%</li>
<li>Otis Worldwide Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OTIS#NYSE">OTIS</a>): down 6%​</li>
</ul>
<ul>
<li>Stocks slated to report earnings after the bell include Chipotle Mexican Grill, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>), O'Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>), Raymond James Financial, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RJF#NYSE">RJF</a>), Molina Healthcare, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>), Texas Instruments Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>), FirstEnergy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FE#NYSE">FE</a>), ServiceNow, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>), Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), Resmed Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RMD#NYSE">RMD</a>), Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>), International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>), Rollins Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROL#NYSE">ROL</a>), United Rentals Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URI#NYSE">URI</a>), Tyler Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TYL#NYSE">TYL</a>), Edwards Lifesciences Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>), Las Vegas Sands Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>), and Alaska Air Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>).</li>
</ul>
Read Now: 
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<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/04/44948932/goldman-sachs-backs-copper-tariff-trade-if-trump-slaps-25-duty-on-us-imports">Goldman Sachs Backs &#8216;Copper Tariff Trade&#8217; If Trump Slaps 25% Duty On US Imports</a></li>
</ul>
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Stocks Surge On China Tariff Hopes, Tesla Jumps, Gold Loses Shine: What's Driving Markets Wednesday?

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Earnings Scheduled For April 23, 2025

Bernstein analyst Lance Wilkes initiates coverage on Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) with a Outperform rating and announces Price Target of $414.

Initiation

Bernstein Initiates Coverage On Molina Healthcare with Outperform Rating, Announces Price Target of $414

Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) is set to give its latest quarterly earnings report on Wednesday, 2025-04-23. Here's what investors need to know before the announcement.
Analysts estimate that Molina Healthcare will report an earnings per share (EPS) of $6.58. 
Molina Healthcare bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Overview of Past Earnings</h3>
In the previous earnings release, the company missed EPS by $0.83, leading to a 10.09% drop in the share price the following trading session.
Here's a look at Molina Healthcare's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>5.88</td>
<td>5.94</td>
<td>5.55</td>
<td>5.59</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>5.05</td>
<td>6.01</td>
<td>5.86</td>
<td>5.73</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-10.0%</td>
<td>18.0%</td>
<td>12.0%</td>
<td>-4.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1745334211_0.png" alt="eps graph" />
<h3>Stock Performance</h3>
Shares of Molina Healthcare were trading at $302.09 as of April 21. Over the last 52-week period, shares are down 15.87%. Given that these returns are generally negative, long-term shareholders are likely bearish going into this earnings release. 
<h3>Analysts' Take on Molina Healthcare</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Molina Healthcare.
A total of 9 analyst ratings have been received for Molina Healthcare, with the consensus rating being Neutral. The average one-year price target stands at $363.56, suggesting a potential 20.35% upside.
<h3>Peer Ratings Comparison</h3>
The analysis below examines the analyst ratings and average 1-year price targets of HealthEquity, Centene and Alignment Healthcare, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Outperform trajectory for HealthEquity, with an average 1-year price target of $111.11, suggesting a potential 63.22% downside.</li>
<li>Analysts currently favor an Neutral trajectory for Centene, with an average 1-year price target of $68.33, suggesting a potential 77.38% downside.</li>
<li>Analysts currently favor an Buy trajectory for Alignment Healthcare, with an average 1-year price target of $18.19, suggesting a potential 93.98% downside.</li>
</ul>
<h3>Overview of Peer Analysis</h3>
In the peer analysis summary, key metrics for HealthEquity, Centene and Alignment Healthcare are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Molina Healthcare</td>
<td>Neutral</td>
<td>16.04%</td>
<td>$1.11B</td>
<td>5.42%</td>
</tr>
<tr>
<td>HealthEquity</td>
<td>Outperform</td>
<td>18.84%</td>
<td>$189.04M</td>
<td>1.24%</td>
</tr>
<tr>
<td>Centene</td>
<td>Neutral</td>
<td>3.41%</td>
<td>$3.72B</td>
<td>1.05%</td>
</tr>
<tr>
<td>Alignment Healthcare</td>
<td>Buy</td>
<td>50.68%</td>
<td>$86.34M</td>
<td>-29.00%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Molina Healthcare ranks in the middle for consensus rating. It ranks at the bottom for revenue growth. It ranks at the top for gross profit. It ranks at the bottom for return on equity.
<h3>Unveiling the Story Behind Molina Healthcare</h3>
Molina Healthcare Inc offers healthcare plans focused on Medicaid-related solutions for low-income families and individuals. Its health plans are operated by a network of subsidiaries, each of which is licensed as a health maintenance organization (HMO). It has four segments: Medicaid, Medicare, Marketplace and Others. The Medicaid, Medicare, and Marketplace segments represent the government-funded or sponsored programs under which it offers managed healthcare services. The Other segment, which is insignificant to its consolidated results of operations, includes long-term services and supports consultative services in Wisconsin. It generates majority revenue from Medicaid segment.
<h3>Molina Healthcare: A Financial Overview</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Positive Revenue Trend: Examining Molina Healthcare's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 16.04% as of 31 December, 2024, showcasing a substantial increase in top-line earnings. When compared to others in the Health Care sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Molina Healthcare's net margin is impressive, surpassing industry averages. With a net margin of 2.39%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Molina Healthcare's ROE excels beyond industry benchmarks, reaching 5.42%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.6%, the company showcases effective utilization of assets.
Debt Management: Molina Healthcare's debt-to-equity ratio is below the industry average at 0.69, reflecting a lower dependency on debt financing and a more conservative financial approach.
<a href="https://www.benzinga.com/quote/MOH/earnings">To track all earnings releases for Molina Healthcare visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Look at Molina Healthcare's Upcoming Earnings Report

Shares of health insurance stocks are trading lower in sympathy with UnitedHealth, which reported worse-than-expected Q1 results and cut its FY25 adjusted EPS guidance below estimates on Thursday.

Shares of health insurance stocks are trading lower in sympathy with UnitedHealth, which reported worse-than-expected Q1 results and cut its FY25 adjusted EPS guidance below estimates.

Molina Healthcare (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOH#NYSE">MOH</a>) has outperformed the market over the past 20 years by 5.02% on an annualized basis producing an average annual return of 12.85%. Currently, Molina Healthcare has a market capitalization of $18.18 billion. 
Buying $100 In MOH: If an investor had bought $100 of MOH stock 20 years ago, it would be worth $1,139.07 today based on a price of $332.38 for MOH at the time of writing.
<h3>Molina Healthcare's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1744835413_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today

Molina Healthcare shares are trading lower after Baird downgraded the stock from Outperform to Neutral.

Press Releases

Molina Healthcare Announces Proposed Offering of $500 Million of Senior Notes Due 2033

Molina Healthcare Announces Pricing of $750 Million of 6.250% Senior Notes Due 2033

Molina Healthcare Announces Closing of Offering of $750 Million of 6.250% Senior Notes Due 2033

Molina Healthcare Awarded Contracts to Serve Dual Eligible Populations in Michigan and Idaho

Molina Healthcare Announces Fourth Quarter and Year-End 2024 Earnings Release and Conference Call Dates

Molina Healthcare Announces the Closing of its Acquisition of ConnectiCare

Molina Healthcare Reports Fourth Quarter and Year-End 2024 Financial Results

Molina Healthcare Announces First Quarter 2025 Earnings Release and Conference Call Dates

Molina Healthcare Wins Illinois Contract to Provide a Dual Eligible Special Needs Plan

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