Molina Healthcare, Inc.
MOHMolina Healthcare, Inc. (MOH) is a healthcare company that provides managed health care services, primarily Medicaid and Medicare programs. Founded in 1980, it operates through its subsidiaries in several states across the United States, offering health plan services to low-income individuals and families. The company focuses on delivering quality care through a combination of medical, behavioral health, and pharmacy services.
Company News
Michael Burry and Cathie Wood are taking divergent investment approaches in uncertain markets. Burry is betting on Molina Healthcare as an undervalued defensive play in government-backed healthcare programs, comparing it to early-stage GEICO. Meanwhile, Wood is allocating capital toward innovation-driven technologies, recently acquiring positions...
On December 30, 2025, major U.S. stock indexes closed near record highs with modest declines in quiet year-end trading. The S&P 500 fell 0.13%, Nasdaq dropped 0.24%, and the Dow eased 0.20%. Boeing led industrials with a 0.6% gain following an $8.5 billion U.S. Air Force contract announcement, while Molina Healthcare jumped 2.5% on positive inves...
Renowned investor Michael Burry published a detailed investment thesis on Substack arguing that Molina Healthcare is a premier investment opportunity, comparing it favorably to Warren Buffett's acquisition of Geico. Burry highlighted Molina's focus on Medicaid programs, impressive growth potential, and high returns on invested capital, suggesting...
Grabar Law Office is investigating shareholder claims against four companies for alleged breaches of fiduciary duties and securities fraud. Cytokinetics faces allegations of misleading statements regarding FDA decisions on its aficamten drug application. Molina Healthcare is accused of failing to disclose adverse medical cost trends and guidance ...
BofA Securities highlighted Cigna's strong potential in commercial health insurance, noting its pharmacy benefit management platform and ability to deliver 10-15% annual EPS growth, while also discussing challenges and opportunities in the healthcare insurance market.
