Molina Healthcare, Inc. (MOH)
Molina 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
A class action lawsuit has been filed against Molina Healthcare alleging failure to disclose material adverse facts about medical cost trends and financial guidance for fiscal year 2025.
Molina Healthcare reported Q2 2025 revenue of $11.43 billion, exceeding expectations, but experienced margin pressure from higher medical costs. The company lowered full-year earnings guidance and saw mixed membership trends across its healthcare segments.
Centene experienced a massive 40% stock drop after withdrawing 2025 full-year guidance due to lower-than-expected ACA exchange market growth and higher patient morbidity, impacting expected earnings. Competitors like Molina and Elevance were also negatively affected.
Several large-cap stocks experienced significant declines during the holiday-shortened week, with health insurance and technology companies facing notable challenges due to guidance withdrawals, delivery drops, and market uncertainties.
UnitedHealth Group is set to report Q2 2024 results, with growing premiums, commercial memberships, and Optum business expected to support its performance. However, rising medical and operating costs, as well as the impact of a recent cyber-attack, may have partially affected its profit growth.
