Molina Healthcare (MOH) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.89
- Estimate
- $0.79
- Surprise
- +12.0%
- Revenue (period 2026-09-30)
- $11.08B
- Score today
- 3.7/10
Revenue source: xbrl.
How the report landed
Molina Healthcare (MOH) beat the $0.79 estimate with adjusted EPS of $0.89 — a large 12.0% upside surprise.
Coverage in the report window
- UBS Maintains Neutral on Molina Healthcare, Raises Price Target to $225 — benzinga, 2026-10-23
- Morgan Stanley Maintains Equal-Weight on Molina Healthcare, Raises Price Target to $192 — benzinga, 2026-10-23
- RBC Capital Maintains Sector Perform on Molina Healthcare, Raises Price Target to $222 — benzinga, 2026-10-23
Where TrendMatrix's rating stands now
TrendMatrix currently rates MOH Sell at 3.7/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +12.0% surprise compares with a -219.7% four-quarter average. Next scheduled report: 2027-02-04.
What argues against it
- Concentration risk — Product: Medicaid (75.0%)
- Concentration risk — Customer: California, New York, Texas, Washington (54.0%)
- Target reached (-1.7% upside)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $201.00
- Stop
- $186.93
Model outputs from TrendMatrix’s engine as of 2026-10-29 — shown for context, not personalized investment advice.
MOH at TrendMatrix's latest read
Healthcare earnings trade on pipeline and payer dynamics as much as the quarter itself; a beat or miss is weighed against trial and reimbursement news.
- Industry
- Healthcare Plans
- Market cap
- $10.30B
- P/E (fwd)
- 20.8
- 52-week range
- $121.06–$244.89
- Off 52-week high
- 17.9%
- RSI (14)
- 53
- Volume vs avg
- 0.04×
- Score today
- 3.7/10