Companies · MOH
Molina Healthcare
AI-generated · informational only · not investment advice · verify before relying.
Latest analysis
Updated Nov 6, 2026
Molina reaffirms FY2026 EPS guidance at UBS Healthcare Conference
Molina Healthcare reaffirmed full-year 2026 GAAP diluted EPS guidance of at least $2.38 and adjusted diluted EPS guidance of at least $5.25 in advance of its remarks at the UBS Global Healthcare Conference on November 9, 2026. The 8-K discloses management participation and investor discussions but contains no new financial data, membership changes, medical cost trend commentary, or operational updates beyond the conference announcement.
Tone: neutralRevenue
$45.4B
MOH 10-K · FY 2025
Employees
19,000
Revenue FY2024
$40.7B
Founded
1980
Profile
MOH 10-K Item 1 · Feb 10, 2026Molina Healthcare is a pure-play government-sponsored managed care organization serving approximately 5.5 million low-income members across Medicaid, Medicare, and Marketplace programs in 21 states. Founded in 1980 as a provider organization in Southern California, the company has grown through state contract wins and acquisitions to generate over $45 billion in annual revenue. Its strategic vision is to be the low-cost, most effective health plan delivering government-sponsored care.
Read filing description ↓ Collapse description ↑
Molina Healthcare, Inc., a FORTUNE 500 company, provides managed healthcare services under the Medicaid and Medicare programs, and through the state insurance marketplaces (the 'Marketplace'). Molina was founded in 1980 as a provider organization serving low-income families in Southern California and reincorporated in Delaware in 2002. We served approximately 5.5 million members as of December 31, 2025, located across 21 states. Our long-term growth strategy remains unchanged, as we continue to be a pure-play government-sponsored healthcare business, which provides us with opportunities to compete in high-growth, synergistic market segments with attractive and sustainable margins. Our strategic priorities include: Growing our core businesses organically and growing inorganically through accretive acquisitions; Providing low-cost health plans to our state and federal customers, and members in Medicaid, Medicare, and Marketplace programs; Providing our members with high quality and appropriate access to care, including effective and appropriate access to care at the right time and in the right setting; Offering our state and federal customers, members, and providers reliable service and a seamless experience; and Returning excess capital to shareholders, for example, in the form of targeted share repurchase programs. We are on pace to surpass the $50 billion premium revenue mark in 2027. Our long-term premium revenue growth target remains at 11% to 13%, and our long-term net income growth target is also 11% to 13%.
Primary products
- Medicaid managed care
- Medicare Advantage-Part D (MAPD)
- Dual Eligible Special Needs Plan (D-SNP)
- Highly-Integrated Dual Special Needs Plans (HIDE)
- Fully-Integrated Dual Special Needs Plans (FIDE)
- Coordination Only (CO) D-SNP
Business segments
End markets
Geographies
Named customers
Instances where these contracts were at least 10% of our total premium revenue for the year ended December 31, 2025 were California with 10%, Texas with 13%, and Washington with 10%.
Named competitors
“We will distinguish ourselves as the low-cost, most effective and reliable health plan delivering government-sponsored care.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total revenue increased 12% in 2025 compared to 2024, driven primarily by the ConnectiCare acquisition, Medicaid rate increases, and growth in Marketplace membership, partially offset by lower Medicaid enrollment from redeterminations.
The rest of MOH is for subscribers
Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.