MOLINA HEALTHCARE, INC. — Form 8-K
Filed July 22, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Molina Healthcare reported Q2 2026 adjusted EPS of $1.51 on $10.2B premium revenue (down 6% YoY). The company increased full-year 2026 adjusted EPS guidance by $0.25 to at least $5.25, citing stable Medicaid margins and better-than-expected Medicare performance. However, guidance includes $1.50/share loss from new Florida Medicaid contract launch in Q4 2026 and $1.00/share loss from exiting traditional MAPD product, partially offset by Medicare gains and reduced by Marketplace headwinds ($1.50 downside revision due to unfavorable member acuity).
Why this rating
Guidance raise is positive but offset by material headwinds (Marketplace, MAPD exit, Florida contract losses). Mixed signals on underlying health—MCR increased YoY; membership down 15% YoY to 4.9M. Moderate relative to $16B market cap.
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