MOLINA HEALTHCARE, INC. — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Molina Healthcare reported Q3 2026 GAAP EPS of $0.73 (adjusted $0.89), down 52% YoY on $38M net income. Premium revenue declined 4% YoY to $10.5B; membership fell to 4.9M (from 5.6M in Sept 2025). Consolidated MCR rose to 92.9% from 92.6% YoY. The company reaffirmed full-year 2026 guidance: ~$42B premium revenue and adjusted EPS of at least $5.25. Notably, guidance includes $1.50/share loss from new Florida Medicaid contract start in Q4 and $1.00/share loss from traditional MAPD exit.
Why this rating
Earnings decline, margin compression, membership loss offset by guidance reaffirmation. Material but not trajectory-changing relative to $16B market cap.
See more from October 21, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.