Earnings Alerts

Molina Healthcare (MOH) Earnings: Q2 Adjusted EPS Falls Short of Estimates Amid Revenue Growth

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  • Molina’s second quarter adjusted EPS was $5.48, which missed the expected $5.52 and was down from $5.86 year over year.
  • Revenue for the second quarter was $11.43 billion, marking a 16% increase compared to the previous year and exceeding the estimate of $10.99 billion.
  • The medical care ratio increased to 90.4% from 88.6% year over year.
  • The company anticipates its full year 2025 adjusted earnings to be a minimum of $19.00 per diluted share.
  • For full year 2025, GAAP earnings are expected to be at least $16.90 per diluted share.
  • Molina reaffirms its full year premium revenue guidance at approximately $42 billion, reflecting an approximate 9% increase from 2024.
  • The stock currently has 6 buy ratings, 10 hold ratings, and 2 sell ratings from analysts.

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Molina Healthcare on Smartkarma

Analysts on Smartkarma are closely tracking Molina Healthcare‘s performance and future outlook. Baptista Research, in their report titled “Molina Healthcare: Expansion of Medicaid & ACA Markets as Critical Drivers Of Its Future Success!”, highlights the company’s robust first quarter 2025 results, showcasing increased earnings and consistent revenue growth. Molina Healthcare reaffirmed its full-year 2025 premium revenue guidance at $42 billion, with an earnings per share target of at least $24.50, indicating a positive sentiment towards the company’s performance.

Furthermore, Baptista Research also published a report titled “Molina Healthcare’s Medical Cost Crisis – How They’re Fighting Back!”, discussing the challenges and opportunities seen in the fourth quarter and full-year 2024 results. While the company reported an 8.5% year-over-year growth in adjusted EPS, challenges like higher-than-expected medical costs in the Medicaid and Medicare segments affected their performance. This report reflects a more cautious tone on Molina Healthcare‘s ability to manage medical costs effectively amidst market pressures.


A look at Molina Healthcare Smart Scores

FactorScoreMagnitude
Value3
Dividend1
Growth4
Resilience3
Momentum2
OVERALL SMART SCORE2.6

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Analysts using the Smartkarma Smart Scores have assessed Molina Healthcare‘s long-term outlook based on key factors. With a strong Growth score of 4, the company is positioned well for expansion and potential profitability. Complemented by a Value score of 3, Molina Healthcare demonstrates a balance between growth potential and current valuation.

However, the company’s low Dividend and Momentum scores may indicate areas for improvement. Molina Healthcare‘s focus on providing health care services to low-income families through various programs showcases its Resilience score of 3. Overall, while there are areas to address, Molina Healthcare‘s positive Growth and Value scores suggest a promising future in the managed care industry.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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