Education
About Us
Working with TipRanks
Follow Us
Molina Healthcare (MOH)
NYSE:MOH
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
6.19Last Year’s EPS
5.86Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: -2.95%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Neutral
Molina Healthcare exhibited strong financial performance with substantial Medicaid rate updates and successful RFP wins. However, challenges in the Marketplace segment and the loss of the Virginia contract posed some concerns. The company's strategic growth initiatives and management of G&A costs are positive indicators for future performance.Company Guidance
During Molina Healthcare's first quarter 2025 earnings call, the company reaffirmed its full-year guidance, projecting approximately $42 billion in premium revenue and at least $24.50 in earnings per share, representing an 8% year-over-year growth. The first quarter results included adjusted earnings per share of $6.08 on $10.6 billion of premium revenue. The consolidated medical care ratio (MCR) was reported at 89.2%, reflecting strong medical cost management. Specific MCRs for Medicaid, Medicare, and Marketplace segments were 90.3%, 88.3%, and 81.7% respectively. The company also highlighted its strategic growth initiatives, including successful RFP wins and acquisitions, which are expected to contribute significantly to future revenue targets of $46 billion in 2026 and at least $52 billion by 2027. Molina's embedded earnings increased from $7.75 to $8.65 per share, supporting its long-term EPS growth target of 13% to 15%. Furthermore, the company noted that full-year Medicaid rates are projected to be slightly higher, with a cautious outlook on medical cost trends.Strong Financial Performance
Molina Healthcare reported adjusted earnings per share of $6.08 on $10.6 billion of premium revenue for the first quarter of 2025, supported by strong operating metrics across all lines of business.
Medicaid Rate Updates
Molina received $150 million in Medicaid rate updates, increasing the full-year rate update from 4.5% to 5%.
Successful RFP Wins
Molina successfully defended its Medicaid position in Nevada and won a dual eligible contract in Illinois, projecting $800 million in incremental annual premium revenue.
Increased Embedded Earnings
Embedded earnings increased from approximately $7.75 to $8.65 per share, representing about one-third of current EPS.
Strong G&A Management
The G&A ratio improved, with expectations set at 6.9% for the full year, showing operational efficiency.
---
MOH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
MOH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2025 | $332.00 | $313.81 | -5.48% |
Feb 05, 2025 | $317.01 | $285.01 | -10.09% |
Oct 23, 2024 | $275.00 | $323.59 | +17.67% |
Jul 24, 2024 | $288.72 | $324.17 | +12.28% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Molina Healthcare (MOH) report earnings?
Molina Healthcare (MOH) is schdueled to report earning on Jul 23, 2025, TBA Not Confirmed.
What is Molina Healthcare (MOH) earnings time?
Molina Healthcare (MOH) earnings time is at Jul 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is MOH EPS forecast?
MOH EPS forecast for the fiscal quarter 2025 (Q2) is 6.19.
---