Revenue Growth and New Contracts
Molina Healthcare anticipates reaching $46 billion in revenue in 2026, driven by growth in the current footprint and significant new Medicaid contracts in Georgia and Texas.
Strong Medicaid Performance
Despite challenges, the Medicaid segment is expected to produce a 3.2% pretax margin for 2025, contributing approximately $16 per share, which is considered best-in-class performance.
Successful RFP Wins
During Q3, Molina renewed its Wisconsin My Choice contract and anticipates significant growth from new Medicaid contracts in Georgia and Texas.
Share Repurchase
Molina repurchased approximately 2.8 million shares at a cost of $500 million, seeing value in shares at current market prices.