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Form 8-K · Current Report · Filed 2026-07-22

Molina Healthcare Increases Full-Year 2026 Earnings Guidance

Molina Healthcare, Inc. reported its second quarter 2026 financial results, showing a decrease in premium revenue and net income compared to the prior year. The company's Medical Care Ratio (MCR) was 92.2% for the second quarter, with the Medicaid segment at 92.7% and the Medicare segment at 90.7%. The company increased its full-year 2026 adjusted earnings guidance by $0.25 to at least $5.25 per diluted share, reflecting solid performance in its Medicaid and Medicare segments. The increase in guidance is despite a $1.50 per share loss expected from the implementation of the new Florida Medicaid contract and a $1.00 per share loss from the traditional MAPD product, which the company plans to exit for 2027.

Filer
Molina Healthcare Inc. MOH · NYSE
Filed
Accession
0001179929-26-000036
CIK
0001179929
Signal
High impactHealthcare

Items reported

Item events

Reported Item

Earnings Beat General Statement Raised Guidance

Market reaction

Close before filing

$226.54

Next session

-11.6%

Since filing

-13.6%

Latest close

$195.62

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from MOH reporting the same item, with the next session's move:

Insider tape

Within 45 days of this filing, MOH insiders reported 13 Form 4 transactions — net buying of $498K.

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About Molina Healthcare Inc.

Molina Healthcare Inc. is a managed care company that provides health plans to low-income individuals through government programs like Medicaid and Medicare. Initially founded in 1980 to operate primary care clinics in California, the company focuses on offering affordable healthcare services to underserved populations across the United States. Molina Healthcare specializes in managing healthcare needs for financially vulnerable segments, leveraging its expertise to accommodate the complexities of state-run health programs. Its services include Medicaid management, Medicare Advantage plans, and the Marketplace Exchange, addressing both preventative and emergent health care needs. Serving various demographic groups, Molina is instrumental in enhancing access to healthcare, particularly in regions where medical resources may be limited. In the financial markets, the company is recognized for navigating the intricacies of state and federal healthcare regulations while maintaining a commitment to economically sustainable growth. Molina’s business model not only helps shape public health policy but also plays a critical role in the broader healthcare ecosystem by promoting efficient resource allocation and contributing to the overall well-being of its members.

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