Wall Street analyst estimates for Molina Healthcare, Inc. (MOH): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Molina Healthcare, Inc. offers comprehensive managed health care services, primarily targeting economically disadvantaged families and individuals. The company provides coverage through key government initiatives such as Medicaid and Medicare programs, in addition to state health insurance marketplaces. Its operations are strategically segmented into four main divisions: Medicaid, Medicare, Marketplace, and a general "Other" category.
Consensus price target
$216.73 (+6 % vs price $204.78)
between $163.00 and $286.00 · 8 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $44.6B | $44.1B – $45.3B | $5.26 | 11 |
| 2027E | $47.5B | $44.1B – $48.8B | $9.56 | 6 |
| 2028E | $50.6B | $47.6B – $54.2B | $13.81 | 6 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 17 |
| Hold | 16 |
| Sell | 6 |
| Strong Sell | 0 |
| Total analysts | 39 |
| Avg rating (−2 sell to +2 buy) | 0.28 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2027-02-04 | $0.56 | ||
| 2026-10-21 | $0.89 | $0.79 | +12.7% |
| 2026-07-22 | $1.51 | $1.39 | +8.6% |
| 2026-04-22 | $2.35 | $1.90 | +23.7% |
| 2026-02-05 | $-2.75 | $0.43 | -739.5% |
| 2025-10-22 | $1.84 | $3.97 | -53.7% |
| 2025-07-23 | $5.48 | $5.62 | -2.5% |
| 2025-04-23 | $6.08 | $5.97 | +1.8% |
Valuation Ratios
| Price / Book | 2.54 |
| EV / EBITDA | 30.51 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $17.71B | $19.88B | $18.89B | $16.83B | $19.42B | $27.77B | $31.97B | $34.07B | $40.65B | $45.43B |
| Cost of Revenue | $15.94B | $18.00B | $16.27B | $14.39B | $16.75B | $24.49B | $28.05B | $29.74B | $35.91B | $41.35B |
| Gross Profit | $1.77B | $1.88B | $2.62B | $2.44B | $2.68B | $3.28B | $3.93B | $4.33B | $4.74B | $4.08B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $1.39B | $1.59B | $1.33B | $1.30B | $1.48B | $2.07B | $2.31B | $2.46B | $2.74B | $3.01B |
| Operating Expenses | $1.53B | $19.95B | $17.01B | $1.39B | $1.60B | $2.26B | $2.54B | $2.76B | $3.03B | $3.29B |
| Operating Income | $306.0M | -$555.0M | $1.13B | $1.04B | $1.08B | $1.02B | $1.38B | $1.57B | $1.71B | $781.0M |
| EBITDA | $488.0M | -$316.0M | $1.24B | $1.15B | $1.15B | $1.13B | $1.35B | $1.74B | $1.89B | $976.0M |
| Interest Expense | $101.0M | $118.0M | $115.0M | $87.0M | $102.0M | $120.0M | $110.0M | $109.0M | $118.0M | $192.0M |
| Pre-tax Income | $137.0M | -$612.0M | $999.0M | $972.0M | $961.0M | $875.0M | $1.06B | $1.46B | $1.59B | $589.0M |
| Income Tax | $129.0M | -$100.0M | $292.0M | $235.0M | $288.0M | $216.0M | $271.0M | $373.0M | $410.0M | $117.0M |
| Net Income | $8.0M | -$512.0M | $707.0M | $737.0M | $673.0M | $659.0M | $792.0M | $1.09B | $1.18B | $472.0M |
| EPS | $0.93 | $-9.14 | $10.61 | $11.85 | $11.41 | $11.40 | $13.70 | $18.71 | $20.52 | $8.93 |
| EPS (Diluted) | $0.92 | $-9.14 | $10.55 | $11.48 | $11.24 | $11.25 | $13.54 | $18.78 | $20.42 | $8.92 |
| Shares Outstanding (Diluted) | 56.0 M | 56.0 M | 67.0 M | 64.2 M | 59.9 M | 58.6 M | 58.5 M | 58.1 M | 57.7 M | 50.8 M |
Price
| Price | $204.78 (closing price, October 30, 2026) |
| Market Cap | $10.7B |
| Exchange | NYSE |
| Country | US |
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Explore sector: Healthcare · Medical - Healthcare Plans
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