Molina Healthcare stock declined significantly following its fourth-quarter 2025 earnings report. The company posted a loss of $2.75 per share on revenue of $11.4 billion and issued a disappointing 2026 earnings outlook below Wall Street estimates, citing increased costs in its Obamacare plans. Molina announced a non-cash, pre-tax impairment charge of approximately $93 million in Q1 2026 related to exiting its Medicare Advantage Prescription Drug product for 2027 to focus exclusively on dual-eligible members. The company amended its credit agreement to provide additional financial flexibility. Stock declines were also influenced by broader healthcare sector weakness, including weak earnings from UnitedHealth Group and the Trump administration's proposal to keep Medicare rates roughly flat in 2027, below analyst expectations. Jefferies cut its price target, and analysts currently rate the stock as a Sell.
Read full analysisMolina Healthcare stock declined significantly following its fourth-quarter 2025 earnings report. The company posted a loss of $2.75 per share on revenue of $11.4 billion and issued a disappointing 2026 earnings outlook below Wall Street estimates, citing increased costs in its Obamacare plans. Molina announced a non-cash, pre-tax impairment charge of approximately $93 million in Q1 2026 related to exiting its Medicare Advantage Prescription Drug product for 2027 to focus exclusively on dual-eligible members. The company amended its credit agreement to provide additional financial flexibility. Stock declines were also influenced by broader healthcare sector weakness, including weak earnings from UnitedHealth Group and the Trump administration's proposal to keep Medicare rates roughly flat in 2027, below analyst expectations. Jefferies cut its price target, and analysts currently rate the stock as a Sell.
Molina Healthcare Inc. (MOH) is a publicly traded company in the Healthcare sector.