J.P. Morgan analyst John Stansel has maintained their neutral stance on MOH stock, giving a Hold rating yesterday.
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John Stansel’s rating is based on several key considerations surrounding Molina Healthcare’s recent financial performance and outlook. The company reported a preliminary second-quarter adjusted EPS that fell short of expectations due to increased medical cost pressures across all business segments. This has led to a reduction in the company’s 2025 EPS guidance, indicating ongoing financial challenges.
Additionally, Molina Healthcare’s exposure to the ACA exchanges and Medicaid, both of which are experiencing cost pressures, contributes to the cautious outlook. While the company’s management has noted that these pressures are expected to persist into the latter half of 2025, they maintain a stable long-term outlook despite these challenges. As a result, Stansel has opted for a Hold rating, suggesting that while there are concerns, there is also potential for stabilization or improvement in the future.
In another report released yesterday, Barclays also maintained a Hold rating on the stock with a $270.00 price target.
Based on the recent corporate insider activity of 66 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of MOH in relation to earlier this year.