Molina Healthcare sees Q2 adjusted EPS $5.50, consensus $6.21

Molina Healthcare (MOH) announced preliminary financial results for the second quarter of 2025 and updated its full year 2025 adjusted earnings per share guidance. The Company’s announcement of preliminary results was driven by recent market dynamics and off-cycle disclosures from others in the managed health care sector. The Company now expects its second quarter 2025 adjusted earnings to be approximately $5.50 per share, which is modestly below its prior expectations. This preliminary result reflects medical cost pressures in all three lines of business. The Company expects these medical cost pressures to continue into the second half of the year. “The short-term earnings pressure we are experiencing results from what we believe to be a temporary dislocation between premium rates and medical cost trend which has recently accelerated,” said Joseph Zubretsky, CEI. “As we are still performing near our long-term target ranges, nothing, including the potential impacts of the budget bill, has changed our outlook for the long-term performance of the business.”