Barclays Cuts Molina Healthcare (MOH) Price Target to $178
Key Points
- Barclays reiterated an Underweight rating on Molina Healthcare, Inc. on October 23, 2026, while lowering its price target from $180.00 to $178.00.
- Barclays's $178 price target implies 16.48% downside from Molina Healthcare, Inc.'s ($MOH) current $213.11 share price.
- Molina Healthcare recently traded at $213.11, putting it above its 50-day and 200-day moving averages.
- Institutional investors recently adjusted their stakes, with AQR Capital Management holding 3,560,601 shares worth about $760.5 million.
Get Molina Healthcare text alerts
We text you when insiders, Congress, analysts or big funds move on $MOH.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Molina Healthcare, Inc. alert may contain errors. Disclosures
Barclays maintained its Underweight rating on Molina Healthcare, Inc. MOH on October 23, 2026, while adjusting its price target down from $180.00 to $178.00. The note reflects the firm's forward-looking view on the managed care provider.
MOH
Molina Healthcare, Inc.
Barclays vs. the S&P 500
Hypothetical returns from Barclays's disclosed trades, not real profit or advice. How we model this.
Barclays's Call on Molina Healthcare
On October 23, 2026, Barclays maintained its Underweight rating on Molina Healthcare, moving its price target from $180.00 down to $178.00. Other firms have also weighed in recently, with RBC Capital maintaining a Sector Perform rating and raising its target from $218.00 to $222.00 on October 23, 2026. Earlier, on July 28, 2026, Wells Fargo maintained an Equal-Weight rating with a $220.00 target, down from $235.00. Truist Securities maintained a Hold rating with a $225.00 target on July 24, 2026, lowered from $250.00, and RBC Capital maintained a Sector Perform rating with a $218.00 target on July 24, 2026, down from $248.00. Analysts currently give the stock a consensus hold recommendation with a mean price target of $214.94 across 17 opinions.
Other Institutional Activity in Molina Healthcare
Large institutional funds have continued adjusting their holdings in Molina Healthcare. AQR Capital Management, LLC grew its holdings by 697,231 shares, ending with 3,560,601 shares worth about $760,508,754 in its report for the period ending June 30, 2026. Lingotto Investment Management LLP lifted its stake by 1,255,745 shares for a 100.0% increase, finishing with 2,511,490 shares valued at about $536,429,139. Meanwhile, Victory Capital Management Inc. trimmed its position by 90,075 shares, or 4.3%, to hold 1,980,615 shares worth approximately $423,039,550.
Molina Healthcare, Inc. Stock Down 0.8%
Molina Healthcare shares recently traded around $213.11 as of October 23, 2026. That puts the stock about 6.2% above its 50-day moving average of $200.74 and 15.6% above its 200-day moving average of $184.29. The stock sits 13.0% below its 52-week high of $244.89 and well above its 52-week low of $121.06.
$MOH price target
Molina Healthcare, Inc. daily closes and this analyst's $178 target. Not advice.
Recent Earnings
For the trailing twelve months, Molina Healthcare reported $42,080,002,048 in revenue and a loss of $0.68 per share. The company posted a net profit margin of -0.1% and a return on equity of -1.1%. Its next quarterly earnings report is scheduled for release on February 4, 2027.
Insider Buying and Selling at Molina Healthcare, Inc.
Company insiders have completed several transactions over recent months. On March 12, 2026, Director Ronna E Romney sold 506 shares at an average price of $146.92 for a total value of $74,342. Later, on May 11, 2026, Officer Jeff D Barlow sold 17,811 shares at $186.12 for roughly $3,314,983. On May 14, 2026, Officer Maurice S Hebert sold 600 shares at $191.55, totaling $114,930.
About Molina Healthcare
Molina Healthcare, Inc., founded in 1980 and headquartered in Long Beach, California, provides managed healthcare services. It focuses on low-income families and individuals through Medicaid, Medicare, and state insurance marketplace programs. The company employs roughly 19,000 people.
Bottom Line
Investors will look toward Molina Healthcare's upcoming earnings report on February 4, 2027, for updates on profitability and membership trends. Watch for further institutional filings and analyst updates to gauge market sentiment.
Related Filing Alerts
Source: Barclays's rating change on $MOH (Oct 23, 2026). Written by software, not financial advice. How we make alerts