Mutual of America Capital Management 13F: Adds $2.4M to MOH Stake

Mutual of America Capital Management added to its holdings in Molina Healthcare, Inc. NYSE:MOH, lifting its stake by 193.7% during the quarter. According to a Form 13F filing with the SEC on October 23, 2026, the fund purchased an additional 12,541 shares to finish the period with 19,014 shares. The total value of the investment reached about $3.6 million. Molina Healthcare closed at $209.15 on the day of the filing.

MOH Molina Healthcare, Inc.

$213.66 ▲ +19.72% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mutual of America Capital Management's Molina Healthcare Position

The fund expanded its footprint in the healthcare provider significantly, moving from a prior count of 6,473 shares up to 19,014 shares. This addition of 12,541 shares represents a 193.7% increase in the fund's position size based on the reported filing values.

Other Institutional Activity in Molina Healthcare

Other major investors also adjusted their positions in the company around recent reporting periods. AQR Capital Management, LLC grew its holdings by 697,231 shares, ending with 3,560,601 shares worth about $744.7 million after a 24.4% increase. Lingotto Investment Management LLP lifted its stake by 1,255,745 shares, a 100.0% jump that left it with 2,511,490 shares valued at roughly $525.3 million. Victory Capital Management Inc. trimmed its position by 90,075 shares, lowering its holdings 4.3% to 1,980,615 shares worth about $414.2 million.

Molina Healthcare, Inc. Stock Down 2.7%

Shares of Molina Healthcare recently traded around $209.12 as of October 24, 2026, sitting right around the event close of $209.15. The stock trades above its 50-day moving average of $200.74 and well above its 200-day moving average of $184.29. The recent price remains below its 52-week high of $244.89 while holding well above its 52-week low of $121.06.

Recent Earnings

Molina Healthcare reported trailing twelve-month revenue of $42.1 billion and earnings per share of -$0.68. The healthcare provider posted a net profit margin of -0.1% and a return on equity of -1.1%, reflecting a challenging profitability environment during the period. Investors look toward the company's next earnings report scheduled for February 4, 2027, for further updates on operations.

Insider Buying and Selling at Molina Healthcare, Inc.

Company insiders completed several transactions prior to the filing. Director Ronna E Romney disposed of 506 shares on March 12, 2026, at an average price of $146.92 for a total value of $74,342. Officer Jeff D Barlow sold 17,811 shares on May 11, 2026, at an average price of $186.12. Officer Maurice S Hebert later sold 600 shares on May 14, 2026, at an average price of $191.55.

Analysts Set New Price Targets

Analyst coverage includes several rating updates issued around the filing date. Wells Fargo maintained its Equal-Weight rating with a $220.00 price target on July 28, 2026. On October 23, 2026, UBS maintained a Neutral rating with a $225.00 target, Morgan Stanley maintained an Equal-Weight rating with a $192.00 target, RBC Capital maintained a Sector Perform rating with a $222.00 target, and Barclays maintained an Underweight rating with a $178.00 target. Wall Street analysts hold a consensus hold rating on the stock with a mean price target of $214.94 across 17 opinions.

About Molina Healthcare

Molina Healthcare, Inc. delivers managed health plans to individuals and families through state-sponsored programs like Medicaid and Medicare, along with public insurance marketplaces. Founded in 1980 and based in Long Beach, California, the company operates across multiple segments to serve lower-income households. Institutional interest highlights how large managers position themselves around the provider's managed-care membership trends and regulatory shifts.

Bottom Line

Mutual of America Capital Management's larger stake points to continued institutional interest in the healthcare provider despite recent profitability pressures. Observers will monitor upcoming earnings results in February 2027 and subsequent SEC filings to track how institutional sentiment evolves around the stock.