Molina Healthcare Slides 39.5% as Medicaid and Medicare Cost Pressures Outpace Revenue, Stock Ranks 435th in Trading Volume

On August 28, 2025, Molina Healthcare (MOH) closed down 0.79%, with a trading volume ranking of 435 among listed stocks. The stock has underperformed year-to-date, falling 39.5%, compared to a 10.2% gain in the S&P 500 and a 9% rise in the SPDR Health Care Services ETF (XHS). This decline reflects heightened medical cost pressures in Medicaid, Medicare, and ACA Marketplace segments, which have outpaced revenue growth. In Q2 2025, MOH reported $11.4 billion in revenue, up 15.7% YoY, but adjusted EPS dropped 6.5% to $5.48, leading to a 17% post-earnings selloff.

Analysts have downgraded their outlook, with a “Hold” consensus rating, down from “Moderate Buy.” Of 17 analysts, four maintain a “Strong Buy,” 11 a “Hold,” and one each a “Moderate Sell” and “Strong Sell.” Cantor Fitzgerald reaffirmed a $210 price target but cited concerns over Florida operations in 2026. The mean price target of $194.07 implies a 10.2% upside from current levels, while the highest target of $284 suggests a 61.3% potential gain.

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