Molina Healthcare: Cantor Fitzgerald Reaffirms Hold Rating and $210 Price Target

Cantor Fitzgerald analyst Sarah James reaffirms a Hold rating on Molina Healthcare with a price target of $210.00. James covers the Healthcare sector, with an average return of 5.0% and a 57.50% success rate on recommended stocks. The company has a one-year high of $365.23 and a one-year low of $151.95, with an average volume of 1.38M. Corporate insider sentiment is neutral, with 65 insiders having recently sold shares.

Cantor Fitzgerald analyst Sarah James has reaffirmed her Hold rating on Molina Healthcare (MOH), maintaining the price target at $210.00 USD. This assessment, released on July 2, 2025, reflects no change in the target price from previous evaluations, indicating a stable outlook on the company's stock performance [1].

Historically, analyst ratings for Molina Healthcare have been mixed. On August 15, 2025, Wells Fargo analyst Stephen Baxter maintained an Overweight rating but lowered the price target from $216.00 to $198.00 USD, a decrease of 8.33% [1]. Similarly, JP Morgan analyst John Stansel maintained a Neutral rating but reduced the price target from $272.00 to $184.00 USD, marking a decline of 32.35% [1]. These changes highlight the varying opinions among analysts regarding the company's stock valuation.

Molina Healthcare operates healthcare plans focused on Medicaid-related solutions for low-income families and individuals. The company's revenue is primarily generated from the Medicaid segment, which represents the majority of its consolidated results of operations [1]. Despite the recent stock decline of nearly 50% over the past year, the company's financial health score remains "Great," supported by strong cash flow coverage of interest payments [3].

The company's second-quarter earnings for 2025 reported an adjusted earnings per share (EPS) of $5.48, which did not meet the projected $5.82, but exceeded revenue expectations by bringing in $11.43 billion compared to the anticipated $10.94 billion [3]. This mixed financial performance underscores the need for investors to closely monitor the company's future performance and strategic adjustments.

The average one-year price target for Molina Healthcare, based on the consensus from 15 analysts, is $205.49, with a high estimate of $371.34 and a low estimate of $153.00. The average target price implies an upside of 16.98% from the current price of $175.66 [1]. Additionally, the consensus recommendation from 19 brokerage firms is currently 2.7, indicating a Hold status [1].

Cantor Fitzgerald has also expressed concern about Molina's 2026 assumptions, particularly regarding its Florida operations, where the company requested a 41% rate increase while targeting the same profit margins for 2026 as 2025 [3]. This rate increase significantly exceeds those of competitors like Centene (18.7%) and UnitedHealth Group (25%) [3]. Florida represents approximately 13% of Molina Healthcare's current Health Insurance Exchange (HIX) membership, making it a significant market for the company [3].

The company's stock has experienced a notable decline over the past year, with a one-year high of $365.23 and a one-year low of $151.95, reflecting an average volume of 1.38M shares traded daily. Corporate insider sentiment is neutral, with 65 insiders having recently sold shares [2].

In summary, Cantor Fitzgerald's reaffirmation of a Hold rating for Molina Healthcare with a price target of $210.00 reflects a stable outlook on the company's stock performance. However, the mixed financial performance and varying analyst opinions underscore the need for investors to closely monitor the company's future performance and strategic adjustments.

References:
[1] https://www.gurufocus.com/news/3079818/molina-healthcare-moh-cantor-fitzgerald-reiterates-neutral-rating--moh-stock-news
[2] https://seekingalpha.com/news/4488983-cantor-fitzgerald-initiates-vertical-aerospace-with-overweight
[3] https://www.investing.com/news/analyst-ratings/molina-healthcare-stock-price-target-maintained-at-210-by-cantor-fitzgerald-93CH-4210738