NYSE
25 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Dale B. Wolf Sells Shares Held in Revocable Trust
Director Dale B. Wolf sold 1,500 shares of Molina Healthcare (MOH) common stock held by his revocable trust on May 21, 2025, at prices ranging from $320.51 to $324.42.
NYSE
31 days, 16 hours ago 
MOH
Molina Healthcare, INC
4/A: Molina Healthcare Director Amends Form 4 to Correct 401(k) Holding Omission
Steven J. Orlando, a director at Molina Healthcare, filed an amended Form 4 (Form 4/A) to correct an omission of 1,500 shares held in his 401(k) from the original filing on May 5, 2025.
NYSE
42 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Steven Orlando Sells 1,000 Shares
Director Steven Orlando sold 1,000 shares of Molina Healthcare (MOH) common stock at an average price of $318.58 on May 5, 2025.
NYSE
45 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Leo Grohowski Reports Acquisition of Common Stock
Director Leo Grohowski reports acquiring 118 shares of Molina Healthcare common stock under the company's 2025 Incentive Plan.
NYSE
45 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare CEO Joseph Zubretsky Sells Shares Worth Millions
Molina Healthcare's CEO, Joseph M. Zubretsky, executed transactions involving the company's common stock, including sales and a trust transfer, as detailed in a recent SEC filing.
NYSE
46 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Richard Schapiro Sells 669 Shares
Director Richard M. Schapiro sold 669 shares of Molina Healthcare, Inc. at an average price of $320.50 on April 29, 2025.
NYSE
46 days, 16 hours ago 
MOH
Molina Healthcare, INC
8-K: Molina Healthcare Stockholders Approve 2025 Equity Incentive Plan
Molina Healthcare's stockholders approved the 2025 Equity Incentive Plan at the Annual Meeting on April 30, 2025, aiming to attract, retain, and reward individuals contributing to the company's growth and profitability.
NYSE
53 days, 22 hours ago 
MOH
Molina Healthcare, INC
10-Q: Molina Healthcare Reports First Quarter 2025 Results, Driven by Premium Growth and Strategic Acquisitions
Molina Healthcare's Q1 2025 results show increased premium revenue and membership growth, offset by higher medical costs and strategic investments.
Worse than expected
 
NYSE
54 days, 16 hours ago 
MOH
Molina Healthcare, INC
8-K: Molina Healthcare Reports Solid Q1 2025 Results, Reaffirms Full-Year Guidance
Molina Healthcare announced its first quarter 2025 financial results, reporting GAAP earnings per diluted share of $5.45 and adjusted earnings per diluted share of $6.08, while reaffirming its full-year 2025 revenue and earnings guidance.
NYSE
75 days, 15 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Richard Zoretic Acquires Shares Under Equity Incentive Plan
Director Richard C. Zoretic acquired 168 shares of Molina Healthcare, Inc. common stock on April 1, 2025, as part of the company's 2019 Equity Incentive Plan.
NYSE
75 days, 15 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Dale B. Wolf Acquires Shares Under Equity Incentive Plan
Director Dale B. Wolf acquired 168 shares of Molina Healthcare common stock on April 1, 2025, as part of the company's 2019 Equity Incentive Plan.
NYSE
75 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Richard Schapiro Acquires Additional Shares Under Equity Incentive Plan
Director Richard M. Schapiro acquired 168 shares of Molina Healthcare common stock on April 1, 2025, as part of the company's 2019 Equity Incentive Plan.
NYSE
75 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Ronna Romney Acquires Shares Under Equity Incentive Plan
Director Ronna Romney acquired 168 shares of Molina Healthcare common stock on April 1, 2025, as part of the company's 2019 Equity Incentive Plan.
NYSE
75 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Steven Orlando Acquires Shares Under Equity Incentive Plan
Director Steven J. Orlando acquired 168 shares of Molina Healthcare, Inc. common stock on April 1, 2025, as part of the company's 2019 Equity Incentive Plan.
NYSE
75 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Stephen H. Lockhart Acquires Shares Under Equity Incentive Plan
Director Stephen H. Lockhart acquired 168 shares of Molina Healthcare common stock on April 1, 2025, as part of the company's 2019 Equity Incentive Plan.
NYSE
75 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Daniel Cooperman Reports Share Acquisition
Director Daniel Cooperman acquired 56 shares of Molina Healthcare, Inc. common stock on April 1, 2025, as part of the company's equity incentive plan.
NYSE
75 days, 16 hours ago 
MOH
Molina Healthcare, INC
Form 4: Molina Healthcare Director Barbara Brasier Reports Stock Grant
Director Barbara Brasier reports acquisition of 168 shares of Molina Healthcare common stock as part of the company's equity incentive plan.
NYSE
90 days, 16 hours ago 
MOH
Molina Healthcare, INC
8-K: Molina Healthcare Wins Illinois Contract for Dual Eligible Special Needs Plan
Molina Healthcare's subsidiary, Molina Healthcare of Illinois, has been awarded a contract to provide a Fully Integrated Dual Eligible Special Needs Plan (D-SNP) by the Illinois Department of Healthcare and Family Services.
Delay expected
 
NYSE
91 days, 12 hours ago 
MOH
Molina Healthcare, INC
DEFA14A: Molina Healthcare Files Definitive Proxy Statement
Molina Healthcare, Inc. has filed a definitive proxy statement with the SEC.
NYSE
91 days, 16 hours ago 
MOH
Molina Healthcare, INC
DEF: Molina Healthcare Seeks Stockholder Approval for 2025 Equity Incentive Plan, Board Refreshment Underway
Molina Healthcare's proxy statement outlines proposals for the 2025 annual meeting, including the approval of a new equity incentive plan and the election of directors, while also addressing executive compensation and corporate governance matters.
Delay expected
 
Worse than expected
 
MOH 
Molina Healthcare, INC 
NYSE

8-K: Molina Healthcare Wins Illinois Contract for Dual Eligible Special Needs Plan

Sentiment:
 Contract Announcement
 18 March 2025 4:06 PM

Molina Healthcare's subsidiary, Molina Healthcare of Illinois, has been awarded a contract to provide a Fully Integrated Dual Eligible Special Needs Plan (D-SNP) by the Illinois Department of Healthcare and Family Services.

Delay expected
  The document mentions a potential delay in the start date for the contract as a risk factor. 

Summary
  • Molina Healthcare, Inc. announced that its subsidiary, Molina Healthcare of Illinois, Inc., has been awarded a contract by the Illinois Department of Healthcare and Family Services.
  • The contract is for a Fully Integrated Dual Eligible Special Needs Plan (D-SNP).
  • This contract will replace the State's Medicare-Medicaid Alignment Initiative (MMAI) demonstration program, which currently serves approximately 73,000 beneficiaries.
  • The new contract is expected to go live on January 1, 2026.
  • The initial term of the contract is four years, with an option to extend it up to a total of ten years.
Sentiment

Score: 7

Explanation: The sentiment is moderately positive due to the contract win, but tempered by the inclusion of risk factors and forward-looking statements.

Positives
  • Molina Healthcare has secured a new contract in Illinois to provide D-SNP services.
  • The contract replaces an existing program with 73,000 beneficiaries, providing a solid base for Molina.
  • The contract has a potential term of up to ten years, offering long-term revenue opportunities.
Risks
  • The forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially.
  • These risks include a successful protest or legal action, a delay in the start date for the contract, or a contract term that is shorter than expected.
Future Outlook

The company anticipates providing D-SNP services in Illinois starting January 1, 2026, under a contract with an initial term of four years and potential extensions up to ten years, but this is subject to various risks and uncertainties.

Industry Context

The award of this contract reflects the ongoing trend of states outsourcing the management of dual eligible populations to managed care organizations. Molina's experience in Medicaid and Medicare programs positions them well to compete in this market.

Stakeholder Impact
  • Shareholders may react positively to the contract win.
  • Beneficiaries in Illinois will transition to a new managed care program for their dual eligible needs.
Key Dates
  • March 18, 2025: Date of the 8-K filing and announcement of the contract award.
  • January 1, 2026: Expected go-live date for the new contract.
Keywords
MOH 
Molina Healthcare, INC 
NYSE
Sector: TBD
 
Filings with Classifications
Worse than expected
24 April 2025 10:04 AM
Quarterly Report
  • The Medical Care Ratio (MCR) increased from 88.5% to 89.2%, indicating higher medical costs than the previous year.
  • Net income decreased from $301 million to $298 million, a slight decline in profitability.
Delay expected
18 March 2025 4:06 PM
Contract Announcement
  • The document mentions a potential delay in the start date for the contract as a risk factor.
Worse than expected
17 March 2025 4:18 PM
Proxy Statement
  • The Company achieved adjusted net income per diluted share of $22.65, representing a 2024 adjusted net income of $1,308 million, falling short of the Company's initial 2024 earnings guidance.
Delay expected
17 March 2025 4:18 PM
Proxy Statement
  • The new contract was originally scheduled to commence on July 1, 2025; however, due to ongoing procurement protests, we now anticipate implementation beginning on July 1, 2026.
Better than expected
4 March 2025 8:28 PM
SEC Form 4
  • The vesting of performance stock units at 149% of target suggests the company exceeded its performance goals.
Better than expected
4 March 2025 8:27 PM
SEC Form 4 Filing
  • The performance stock units vested at 149%, indicating the company exceeded its performance targets.
Better than expected
4 March 2025 8:20 PM
SEC Form 4 Filing
  • The performance stock units vested at 149%, indicating the company exceeded its performance targets.
Delay expected
11 February 2025 4:08 PM
Annual Results
  • The Georgia Medicaid contract implementation is now anticipated to begin on July 1, 2026, due to ongoing procurement protests, instead of the originally scheduled date of July 1, 2025.
Better than expected
5 February 2025 4:18 PM
Earnings Release
  • The company's full year 2024 GAAP net income increased by 9% year-over-year.
  • The company's full year 2024 adjusted net income increased by 8% year-over-year.
  • The Marketplace MCR for the full year 2024 was 75.4%, better than the company's expectations.
Delay expected
16 December 2024 5:30 PM
Contract Announcement
  • The initial notice of intent to award the Michigan contract was cancelled, indicating a potential for delays in the contract award process.
Capital raise
18 November 2024 4:20 PM
Debt Offering Announcement
  • Molina Healthcare completed a private offering of $750 million in senior notes.
  • The net proceeds of approximately $740 million will be used for general corporate purposes.
Capital raise
13 November 2024 5:11 PM
Debt Offering Announcement
  • Molina Healthcare is raising $750 million through a private offering of senior notes.
  • The net proceeds are estimated to be approximately $740 million after deducting fees and expenses.
Capital raise
13 November 2024 9:16 AM
Debt Offering Announcement
  • Molina Healthcare intends to privately offer $500 million aggregate principal amount of senior notes due 2033.
  • The notes will be sold to qualified institutional buyers and certain persons outside the United States.
  • The company plans to use the net proceeds for general corporate purposes.
Worse than expected
12 November 2024 4:17 PM
Current Report
  • The cancellation of the initial contract award is worse than expected for Molina Healthcare as it introduces uncertainty and requires additional effort to re-bid.
Delay expected
12 November 2024 4:17 PM
Current Report
  • The contract commencement has been delayed to January 1, 2026, due to the cancellation and re-issuance of the RFP.
Worse than expected
24 October 2024 10:34 AM
Quarterly Report
  • The consolidated MCR was higher than expected due to medical cost pressures in the Medicaid and Medicare segments.
  • The Medicaid MCR increased due to higher than expected medical costs in the legacy portfolio and new contracts.
  • The Medicare MCR is slightly above the long-term target range due to elevated LTSS and pharmacy costs and higher outpatient utilization.
Better than expected
23 October 2024 4:19 PM
Quarterly Report
  • The company's Q3 results exceeded expectations with a 34% increase in GAAP net income per diluted share and a 19% increase in adjusted net income per diluted share year-over-year.
Better than expected
23 September 2024 9:00 AM
Credit Agreement Amendment
  • The increase in the credit facility and extension of the maturity date provide better financial flexibility and reduce near-term refinancing risk.
Worse than expected
25 July 2024 11:38 AM
Quarterly Report
  • Net income decreased slightly compared to the same period last year.
  • The consolidated medical care ratio (MCR) increased to 88.6% in the second quarter of 2024.
Worse than expected
25 April 2024 9:40 AM
Quarterly Report
  • Net income decreased by 6% compared to the first quarter of 2023, indicating worse than expected results.
  • The consolidated MCR increased from 87.1% to 88.5%, indicating higher medical costs than expected.
Delay expected
11 April 2024 5:09 PM
Contract Award Announcement
  • The document mentions a risk of a delay in the start date for the contract.
Delay expected
21 March 2024 4:18 PM
Proxy Statement
  • The four-year contract in Mississippi was expected to begin on July 1, 2023, but was extended by an additional year, and is now expected to commence between September 1, 2024 and July 1, 2025.
Better than expected
21 March 2024 4:18 PM
Proxy Statement
  • The company achieved adjusted net income in 2023 of $1,213 million, an increase of 16% over 2022 performance.
  • The company generated premium revenue of $32.5 billion, an increase of 5% over 2022.
Better than expected
5 March 2024 8:41 PM
SEC Form 4 Filing
  • The performance stock units vested at 170% achievement level, indicating that the company exceeded its performance targets for adjusted net income per share over the three-year performance period.
Better than expected
5 March 2024 8:40 PM
SEC Form 4 Filing
  • The vesting of performance stock units at 170% suggests the company exceeded its financial targets, indicating better-than-expected performance.
Worse than expected
29 February 2024 4:21 PM
Contract Announcement
  • Molina Healthcare's Virginia subsidiary was not selected for the Cardinal Care Managed Care program, which is a negative development.
Better than expected
7 February 2024 4:18 PM
Quarterly Report
  • The company's full year 2023 GAAP earnings per diluted share increased by 39% year-over-year, exceeding expectations.
  • The company's full year 2023 adjusted earnings per diluted share increased by 17% year-over-year, exceeding expectations.
  • The company's 2024 guidance for premium revenue and adjusted earnings per share is higher than previous estimates.

Disclaimer: This summary was generated by artificial intelligence and its accuracy is not guaranteed. The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.