Overview

* Molina Q3 premium revenue rises 12% yr/yr, driven by acquisitions and rate increases

* GAAP EPS for Q3 2025 was $1.51, a 73% decrease yr/yr

* Company revises 2025 guidance, expects adjusted EPS of $14.00

Outlook

* Molina raises full-year 2025 premium revenue guidance to $42.5 bln

* Company expects full-year 2025 adjusted EPS to be approximately $14.00

* Marketplace segment's medical cost trend expected to impact earnings through year-end

Result Drivers

* PREMIUM REVENUE GROWTH - Driven by acquisitions, rate increases, and growth in current footprint

* MEDICAL COST PRESSURE - High levels of utilization in Medicaid and Medicare segments affecting margins

* MARKETPLACE CHALLENGES - Higher utilization levels relative to risk adjustment revenue impacting performance

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 $10.84

Premium bln

Revenue

Q3 EPS $1.51

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 13 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the managed healthcare peer group is "buy."

* Wall Street's median 12-month price target for Molina Healthcare Inc ( MOH ) is $203.50, about 3.3% above its October 21 closing price of $196.80

* The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)