Molina Healthcare (MOH)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
Fundamental grade
Five factors scored 1 to 9 from MOH's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Molina Healthcare's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $27.8B | $32.0B | $34.1B | $40.6B | $45.4B |
| Net income | $659M | $792M | $1.1B | $1.2B | $472M |
| Free cash flow | $2.0B | $682M | $1.6B | $544M | -$636M |
| EPS (diluted) | $11.25 | $13.55 | $18.77 | $20.42 | $8.92 |
| Operating margin | 3.7% | 3.7% | 4.6% | 4.2% | 1.7% |
Where the revenue comes from
Revenue by segments, fiscal 2023.
Superinvestors who own MOH
From each investor's latest 13F filing (what a 13F shows). 7 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness AQR Capital Management |
Added | $807M | 0.28% | Q2 2026 |
| Bill Nygren Harris Associates LP |
Trimmed | $219M | 0.29% | Q2 2026 |
| Seth Klarman Baupost Group |
Held | $145M | 2.7% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $30M | 0.07% | Q2 2026 |
| Michael Burry Scion Asset Management |
New position | $24M | 1.7% | Q3 2025 |
| Ric Dillon Diamond Hill Capital Management |
New position | $23M | 0.18% | Q2 2026 |
| Will Nasgovitz Heartland Advisors |
Held | $9M | 0.40% | Q2 2026 |
Insider buying
Open-market purchases by Molina Healthcare's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Feb 24, 2026 | Ro Khanna |
0 | $148.72 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $148.72 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $184.74 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $184.74 | — |
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In the full deep dive
Questions
Are Molina Healthcare insiders buying the stock?
4 open-market insider purchases of MOH in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Molina Healthcare?
7 of the superinvestors Investingly tracks hold MOH in their latest 13F, including Cliff Asness, Bill Nygren, Seth Klarman.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.