Molina Healthcare Q3 premium revenue rises, raises 2025 revenue forecast

Molina Healthcare

22/10/2025 21:45

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/Miss
Actual
Consensus Estimate
Q3 Premium Revenue
$10.84 bln
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 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: ID:nBw3bWgBRa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)