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Molina Healthcare

MOH · NYSE · Hospital & Medical Service Plans
Insider buys (12 months)
$100K
Insider sales (12 months)
$3.6M
8-K reports (12 months)
13
Tracked investors holding
3

At a glance

Molina Healthcare reported 2025 revenue of $45.43B, up 11.7% from $40.65B in 2024. Over 4 years since 2021 ($27.77B), that is growth of about 13.1% a year. Operating margin was 1.7%, down from 3.7% in 2021. 2025 was the highest revenue year in this period.

In the last 12 months 5 insiders reported 1 open-market purchase ($100K) and 4 sales ($3.6M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $3.3M by Chief Legal Officer Jeff D. Barlow on May 13, 2026. Net, insiders were sellers of $3.5M.

Molina Healthcare filed 13 current reports (Form 8-K) in the last 12 months, most often for regulation fd disclosure (6), results of operations (4), material agreement (2) and new financial obligation (2). The latest officer or director change was reported on May 11, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.

3 of the 20 investors tracked here held Molina Healthcare at the last quarter end, worth $74.1M combined. It is the largest weight for Baupost Group (2.7% of its portfolio), followed by Renaissance Technologies (0.1%). Added: Renaissance Technologies and Bridgewater Associates.

Annual results

2021
Revenue $27.77B
Op. $1.02B
2022
Revenue $31.97B
Op. $1.17B
2023
Revenue $34.07B
Op. $1.57B
2024
Revenue $40.65B
Op. $1.71B
2025
Revenue $45.43B
Op. $781M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$659M$792M$1.09B$1.18B$472M
Diluted EPS$11.25$13.55$18.77$20.42$8.92

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Renaissance TechnologiesAdded$72.1M · 0.1% · held 8 quarters
Bridgewater AssociatesAdded$1.9M · 0.0% · held 8 quarters
Baupost GroupUnchanged$145K · 2.7% · held 3 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined