Molina Healthcare
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
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| 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)
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