Nov 6, 4:19 PM ET
Molina Healthcare said senior management will reaffirm its 2026 full-year GAAP diluted EPS guidance of at least $2.38 and adjusted diluted EPS guidance of at least $5.25 at UBS's Global Healthcare Conference on November 9, 2026. The filing reaffirms existing guidance rather than changing it, so shareholders get no new numbers, but it confirms the company's outlook as of early November.
- Reaffirmed 2026 full-year GAAP diluted EPS guidance of at least $2.38
- Reaffirmed 2026 full-year adjusted diluted EPS guidance of at least $5.25
- Remarks at UBS conference on November 9, 2026 available by webcast at 10:15 a.m. Eastern Time, with a 30-day replay
Read the filing on SEC.gov ↗
Oct 21, 4:18 PM ET
Molina Healthcare reported third-quarter 2026 GAAP net income of $38 million, or $0.73 per diluted share, down 52% from a year earlier, on total revenue of $11.08 billion, down from $11.48 billion. The company reaffirmed its full-year 2026 guidance of adjusted earnings of at least $5.25 per diluted share and premium revenue of about $42 billion. For shareholders, profit fell sharply while guidance was held, and the full-year outlook includes a $1.50 per share loss tied to a new Florida Medicaid contract in the fourth quarter.
- GAAP EPS was $0.73 versus $1.51 a year earlier; adjusted EPS was $0.89 versus $1.84.
- Total revenue was $11.08 billion versus $11.48 billion; premium revenue fell 4% on lower Medicaid and Marketplace membership.
- Consolidated medical care ratio rose to 92.9% from 92.6%; the company attributed the profit decline mainly to this higher ratio.
- Full-year 2026 guidance was reaffirmed, including at least $5.25 adjusted EPS and at least $2.38 GAAP EPS, and includes a $1.50 per share loss from the new Florida Medicaid contract.
Read the filing on SEC.gov ↗
Jul 22, 4:20 PM ET
Molina Healthcare reported second quarter 2026 results on July 22, 2026, with GAAP net income down 76% to $60 million and adjusted EPS of $1.51, compared with $5.48 a year earlier. The company raised its full-year 2026 adjusted EPS guidance by $0.25 to at least $5.25, which it said reflects first-half Medicaid performance, while a $1.50 Medicare increase was offset by a $1.50 Marketplace decrease. For shareholders, quarterly profit fell sharply, while the full-year outlook moved higher.
- Q2 2026 GAAP EPS was $1.19 versus $4.75 a year earlier; adjusted EPS was $1.51 versus $5.48.
- Total revenue was $10.9 billion versus $11.4 billion; premium revenue fell 6% on lower membership.
- Full-year 2026 adjusted EPS guidance rose $0.25 to at least $5.25; GAAP EPS guidance is at least $2.15.
- Guidance includes a $1.50 per share loss from the new Florida Medicaid contract in Q4 2026 and a $1.00 per share loss from the traditional MAPD product it plans to exit for 2027.
Read the filing on SEC.gov ↗
May 11, 9:02 AM ET
At its May 6, 2026 annual meeting, Molina Healthcare stockholders elected all ten director nominees and approved a charter amendment letting holders of at least 20% of the voting power call special meetings. The company's board also adopted amended bylaws that set conditions for such requests, and stockholders approved a 1,500,000-share increase in the 2025 Equity Incentive Plan, to 3,295,000 shares.
- Stockholders approved a special meeting right for holders of at least 20% of voting power, who must have held those shares continuously for at least one year.
- The special meeting amendment passed with 42,570,475 votes for and 42,704 against.
- The equity plan increase passed with 31,318,146 votes for and 11,285,569 against.
- Advisory say-on-pay passed with 22,459,321 votes for and 20,116,888 against.
Read the filing on SEC.gov ↗
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