Every material Form 8-K Molina Healthcare filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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.
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.
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.
Molina Healthcare reported first quarter 2026 GAAP earnings of $0.27 per diluted share, down 95% from $5.45 a year earlier, and adjusted earnings of $2.35 per diluted share, down 61% from $6.08. Premium revenue fell 4% to about $10.2 billion, and GAAP results include a $93 million impairment tied to the planned 2027 exit of the Medicare Advantage-Part D product. The company reaffirmed its full-year 2026 guidance of about $42 billion in premium revenue and at least $5.00 in adjusted earnings per diluted share.
Q1 2026 GAAP net income was $14 million, versus $298 million in Q1 2025; total revenue was $10,796 million, versus $11,147 million.
Consolidated medical care ratio rose to 91.1% from 89.2%, and the Marketplace MCR included about 450 basis points from prior year risk adjustment and program integrity items.
Full-year 2026 guidance: premium revenue about $42 billion, GAAP EPS at least $1.90, adjusted EPS at least $5.00; the company will update guidance with its second quarter results.
Management will hold an Investor Day on Friday, May 8, to update its three-year outlook.
Molina Healthcare said it expects a non-cash, pre-tax impairment charge of about $93 million on certain intangible assets in the first quarter of 2026, tied to its decision to exit the Medicare Advantage Prescription Drug product for 2027. The company also amended its credit agreement with Truist Bank as administrative agent, temporarily lowering the minimum interest coverage ratio it must maintain, which gives it more room under the covenant through September 2027.
Estimated non-cash, pre-tax impairment charge of about $93 million on certain intangible assets, to be recorded in Q1 2026
Charge results from exiting the Medicare Advantage Prescription Drug product for 2027, which the company says does not fit its focus on dual eligible members in Medicare
First Amendment to Credit Agreement dated February 4, 2026, with Truist Bank as administrative agent; minimum interest coverage ratio cut from 3.00:1.00 to 1.75:1.00 through December 31, 2026, then rising to 2.75:1.00 by September 30, 2027
The charge will be excluded from adjusted net income, as defined in the fourth quarter earnings release issued February 5, 2026
Molina Healthcare reported a fourth-quarter 2025 GAAP loss of $3.15 per diluted share and full-year 2025 adjusted earnings of $11.03 per share, down 51% from the prior year. For 2026, it guided to adjusted earnings of at least $5.00 per diluted share and premium revenue of about $42 billion, a roughly 2% decline, and said it will exit its traditional Medicare Advantage Part D product for 2027.
Q4 2025 GAAP loss of $3.15 per diluted share and adjusted loss of $2.75, burdened by about $2.00 of unfavorable retroactive revenue items
Full-year 2025 total revenue of $45.4 billion, up from $40.7 billion, while GAAP EPS fell to $8.92 from $20.42
2026 guidance: GAAP EPS of at least $3.20 and adjusted EPS of at least $5.00, burdened by $2.50 per share from a new Florida Medicaid contract and the Part D product
Company will exit the MAPD product, which has about $1 billion in annual premium, for 2027
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