New Analyst Forecast: $MOH Given $364.0 Price Target

Recent analyst ratings for $MOH show a median price target of $372, with Erin Wright from Morgan Stanley setting a target of $364. Congressional members have traded $MOH stock equally between purchases and sales, while corporate insiders have heavily favored selling, with 9 sales versus 0 purchases in the last six months; CEO Joseph M Zubretsky sold 87,500 shares. Institutional investors show mixed sentiment, with 287 increasing and 386 decreasing their positions, including notable additions by PRICE T ROWE ASSOCIATES INC /MD/ and HARRIS ASSOCIATES L P, and reductions by CAPITAL RESEARCH GLOBAL INVESTORS and WELLINGTON MANAGEMENT GROUP LLP.

Analysis

Analyst price targets for Molina Healthcare, Inc. ($MOH) show a median of $372.0 from three analysts over the past six months, with the most recent target from Morgan Stanley's Erin Wright set at $364.0 on June 9, 2025. Congressional trading activity in $MOH has been balanced over the last six months, involving four transactions (two purchases and two sales), each valued up to $15,000, indicating limited conviction from this cohort. In stark contrast, insider trading activity reveals a pronounced bearish sentiment, with nine sales and zero purchases recorded in the same period. Notably, President & CEO Joseph M Zubretsky sold 87,500 shares for an estimated $28 million, complemented by sales from other executives. This significant insider selling aligns with the "strongly negative" sentiment score of -0.7 specifically for $MOH. Institutional investor activity is mixed but leans towards distribution, as 386 funds decreased their positions compared to 287 increasing them in their most recent quarter. While PRICE T ROWE ASSOCIATES INC /MD/ added 1,216,903 shares (+46.4%) and HARRIS ASSOCIATES L P initiated a substantial position by adding 1,047,433 shares (an infinite percentage increase), significant reductions were seen from CAPITAL RESEARCH GLOBAL INVESTORS (-16.9%) and WELLINGTON MANAGEMENT GROUP LLP (-15.5%), and 8 KNOTS MANAGEMENT, LLC liquidated its entire holding in Q4 2024.

Key Decisions for Investors

• Investors should interpret the consistent and substantial insider selling, particularly the CEO's $28 million share sale, as a significant bearish indicator for $MOH, warranting a cautious approach.
• While recent analyst price targets, including a median of $372.0, suggest potential valuation levels, these should be carefully weighed against the strong negative sentiment signals and the concerning pattern of insider dispositions.
• It is advisable to monitor future institutional holding data closely to ascertain whether the net selling pressure from funds continues, as this will be crucial in assessing the evolving market conviction on $MOH's outlook.