Molina Healthcare, Inc. filings document the regulatory record for a managed healthcare company serving Medicaid, Medicare and state insurance marketplace programs. Its 8-K reports disclose operating results, premium revenue and earnings guidance, Regulation FD investor presentations, material agreements, direct financial obligations, impairment charges and senior unsecured note financing.
The company's proxy and governance filings cover annual meeting proposals, director and executive compensation matters, equity incentive plan authorization and amendments to charter or bylaw provisions such as stockholder special-meeting rights. The filing record also describes capital-structure terms, credit agreement covenants, risk-factor references and shareholder voting outcomes.
Molina Healthcare, Inc. (MOH) common stock is the subject of Vanguard Portfolio Management’s amended beneficial-ownership report. Vanguard reported beneficial ownership of 2,320,909 shares, or 4.44% of the class, as of September 30, 2026. It reported sole voting power over 7,541 shares and sole dispositive power over 2,320,909 shares, with no shared voting or dispositive power. The reported position includes securities held by Vanguard funds and client accounts where Vanguard businesses exercise dispositive and/or voting power.
Molina Healthcare, Inc. (MOH) shares were reported as beneficially owned by BlackRock, Inc. in the amount of 4,805,370 common shares, equal to 9.2% of the class as of September 30, 2026. BlackRock reported sole voting power over 4,643,506 shares and sole dispositive power over 4,805,370 shares; shared voting and shared dispositive power were each zero.
The reported position reflects certain BlackRock business units and affiliates. Various persons may receive dividends or sale proceeds from the shares, but no one person's interest exceeds 5% of Molina Healthcare's outstanding common shares.
Molina Healthcare, Inc. (MOH) reported third-quarter 2026 total revenue of $11.082 billion, down from $11.477 billion a year earlier, and net income of $38 million versus $79 million. Diluted earnings per share were $0.73, compared with $1.51. Premium revenue was $10.457 billion, down 4%; the medical care ratio was 92.9%, compared with 92.6%. Membership was 4.9 million as of September 30, 2026, 766,000 (14%) below September 30, 2025, mainly reflecting Medicaid market contraction and lower Marketplace membership associated with Molina’s product and pricing strategy.
For the nine months ended September 30, 2026, total revenue was $32.752 billion and net income was $112 million, versus $34.051 billion and $632 million a year earlier; diluted earnings per share were $2.19 versus $11.79. Operating cash flow was $629 million, compared with $237 million used in the prior-year period. A $93 million impairment recorded in the first quarter reflects the planned 2027 exit from MAPD as Molina focuses Medicare on dual-eligible members. The company expects year-end Medicaid membership of 4.4 million, excluding 120,000 Florida Kids enrollees; that contract began October 1, 2026 and is expected to run through December 2030.
MOH reported third-quarter 2026 GAAP income per diluted share of $0.73 and adjusted income per diluted share of $0.89. Premium revenue was $10.457 billion, down 4% year over year, and total revenue was $11.082 billion. GAAP net income was $38 million, down 52%, and adjusted net income was $46 million, down 53%; Molina attributed the decreases mainly to a higher consolidated medical care ratio, which was 92.9% compared with 92.6% a year earlier.
For the nine months ended September 30, 2026, operating cash flow was $629 million, compared with an outflow of $237 million a year earlier. Molina reaffirmed full-year 2026 guidance of approximately $42 billion in premium revenue, at least $2.38 per diluted share in GAAP earnings, and at least $5.25 per diluted share in adjusted earnings. Guidance includes losses of $1.50 per share due to implementation of the new Florida Medicaid contract in the fourth quarter and $1.00 per share due to traditional MAPD product performance; Molina previously announced it will exit that product for 2027.
Molina Healthcare, Inc. reported a 304-share stock grant to the Richard Charles Zoretic Revocable Living Trust on October 1, 2026, in connection with director Richard C. Zoretic’s services under its 2025 Equity Incentive Plan. The trust held 9,693 shares after the grant, which reflected the issuer’s $180.85 closing price that day.
Molina Healthcare, Inc. reported a grant of 304 common shares to Dale B. Wolf Revocable Trust in connection with Dale B. Wolf's services as a director. The October 1, 2026 closing price of $180.85 determined the share count. The trust held 15,937 shares following the grant, and Dale B. Wolf is its sole trustee.
Molina Healthcare, Inc. director Richard M. Schapiro received a grant of 304 shares of common stock on October 1, 2026, under the company's 2025 Equity Incentive Plan for director services. Each director's annual equity award was set at $220,000, with $55,000 granted on the first day of each quarter based on the stock's closing price. The October 1 closing price was $180.85, and Schapiro directly held 12,615 shares following the grant.
Molina Healthcare, Inc. reported a grant of 304 common shares to Ronna Romney Revocable Trust in connection with director Ronna Romney’s services. The grant was based on the October 1, 2026 closing price of $180.85 per share under the company’s 2025 Equity Incentive Plan. The trust held 18,173 shares following the grant.
Molina Healthcare, Inc. reported a 304-share director award connected to Steven J. Orlando’s services; the shares are held by Orlando Family Trust. The $55,000 quarterly award was based on the common stock’s $180.85 closing price on October 1, 2026. Orlando Family Trust held 18,271 shares following the award; a separate 1,500 shares were held in Steven J. Orlando’s 401(k).
Molina Healthcare, Inc. director Stephen H. Lockhart acquired a direct grant of 304 common shares on October 1, 2026, under the company’s 2025 Equity Incentive Plan. The grant was based on the stock’s $180.85 closing price that day. Lockhart directly held 4,688 shares after the transaction.