Welcome to our dedicated page for MOLINA HEALTHCARE SEC filings (Ticker: MOH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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 Chief Accounting Officer Maurice Hebert reported a mix of stock awards and tax-related share withholdings. On March 1, 2026, he received 650 shares of common stock issued in settlement of performance stock units granted on March 1, 2023, based on three-year average adjusted earnings per share at an 89% vesting level. The company also withheld 229 shares and 272 shares, at a price of $154.05, to cover tax liabilities tied to these vestings. In a separate transaction on the same date, Hebert received a grant of 2,058 restricted shares under the 2025 Equity Incentive Plan at a reference price of $145.75, which will vest in stages through March 1, 2029. After these transactions, he directly owned 11,357 shares of Molina Healthcare common stock.
Molina Healthcare, Inc. Chief Legal Officer Jeff D. Barlow reported equity compensation changes on March 1, 2026. He received a grant of 13,722 shares of common stock under the company’s 2025 Equity Incentive Plan at a reference price of $145.75 per share, based on a 10‑day volume-weighted average price.
On the same date, 1,638 shares were withheld at $154.05 per share to cover tax obligations tied to the vesting of 4,183 shares, a non‑open‑market, tax-withholding disposition. After these transactions, his directly held common stock increased to 84,986 shares, with the new grant vesting in stages through March 1, 2029.
Molina Healthcare executive Debra Bacon reported equity compensation activity and related tax withholding. On March 1, 2026, 716 shares of common stock at $154.05 per share were withheld and disposed of to cover taxes tied to the vesting of 2,021 shares. The price reflects the closing price on February 27, 2026.
On the same date, Bacon received a grant of 9,606 restricted shares of Molina Healthcare common stock under the company’s 2025 Equity Incentive Plan at a reference price of $145.75, based on a 10-day volume-weighted average price. These 9,606 shares vest in three equal installments on March 1 of 2027, 2028, and 2029, with additional previously granted shares scheduled to vest on July 1, 2026 and March 1, 2027 and 2028. After these transactions, she directly held 21,796 common shares.
Molina Healthcare reaffirmed its 2026 full-year earnings outlook ahead of upcoming investor meetings and a health care conference appearance. Management continues to expect at least $3.20 in GAAP diluted EPS and at least $5.00 in adjusted diluted EPS for 2026.
The company will present at TD Cowen’s 46th Annual Health Care Conference on March 3, 2026, with a live webcast and 30‑day replay on its investor relations website. Molina also set dates for its first-quarter 2026 earnings release and call on April 22–23, 2026, and announced an Investor Day on May 8, 2026, both with live webcasts and 30‑day replays.
T. Rowe Price Associates, Inc. reported beneficial ownership of 994,260 shares of Molina Healthcare Inc. common stock, representing 1.9% of the class as of 12/31/2025. The firm is organized in Maryland.
T. Rowe Price has sole power to vote 991,424 shares and sole power to dispose of 994,260 shares, with no shared voting or dispositive power. It states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Molina Healthcare.
Capital World Investors has disclosed a significant ownership stake in Molina Healthcare, Inc. The investment firm reports beneficial ownership of 3,511,197 shares of Molina Healthcare common stock, representing 6.8% of the company’s 51,400,000 shares believed to be outstanding as of the reported date.
Capital World Investors, a division of Capital Research and Management Company and its affiliated investment management entities, reports sole voting power over 3,510,147 shares and sole dispositive power over 3,511,197 shares, with no shared voting or dispositive power. The shares are certified as being held in the ordinary course of business and not for the purpose of changing or influencing control of Molina Healthcare.
Molina Healthcare, Inc. director Richard C. Zoretic reported an indirect open-market purchase of company stock through a trust associated with him. On 02/11/2026, the Richard Charles Zoretic Revocable Living Trust bought 800 shares of Molina Healthcare common stock at $125.16 per share.
Following this transaction, the trust beneficially owns 8,747 shares of Molina Healthcare common stock, all reported as indirect ownership by Zoretic.
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC report a passive stake in Molina Healthcare, Inc. They beneficially own 410,403 shares of Molina common stock, representing 0.8% of the outstanding class as of 12/31/2025, with shared voting and dispositive power over all reported shares.
The firms certify the position is held in the ordinary course of business and not for changing or influencing control of Molina Healthcare. The filing also notes that AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and both entities jointly file this Schedule 13G/A.
Molina Healthcare, Inc. reports 2025 results showing strong top-line growth but sharply lower earnings in a challenging government-paid healthcare environment. Total revenue rose to $45,426 million from $40,650 million, driven by Medicaid, Medicare, Marketplace and the ConnectiCare acquisition.
Premium revenue reached $43,052 million, yet the medical care ratio worsened to 91.7% from 89.1%, compressing profitability. Net income fell to $472 million from $1,179 million, and diluted EPS decreased to $8.92 from $20.42. Membership ended 2025 at 5.49 million, with Medicaid at 4.57 million and Marketplace up to 655,000.
The company outlines a strategy focused on government-sponsored programs, targeting 11%–13% long-term growth and more than $50 billion in premium revenue by 2027. It highlights about $9 billion of new annual premium from 2025 RFP wins and acquisitions, while also planning a major repositioning: exiting its MAPD product for 2027 and cutting Marketplace exposure after an expected roughly 50% revenue decline in 2026.
Molina Healthcare, Inc. amended its credit agreement on February 4, 2026, temporarily easing a key debt covenant. The required minimum quarterly interest coverage ratio was reduced from 3.00:1.00 to 1.75:1.00 for quarters ending March 31 through December 31, 2026, then stepped up to 2.00:1.00 for March 31, 2027, 2.50:1.00 for June 30, 2027, and 2.75:1.00 for September 30, 2027.
The company also determined on February 5, 2026 that it will record an estimated non-cash, pre-tax impairment charge of approximately $93 million in the first quarter of 2026, tied to certain intangible assets. This follows a decision to exit its Medicare Advantage Prescription Drug product for 2027 to focus exclusively on dual eligible Medicare members. The charge will be recorded outside of adjusted net income.