NEW YORK, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating certain officers and directors Baxter International, Inc. (NYSE: BAX) and Molina Healthcare, Inc. (NYSE: MOH) on behalf of long-term stockholders. More information about each potential case can be found at the link provided. Baxter International, Inc. (NYSE: BAX) Bragar Eagel & Squire is investigating certain officers and directors of Baxter International, Inc. foll ...

Key Takeaways MOH teams up with Aeroflow Health to offer virtual diabetes care to members in South Carolina.The partnership provides access to dietitians, DSME services and personalized nutrition support.MOH expects the move to grow its Commercial and Medicare base and drive premium revenue growth.Molina Healthcare, Inc.’s (MOH) South Carolina unit, Molina Healthcare of South Carolina, recently joined forces with an innovative healthcare organization, Aeroflow Health. This collaboration aims to deliver in-n ...

SAN DIEGO, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential derivative claims on behalf of Molina Healthcare, Inc. (NYSE: MOH) regarding alleged fiduciary breaches tied to undisclosed medical cost trends. The related class action covers February 5, 2025 through July 23, 2025. What Should Shareholders Do? If you are a current Molina shareholder and have continuously held your shares before February 5, 2025 and continue to hold your shares, you may have standing to pursue deri ...

With a market cap of $8.7 billion, Molina Healthcare, Inc. (MOH) delivers managed healthcare services to low-income individuals and families. It serves members through Medicaid, Medicare, and state insurance marketplace programs. Companies valued at less than $10 billion are generally considered "mid-cap" stocks, and Molina Healthcare fits this criterion perfectly. The company operates across four key segments: Medicaid, Medicare, Marketplace, and Other. More News from Barchart Shares of the Long Beach ...

ASHEVILLE, N.C., Dec. 10, 2025 (GLOBE NEWSWIRE) -- Aeroflow Health, a pioneering healthcare company that leverages cutting-edge technology to support the delivery of medical products and services, announced a new partnership with Molina Healthcare of South Carolina to offer in-network nutrition counseling and diabetes self-management education (DSME) services to Molina Commercial and Medicare members throughout South Carolina. Through Aeroflow’s comprehensive Nutrition Therapy Program, Molina South Carolina ...

Famed investor Michael Burry has recently reiterated that Molina Healthcare (MOH) is one of his current bullish bets. In fact, he picked Molina as a counter to his now infamous bearish stance on artificial intelligence (AI) juggernaut Palantir (PLTR). Posting on X (formerly Twitter), Burry said, “Long MOH stock and Long PLTR puts, like peanut butter and bananas.” But why? What makes Molina so special that Burry is willing to opt for it over a multi-bagger like Palantir? And should investors follow suit? L ...

行业核心观点 - 2025年对医疗保险股而言是表现惨淡的一年 因高于预期的医疗资源使用率和医疗成本导致多家公司发布盈利预警 [1] - 整个行业无论大型还是小型医疗保险公司预计都将在明年积极提高保费以抵消更高的理赔成本 [1] 作者背景 - 作者为IMC持证人 拥有5年金融市场跟踪经验 并在初级投资研究领域有超过2年的专业工作经验 [2] - 作者为全能型分析师 擅长自下而上研究企业 对研究覆盖不足的小型公司有浓厚兴趣 认为这些领域存在更多错误定价和下行风险有限的不对称机会 [2]

行业核心观点 - 2025年对医疗保险股而言是表现惨淡的一年 因高于预期的医疗资源使用率和医疗成本导致多家公司发布盈利预警 [1] - 整个行业无论大型还是小型医疗保险公司 预计都将在明年积极提高保费以抵消更高的理赔成本 [1] 作者背景 - 作者为IMC持证人 拥有5年金融市场跟踪经验 并在初级投资研究领域有超过2年的专业工作经验 [2] - 作者为全能型分析师 擅长自下而上研究企业 对研究覆盖不足的小型公司有浓厚兴趣 认为其中存在更多错误定价和下行风险有限的不对称机会 [2]

We came across a bullish thesis on Molina Healthcare, Inc. on Sherwood Investment Letter’s Substack by Joel Sherwood. In this article, we will summarize the bulls’ thesis on MOH. Molina Healthcare, Inc.'s share was trading at $145.97 as of December 2nd. MOH’s trailing and forward P/E were 8.93 and 10.45, respectively according to Yahoo Finance. Best Cancer Hospitals In The World in 2018 g-stockstudio/Shutterstock.com Molina Healthcare (MOH) shares dropped nearly 20% following a disappointing Q3, with hi ...

核心观点 - 尽管Molina Healthcare股价处于多年低位，但Cobalt Capital Management建立了使其成为基金第四大持仓的头寸，这暗示该基金认为市场情绪与公司基本面之间存在显著差距，可能是一个投资机会 [1][10] 投资动态 - Cobalt Capital Management于2025年11月13日披露新建Molina Healthcare头寸，购入115,000股，价值约22,006,400美元 [2][3] - 该头寸占基金13F报告管理资产约10.11%，对应基金报告美股资产规模约2.1758亿美元 [2][3] - 此次建仓后，Molina Healthcare成为该基金的第四大持仓，前三大持仓分别为AL、GLD和NSC [9] 公司股价表现 - 截至2025年11月13日，Molina Healthcare股价为138.48美元，过去一年下跌55.23% [4] - 其股价表现落后标普500指数69.17个百分点 [4] 公司财务与业务概况 - 公司过去十二个月营收为540.7亿美元，净利润为8.83亿美元，市值约为75亿美元 [5] - Molina Healthcare是一家专注于政府资助医疗计划（如Medicaid和Medicare）的领先管理式医疗服务提供商 [6] - 截至2021年12月31日，公司在全美18个州为约520万会员提供服务，主要面向符合Medicaid和Medicare资格的低收入家庭、个人和老年人 [7] 行业与商业模式分析 - 公司收入来源于按每位会员固定费用支付的政府合同，其财务表现关键在于管理医疗成本的能力 [11] - 这种商业模式在趋势稳定时能产生杠杆效应，但在成本增长超出预期时会带来压力 [11] - 公司本质上是政府最复杂保险义务的承包商，其角色依赖于需要时间调整的、严格的费率谈判 [12] 当前挑战与前景 - 近期的费率谈判失误以及更高的医疗成本导致股价远低于52周高点，尽管其基础业务仍具备长期增长的优势 [12] - 对投资者而言，当前关键在于公司如何在新合同推进过程中重置定价并恢复利润率的清晰度 [12] - 如果管理层能使医疗成本趋势与报销费率保持一致，并在投标中保持纪律，当前的估值可能更像一个机会而非警告 [12]