LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP ("GPM†), announces that it has filed a class action lawsuit in the United States District Court for the Central District of California, captioned Hindlemann v. Molina Healthcare, Inc., et al., Case No. 2:25-cv-09461, on behalf of persons and entities that purchased or otherwise acquired Molina Healthcare, Inc. ("Molina†or the "Company†) (NYSE: MOH) securities between February 5, 2025 and July 23, 2025, inclusive (the "Class Period†). ...

公司概况与近期事件 - 公司是一家管理式医疗公司，主要通过政府赞助计划（如医疗补助、医疗保险和州健康保险交易所）为个人和家庭提供健康保险及相关服务，市值约为104亿美元 [1] - 公司计划于2025年10月22日市场收盘后公布2025财年第三季度财报 [1] 财务业绩预期 - 市场预期公司第三季度每股收益为3.97美元，较去年同期6.01美元下降33.9% [2] - 在过去四个季度中，公司有两次盈利超出市场预期，两次未达预期 [2] - 市场预期公司2025财年全年每股收益为18.87美元，较2024财年22.65美元下降16.7% [3] - 市场预期公司2026财年每股收益将同比增长4%，至19.63美元 [3] 股价表现与同业比较 - 公司股价在过去52周内下跌了41.5%，表现远逊于同期上涨7%的SPDR S&P Health Care Services ETF (XHS)和上涨17.6%的标普500指数 ($SPX) [4] 经营压力与应对措施 - 股价承压的主要原因是医疗补助、医疗保险和ACA业务中不断上升的医疗成本挤压了利润率 [5] - 公司已通过下调全年盈利指引作为应对，向投资者表明利润面临的压力比预期更为持久 [5] 行业监管环境 - 监管和政策的不确定性，特别是围绕医疗补助计划资金、ACA补贴以及健康保险计划的变化，为投资增加了额外风险 [6] 华尔街分析师观点 - 华尔街分析师对公司股票总体评级为“持有”，较三个月前的“温和买入”有所下调 [7] - 在覆盖该股的17位分析师中，4位建议“强力买入”，11位建议“持有”，1位建议“温和卖出”，1位建议“强力卖出” [7] - 尽管当前股价高于其平均目标价189.43美元，但华尔街最高目标价228美元暗示其较当前价格有17.4%的溢价空间 [7]

Follower of the markets. My investment style is mostly looking for asymmetrical risk/reward opportunities on the long and short side. I utilize a mixture of stock and derivatives positions in my investment approach. The time horizon of my investments varies.For some more investment insights or if you want to message me, feel free to do so.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MOH either through stock ownership, options, or other derivatives. I wrote this article myself, ...

Follower of the markets. My investment style is mostly looking for asymmetrical risk/reward opportunities on the long and short side. I utilize a mixture of stock and derivatives positions in my investment approach. The time horizon of my investments varies.For some more investment insights or if you want to message me, feel free to do so.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MOH either through stock ownership, options, or other derivatives. I wrote this article myself, ...

Vancouver, British Columbia – TheNewswire - October 1, 2025 – Plaid Technologies Inc. (CSE: STIF) (OTC: STIFF) (FRA: 5QX0) (“Plaid” or the “Company”) today announces that, due to the ongoing Canada Post labour strike, which began on September 25, 2025 (the “Postal Strike”), the management information circular (the “Circular”), form of proxy and related meeting materials (collectively, the “Meeting Materials”) for the Company’s upcoming annual general and special meeting of shareholders, to be held on Octobe ...

Air Canada is betting on free beer and wine at the back of the plane to help fill more seats, an executive said on Wednesday, as North American airlines face passenger pushback over fees for extra bag... ...

行业背景 - 美国医疗保健行业正面临医疗成本上升、监管审查和患者行为变化的挑战 [1] - 医疗保险公司因使用率增加和报销问题而面临利润率压力 [1] 联合健康 (UnitedHealth Group, UNH) - 公司是美国最大的保险公司，市场估值达3130亿美元，业务模式多元化，保险业务UnitedHealthcare覆盖超过5100万会员，健康服务部门Optum涵盖药房福利、数据分析和医疗服务 [4] - 最新季度营收达1116亿美元，同比增长12.9%，其中Optum部门营收672亿美元，同比增长6.8% [5] - 调整后净利润率为3.3%，优于Molina的2.6%，公司重申其2025年全年每股收益指引 [6] - 医疗护理比率（MCR）为89.4%，优于Molina的90.4% [9] - 自由现金流与净收入比率为1.19，显著高于Molina的0.38，显示更强的现金转换能力和财务灵活性 [11] - 沃伦·巴菲特的伯克希尔哈撒韦公司披露购买了价值15.7亿美元的超过500万股股票 [7] 莫利纳健康 (Molina Healthcare, MOH) - 公司专注于医疗补助（Medicaid）和政府资助计划，服务超过570万会员 [8] - 最新季度营收为114亿美元，同比增长15.7%，主要由市场会员增长和更高保费驱动 [9] - 医疗护理比率（MCR）上升至90.4%，高于UnitedHealth的89.4% [9] - 自由现金流与净收入比率为0.38，显著低于UnitedHealth的1.19 [11] - 医疗补助合同在第一季度下降6.1%，第二季度下降3.4% [12] 财务表现与估值比较 - UnitedHealth的远期市盈率为20.19倍，而Molina为9.81倍，显示市场愿为UnitedHealth支付溢价 [14] - 年初至今，UnitedHealth股价下跌31.7%，Molina股价下跌35%，同期标普500指数上涨13.8% [15] - Zacks对UnitedHealth 2025年和2026年的每股收益共识预期分别为16.21美元和17.51美元，反映出先下降41.4%后增长8.1%的预期 [13] - Zacks对Molina 2025年和2026年的每股收益共识预期分别为18.56美元和19.57美元，反映出先下降18.1%后增长5.4%的预期 [13] 风险与机遇 - UnitedHealth的风险包括监管审查和医疗保险优势费率讨论，但其通过技术投资和扩展供应商服务来关注长期增长 [7] - Molina的风险在于其对报销的依赖使其易受政治和监管波动影响，其增长轨迹对政策变化和资金分配更为敏感 [10][11]

CANADA - 2025/08/11: In this photo illustration, the Centene Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesAfter a period of underperformance, Centene’s stock (NYSE:CNC) has recently seen a strong rebound, rising 6% on September 24 and nearly 20% over the last month. This follows a significant drop in July 2025 after the company withdrew its 2025 financial guidance.This sharp in ...

Long Beach, California-based Molina Healthcare, Inc. (MOH) provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces. With a market cap of $9.6 billion, Molina operates through Medicaid, Medicare, Marketplace, and Other segments and has operations spanning almost 20 U.S. states. Companies worth between $2 billion and $10 billion are generally referred to as “mid-cap stocks.” Molina fits right into that ...

Deep-pocketed investors have adopted a bearish approach towards Molina Healthcare MOH, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in MOH usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 9 extraordinary options activities for Molina Heal ...