“The increase is due to term loan debt and credit facility borrowings related to a prior credit agreement that occurred in the first and third quarter of 2025, and were outstanding until they were repaid in November 2025, the issuance of $750 million of notes…”10-K · Feb 10, 2026 ↗
Molina Healthcare, Inc.
MOH
Market read
Molina Healthcare, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
- MOH's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if MOH's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 7 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- MOH's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +11.7% year over year.
- Operating margin changed -2.5 percentage points in the latest annual period.
- Net margin changed -1.9 percentage points in the latest annual period.
- Operating cash flow was only -1.133x net income in the latest annual period.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
200.20Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“As a result of the assessment, we determined that the estimated fair values of our reporting units continue to exceed their carrying value with significant excess, and no impairment to goodwill was required.”10-K · Feb 10, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for MOH. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for MOH. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind MOH
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
EVH10.0% of EVHcustomerFeb 25, 2026 ▾
“A portion of the Company’s revenue during the three months ended September 30, 2025 related to members on the ACA Health Exchanges, principally but not exclusively pursuant to our revenue agreements with Molina Healthcare, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
MOH is currently a Follower in the organic co-movement group Healthcare Plans. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.