Molina Healthcare, Inc. (NYSE:MOH) is one of the 15 Best Stocks to Buy According to Billionaire Seth Klarman.
Molina Healthcare, Inc. (NYSE:MOH) is a new addition to the 13F portfolio of Baupost Group. This holding comprises more than 620,000 shares. In early February, the company had released earnings for the fourth quarter of 2025, with the management projecting 2026 premium revenue of approximately $42 billion. This is slightly lower than 2025. The management expects Medicaid 2026 rates to average approximately 4% and will not offset the medical cost trend projected at 5%. The guidance assumes Marketplace premium will decline by 50% and that Medicare and Marketplace segments combined present a headwind of $1 per share in 2026.
15 States with the Best Healthcare in the US
Molina Healthcare, Inc. (NYSE:MOH) CEO Joseph Zubretsky, while speaking during the earnings call, highlighted a Medicaid contract win in Florida, stating that the contract in this regard was expected to yield $6 billion in annual run rate premium and was expected to go live late 2026. He also noted active engagement in RFPs representing an active pipeline of $50 billion of new opportunities over the next few years.
Molina Healthcare, Inc. (NYSE:MOH) provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces in the United States.
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