MOH Molina Healthcare

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Managed healthcare services focusing on Medicaid, Medicare, and Marketplace insurance segments
• • New emphasis: Significant membership growth in Marketplace (655,000 members, up 252,000 YoY) and ConnectiCare acquisition integration
• • Strategic shift: Exit from MAPD in 13 states, shifting focus to higher acuity dual-eligible Medicare populations
• • Quantitative highlight: Medical Cost Ratio (MCR) increased notably across segments—e.g., Marketplace MCR rose to 90.6% from 75.4% in 2024
• • Noteworthy fact: $1 billion new stock repurchase authorization in 2025 with $500 million repurchased plus $350 million spent on ConnectiCare acquisition

Risk Factors

• • Medicaid rate risk from state contracts, with top 4 states generating $17.3B, 54% of Medicaid premium revenue in 2025
• • Marketplace subsidy uncertainty due to expiration of advanced premium tax credits (APTCs) end of 2025, affecting enrollment and pricing
• • Cybersecurity risks from third-party vendors and internal access, exposing sensitive member data and risking regulatory fines or service interruptions
• • Competitive risk from contract renewals in 21 states; failure to renew could materially reduce premium revenue, 75% of consolidated premium in 2025
• • Acquisition integration risk with potential delays, cost overruns, and cultural mismatches threatening realization of expected earnings and synergies

Management Discussion & Analysis

• • Revenue $45.4B, up 12% YoY; premium revenue $43.1B, up 11% ($4.4B increase)
• • Net income $472M, down from $1,179M; operating margin 1.7% (781M/$45.4B) vs 3.9%
• • Best segment Medicaid: incremental $9B annual premium revenue new contracts; worst affected overall by 260bps MCR increase to 91.7% from 89.1%
• • Interest expense $192M up from $118M; G&A ratio 6.6% down slightly from 6.7%; capex (depreciation) $195M vs $186M; no buyback or dividend data
• • 2026 outlook includes $6B premium Florida Medicaid contract start expected Q4; growth focus on acquisitions and Medicaid expansions

What are the latest MOH SEC filings in 2026?

Molina Healthcare (MOH) has filed a 10-K annual report on February 10, 2026, a 10-Q quarterly report on April 23, 2026, an 8-K current report on July 22, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did MOH file its most recent 10-K annual report?

Molina Healthcare (MOH) filed its most recent 10-K annual report on February 10, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view MOH 10-Q quarterly reports?

Molina Healthcare (MOH)'s most recent 10-Q quarterly report was filed on April 23, 2026. SignalX displays every MOH 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has MOH filed recently?

Molina Healthcare (MOH)'s most recent 8-K was filed on July 22, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find MOH insider trading activity (Form 4)?

SignalX aggregates every MOH Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does MOH file with the SEC?

Molina Healthcare (MOH) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new MOH filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Molina Healthcare (MOH).

What is MOH's SEC CIK number?

Molina Healthcare (MOH)'s SEC CIK (Central Index Key) number is 1179929. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1179929 to look up all MOH filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find MOH return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Molina Healthcare (MOH) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.