Molina Healthcare, Inc. (NYSE:MOH) is one of the The 15 Best Stocks to Buy According to Billionaire Seth Klarman.
Molina Healthcare, Inc. (NYSE:MOH) is a new addition to Baupost Group’s 13F portfolio. This holding is made up of more than 620,000 shares. In early February, the company had released its results for the fourth quarter of 2025, and management projected 2026 premium revenue of approximately $42 billion. This is down slightly from 2025. The administration expects 2026 Medicaid rates to average approximately 4% and will not offset the projected medical cost trend of 5%. The guidance assumes that the Marketplace premium will decline by 50% and that the combined Medicare and Marketplace segments 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 conference call, highlighted the securing of a Medicaid contract in Florida, stating that the contract in this regard was expected to generate $6 billion in annual rate premium and was expected to become operational by the end of 2026. He also highlighted active participation in RFPs representing an active pipeline of $50 billion of new opportunities over the next few years.
Molina Healthcare, Inc. (NYSE:MOH) provides managed care services to low-income families and individuals under the Medicaid and Medicare programs and through state insurance markets in the United States.
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