Health insurers are dumping Medicare Advantage plans. Here's how many seniors could be affected.

Older adults could be scrambling for new health coverage next year, especially in rural markets that have fewer insurance choices.

Market Watch • 18 hours ago

Molina Healthcare: Management Has Made The Difficult Decision For Long-Term Benefit

Molina Healthcare (MOH) is upgraded to Buy with ~20% upside, driven by strategic ACA exit and Medicaid strength. MOH's Medicaid segment outperforms peers with a 92.7% Medical Care Ratio, while ACA underperformance is being addressed by management. Management guides for 13–15% EPS growth and at least $5.25 EPS in 2025, targeting $10–12 EPS in 2027.

Seeking Alpha • Jul 29, 2026

Oakmark Global All Cap Strategy Q2 2026 Portfolio Performance

The portfolio's return was 8.05% (net) for the reporting period. Shares of Samsung Electronics rallied on the back of record first-quarter operating profit, driven by strong AI-related demand across its semiconductor business. As the quarter progressed, elevated medical cost trends began to stabilize, easing pressure on managed care earnings.

Seeking Alpha • Jul 29, 2026

Are Investors Undervaluing Molina Healthcare (MOH) Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Jul 24, 2026

Molina falls on concerns around Obamacare, Medicaid businesses

Shares of health insurer Molina Healthcare fell 9% in premarket trading on Thursday as concerns about the company's Obamacare ​and Medicaid businesses weighed on its second-quarter results.

Reuters • Jul 23, 2026

Molina Healthcare Q2 Earnings Call Highlights

Molina Healthcare NYSE: MOH reported second-quarter 2026 adjusted earnings per share of $1.51 on $10.2 billion of premium revenue, with management pointing to steady Medicaid performance and stronger-than-expected Medicare duals results while acknowledging continued pressure in its Marketplace business.

MarketBeat • Jul 23, 2026

Molina Healthcare, Inc. (MOH) Q2 2026 Earnings Call Transcript

Molina Healthcare, Inc. (MOH) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 24, 2026

MOH Q2 Earnings Beat on Lower Operating Expenses, 2026 EPS View Raised

Molina beats Q2 earnings estimates as lower operating expenses offset weaker premium revenues, declining membership and softer investment income, while the company raises its 2026 earnings guidance.

Zacks Investment Research • Jul 23, 2026

Molina Healthcare lifts annual profit forecast as Medicaid stabilizes

Molina Healthcare raised its annual profit forecast on Wednesday after posting second-quarter profit and revenue that beat Wall Street estimates, helped by stronger-than-expected performance ​in its Medicaid and Medicare businesses.

Reuters • Jul 22, 2026

Molina Healthcare Posts Lower Profit, Revenue as Membership Declines

The insurance company, which primarily operates through Medicare and Medicaid, said net income fell to $60 million due to lower premium revenue and an increase in the medical care ratio.

WSJ • Jul 22, 2026