Molina Healthcare, INC.: insider trades · United States · SEC (Form 4)

About Molina Healthcare, INC.

Molina Healthcare, Inc. (NYSE: MOH) is a leading U.S. managed care company focused on government-sponsored healthcare programs and lower-income populations. The company was founded in 1980 as a provider organization serving low-income families in Southern California and was later reincorporated in Delaware in 2002. Its headquarters are in Long Beach, California, United States. For investors, Molina sits squarely in the U.S. listed healthcare universe, with a business model that is defensive in nature but highly sensitive to reimbursement trends, state contracts, and regulatory execution. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1179929/000117992925000023/moh-20241231.htm?utm_source=openai)) Molina’s operating model is centered on three main business lines: Medicaid, Medicare, and Marketplace. Medicaid remains the core engine, where the company manages health plans for state-sponsored beneficiaries under long-term contracts with U.S. states. Its Medicare operations target seniors, including dual-eligible populations and other managed-care segments, while Marketplace provides individual exchange-based coverage. This mix makes Molina a specialized public-program managed care platform rather than a broad consumer brand; execution, medical-cost control, and contract performance are the key drivers of results. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1179929/000117992925000023/moh-20241231.htm?utm_source=openai)) From a competitive standpoint, Molina is differentiated by its depth in Medicaid managed care, a market where state relationships, pricing discipline, and operational consistency matter more than name recognition. The company has continued to widen its footprint through contract wins and targeted acquisitions, which have supported premium revenue growth and expanded its geographic scale. Recent company disclosures highlighted new and expanded business across multiple states, alongside acquisition-related contributions to growth. ([investors.molinahealthcare.com](https://investors.molinahealthcare.com/news-releases/news-release-details/molina-healthcare-reports-second-quarter-2025-financial-results?utm_source=openai)) Geographically, Molina operates across a broad multi-state U.S. footprint, with historical roots in California and an expanded presence in other states through Medicaid, Medicare, and Marketplace programs. Recent results show that the company remained in growth mode in 2025, with full-year premium revenue of about $43.1 billion and 2026 guidance near $42 billion, reflecting the combined effect of acquisitions, rate increases, and organic growth. Management also flagged elevated medical-cost pressure and announced a planned exit from the traditional Medicare Advantage Part D product for 2027, which is an important strategic and margin consideration for medium-term investors. ([investors.molinahealthcare.com](https://investors.molinahealthcare.com/news-releases/news-release-details/molina-healthcare-reports-fourth-quarter-and-year-end-2025?utm_source=openai)) In summary, Molina Healthcare is a high-quality U.S. managed care franchise listed on the NYSE and headquartered in the United States, with a strong Medicaid-led model, disciplined operating profile, and a growth strategy based on public-program contracts. Recent developments suggest continued expansion, but also highlight the sector’s exposure to reimbursement cycles, utilization pressure, and policy-driven changes. ([investors.molinahealthcare.com](https://investors.molinahealthcare.com/news-releases/news-release-details/molina-healthcare-reports-fourth-quarter-and-year-end-2025?utm_source=openai))