Ticker: $MOH • Price: $155.00 (+1.77% as of Aug 7, 2025) 🩺💸
Trigger: Insider purchase — and a big one. 🛒 

📅 The Insider Scoop

When your Chief Operating Officer drops $1.56 million on company stock, you take note — or at least check if he accidentally clicked “Buy” instead of “Sell” on E*TRADE.

• Who: James Woys, COO

• What: 10,000 shares @ $155.94

• When: Aug 4, 2025

• Change: +16% more shares in his portfolio

• Value: $1,559,365

• Insiders own: 1.28% of the stock

• Institutions own: A mind-bending 100.75% of shares (yes, that’s more than 100% of float — thanks to shorting and lending mechanics)

🏦 Wall Street’s Who’s Who Owns This Stock

If the institutional holder list were a celebrity guest list, this is the Oscars:

This is the “A-Team” of asset management — the kind of lineup that usually charges you 2% fees to tell you they believe in the same stock you’re already reading about.

🔍 For Molina Healthcare ($MOH)'s Institutional Ownership breakdown, see here. 

📊 Q2 Check-Up — The Numbers on the Chart

Membership: 5.7M (up 167,000 YoY) 👥
Premium Revenue: $10.9B (+15% YoY) 💰
GAAP EPS: $4.75 (–8% YoY) 📉
Adjusted EPS: $5.48 (–6% YoY) 📉
Full-Year 2025 EPS Guidance: At least $19.00 (adjusted)
Premium Revenue Guidance: ~$42B (unchanged)

CEO Joseph Zubretsky’s translation:

“Yes, costs are up and margins are down, but we think it’s temporary. Please stop panicking.”

👉 Want the full picture? Dive into Molina Healthcare ($MOH)'s financials here.

🧪 The MCR Story (Medical Care Ratio)

• Consolidated MCR: 90.4% 🩹

• Medicaid MCR: 91.3% (behavioral health, pharmacy, inpatient/outpatient services)

• Medicare MCR: 90.0% (high-acuity member utilization)

• Marketplace MCR: 85.4% (ouch — above expectations)

If MCR keeps rising, it’s like eating more than you earn — sooner or later, your wallet (or margins) gets thin.

💵 Valuation Vital Signs

After an epic fall, MOH is hanging around 2019’s big support level ($155–160).
Valuation? It’s practically trading in thrift store territory compared to its past self:

✅ Positives

1. Top line growing (though at a slower pace) 📈

2. Strong institutional support 🏦

3. Insider buying confidence 🛒

4. Shares at major support = contrarian setup 🎯

⚠️ Risks

1. Cost pressures are squeezing margins (MCR up, operating costs up) 💉

2. Regulatory overhang — Medicaid, Medicare, ACA markets aren’t exactly stable 🏛️

3. Negative sentiment across the entire healthcare insurance sector (see UNH, ELV) 🌩️

4. If the market turns bearish, MOH may not be immune 🐻

💡💡💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.

🩺 Final Funanc1al Take

MOH is the patient on the operating table — vitals stable, but the surgeon is sweating. If you’re a contrarian with nerves of steel, you might see the COO’s purchase as a pulse worth betting on.

💡 But as always: Stay healthy so you never need their services — and invest at your own risk. 

⚠️ Disclaimer:

We’re not financial advisors. We’re FUNancial advisors.
We laugh, we analyze, we meme — we do not provide investment advice. It’s just a second opinion — and yes, we’re billing your sense of humor. 🎪💸 
Invest at your own risk, always DYOR, hold the FOMO, and don’t invest what you can’t afford to lose. 

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