MOH
Molina Healthcare, Inc.Healthcare · $9.8B market cap
Verdict
Share price
$189.54
close of Oct 3, 2026
Fair value
$433.09
Sticker Price
Payback Price
$173.24
buy price
MOH is Undervalued: at $189.54 it trades 56% below its fair value of $433.09. Its buy price (Payback Price) is $173.24, 9% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold MOH. In Q2 2026, 1 sold out. Who we track
Bill Nygren
Oakmark Funds · as of Q2 2026
$219.0M
957,500 shares
Seth Klarman
Baupost Group LLC · as of Q2 2026
$144.9M
633,609 shares
Michael Burry
Scion Asset Management LLC · as of Q3 2025
$23.9M
125,000 shares
Moves in Q2 2026
Sold out: Lee Ainslie
Insider activity
Since Jun 30, 2026: no open-market purchases and 13 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
Bacon Debra
EVP, Medicaid · 2026-07-01
Tax withholding
$43K
BRASIER BARBARA L
director · 2026-07-01
Award
$55K
SOISTMAN FRANCIS S JR
director · 2026-07-01
Award
$55K
GROHOWSKI LEO P
director · 2026-07-01
Award
$55K
Lockhart Stephen H
director · 2026-07-01
Award
$55K
Show all 13 other filingsShow fewer
ORLANDO STEVEN J
director · 2026-07-01
Award
$55K
ROMNEY RONNA
director · 2026-07-01
Award
$55K
Schapiro Richard M
director · 2026-07-01
Award
$55K
WOLF DALE B
director · 2026-07-01
Award
$55K
ZORETIC RICHARD C
director · 2026-07-01
Award
$55K
Bacon Debra
EVP, Medicaid · 2026-06-30
Award
$3K
Barlow Jeff D.
Chief Legal Officer · 2026-06-30
Award
$20K
WOYS JAMES
Chief Operating Officer · 2026-06-30
Award
$21K
About Molina Healthcare, Inc.
Molina Healthcare, Inc. offers comprehensive managed health care services, primarily targeting economically disadvantaged families and individuals. The company provides coverage through key government initiatives such as Medicaid and Medicare programs, in addition to state health insurance marketplaces. Its operations are strategically segmented into four main divisions: Medicaid, Medicare, Marketplace, and a…
Medical - Healthcare Plans
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works