Molina Healthcare, Inc. Overview
Pro stress-test →Molina Healthcare provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through state insurance marketplaces, operating in four segments: Medicaid, Medicare, Marketplace, and Other. The company is facing significant near-term challenges following Q4 2025 earnings disappointment.
Strategic Profile
Pro stress-test →The company announced plans to exit Medicare Advantage by 2027, focusing instead on Medicaid and Marketplace offerings as part of strategic realignment. Management highlighted ongoing challenges from Medicaid redetermination-related acuity shifts and high pharmacy costs.
Competitive Landscape
Pro stress-test →Molina operates in managed healthcare serving low-income populations through government programs and state marketplaces. Key competitors in the managed healthcare space include UnitedHealth Group (UNH), Anthem (ANTM), Humana (HUM), and CVS Health's Aetna division, which compete across Medicaid, Medicare, and Marketplace segments with greater scale and diversified revenue bases.
Industry Context
Molina Healthcare, Inc. operates in Managed Healthcare / Health Insurance.
Key facts
Founded: 1980 · Headquarters: Long Beach, California · Employees: 19,000 · Revenue: $43.56B · Market cap: $7.2B