Recent 8-K filings for MOH

• October 21, 2026, 4:18 PM ET earnings materiality 0.72 negative item 2.02item 9.01

  Molina Q3 2026 GAAP EPS $0.73 vs $1.51; revenue $11.08B down 3%; FY guidance reaffirmed

  Q3 GAAP diluted EPS $0.73 vs $1.51 a year ago; adjusted EPS $0.89 vs $1.84.

• July 22, 2026, 4:20 PM ET earnings materiality 0.75 negative item 2.02item 9.01

  Molina Q2 GAAP EPS $1.19, down 75% YoY; raises full-year guidance

  Q2 2026 GAAP EPS $1.19 vs $4.75 YoY; adjusted EPS $1.51 vs $5.48 YoY.

• June 10, 2026, 4:20 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Molina wins Illinois Medicaid contract; go-live Jan 2027, 4.5-year term

  Illinois HFS intends to award HealthChoice Illinois Medicaid contract to Molina's Illinois subsidiary.

• April 22, 2026, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01 ◈ Earnings Releases

  Molina Q1 GAAP EPS $0.27 vs $5.45 YoY; revenue $10.8B down 3.1%

  Adjusted EPS of $2.35 vs $6.08 in prior-year quarter; net income $14M vs $298M.

• February 6, 2026, 6:59 PM ET other material materiality 0.70 negative item 1.01item 2.03item 2.06item 9.01 ◈ Debt Financings◈ Material Agreements◈ Restructurings & Charges

  Molina Healthcare records $93M impairment, eases credit covenant through amendment

  Pre-tax non-cash impairment charge of ~$93M in Q1 2026 from exiting Medicare Advantage Prescription Drug product for 2027.

• February 5, 2026, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Molina Healthcare reports Q4 GAAP loss of $3.15 per share; full-year 2025 EPS down 56%

  Q4 2025 GAAP net loss of $160M vs. net income of $251M in Q4 2024; adjusted loss per share $2.75.

• November 17, 2025, 6:59 PM ET debt materiality 0.65 neutral item 7.01item 9.01

  Molina Healthcare proposes $750M senior notes offering to repay term loans and replace credit facility

  Intends to privately offer $750M senior notes due 2031 to repay existing delayed draw term loans and replace credit facility.

• November 14, 2025, 6:59 PM ET other material materiality 0.85 positive item 7.01item 9.01

  Molina awarded sole Florida Medicaid contract; $5B in annual premiums expected

  Florida AHCA selected Molina as sole plan for SMMC and CHIP services for ~120,000 enrollees.

• October 22, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Molina Healthcare Q3 GAAP EPS $1.51 vs $5.65 YoY; full-year guidance revised

  Q3 2025 GAAP net income $79M ($1.51 diluted EPS) vs $326M ($5.65) a year ago; adjusted EPS $1.84 vs $6.01.

• July 23, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Molina Q2 GAAP EPS $4.75, down 8% YoY; net income falls to $255M

  GAAP net income $255M ($4.75 diluted) vs $301M ($5.17) in Q2 2024; adjusted net income $294M ($5.48) vs $341M ($5.86).

• July 7, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Molina Healthcare cuts FY25 adjusted EPS guidance to $21.50-$22.50; Q2 preliminary $5.50

  Q2 2025 preliminary adjusted EPS ~$5.50, modestly below prior expectations due to medical cost pressures across all lines of business.

• May 1, 2025, 7:59 PM ET other material materiality 0.60 negative item 5.02item 5.07item 9.01

  Molina shareholders reject say-on-pay, approve 2025 equity plan and special meeting proposal

  Say-on-pay failed: 26,653,672 votes against vs 18,249,700 for, with 1,848,771 broker non-votes.

• April 23, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Molina Healthcare Q1 GAAP EPS $5.45, Adjusted $6.08; Reaffirms FY2025 Guidance

  Total revenue $11.147B, up 12% YoY from $9.931B; premium revenue $10.628B.

• March 18, 2025, 7:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Molina wins Illinois D-SNP contract; serves ~73k beneficiaries starting Jan 2026

  Molina subsidiary one of four MCOs awarded Illinois D-SNP contract by Dept. of Healthcare & Family Services.

• February 5, 2025, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  Molina Q4 GAAP EPS $4.44, adjusted $5.05; full-year adjusted EPS $22.65; introduces 2025 guidance

  Q4 premium revenue $9,983M (+19% YoY); total revenue $10,499M.

• February 3, 2025, 6:59 PM ET M&A materiality 0.65 neutral item 7.01item 9.01

  Molina Healthcare closes acquisition of ConnectiCare, adding ~140,000 members

  Acquisition of ConnectiCare Holding Company closed effective Feb 1, 2025.

• December 16, 2024, 6:59 PM ET other material materiality 0.85 positive item 7.01item 9.01

  Molina awarded HIDE SNP contract in Michigan; Idaho intends to award MMCP/IMPlus contracts

  Michigan MDHHS awarded Molina Healthcare of Michigan a HIDE SNP contract for 11 regions in lower peninsula; go-live Jan 1, 2026.

• November 12, 2024, 6:59 PM ET other material materiality 0.65 negative item 8.01

  Michigan cancels Molina's notice of intent to award Medicare dual-eligible contract; re-issues RFP

  Michigan procurement office cancelled the notice of intent to award Molina contracts for the Highly Integrated Dual Eligible Special Needs Medicare population.

• October 23, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Molina Q3 GAAP EPS $5.65, adjusted $6.01; reaffirms FY guidance

  Q3 premium revenue $9.694B, up 17.6% YoY from $8.24B.

• October 16, 2024, 7:59 PM ET other material materiality 0.65 positive item 7.01item 9.01

  Molina awarded Michigan contract for dual-eligible plan MI Coordinated Health; go-live Jan 2026

  Michigan DHHS awarded Molina Healthcare of Michigan a HIDE SNP contract for six service regions.

• September 23, 2024, 7:59 PM ET debt materiality 0.60 neutral item 1.01item 2.03item 9.01

  Molina Healthcare increases revolver to $1.25B, extends maturity to 2029

  Revolving credit facility increased from $1.0B to $1.25B.

• July 24, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Molina Healthcare Q2 2024 adj EPS $5.86 beats prior year $5.65; reaffirms FY guide

  GAAP EPS $5.17 (vs $5.35 YoY); adjusted EPS $5.86 (vs $5.65 YoY).

• April 24, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Molina Q1 GAAP EPS $5.17, adjusted $5.73; revenue rises to $9.93B; reaffirms FY2024 guidance

  Q1 GAAP EPS $5.17 vs $5.52 YoY; adjusted EPS $5.73 vs $5.81.

• April 11, 2024, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  Molina Healthcare wins Michigan Medicaid contract in six service regions; go-live Oct 1, 2024

  Michigan DHHS intends to award a Comprehensive Health Care Program contract to Molina Healthcare of Michigan.

• February 29, 2024, 6:59 PM ET other material materiality 0.80 negative item 7.01item 9.01

  Molina not selected for Virginia's Cardinal Care contract; current deal continues into summer 2024

  Molina Healthcare of Virginia was not chosen as an awardee in the Commonwealth's Cardinal Care Managed Care program.

• February 7, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Molina Healthcare Q4 GAAP EPS $3.70, adjusted $4.38; FY2023 GAAP EPS $18.77

  Q4 premium revenue $8.36B (+5.6% YoY), total revenue $9.05B; MCR 89.1%, G&A 7.1%.

• January 2, 2024, 6:59 PM ET M&A materiality 0.60 neutral item 7.01item 9.01

  Molina Healthcare closes Bright Healthcare California Medicare buy; adds 109K members

  Acquisition of Bright Healthcare's California Medicare business closed effective January 1, 2024.

• December 18, 2023, 6:59 PM ET M&A materiality 0.75 positive item 7.01item 9.01

  Molina Healthcare amends Bright HealthCare deal; purchase price cut to ~$425M from $510M

  Purchase price reduced to ~$425M (net of tax benefits) from previously announced $510M.

• October 25, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Molina Healthcare Q3 GAAP EPS $4.21, adjusted $5.05; revenue up 7.8% YoY

  GAAP EPS $4.21 (Q3 2022: $3.95); adjusted EPS $5.05 (Q3 2022: $4.36).

• August 14, 2023, 7:59 PM ET other material materiality 0.80 positive item 7.01item 9.01

  Molina Healthcare of New Mexico awarded Medicaid contract; go-live July 2024

  New Mexico HSD intends to award Molina a Medicaid managed care contract under the Turquoise Care program.

• July 26, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Molina Healthcare Q2 GAAP EPS $5.35, adj. $5.65; raises full-year guidance

  GAAP EPS $5.35, adjusted EPS $5.65; net income $309M, up 24.6% YoY ($248M).

• June 30, 2023, 7:59 PM ET M&A materiality 0.85 positive item 7.01item 9.01

  Molina Healthcare to acquire Bright HealthCare's California Medicare business for $510M

  Purchase price ~$510M, net of tax benefits; represents 28% of expected 2023 premium revenue of $1.8B.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

16 positive 12 negative 22 neutral

source · MOH on sec.gov