Molina Healthcare's Q3 Earnings Fall Short of Expectations Due to Increased Costs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 23 2025
0mins
Should l Buy EVR?
Source: NASDAQ.COM
Earnings Performance: Molina Healthcare reported Q3 2025 adjusted EPS of $1.84, significantly below the expected $3.97, marking a 69.4% decline from the previous year, while total revenues increased by 11% to $11.5 billion.
Revenue and Membership Growth: Premium revenues rose 11.8% year over year to $10.8 billion, driven by buyouts and rate hikes, although total membership grew only 0.5% to approximately 5.6 million, missing estimates.
Operating Expenses and Medical Care Ratio: Total operating expenses increased by 14.9% to $11.3 billion, influenced by higher medical care costs, with the consolidated medical care ratio rising to 92.6%, exceeding expectations.
Future Projections: Molina Healthcare revised its premium revenue forecast to $42.5 billion for 2025, while adjusted EPS is now expected to be around $14, down from a previous estimate of at least $19.
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Analyst Views on EVR
Wall Street analysts forecast EVR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for EVR is 389.87 USD with a low forecast of 342.36 USD and a high forecast of 425.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 351.140
Low
342.36
Averages
389.87
High
425.00
Current: 351.140
Low
342.36
Averages
389.87
High
425.00
About EVR
Evercore Inc. is an investment banking and investment management company. The Company's segment includes Investment Banking & Equities and Investment Management. Investment Banking & Equities includes the investment banking business through which it provides advice to clients on significant mergers, acquisitions, divestitures, shareholder activism, and other strategic corporate transactions, with a particular focus on advising multinational corporations and private equity firms on large, complex transactions. It also provides liability management and restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers. Investment Management includes the wealth management business, through which it provides investment advisory, wealth management and fiduciary services for high-net-worth individuals and associated entities, and the private equity business, which holds interests in private equity funds not managed by the Company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strategic Expansion and Investment: The company completed the acquisition of Robey Warshaw and opened new offices in Italy, the Nordics, and Saudi Arabia, further advancing its EMEA expansion strategy, demonstrating a commitment to seizing future growth opportunities through strategic investments.
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- Dividend Yield: The forward yield of 0.99% reflects the company's appeal in the current market environment, potentially enhancing investor interest in its stock.
- Record Date for Shareholders: The dividend will be payable on March 13, with a record date of December 31, meaning shareholders on this date will qualify for the dividend, further encouraging investor retention.
- Ex-Dividend Date Arrangement: The ex-dividend date is also set for December 31, requiring investors to purchase shares before this date to receive the dividend, which may influence trading volume in the short term.
See More
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- Significant Revenue Growth: The fourth quarter revenue reached $1.30 billion, marking a 32.6% year-over-year increase and exceeding market expectations by $180 million, reflecting strong demand in large-ticket deals.
- Impressive Annual Performance: Full-year net revenues totaled $3.9 billion, a 29% increase from the previous year, demonstrating the company's resilience and laying a solid foundation for future expansion.
- Optimistic Market Outlook: Evercore's sustained strength in large transactions, combined with its leadership in the financial services sector, suggests that the company will continue to benefit from market recovery and growth in the coming quarters.
See More
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- Significant Profit Growth: Evercore's Q4 net income reached $203.95 million, translating to earnings per share of $4.76, a substantial increase from last year's $140.44 million and $3.30 per share, indicating a robust recovery in the company's profitability.
- Adjusted Earnings Performance: Excluding non-recurring items, Evercore reported adjusted earnings of $230.66 million or $5.13 per share, demonstrating sustained growth and enhanced profitability in its core business operations.
- Strong Revenue Growth: The company's Q4 revenue surged 32.4% to $1.297 billion from $979.53 million last year, reflecting Evercore's competitive position and increased client demand in the market.
- Optimistic Market Outlook: With significant growth in both revenue and earnings, Evercore showcases a strong market performance, signaling potential for future business expansion and investment opportunities, further solidifying its position in the financial services industry.
See More
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- Record Revenue: Evercore achieved net revenues of $1.288 billion in Q4 2025, a 32% increase year-over-year, with full-year revenues reaching $3.856 billion, up 29% from 2024, demonstrating strong performance in investment banking and solidifying its market position.
- Significant Operating Income Growth: The operating income for Q4 was $312.2 million, reflecting a 47% increase compared to 2024, with an operating margin of 24.2%, indicating successful cost control and operational efficiency that enhance future profitability.
- Strong Performance in Strategic Advisory: Evercore advised on five of the top 15 globally announced transactions in 2025, including Warner Bros.' $82.7 billion deal with Netflix, showcasing its expertise in complex transactions and enhancing brand influence.
- Increased Shareholder Returns: In 2025, Evercore returned $812.4 million to shareholders through dividends and share repurchases, reflecting strong cash flow and commitment to shareholders, which is expected to boost investor confidence and attract more investments.
See More
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- Revenue Expectations: The anticipated revenue for Q4 is $1.12 billion, representing a 14.2% year-over-year increase, which underscores Evercore's strong performance in large-ticket deals and may further solidify its market position.
- Historical Performance: Over the past two years, Evercore has beaten EPS and revenue estimates 88% of the time, demonstrating reliability in financial forecasting and bolstering market confidence.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen three upward revisions and five downward adjustments, while revenue estimates experienced two upward and three downward revisions, indicating market divergence and uncertainty regarding future performance.
See More
