Company Estimates $93 Million Impairment Charge in Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Should l Buy MOH?
In a regulatory filing, the company said, "On February 5, 2026, the company concluded that it will record in the first quarter of 2026 an estimated non-cash, pre-tax impairment charge of approximately $93 million, attributable to certain of its intangible assets. This impairment charge results from the company's decision to exit the Medicare Advantage Prescription Drug product for 2027 as that product does not align with the company's strategic shift to focus exclusively on dual eligible members in Medicare. This charge will be recorded outside of adjusted net income."
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Analyst Views on MOH
Wall Street analysts forecast MOH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MOH is 180.85 USD with a low forecast of 155.00 USD and a high forecast of 250.00 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.
14 Analyst Rating
3 Buy
9 Hold
2 Sell
Hold
Current: 176.840
Low
155.00
Averages
180.85
High
250.00
Current: 176.840
Low
155.00
Averages
180.85
High
250.00
About MOH
Molina Healthcare, Inc. is a provider of managed healthcare services under the Medicaid and Medicare programs, and through the state insurance marketplaces. The Company operates through four segments: Medicaid, Medicare, Marketplace and Other. The Medicaid, Medicare, and Marketplace segments represent the government-funded or sponsored programs under which it offers managed healthcare services. Medicaid provides healthcare and long-term services and support to low-income Americans. Medicare is a federal program that provides eligible persons aged 65 and over, and some disabled persons, with a variety of hospital, medical insurance, and prescription drug benefits. The Marketplace insurance exchanges allow individuals and small groups to purchase federally subsidized health insurance. It arranges healthcare services for its members through contracts with a network of providers, including independent physicians and physician groups, hospitals, ancillary providers, and pharmacies.
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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- Dial-in Participation: Participants can join the call by dialing (877) 883-0383 and using confirmation number 0597929, allowing investors to engage directly in discussions and receive real-time feedback.
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