Molina Healthcare: 2Q26 First Look: Medicaid and Medicare Beat Offset by ACA Pressure

Research evidence excerpt

Molina Healthcare: 2Q26 First Look: Medicaid and Medicare Beat Offset by ACA Pressure

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Primary Stocks (Ticker, Date, Price)

Molina Healthcare (MOH, 22-Jul-2026, USD 221.74), Underweight/Neutral, A/CD/CE/D/J/K/L/M

Materially Mentioned Stocks (Ticker, Date, Price)

Centene (CNC, 22-Jul-2026, USD 65.89), Overweight/Neutral, CD/CE/FA/J/K/M/N

Oscar Health Inc. (OSCR, 22-Jul-2026, USD 29.50), Overweight/Neutral, D/J/L

Unless otherwise indicated, prices are sourced from Bloomberg and reflect the closing price in the relevant trading market, which may not be the last

available closing price at the time of publication.

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A: Barclays Bank PLC and/or an affiliate has been lead manager or co-lead manager of a publicly disclosed offer of securities of the issuer in the

previous 12 months.