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Molina Healthcare, Inc. (MOH) Analyst/Investor Day Transc...
2026-05-11 · via All Articles on Seeking Alpha

Molina Healthcare, Inc. (MOH) Analyst/Investor Day May 8, 2026 9:30 AM EDT

Company Participants

Jeffrey Geyer - Head of Investor Relations
Joseph Zubretsky - President, CEO & Director
Mark Keim - Senior EVP, CFO & Treasurer
James Edwin Woys - Senior EVP & COO

Conference Call Participants

John Stansel - JPMorgan Chase & Co, Research Division
Albert Rice - UBS Investment Bank, Research Division
Andrew Mok - Barclays Bank PLC, Research Division
Kevin Fischbeck - BofA Securities, Research Division
Lance Wilkes - Bernstein Institutional Services LLC, Research Division
Jason Cassorla - Guggenheim Securities, LLC, Research Division
Stephen Baxter - Wells Fargo Securities, LLC, Research Division
George Hill - Deutsche Bank AG, Research Division
Michael Ha
Ryan Langston - TD Cowen, Research Division

Presentation

Jeffrey Geyer
Head of Investor Relations

All right. Good morning, everyone, and welcome to Molina Healthcare's 2026 Investor Day. I'm Jeff Geyer, Vice President of Investor Relations for the company. Before we begin today, I would like to remind everyone that today's event is being recorded. And shortly after the event ends, a replay will be available on the Investor Relations section of our website, www.molinahealthcare.com, where you can also find a copy of the presentation materials that we'll discuss today.

Turning to the event. We'll start this morning with Joe Zubretsky, our President and Chief Executive Officer. Then following Joe's presentation, Mark Keim, our Chief Financial Officer, will speak to the company's financial profile. Then after the conclusion of the presentation, we'll have a live Q&A session with Joe and Mark, and they will be joined by Jim Woys, our Chief Operating Officer. Please note that our presentation and remarks today will include numerous forward-looking statements, including, without limitation, the forward-looking statements described on Slides 3 and 4 of the presentation and in the Form 8-K that was filed with the SEC earlier this morning.

Please take