惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

V
V2EX
C
Check Point Blog
博客园_首页
B
Blog
D
Docker
U
Unit 42
量子位
I
InfoQ
有赞技术团队
有赞技术团队
Martin Fowler
Martin Fowler
GbyAI
GbyAI
L
LangChain Blog
云风的 BLOG
云风的 BLOG
博客园 - Franky
美团技术团队
T
The Blog of Author Tim Ferriss
阮一峰的网络日志
阮一峰的网络日志
月光博客
月光博客
Vercel News
Vercel News
Recent Announcements
Recent Announcements
雷峰网
雷峰网
大猫的无限游戏
大猫的无限游戏
小众软件
小众软件
Google DeepMind News
Google DeepMind News

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
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