MOLINA HEALTHCARE, INC. 8-K

What Happened

• Molina Healthcare, Inc. filed an 8-K (Regulation FD disclosure) on Feb 26, 2026 stating senior management will reaffirm its 2026 full-year guidance of at least $3.20 GAAP diluted EPS and at least $5.00 adjusted diluted EPS. Management will meet with investors and speak at TD Cowen’s 46th Annual Health Care Conference on March 3, 2026 (webcast at 9:10 a.m. ET).
• The company set its Q1 2026 earnings release for the quarter ended March 31, 2026 to be issued after market close on April 22, 2026, with a conference call and webcast on April 23, 2026 at 8:00 a.m. ET. Molina also scheduled an Investor Day webcast for May 8, 2026 at 9:30 a.m. ET.
• The filing refers investors to the Feb 5, 2026 press release (Exhibit 99.1) for the reconciliation of adjusted diluted EPS guidance to GAAP diluted EPS and includes standard forward-looking statement and Safe Harbor disclosures.

Key Details

• 2026 guidance: at least $3.20 GAAP diluted EPS and at least $5.00 adjusted diluted EPS (reaffirmed).
• TD Cowen event: March 3, 2026, live audio webcast at 9:10 a.m. ET; 30-day replay available on investors.molinahealthcare.com.
• Q1 2026 earnings: release after market close April 22, 2026; conference call April 23, 2026 at 8:00 a.m. ET. Dial-in: 877-883-0383, confirmation 4352622. Telephonic replay through April 30, 2026: 855-669-9658, confirmation 6456388. 30-day online replay will be available.
• Investor Day: May 8, 2026 at 9:30 a.m. ET, live webcast and 30-day replay on the company’s investor site.

Why It Matters

• Reaffirming EPS guidance gives investors management’s current expectation for 2026 profitability (both GAAP and adjusted measures) and reduces immediate guidance uncertainty ahead of the Q1 report.
• Scheduled webcasts, the Q1 earnings date and Investor Day provide multiple opportunities for investors to hear management’s outlook, ask questions, and assess near-term results and strategy.
• The filing includes forward-looking statement cautions and refers to prior SEC filings for risk factors; actual results could differ materially, so investors should consider those disclosures when evaluating the guidance.