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Opportunities for value investors in the S&P 500 have been limited in recent years. But Molina Healthcare (NYSE:MOH) is one that’s been catching the attention of some big names recently.
As well as Michael Burry, recent data shows that Bill Nygren and Seth Klarman – two highly-respected value investors – were buying the stock in Q4 2025. So what’s the deal here?
Molina is a US healthcare provider focused on Medicaid – the scheme that primarily covers low-income individuals. And some recent challenges has made the stock look cheap recently.
Unfortunately, anyone who bought shares in Q4 2025 saw their investment crash 30% in a day when the company released its earnings earlier this month. And it’s not that hard to see why.
Analysts were expecting earnings per share of $0.43, but the firm posted a loss of $2.75. There were a…
