BUZZ-JP Morgan trims PT on Centene and Molina, citing ACA uncertainties

Reuters

Jul 29, 2025

** J.P.Morgan cuts PT on Centene Corp CNC.N to $30 from $48 and Molina Healthcare Inc MOH.N to $184 from $272

** Maintains "neutral" stance on both CNC and MOH

** JPM says CNC remains an execution story, with much of the focus on whether it can meet its second-half 2025 expectations and recover margins in 2026 from Affordable Care Act

** Shares of managed healthcare cos are marginally down in premarket trading

** Brokerage sees risk and reward for MOH in 2025 as balanced, due to policy uncertainty and possible challenges in ACA exchanges in 2026

** "CNC has a leading market share in Medicaid, where we expect managed care penetration to continue to increase over time as states transition higher acuity, higher revenue populations to managed care"- JPM

** Up to last day's close, CNC and MOH had fallen ~56% and ~44% YTD, respectively

(Reporting by Akriti Shah in Bengaluru)

((akriti.shah@thomsonreuters.com))

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18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-JP Morgan trims PT on Centene and Molina, citing ACA uncertainties</title></head><body><p>** J.P.Morgan cuts PT on Centene Corp <span>CNC.N</span> to $30 from $48 and <a href=\"https://laohu8.com/S/MOH\">Molina Healthcare Inc</a> <span>MOH.N</span> to $184 from $272</p><p>** Maintains \"neutral\" stance on both CNC and MOH</p><p>** <a href=\"https://laohu8.com/S/JPM\">JPM</a> says CNC remains an execution story, with much of the focus on whether it can meet its second-half 2025 expectations and recover margins in 2026 from <span>Affordable Care Act</span> </p><p>** Shares of managed healthcare cos are marginally down in premarket trading</p><p>** Brokerage sees risk and reward for MOH in 2025 as balanced, due to policy uncertainty and possible challenges in ACA exchanges in 2026</p><p>** \"CNC has a leading market share in Medicaid, where we expect managed care penetration to continue to increase over time as states transition higher acuity, higher revenue populations to managed care\"- JPM</p><p>** Up to last day's close, CNC and MOH had fallen ~56% and ~44% YTD, respectively</p><p> (Reporting by Akriti Shah in Bengaluru)</p><p> ((akriti.shah@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250729:nL6N3TQ08X:1","article_id":"2555037480","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555037480","pubTimestamp":1753785256,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and 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ACA uncertainties** J.P.Morgan cuts PT on Centene Corp CNC.N to $30 from $48 and Molina Healthcare Inc MOH.N to $184 from $272** Maintains \"neutral\" stance on both CNC and MOH** JPM says CNC remains an execution story, with much of the focus on whether it can meet its second-half 2025 expectations and recover margins in 2026 from Affordable Care Act ** Shares of managed healthcare cos are marginally down in premarket trading** Brokerage sees risk and reward for MOH in 2025 as balanced, due to policy uncertainty and possible challenges in ACA exchanges in 2026** \"CNC has a leading market share in Medicaid, where we expect managed care penetration to continue to increase over time as states transition higher acuity, higher revenue populations to managed care\"- JPM** Up to last day's close, CNC and MOH had fallen ~56% and ~44% YTD, respectively (Reporting by Akriti Shah in Bengaluru) ((akriti.shah@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}