Jim Cramer on Molina Healthcare: “Lots of Exposure to Medicare and Medicaid, the Weakest Part of a Weak Business”

Molina Healthcare, Inc. (NYSE:MOH) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500. Cramer highlighted it as a long-term loser, as he remarked:

Next, Molina Healthcare is a managed care play with lots of exposure to Medicare and Medicaid, the weakest part of a weak business. That includes the kind of Medicare Advantage plans that have been wrecking the entire industry. The stock is down 63% over the past two years. This is another one where the market cap got too small. Plus, S&P Global is not exactly reluctant to get rid of long-term losers.

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Molina Healthcare, Inc. (NYSE:MOH) provides managed health services specifically tailored for low-income individuals and families, delivered through federal and state programs. Cramer mentioned the stock during the March 26, 2025, episode, as he said:

Finally, look at a little outfit called Molina Healthcare, again, I’m looking at the leaderboard, the domestic health insurer that works with state governments to give people healthcare while trying to keep costs down. These guys have no exposure to tariffs whatsoever, one reason why the stock rallied more than 4% today. That’s an ideal service business when you’re talking about 25% tariffs on foreign cars.

It is worth noting that the company’s stock is down nearly 55% from the time when the above comment was aired.

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