Diamond Hill Capital Sees Long-Term Value in Molina Healthcare (MOH) After Recent Pressure

Diamond Hill Capital's Q2 2026 investor letter highlighted Molina Healthcare (MOH) as a new position, initiated due to a belief that its margins, currently pressured by rising medical costs, will normalize upward over time. Despite the strategy's overall performance being impacted by limited exposure to AI beneficiaries, it sees long-term value in Molina Healthcare. The company's shares have recently experienced some pressure, with a -6.53% one-month return and a -1.77% loss over the past 52 wee