US · Healthcare · Healthcare Plans
EPS came in at 2.51 against a street estimate of 0.89 — a beat of 182.0%.
Analysts rate Centene Corp a buy (10 buy, 9 hold, 0 sell out of 19) with an average price target of $71.78.
CONFIDENT CNC beat Q2 EPS at $2.51, raised full-year guidance to >$4.80 (vs. >$3.40 prior). Marketplace margin recovery to 4.5–5% on favorable risk adjustment; Medicaid rates improved to 5% but membership attrition higher; Medicare PDP >3% margin (vs. 2%). Enterprise optimization underway. Q2 2026 Call structured by business line, not geography. Analysts pressed timing of Medicaid margin recovery amid OB3, acuity shifts, and rate lag. Management emphasized scope/scale narrower than PHE redetermination, impactability via community programs, and state partnership on mid-cycle adjustments. Marketplace success attributed to data-driven diagnosis and conservative positioning ahead of June Wakely confirmation. 2026-07-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.06% |
| AQR Capital Management LLC | 6.80% |
| Vanguard Capital Management, LLC | 6.32% |
| State Street Corp | 4.38% |
| Vanguard Portfolio Management, LLC | 4.38% |
| Wellington Management Company LLP | 2.69% |
| Geode Capital Management, LLC | 2.63% |
| Harris Associates L.P. | 2.25% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 CENTENE CORPORATION – FORM 8-K SUMMARY September 16, 2026 --- HEADLINE NUMBERS • Full year 2026 GAAP diluted EPS guidance: greater than $3.11 • Ful | 2026-09-16 |
| Board / officer change · Q3 2026 CENTENE CORPORATION (CNC) – FORM 8-K SUMMARY HEADLINE NUMBERS • 2026 adjusted diluted EPS guidance: greater than $4.80 (reaffirmed August 17, 2026) | 2026-08-17 |
| Company announcement · Q3 2026 CENTENE CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Centene Corporation announced a partial redemption of $500,000,000 in aggregate principal | 2026-07-29 |
| Quarterly report · Q2 2026 CENTENE CORPORATION – Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Net earnings (6 months): $2,632 million (attributable to Centene), up from $1,058 | 2026-07-28 |
| Results announced · Q3 2026 CENTENE CORPORATION Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 GAAP Diluted EPS: $2.19 | Adjusted Diluted EPS: $2.51 • Total revenues: $53.5 | 2026-07-28 |
| Board / officer change · Q2 2026 CENTENE CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 9 to 10 directors effective June 19, 2026 • One new director app | 2026-06-22 |
| Quarterly report · Q1 2026 CENTENE CORPORATION – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net earnings attributable to Centene: $1,541 million (Q1 2026) vs. $1,311 million (Q1 | 2026-04-28 |
| Proxy statement · Q2 2026 CENTENE CORPORATION PROXY STATEMENT SUMMARY EXECUTIVE PAY • CEO Sarah M. London's 2025 total compensation: Not specified in document. The proxy stat | 2026-03-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| 2026 full year guidance provided as forward-looking statement This 8-K filing contains only boilerplate legal language and forward-looking statement disclaimers from Centene Corporation, a major health insurance company. No actual business events, fina | 2026-09-16 |
| 2026 full year guidance provided; CFO transition timeline and terms announced Centene Corporation filed an 8-K disclosing a CFO transition and issuing 2026 full-year financial guidance. The specific terms and timeline of the CFO change are referenced in attached exhib | 2026-08-17 |
| Reaffirms 2026 full year GAAP and adjusted EPS guidance Centene Corporation, a major health insurance company, announced that senior management will meet with investors during the week of February 23, 2026. The company reaffirmed its previously a | 2026-02-23 |
| Fourth quarter and full year 2025 financial results with 2026 guidance Centene Corporation filed an 8-K on February 6, 2026, disclosing its financial results for Q4 2025 and full year 2025, along with 2026 guidance. The filing itself contains no specific financ | 2026-02-06 |
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Google PlayApp StoreData updated 2026-09-18.