US · Healthcare · Healthcare Plans
EPS came in at 0.58 against a street estimate of 0.07 — a beat of 728.6%.
Analysts rate Centene Corp a buy (8 buy, 12 hold, 1 sell out of 21) with an average price target of $74.50.
CONFIDENT Centene raised 2026 adjusted EPS guidance above $5.20 after strong Medicare and Marketplace performance, while Medicaid remained on plan and 2027 earnings growth is expected. Q3 FY26 No geographic performance breakdown was discussed. Analysts pressed on Medicaid rates, Marketplace normalization and PDP margins. Management cited constructive state discussions, strong underlying Marketplace trends and a likely PDP reset toward 2%–3%. 2026-10-27…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 8.37% |
| Vanguard Capital Management, LLC | 6.36% |
| AQR Capital Management LLC | 5.79% |
| Vanguard Portfolio Management, LLC | 4.52% |
| State Street Corp | 4.44% |
| Geode Capital Management, LLC | 2.69% |
| Wellington Management Company LLP | 2.69% |
| Ameriprise Financial Inc | 2.51% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenues were $50,647 million, up from $49,690 million in the third quarter of 2025. • Nine-month 2026 t | 2026-10-27 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $50.647 billion; premium and service revenue was $45.105 billion, up 0.5% from $44.898 billio | 2026-10-27 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Centene Corporation announced the redemption of all remaining $568,664,000 principal amount of its 4.25% Notes due December 15, 20 | 2026-10-08 |
| 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 |
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| 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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Open in the appGoogle PlayApp StoreData updated 2026-11-07.