CENTENE CORP
No SEC Form 4 filings for $CNC in the last 30 days.
See all $CNC insider activity →Centene Corporation (CNC) announced a partnership with Marathon Health to provide Ambetter members in Indiana and Missouri with $0 primary care visits, lab services, and virtual care starting in 2027. The collaboration aims to improve healthcare access and outcomes, with Marathon Health's model showing reduced emergency room visits and inpatient admissions.
Vice President JD Vance announced 760,000 ACA enrollees were dropped due to fraud, with 400,000 under review. Insurers like Centene, Molina, Elevance, and UnitedHealth saw stock declines. Experts warn of squeezed margins in 2026-2027 due to a less healthy risk pool. Premium rates for 2027 are locked, and insurers may push for higher 2028 rates. Brokers, who drive 75% of sign-ups, face new restrictions and potential reputational damage.
A crackdown on Obamacare by the Trump administration may raise costs for US consumers and insurers. 760,000 enrollees were removed for suspected fraud, with 400,000 under review. This could impact insurers like UnitedHealth and Centene, as a sicker mix of patients may reduce profits. Shares of health insurers fell following the announcement.
Over the past 7 days, AlphAI's AI scored 6 news stories mentioning CNC (CENTENE CORP). Coverage has skewed bearish: 1 bullish, 0 neutral, and 5 bearish.
Recent CNC coverage spans financial news, regulation and earnings.
The partnership may improve member health outcomes and reduce costly ER visits, potentially enhancing Centene's cost profile and attractiveness to investors.
Centene likely faces margin compression and higher claim costs.
Shares face pressure as the sicker risk pool may compress margins.
Analyst reaffirmation may support modest upside pressure.
The announcement provides new product details but is unlikely to move the stock significantly.
AlphAI scores every news story that mentions CNC with an AI model for sentiment and relevance, and aggregates insider trades from CENTENE CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Centene Corporation (CNC) announced a partnership with Marathon Health to provide Ambetter members in Indiana and Missouri with $0 primary care visits, lab services, and virtual care starting in 2027. The collaboration aims to improve healthcare access and outcomes, with Marathon Health's model showing reduced emergency room visits and inpatient admissions.
1 min readVice President JD Vance announced 760,000 ACA enrollees were dropped due to fraud, with 400,000 under review. Insurers like Centene, Molina, Elevance, and UnitedHealth saw stock declines. Experts warn of squeezed margins in 2026-2027 due to a less healthy risk pool. Premium rates for 2027 are locked, and insurers may push for higher 2028 rates. Brokers, who drive 75% of sign-ups, face new restrictions and potential reputational damage.
2 min readA crackdown on Obamacare by the Trump administration may raise costs for US consumers and insurers. 760,000 enrollees were removed for suspected fraud, with 400,000 under review. This could impact insurers like UnitedHealth and Centene, as a sicker mix of patients may reduce profits. Shares of health insurers fell following the announcement.
2 min readCantor Fitzgerald reiterated an Overweight rating and $75 price target for Centene (CNC), citing margin recovery efforts and undervaluation. The stock has risen 74% in a year. Other analysts also raised price targets, citing strong Q2 results and improved guidance. Centene is focusing on Medicare Advantage profitability and expects break-even performance in 2027.
1 min readWellcare, a Centene Corporation (CNC) brand, announced its 2027 Medicare Advantage and Prescription Drug Plan offerings, focusing on affordability and integrated care. The portfolio includes coordinated Medicare-Medicaid solutions and a leading standalone Medicare Part D platform. Wellcare aims to support members' health needs with innovative benefits and affordable prescription drug coverage.
1 min readJefferies reports Medicaid enrollment attrition rose to 0.5% in August 2026, exceeding the 2026 monthly average of 0.3%. Humana showed flat enrollment, while other MCOs like Centene, Elevance Health, Molina, and UnitedHealth are expected to report lower Q3 attrition. State policy changes contributed to enrollment churn, with Jefferies noting a morbidity shift due to disenrollment.
1 min readThe Trump administration plans to remove 750,000 ACA enrollees due to alleged fraud, saving $2.2B. Affected individuals include those unaware of enrollments, high earners, and those with employer-provided healthcare. Leading ACA marketplace operators traded lower on the news.
2 min readCentene's Corporate Controller & CAO Theodore J. Pienkos had 1,092 shares withheld for taxes on September 15, 2026, leaving him with 28,751.493 shares, including 13,763 unvested restricted and performance stock units. The withholding was at $69.41 per share.
1 min readCentene Corporation reaffirmed its 2026 EPS and margin guidance, citing stable trends across Medicaid, Medicare, ACA, and Part D. The company is focusing on margin progression, portfolio simplification, and policy adaptation. Corporate restructuring and leadership changes are underway to support future growth, according to a Deutsche Bank summit transcript.
1 min readCentene Corp. (CNC) and Archer-Daniels-Midland Co. (ADM) are highlighted for strong performance and attractive valuations. CNC expects 2026 revenues of $173-$177B and adjusted EPS over $4.80, with a forward P/E of 13.58X. ADM raised 2026 adjusted earnings guidance to $5.15-$5.60 per share, with a forward P/E of 16.60X.
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