$CNC

Centene'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.

Centene 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.

Centene 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.

Centene (CNC) is refining its Medicare Advantage strategy, focusing on dual-eligible members to improve margins. Its Medicare segment's health benefits ratio improved to 89.5% in Q2 2026. Competitors UnitedHealth (UNH) and Elevance (ELV) are also adjusting strategies. CNC shares rose 59% YTD.

Cantor Fitzgerald reiterated an Overweight rating and $75 price target for Centene (CNC), citing optimistic outlook on Stars ratings and managed care sector. CNC stock is up 92% over the past year. Analysts expect net income growth and revised earnings upwards. The firm analyzed multiple companies, including Humana, CVS, and UnitedHealth. CNC reported stronger-than-expected Q2 2026 results, with adjusted earnings of $2.51 per share on revenue of $53.58 billion, and raised its full-year profit ou

Centene Corporation (CNC) rose 3.25% on September 10, 2026, with a 55.67% year-to-date return. Its P/S ratio is 0.16, below historical and industry averages, suggesting undervaluation. The GF Value™ indicates a 16.2% undervaluation, but earnings are negative. Insider activity shows $14.6M in sales, while gurus have mixed sentiment.

Centene (CNC) and Oscar Health (OSCR) shares rose 6% and 12% respectively after Baird reported favorable risk adjustment results. Baird noted the outcomes support Centene's Q4 commentary and align with Oscar's June investor conference remarks. Molina (MOH) shares also rose 2% despite a minor negative impact. The Centers for Medicare & Medicaid Services released final 2025 risk adjustment data on June 30, affecting insurers' earnings.

Centene Corporation (CNC) appointed Bradley Bolivar as its new Chief Information Officer, replacing Brian LeClaire. Bolivar brings extensive tech leadership experience, including roles at Fannie Mae and Warner Bros. Centene reported Q2 earnings of $2.19 GAAP EPS and $2.51 adjusted EPS, raising its full-year adjusted EPS guidance above $4.80. The company's health benefits ratio improved, but total at-risk membership declined. Centene trades at a forward P/E ratio of 13.12 as of September 1.

Centene Corporation (CNC) reported improved profitability in its Marketplace business, with a health benefits ratio of 79.2% in Q2 2026, down from 90.6% a year ago. The company expects a 4.5%-5% pretax margin for 2026, up from a previous 3% outlook. Competitors UnitedHealth (UNH) and Elevance Health (ELV) are also focusing on profitability. CNC shares have surged 56.4% YTD, with a forward P/E of 12.39. Analysts estimate $4.89 EPS for 2026, a 135.1% increase.

Centene Corporation named Bradley Bolivar as Chief Information Officer, effective August 31, 2026. Bolivar previously held the same role at Fannie Mae, where he led technology strategy and modernization efforts. He succeeds Brian LeClaire, who is retiring by October 2026.