$CNC

CENTENE CORP

14
5
6

No SEC Form 4 filings for $CNC in the last 30 days.

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Medicare Plan Terminations Hit 4.3 Million as Part D Market Shrinks

KFF reports 4.3 million Medicare beneficiaries will lose their plans by 2026, including 3.1 million MA-PD and 1.2 million PDP enrollees. CVS Health and Health Care Service Corp. lead PDP terminations. Centene reported PDP growth, while Humana, UnitedHealth, and CVS face MA-PD terminations. Average PDP choices drop to 9 in 2027 from 11 in 2026.

Centene progresses on profit recovery, drops 6,000 employees

Centene reported Q3 revenue of $50.6B, up 2% YoY, and narrowed losses to $71M. The company raised its 2026 earnings outlook due to Medicare Advantage cost reductions, now expecting to break even in the segment. Centene also announced layoffs and voluntary separations, reducing its workforce by 6,000 employees, which is expected to improve margins in 2027. The company's medical loss ratio was 92.7%, slightly better than expected.

Premarket movers: JetBlue, Cadence rise; Whirlpool slips

JetBlue Airways shares rose 8.4% premarket after reporting Q3 2026 results and guidance. Whirlpool shares fell 8.4% following weaker-than-expected Q3 results and a lowered full-year outlook. Cadence Design Systems climbed 2.4% after beating Q3 expectations and raising its full-year outlook.

CNC sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 25 news stories mentioning CNC (CENTENE CORP). Coverage has skewed bullish: 14 bullish, 5 neutral, and 6 bearish.

Recent CNC coverage spans earnings, financial news and market movers.

What's driving CNC

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.

News on $CNC

Score
$CNCLow

Medicare Plan Terminations Hit 4.3 Million as Part D Market Shrinks

KFF reports 4.3 million Medicare beneficiaries will lose their plans by 2026, including 3.1 million MA-PD and 1.2 million PDP enrollees. CVS Health and Health Care Service Corp. lead PDP terminations. Centene reported PDP growth, while Humana, UnitedHealth, and CVS face MA-PD terminations. Average PDP choices drop to 9 in 2027 from 11 in 2026.

Centene progresses on profit recovery, drops 6,000 employees

Centene reported Q3 revenue of $50.6B, up 2% YoY, and narrowed losses to $71M. The company raised its 2026 earnings outlook due to Medicare Advantage cost reductions, now expecting to break even in the segment. Centene also announced layoffs and voluntary separations, reducing its workforce by 6,000 employees, which is expected to improve margins in 2027. The company's medical loss ratio was 92.7%, slightly better than expected.

$CNCHighAI 8/10

CENTENE CORPORATION REPORTS THIRD QUARTER 2026 RESULTS

CENTENE CORP (CNC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 N E W S R E L E A S E Contact: Investor Relations Inquiries Media Inquiries Jennifer Gilligan Sara Garland Senior Vice President, Finance & Investor Relations Chief Communications Officer (212) 549-1306 (314) 445-0790 FOR IMMEDIATE RELEASE CENTENE CORPORATION REPORTS

$CNCHighAI 8/10

How Much Should This Move Change Your View Of Centene Stock?

Centene (CNC) stock surged 104.2% in the year to October 23, 2026, outperforming the S&P 500. The company reported a 14.0% one-day gain on April 28, 2026, after raising its 2026 earnings outlook. Centene's medical cost ratio fell to 89.6% in Q2 2026, with significant improvements in its Commercial segment. Net income reached $1.09 billion in Q2 2026, reversing a previous loss. Management raised its full-year adjusted EPS outlook to over $4.80.

$MANHLow

Analyst market review: upgrades, downgrades and split verdicts for the week of Oct 19–23, 2026

Wall Street ended lower due to oil surge and AI spending concerns. Manhattan Associates (MANH) hit a 52-week high, with mixed analyst ratings. Etsy (ETSY) and Biogen (BIIB) were upgraded, while Werner (WERN) and Zoetis (ZTS) were downgraded. Mobileye (MBLY) and AST SpaceMobile (ASTS) saw split analyst verdicts. Market rotation favored earnings-driven stocks.

$KOLow

EEOC v. Centene: Title VII Sex Discrimination Survives MTD — Women-Only Employer Events & "Some Harm" Standard

A U.S. District Court denied Coca-Cola Beverages Northeast's motion to dismiss an EEOC lawsuit over a women-only event. The court ruled that missed networking opportunities and denied benefits constituted 'some harm' under Title VII. The EEOC alleged male employees were deprived of equal compensation and privileges. Coca-Cola argued the event aimed to address workforce imbalances, but the court rejected this defense. The ruling highlights legal risks for employers hosting sex-limited events.

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