Centene Corporation (CNC)

NYSE Health Care Managed Health Care S&P 500
$69.74
-4.43 (-5.97%)
Close of Nov 06, 2026 · end-of-day data
SMA 50SMA 2005Y/10Y use weekly candles (10/40-week averages)

Performance

price return
1W+1.9%
1M+8.1%
3M+4.8%
6M+24.6%
YTD+69.5%
1Y+89.3%
3Y+0.6%
5Y-2.1%

Key statistics

Full financials →
Market cap$34.5B
P/E (TTM)23.9
EPS (TTM, diluted)$2.92
P/S0.19
P/B1.55
EV / EBITDA13.1
Revenue (TTM)$178.86B
Revenue growth+7.7%
Net margin0.8%
ROE6.6%
Debt / equity0.70
FCF yield11.4%
Dividend yield—
Payout ratio—
Beta (1Y)0.44
Volatility (1Y)47.1%
52-week range$31.63 – $78.08
Avg volume (50D)5.07M

Revenue & net income — last 8 quarters

Statements →
Oct 26, 7:05 PM ET

Centene raises 2026 adjusted EPS guidance to greater than $5.20 after Q3 results

Positive guidance 2.02

Centene reported third quarter 2026 results on October 27, 2026, with a GAAP diluted loss of $(0.14) per share and adjusted diluted EPS of $0.58, compared with $0.50 a year earlier. The company raised its full-year 2026 adjusted diluted EPS guidance by $0.40 to greater than $5.20 and its GAAP diluted EPS guidance to greater than $3.46. For shareholders, the higher guidance and improved quarterly profit compared with 2025 point to a faster earnings recovery than the company had previously expected.

  • Q3 2026 GAAP diluted loss per share was $(0.14), compared with a $(13.50) loss in Q3 2025, which included a $6.7 billion goodwill impairment.
  • Q3 2026 adjusted diluted EPS was $0.58, up from $0.50 in Q3 2025.
  • Full-year 2026 adjusted diluted EPS guidance rose to greater than $5.20; GAAP diluted EPS guidance is greater than $3.46.
  • Total debt was reduced by $1.1 billion since June 30, 2026, including full redemption of the 2027 Senior Notes in October 2026.
Read the filing on SEC.gov ↗
Aug 17, 6:05 AM ET

Centene CFO Andrew Asher to retire; Christopher Neczypor named successor effective January 2027

Neutral leadership Written later 5.027.01

Centene said CFO Andrew Asher will retire as chief financial officer effective December 31, 2026, and will serve as a strategic advisor through the end of 2027. Christopher Neczypor, who previously served as CFO of Lincoln National Corporation, is slated to become Executive Vice President and CFO on January 1, 2027, and the company reaffirmed its 2026 adjusted diluted EPS guidance of greater than $4.80 in the same announcement.

  • Andrew Asher steps down as CFO on December 31, 2026, and advises the company through 2027
  • Christopher Neczypor starts as Executive Vice President on or about September 1, 2026, and becomes CFO on January 1, 2027
  • Neczypor's package includes a $1,100,000 base salary, a 150% target bonus, a $2,000,000 cash sign-on bonus and $10,000,000 in make-whole restricted stock units
  • Company reaffirmed 2026 adjusted diluted EPS guidance of greater than $4.80, unchanged from its July 28, 2026 second quarter release
Read the filing on SEC.gov ↗
Jul 27, 7:38 PM ET

Centene raises 2026 EPS floor as Q2 profit swings to $2.19 per diluted share

Positive earnings Written later 2.025.027.01

Centene reported second-quarter 2026 results that moved from a loss a year earlier to a profit, and raised the floor of its full-year 2026 earnings guidance. The company said the increase includes about $0.50 of non-recurring items in its Medicare and Commercial segments. A director also resigned and was replaced by Paul Diaz effective July 28, 2026, and the filing states the resignation was not due to any dispute with the company.

  • GAAP diluted EPS was $2.19 for Q2 2026, versus a loss of $0.51 in Q2 2025; adjusted diluted EPS was $2.51, versus a loss of $0.16
  • Premium and service revenues rose 4% to $44.4 billion; total revenues were $53,579 million
  • 2026 GAAP diluted EPS guidance floor raised to greater than $3.11; adjusted diluted EPS floor raised to greater than $4.80
  • Director Kenneth Burdick resigned effective July 28, 2026; Paul Diaz was elected to fill the vacancy and joins the Audit and Quality and Compliance Committees
Read the filing on SEC.gov ↗
Jun 22, 4:37 PM ET

Centene adds Lauren Tyler, former JPMorgan executive, to its board of directors

Neutral leadership Written later 5.027.01

Centene Corporation increased its board from 9 to 10 seats and elected Lauren Tyler as a director effective June 19, 2026, filling the new seat. Tyler is expected to join the Audit Committee and Compensation and Talent Committee effective July 1, 2026, and will receive the standard non-employee director compensation. The filing describes a board addition rather than a change in financial results or company guidance.

  • Board expanded from 9 to 10 members; Tyler's term expires at the 2027 annual meeting
  • Tyler spent over two decades at JPMorgan Chase, most recently as Global Head of Human Resources for Asset & Wealth Management (2015 to 2024)
  • Expected committee roles: Audit Committee and Compensation and Talent Committee, effective July 1, 2026
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.

Famous investors who own CNC

All investors →
InvestorValue% of portfolioLast quarter
Renaissance Technologies $140.73M0.19% Added
David Einhorn Greenlight Capital $105.99M2.71% Reduced
Ray Dalio Bridgewater Associates $24.86M0.10% Added

From each investor's latest 13F filing (Q2 2026); positions are as of the quarter end and filed up to 45 days later.

Trades disclosed by members of Congress

All CNC congressional trades →
TradedMemberTypeAmount
Aug 08, 2025Julia Letlow LA-05Sell$1,001 – $15,000
Apr 14, 2025Julia Letlow LA-05Buy$1,001 – $15,000
Aug 05, 2025Gilbert Cisneros CA-31Buy$1,001 – $15,000
Oct 29, 2024Valerie Hoyle OR-04 · SpouseBuy$1,001 – $15,000
Aug 18, 2025Tim Moore NC-14Sell$100,001 – $250,000
Aug 08, 2025Tim Moore NC-14Buy$1,001 – $15,000
Aug 07, 2025Tim Moore NC-14Buy$15,001 – $50,000
Jul 30, 2025Tim Moore NC-14Buy$15,001 – $50,000

From House periodic transaction reports (STOCK Act); amounts are the form's ranges.

Insider transactions

All insider trades →
DateInsiderTypeSharesPriceValue
Oct 15Carson Michael A
Group President, Medicare&Spec
Tax Withholding7.13K$70.16$500.24K
Sep 30Tyler Lauren M
Director
Award482—$0
Sep 30Tanji Kenneth
Director
Award603—$0
Sep 30Samuels Theodore R. Ii
Director
Award583—$0
Sep 30Eppinger Frederick H
Director
Award864—$0
Sep 30Coughlin Christopher J
Director
Award583—$0

Prices are end-of-day and split-adjusted. Financial data from Centene Corporation's SEC XBRL filings. Not investment advice.