Every material Form 8-K Centene filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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
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
At its May 12, 2026 annual meeting, Centene's shareholders re-elected all nine director nominees to one-year terms, approved the non-binding executive compensation vote, and ratified KPMG LLP as auditor for 2026. A shareholder proposal for an independent board chairman was not approved. The company also named its executive officers, including CEO Sarah London and CFO Drew Asher, in a related Item 5.02 filing.
All nine directors were elected for one-year terms; Jessica L. Blume received the most against votes, at 51,797,084.
Executive compensation was approved in a non-binding advisory vote, with 349,896,589 for and 31,993,126 against.
The independent board chairman proposal failed, with 72,839,667 for and 308,562,931 against.
Executive officers named on May 12, 2026 include Sarah London (CEO), Drew Asher (CFO), Daniel Finke and Michael Carson (Group Presidents).
Centene reported first quarter 2026 GAAP diluted EPS of $3.11, up from $2.63 a year earlier, and adjusted diluted EPS of $3.37, up from $2.90. The company raised its full-year 2026 adjusted diluted EPS guidance floor to greater than $3.40 and its premium and service revenue guidance by $1.0 billion to a range of $171.0 billion to $175.0 billion, which points to higher expected earnings for shareholders.
Q1 2026 premium and service revenues rose 5% to $44.7 billion, and the health benefits ratio improved to 87.3% from 87.5%.
2026 GAAP diluted EPS guidance floor updated to greater than $2.37; adjusted diluted EPS guidance floor updated to greater than $3.40.
Company reduced debt by $1.0 billion in Q1 2026 through repurchase of 2027 senior notes; total debt was $16.4 billion at March 31, 2026.
Q1 cash flow provided by operations was $4.4 billion; Marketplace membership fell to 3.58 million from 5.63 million a year earlier.
Centene's board effective March 18, 2026 appointed Theodore Pienkos, a registered CPA who has been at the company since 2011, as Corporate Controller and Chief Accounting Officer. Kate Casso, who held that role since April 2021, moved to Senior Vice President, Finance Operations and Innovation, with part of her time devoted to innovation. This is a routine finance leadership change that does not alter reported results or guidance.
Theodore Pienkos, 44, named Corporate Controller and Chief Accounting Officer effective March 18, 2026
Pienkos base salary of $440,000 with target bonus of 60% of base salary
Kate Casso, prior Controller and CAO since April 2021, appointed Senior Vice President, Finance Operations and Innovation
Pienkos previously served as Deputy Corporate Controller since August 2024
Centene reported fourth-quarter and full-year 2025 results in a February 6, 2026 press release furnished under this 8-K. The full-year GAAP diluted loss of $13.53 per share reflected a $6.7 billion goodwill impairment, while adjusted diluted EPS was $2.08, and the company guided to 2026 adjusted diluted EPS greater than $3.00.
Full-year 2025 premium and service revenues rose 20% to $174.6 billion, and total revenues were $194.8 billion.
Full-year 2025 adjusted diluted EPS was $2.08, compared with $7.17 in 2024; the GAAP loss was driven by the $6.7 billion goodwill impairment.
Fourth-quarter 2025 GAAP diluted loss was $(2.24) per share and adjusted diluted loss was $(1.19) per share; the consolidated HBR was 94.3%.
2026 guidance calls for GAAP diluted EPS greater than $1.98, adjusted diluted EPS greater than $3.00, and total revenues of $186.5 billion to $190.5 billion.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Centene filing is on SEC EDGAR ↗. 8-K briefs of other companies →