CNCCentene Corporation
Price
+103%1YEnd-of-day closes, not the intraday tick.
Survival is the story here: start there
Quality mixed, hard red flags, undemanding price, growth steady, the market undecided.
Our mission is to transform the health of the communities we serve, one person at a time. As the nation's largest managed care company focused on underserved populations, Centene is committed to helping people live healthier lives. Centene offers affordable and high-quality products to more than 1 in 15 individuals across the nation, including Medicaid and Medicare members (including Medicare Prescription Drug Plans) as well as individuals and families served by the Health Insurance Marketplace.
In the company’s own words · 10-K filed Feb 17, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Centene Corporation (CNC) reported revenue of $53.6B in Q2 2026 (quarter ended Jun 30, 2026), up 9.9% from the same quarter a year earlier. That came with a gross margin of 8.6% and net income of $1.09B (2.0% of revenue). For the full year FY2025, revenue was $194.8B (+19% year on year) and net income −$6.67B. Its largest segment in Q2 2026 was Medicaid at $22.7B, 52% of the disclosed total, well ahead of Medicare at 25%. The next results filing is expected around Oct 28, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 8, 2026On October 8, 2026, Centene Corporation (the Company) delivered a notice of redemption to redeem on October 23, 2026 (the redemption date) all of the remaining $568,664,000 aggregate principal amount of its outstanding 4.25% Notes due December 15, 2027 (the 2027 Notes) in accordance with the terms of the 2027 Notes …Other event · Form 8-K
- Aug 17, 2026On August 12, 2026, Andrew Asher, Chief Financial Officer of Centene Corporation (the Company), informed the Company that he intends to retire as Chief Financial Officer effective as of December 31, 2026.Director or officer change · Form 8-K
- Jul 29, 2026On July 29, 2026, Centene Corporation (the Company) delivered a notice of partial redemption to redeem on August 13, 2026 (the redemption date) $500,000,000 aggregate principal amount of its outstanding 4.25% Notes due December 15, 2027 (the 2027 Notes) in accordance with the terms of the 2027 Notes and the Indenture …Other event · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $43.58BThe company’s own SEC segment disclosure.
- Medicaid$22.75B52%
- Medicare$11.06B25%
- Commercial$9.36B21%
- All Other$425.0M1%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Healthcare
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