Centene Corporation CNC, one of the largest managed healthcare providers in the United States, has staged an impressive comeback in 2026. The stock has surged 66% year to date, far ahead of the industry's 28.5% gain.
Centene secures a four-year Illinois Medicaid contract renewal, preserving a key membership base and reinforcing long-term revenue stability.
Centene Corporation's CNC margin recovery story appears to be shifting from strategy to execution. The company has rolled out several initiatives to better manage medical costs, modernize and standardize processes, and strengthen payment integrity.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 26,519 | $1.08M | $1.77M | $694,950.06 | 64.43% |
Tweedy Browne Tweedy, Browne Company LLC | 18,955 | $758,906.95 | $1.27M | $508,803.45 | 67.04% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 41,545 | $1.75M | $2.78M | $1.03M | 59.01% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 536,614 | $19.78M | $35.89M | $16.11M | 81.43% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 670 | $24,498.49 | $44,779.45 | $20,280.96 | 82.78% |
| Health Care Providers & Services Industry | Healthcare Sector | Sarah London CEO | NYSE Exchange | 15135B101 CUSIP |
| US Country | 61,100 Employees | - Last Dividend | 7 Feb 2019 Last Split | 13 Dec 2001 IPO Date |
Centene Corporation stands as a prominent healthcare enterprise catering to the essential healthcare needs of under-insured and uninsured families, commercial organizations, and military families within the United States. Distinguished by its commitment to providing comprehensive health programs and services, the company navigates through the complexity of healthcare needs across diverse populations. Established in 1984 and headquartered in Saint Louis, Missouri, Centene has carved a niche for itself in the healthcare sector by offering a wide array of services across its multiple operational segments including Medicaid, Medicare, Commercial, and Other segments. The company's focus on accessibility and quality care underlines its mission to deliver healthcare solutions that foster well-being and improve health outcomes for all its members.
Centene's product and service portfolio spans across several key areas of healthcare, addressing the needs of a vast demographic through its diversified offerings: