Centene Corporation (CNC)
Centene: Further Upside Will Require Better Execution
Centene rebounded in Q1-2026 with a significant improvement in its health benefits ratio, dropping to 87.3% from 94.3% in Q4-2025. CNC's Medicaid HBR improvement was driven by rate increases, medical cost management, and a mild flu season, though management remains cautious on sustainability. Despite a strong Q1-2026 beat, CNC raised full-year guidance less than the quarterly outperformance, reflecting uncertainty about trend continuation.
Centene: Big Comeback Story
Centene Corporation delivered a strong Q1 earnings beat, signaling a robust turnaround after a challenging year for health insurers. Q1 revenue surged to $49.94 billion, up 7.1% year-over-year and $2.4 billion above consensus, driven by premium yield and Medicaid growth. Cost discipline was evident as the health benefits ratio fell to 87.3% and SG&A expenses declined, fueling a $1.24 adjusted EPS beat versus consensus.
Centene stock rises as earnings beat, outlook lifted on cost cuts
Shares of Centene Corporation rose about 14% on Tuesday after the company reported stronger-than-expected first-quarter results, driven by cost controls and steady premium growth. The St. Louis-based managed-care company posted net earnings of $1.54 billion, or $3.11 per share, up from $1.31 billion, or $2.63 per share, a year earlier.
Centene Q1 Earnings Beat Estimates on Rising Premiums, 2026 View Up
CNC tops Q1 estimates on strong premiums, lifts 2026 outlook with higher revenue and EPS guidance despite membership decline and rising costs.
Centene Corporation (CNC) Q1 2026 Earnings Call Transcript
Centene Corporation (CNC) Q1 2026 Earnings Call Transcript
Centene (CNC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Centene (CNC) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Centene (CNC) Tops Q1 Earnings and Revenue Estimates
Centene (CNC) came out with quarterly earnings of $3.37 per share, beating the Zacks Consensus Estimate of $1.87 per share. This compares to earnings of $2.9 per share a year ago.
Centene's Obamacare Enrollment Drops By 2 Million After Congress Strips Subsidies
Health insurer Centene reported first quarter net income of more than $1.5 billion despite a drop of 2 million enrollees in individual coverage under the Affordable Care Act also known as Obamacare.
Will Declining Memberships Weigh on Centene's Q1 Earnings?
CNC gears up for Q1 results with earnings seen plunging 36% despite modest revenue growth, as rising medical costs and shrinking memberships weigh.
Centene (CNC) is a Top-Ranked Value Stock: Should You Buy?
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Why Centene (CNC) is a Top Momentum Stock for the Long-Term
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Here's Why Centene (CNC) is a Strong Value Stock
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