Centene Corporation (CNC)
Centene Corporation Is On The Mend After A Hefty Fall (Upgrade)
Centene Corporation delivered strong revenue growth in 2025, but earnings and profitability sharply deteriorated, driven by surging medical costs and adverse policy impacts. Despite a net loss of $6.67 billion in 2025, CNC management projects 2026 EPS above $1.98 and adjusted EPS above $3, with improved HBR and profitability. I upgrade CNC to a soft, speculative Buy based on management's 2026 guidance but highlight substantial uncertainty and risk from marketplace enrollment and policy shifts.
Centene Incurs Q4 Loss, Revenues Up YoY due to PDP Business Strength
CNC incurs a Q4 adjusted loss per share as medical costs spike, but revenues jump nearly 22% on strong PDP and Marketplace premium growth.
Centene Corporation (CNC) Q4 2025 Earnings Call Transcript
Centene Corporation (CNC) Q4 2025 Earnings Call Transcript
Centene (CNC) Reports Q4 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Centene (CNC) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Centene (CNC) Reports Q4 Loss, Beats Revenue Estimates
Centene (CNC) came out with a quarterly loss of $1.19 per share versus the Zacks Consensus Estimate of a loss of $1.25. This compares to earnings of $0.8 per share a year ago.
Centene Reports $1 Billion Loss Amid Health Insurer Cost Issues
Health insurer Centene reported a loss of more than $1 billion in the fourth quarter as the company continued to struggle with rising healthcare costs in the government-subsidized health plans it administers and sells.
Can Centene's Q4 Earnings Escape Membership & Cost Headwinds?
CNC heads into Q4 earnings with revenue growth expected, but declining membership and higher medical costs cloud the outlook.
Centene Expands Palliative Care Access in Ohio Through Tuesday Health
CNC teams up with Tuesday Health to expand palliative care in Ohio, blending in-person and virtual support.
CNC Deepens Medicaid Strategy With Cityblock Partnership in Illinois
Centene expands its Medicaid strategy by partnering with Cityblock Health to serve 10,000 Illinois members with 24/7 wrap-around care.
Centene Jumps 16.3% in 3 Months: A Comeback or Calm Before the Storm?
CNC shares jump 16.3% in three months, but high medical costs and thin margins keep the recovery debate alive.
Health Insurers Now Get a Pulse: 3 Stocks to Jump in 2026
Health insurers are regaining pricing control and margin visibility, putting UnitedHealth, CVS Health and Centene back in focus as managed care regains its pulse.
3 HMO Stocks in Focus Despite Rising Medical Costs, Regulatory Pressures
The Medical-HMO industry pursues growth through M&A and tech innovation, aided by easing interest rates, but faces headwinds from rising medical costs, regulatory shifts and a shortage of healthcare professionals. UNH, HUM and CNC are likely to navigate industry storms.
