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.
CNC heads into Q4 earnings with revenue growth expected, but declining membership and higher medical costs cloud the outlook.
CNC teams up with Tuesday Health to expand palliative care in Ohio, blending in-person and virtual support.
Centene expands its Medicaid strategy by partnering with Cityblock Health to serve 10,000 Illinois members with 24/7 wrap-around care.
CNC shares jump 16.3% in three months, but high medical costs and thin margins keep the recovery debate alive.
Health insurers are regaining pricing control and margin visibility, putting UnitedHealth, CVS Health and Centene back in focus as managed care regains its pulse.
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.
CNC remains a Great Buy, thanks to its promising multi-year margin recovery prospects arising from the drastically raised premiums by the mid 30%s. While the management already expects to see "some degree of membership attrition," I am of the opinion that this is an inevitable (and temporary) pain for its future margin recovery. The raised FY2025 guidance and the bottoming in its FQ3'25 HBR imply the worst may be behind us, with FY2026 likely to bring forth improved numbers.
Shares of several major health insurers surged Monday following reports President Donald Trump could be set to unveil a healthcare proposal that would extend Affordable Care Act subsidies.
Shares of Centene Corporation (NYSE: CNC) have climbed 6.2% from their November 10 low of $34.25.
Centene Corporation ( CNC ) UBS Global Healthcare Conference 2025 November 11, 2025 10:15 AM EST Company Participants Sarah London - CEO & Director Andrew Asher - Chief Financial Officer Conference Call Participants Albert Rice - UBS Investment Bank, Research Division Presentation Albert Rice UBS Investment Bank, Research Division Well, hello, everyone. Welcome to our next session.
Centene (CNC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.