CNC CENTENE CORP

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed May 15, 2026 Processed 1mo ago SEC 0001071739-26-000117
8-K context-dependent: Items 5.02
Latest settled — T+5d
CNC ▼ -1.67% at T+5d
NEUTRAL call ✗ call lost -1.67% · α vs SPY -3.29% · entry $58.19 → $57.21
Next anchor: T+20d due just now
Last close $65.19 (close Jun 12) · +12.04% from $58.19 entry
Entry anchored
May 15, 2026
via day open
T+1d
+1.61%
call +1.61% · α +2.26%
$59.12
settled 28d ago
T+5d
-1.67%
call -1.67% · α -3.29%
$57.21
settled 24d ago
T+20d
call — · α —
due just now
T+60d
call — · α —
in 8w

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Executive Summary

Centene filed an 8-K reporting results of its 2026 annual meeting and formalizing executive officer designations. All nine director nominees were elected, executive compensation was approved on a non-binding advisory basis, KPMG was ratified as auditor, and a shareholder proposal for an independent board chairman was rejected. The filing also confirmed the previously announced appointments of Daniel Finke and Michael Carson as Group Presidents. This is a routine governance filing with no financial impact.

Actionable Insight

No immediate trading action warranted. This filing contains only routine governance items with no financial data or forward guidance. Monitor Q2 2026 earnings for operational performance.

Key Facts

  • Annual meeting held May 12, 2026 with 412,968,059 shares represented
  • All nine director nominees elected with majority support
  • Non-binding advisory vote on executive compensation approved (349,896,589 for, 31,993,126 against)
  • Ratification of KPMG as independent auditor approved (390,477,647 for, 22,337,787 against)
  • Shareholder proposal for independent board chairman not approved (72,839,667 for, 308,562,931 against)
  • Executive officers designated: Sarah London (CEO), Drew Asher (CFO), Daniel Finke, Michael Carson, Susan Smith, Christopher Koster, Theodore Pienkos

Financial Impact

Not specified

Market Snapshot

Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
38% bullish (26 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001071739-26-000117
Document: 0001071739-26-000117-index-headers.html0001071739-26-000117
Document: 0001071739-26-000117-index.html0001071739-26-000117
Document: 0001071739-26-000117.txt0001071739-26-000117
5 reports for CNC
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Reports for CNC — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
MIXED ★ 4/10
$63.58 awaiting T+5awaiting T+5$65.19 (+2.53%)
May 15, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$58.19 $57.21▼ −1.67%▼ −3.29%$65.19 (+12.04%)
May 12, 2026
4w ago
Court Ruling
NEUTRAL ★ 3/10
$59.27 $58.23▼ −1.76%▼ −1.84%$65.19 (+9.98%)
Mar 26, 2026
11w ago
DEFA14A
NEUTRAL ★ 2/10
$31.97 $35.40▲ +10.71%▲ +6.85%$65.19 (+103.88%)
Mar 10, 2026
13w ago
8-K
NEUTRAL ★ 5/10
$36.39 $34.92▼ −4.04%▼ −3.13%$65.19 (+79.12%)
Showing 5 of 5

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