CNC
CENTENE CORP
$62.33
-0.59%
$31.0B
No data for this timeframe.
Vol
Market Cap$31.0B
Cap SizeLarge Cap
Analyst ConsensusHold (42%)
Inst. Holders10 funds
Inst. Value$3.7B
Inst. Activity2 buys / 2 sells
Reddit Sentiment75° Bullish
SEC Reports4
Recent Activity
May 29, 2026
Insider
Carson Michael A sold 604.004 shares
Group President, Medicare&Spec @ $59.60 ($36.0K)
May 22, 2026
Insider
Carson Michael A sold 47.935 shares
Group President, Medicare&Spec @ $57.77 ($2.8K)
May 22, 2026
Event
Mona Samuel Sampson and Orlando Samuel, Personal Representatives of the Estate of Harry Samuel, ef al., individually and on behalf of others similarly situated v. Centene Corporation, ef al.
Court ruling from District Court, D. Delaware. Docket: 1:23-cv-01134
May 15, 2026
SEC
Centene filed an 8-K reporting results of its 2026 annual meeting and formalizing executive officer designations. All ni
8-K — Impact 2/10
May 12, 2026
SEC
The Delaware Court of Chancery denied Centurion Equity's motion for leave to file supplemental briefing in a dispute ove
COURT-RULING — Impact 3/10
May 12, 2026
Insider
BLUME JESSICA L. sold 3,992 shares
Director @ $0.00 ($0.00)
Mar 26, 2026
SEC
Centene Corporation filed definitive additional proxy materials (DEFA14A) with the SEC. The filing is routine and provid
DEFA14A — Impact 2/10
Inst.
NORGES BANK — NEW
8,069,121 shares ($332.0M)
Price Targets
$60.59
-2.8% upside
Hold
Current $62.33
Low $40.00
Median $60.00
High $80.00
17 analysts
$40.00
$80.00
Analyst Ratings
4Strong Buy
7Buy
14Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | B of A Securities | MAINTAIN | Buy → Buy |
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Jun 1, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| May 26, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 22, 2026 | UBS | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.05 ▼ -1.2% | $0.41 — $1.94 | 759% YoY | 17 |
| Next Q | $0.05 ▼ -30.1% | $-0.01 — $0.18 | -89% YoY | 17 |
| Current FY | $3.52 ▲ +1.3% | $3.38 — $4.07 | 69% YoY | 19 |
| Next FY | $4.46 | $3.93 — $5.83 | 27% YoY | 20 |
Latest Reports
NEUTRAL
8-K
2/10
Centene filed an 8-K reporting results of its 2026 annual meeting and formalizing executive officer designations. All ni
May 15, 2026
NEUTRAL
COURT-RULING
3/10
The Delaware Court of Chancery denied Centurion Equity's motion for leave to file supplemental briefing in a dispute ove
May 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.3B | — |
| MORGAN STANLEY | $370.5M | ADD |
| NORGES BANK | $332.0M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $272.2M | ADD |
| BANK OF AMERICA CORP | $170.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Carson Michael | I | $36.0K |
| May 22, 2026 | Carson Michael | A | $2.8K |
| May 12, 2026 | BLUME JESSICA | A | $0.00 |
| May 12, 2026 | Dallas H | A | $0.00 |
| May 12, 2026 | COUGHLIN CHRISTOPHER | A | $0.00 |
Reddit Sentiment
75°
Bullish
Bearish
Neutral
Bullish
10 institutional holders with $3.7B total value (91,055,682 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 56,978,753 | $2.3B | 62.6% | — |
| 2 | MORGAN STANLEY | 9,002,570 | $370.5M | 9.9% | ADD +43.5% |
| 3 | NORGES BANK | 8,069,121 | $332.0M | 8.9% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,614,013 | $272.2M | 7.3% | ADD +46.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 4,131,863 | $170.0M | 4.5% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 2,390,920 | $98.4M | 2.6% | TRIM -32.8% |
| 7 | FMR LLC | 2,042,962 | $84.1M | 2.2% | TRIM -38.9% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 1,052,112 | $43.3M | 1.2% | NEW |
| 9 | WELLS FARGO & COMPANY/MN | 761,320 | $31.3M | 0.8% | ADD +26.9% |
| 10 | Tweedy, Browne Co LLC | 12,048 | $495.8K | 0.0% | DOUBLED +105.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 8,069,121 | — | $332.0M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 3,555,851 | 2,390,920 | -32.8% | $98.4M | 2025-Q4 |
| FMR LLC | TRIM | 3,345,476 | 2,042,962 | -38.9% | $84.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 1,052,112 | — | $43.3M | 2025-Q4 |
| MORGAN STANLEY | ADD | 5,852,675 | 8,398,985 | +43.5% | $299.7M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 4,158,965 | 6,083,375 | +46.3% | $217.1M | 2025-Q3 |
| UBS Group AG | ADD | 2,613,035 | 5,225,766 | +100.0% | $186.5M | 2025-Q3 |
| FMR LLC | NEAR_EXIT | 26,920,525 | 3,345,476 | -87.6% | $119.4M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 630,144 | 799,687 | +26.9% | $28.5M | 2025-Q3 |
| Tweedy, Browne Co LLC | DOUBLED | 5,024 | 10,320 | +105.4% | $368.2K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 339,612 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 26,455,361 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 26,455,361 | — | $1.4B | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 339,612 | — | $18.4M | 2025-Q2 |
| Tweedy, Browne Co LLC | NEW | — | 5,024 | — | $272.7K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 2,245,511 | 3,556,336 | +58.4% | $215.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 2,657,716 | 1,723,808 | -35.1% | $104.7M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 520,624 | 680,133 | +30.6% | $41.3M | 2025-Q1 |
| NORGES BANK | EXIT | 25,357,664 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 1,659,452 | 2,395,168 | +44.3% | $145.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 729,012 | 0 | -100.0% | $0.00 | 2024-Q4 |
| SOUND SHORE MANAGEMENT INC /CT/ | EXIT | 836,674 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 3,672,542 | — | $276.5M | 2024-Q3 |
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Carson Michael A | Group President, Medicare&Spec | I | 604.004 | $59.60 | $36.0K |
| May 22, 2026 | Carson Michael A | Group President, Medicare&Spec | A | 47.935 | $57.77 | $2.8K |
| May 12, 2026 | BLUME JESSICA L. | Director | A | 3,992 | $0.00 | $0.00 |
| May 12, 2026 | Dallas H James | Director | A | 3,992 | $0.00 | $0.00 |
| May 12, 2026 | COUGHLIN CHRISTOPHER J | Director | A | 3,992 | $0.00 | $0.00 |
| May 12, 2026 | Burdick Kenneth A | Director | A | 3,992 | $0.00 | $0.00 |
| May 12, 2026 | EPPINGER FREDERICK H | Director | A | 6,654 | $0.00 | $0.00 |
| May 12, 2026 | FORD MONTE E | Director | A | 3,992 | $0.00 | $0.00 |
| May 12, 2026 | TANJI KENNETH | Director | A | 3,992 | $0.00 | $0.00 |
| May 12, 2026 | Samuels Theodore R. II | Director | A | 3,992 | $0.00 | $0.00 |
| Apr 15, 2026 | MCNALLY TANYA M | Chief People Officer | F | 964 | $37.26 | $35.9K |
| Mar 31, 2026 | COUGHLIN CHRISTOPHER J | Director | A | 1,140 | $0.00 | $0.00 |
| Mar 31, 2026 | TANJI KENNETH | Director | A | 1,179 | $0.00 | $0.00 |
| Mar 31, 2026 | Samuels Theodore R. II | Director | A | 943 | $0.00 | $0.00 |
| Mar 31, 2026 | EPPINGER FREDERICK H | Director | A | 1,690 | $0.00 | $0.00 |
| Mar 15, 2026 | SMITH SUSAN RAYE | Chief Operating Officer | F | 2,918 | $34.45 | $100.5K |
| Mar 15, 2026 | KOSTER CHRISTOPHER | Secretary & General Counsel | F | 9,087 | $34.45 | $313.0K |
| Mar 15, 2026 | LONDON SARAH | Chief Executive Officer | F | 36,061 | $34.45 | $1.2M |
| Mar 15, 2026 | Asher Andrew Lynn | Chief Financial Officer | F | 15,241 | $34.45 | $525.1K |
| Mar 15, 2026 | CASSO KATIE | Corporate Controller & CAO | F | 3,359 | $34.45 | $115.7K |
| Mar 15, 2026 | MCNALLY TANYA M | Chief People Officer | F | 2,785 | $34.45 | $95.9K |
| Jan 26, 2026 | Asher Andrew Lynn | Chief Financial Officer | A | 173,573 | $0.00 | $0.00 |
| Jan 26, 2026 | LONDON SARAH | Chief Executive Officer | A | 520,720 | $0.00 | $0.00 |
| Jan 26, 2026 | SMITH SUSAN RAYE | Chief Operating Officer | A | 112,823 | $0.00 | $0.00 |
| Jan 26, 2026 | KOSTER CHRISTOPHER | Secretary & General Counsel | A | 126,925 | $0.00 | $0.00 |
| Jan 26, 2026 | MCNALLY TANYA M | Chief People Officer | A | 74,311 | $0.00 | $0.00 |
| Jan 26, 2026 | CASSO KATIE | Corporate Controller & CAO | A | 26,036 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.0/10.
NEUTRAL
8-K
2/10
Centene filed an 8-K reporting results of its 2026 annual meeting and formalizing executive officer
May 15, 2026
NEUTRAL
COURT-RULING
3/10
The Delaware Court of Chancery denied Centurion Equity's motion for leave to file supplemental brief
May 12, 2026
NEUTRAL
DEFA14A
2/10
Centene Corporation filed definitive additional proxy materials (DEFA14A) with the SEC. The filing i
Mar 26, 2026
NEUTRAL
8-K
5/10
Centene Corporation reaffirmed its 2026 full-year GAAP EPS guidance above $1.98 and adjusted EPS gui
Mar 10, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (42% buy). Based on 26 analysts: 4 strong buy, 7 buy, 14 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$60.59 mean target
-2.8% upside
Hold (2.45)
$40.00 Low
$80.00 High
| Metric | Value |
|---|---|
| Current Price | $62.33 |
| Target Low | $40.00 |
| Target Mean | $60.59 |
| Target Median | $60.00 |
| Target High | $80.00 |
| # Analysts | 17 |
| Recommendation | Hold (2.45) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.05 | $0.41 | $1.94 | 758.9% | -1.2% | 7↑ 10↓ | $47.5B | -2.6% | 17 |
| Next Q 2026-09-30 |
$0.05 | $-0.01 | $0.18 | -89.0% | -30.1% | 1↑ 14↓ | $47.2B | -5.0% | 17 |
| Current FY 2026-12-31 |
$3.52 | $3.38 | $4.07 | 69.1% | +1.3% | 19↑ 0↓ | $190.4B | -2.3% | 19 |
| Next FY 2027-12-31 |
$4.46 | $3.93 | $5.83 | 26.7% | +0.3% | 19↑ 0↓ | $190.9B | 0.3% | 20 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.054 | |
| 7d ago | $1.054 | |
| 30d ago | $1.067 | -0.013 |
| 60d ago | $1.109 | -0.055 |
| 90d ago | $1.096 | -0.042 |
13 analyst firms have rated this stock: 4 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Jun 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 1, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| May 26, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 22, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 21, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| May 20, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| May 20, 2026 | Deutsche Bank | UPGRADE | Hold | Buy |
| May 4, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| May 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 29, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Outperform | Outperform |
| Apr 29, 2026 | Cantor Fitzgerald | UPGRADE | Neutral | Overweight |
| Apr 29, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 29, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 29, 2026 | B of A Securities | UPGRADE | Underperform | Buy |
| Apr 20, 2026 | Jefferies | MAINTAIN | Hold | Hold |
| Mar 19, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Mar 11, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Mar 4, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 18, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 9, 2026 | Cantor Fitzgerald | REITERATE | Neutral | Neutral |
| Jan 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 5, 2026 | Barclays | UPGRADE | Equal-Weight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 14 | 1 | 0 | 42% | |
| May 1, 2026 | 4 | 6 | 15 | 1 | 0 | 38% | |
| Apr 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Mar 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Feb 1, 2026 | 3 | 5 | 16 | 2 | 0 | 31% | |
| Jan 1, 2026 | 3 | 4 | 17 | 2 | 0 | 27% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
75°
Bullish
Bearish
Neutral
Bullish
4 mentions
4 bullish
0 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 7, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 22, 2026
Enforcement
Mona Samuel Sampson and Orlando Samuel, Personal Representatives of the Estate of Harry Samuel, ef al., individually and on behalf of others similarly situated v. Centene Corporation, ef al.
Court ruling from District Court, D. Delaware. Docket: 1:23-cv-01134
May 12, 2026
Enforcement
Centene Corporation v. Centurion Equity Inc & Centurion Equity v. Centene Corporation
Court ruling from Court of Chancery of Delaware. Docket: 2025-0619-MAA & 2025-0802-MAA
May 11, 2026
dark_pool
Dark Pool: CNC — 8.5M shares, 119,438 trades
Week starting 2026-05-11. Total ATS volume: 8,514,354 shares across 119,438 trades.
May 4, 2026
dark_pool
Dark Pool: CNC — 8.1M shares, 117,860 trades
Week starting 2026-05-04. Total ATS volume: 8,106,462 shares across 117,860 trades.
May 1, 2026
short_interest
FTD: CNC — 159,211 shares ($8.5M) failed to deliver
Settlement: 20260501, Price: $53.69, FTD Value: $8,548,038.59, CENTENE CORP DEL
Apr 28, 2026
earnings_calendar
CNC Q1 2026 Earnings Before Market Open — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: CNC — 16.5M shares, 194,623 trades
Week starting 2026-04-27. Total ATS volume: 16,455,859 shares across 194,623 trades.
Apr 20, 2026
dark_pool
Dark Pool: CNC — 5.6M shares, 95,916 trades
Week starting 2026-04-20. Total ATS volume: 5,627,235 shares across 95,916 trades.
Apr 13, 2026
dark_pool
Dark Pool: CNC — 6.1M shares, 94,728 trades
Week starting 2026-04-13. Total ATS volume: 6,132,444 shares across 94,728 trades.
Apr 6, 2026
dark_pool
Dark Pool: CNC — 6.5M shares, 84,330 trades
Week starting 2026-04-06. Total ATS volume: 6,474,042 shares across 84,330 trades.
Mar 30, 2026
dark_pool
Dark Pool: CNC — 5.3M shares, 84,474 trades
Week starting 2026-03-30. Total ATS volume: 5,320,410 shares across 84,474 trades.
Mar 23, 2026
dark_pool
Dark Pool: CNC — 12.2M shares, 139,634 trades
Week starting 2026-03-23. Total ATS volume: 12,248,909 shares across 139,634 trades.
Mar 16, 2026
dark_pool
Dark Pool: CNC — 8.4M shares, 111,379 trades
Week starting 2026-03-16. Total ATS volume: 8,371,641 shares across 111,379 trades.
Mar 9, 2026
dark_pool
Dark Pool: CNC — 13.4M shares, 177,139 trades
Week starting 2026-03-09. Total ATS volume: 13,361,137 shares across 177,139 trades.
Mar 9, 2026
short_interest
FTD: CNC — 873,127 shares ($38.1M) failed to deliver
Settlement: 20260309, Price: $43.65, FTD Value: $38,111,993.55, CENTENE CORP DEL
Mar 2, 2026
dark_pool
Dark Pool: CNC — 4.3M shares, 82,931 trades
Week starting 2026-03-02. Total ATS volume: 4,306,592 shares across 82,931 trades.
Feb 23, 2026
short_interest
FTD: CNC — 334,921 shares ($14.5M) failed to deliver
Settlement: 20260223, Price: $43.24, FTD Value: $14,481,984.04, CENTENE CORP DEL