Reported Earnings • Jul 28
Second quarter 2026 earnings released: EPS: US$2.21 (vs US$0.51 loss in 2Q 2025) Second quarter 2026 results: EPS: US$2.21 (up from US$0.51 loss in 2Q 2025). Revenue: US$44.8b (up 4.6% from 2Q 2025). Net income: US$1.09b (up US$1.34b from 2Q 2025). Profit margin: 2.4% (up from net loss in 2Q 2025). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Healthcare industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance. Duyuru • Jun 23
Centene Corporation Appoints Lauren M. Tyler to the Board of Directors, Effective June 19, 2026, and to Audit Committee and Compensation and Talent Committee, Effective July 1, 2026 Centene Corporation announced the appointment of Lauren M. Tyler to its Board of Directors, effective June 19, 2026. Ms. Tyler will serve on the Audit Committee and Compensation and Talent Committee, effective as of July 1, 2026. Ms. Tyler brings more than 30 years of leadership experience across investment banking, private equity, corporate audit, investor relations, and human capital strategy. Ms. Tyler spent over two decades at JPMorgan Chase & Co., where she held senior roles including Executive Vice President and Global Head of Human Resources for Asset and Wealth Management, Global Firmwide Chief Auditor, and Global Head of Investor Relations. Earlier in her career, she held roles at TSG Capital Partners, Allen & Company, and Morgan Stanley. She currently serves on the boards of Cencora Inc., and Guardian Life. She previously served on the board of Alleghany Corporation until its acquisition in 2022. Ms. Tyler holds an MBA from Harvard Business School and a BA from Yale University. Recent Insider Transactions • Jun 14
Director recently sold €4.5m worth of stock On the 10th of June, Kenneth Burdick sold around 80k shares on-market at roughly €55.87 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €6.0m more than they bought in the last 12 months. Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. Independent Director Ken Tanji was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Duyuru • Apr 29
Centene Corporation Updates Earnings Guidance for the Year 2026 Centene Corporation updated earnings guidance for the year 2026. For the year, the Company increased 2026 GAAP Diluted EPS Guidance to greater than $2.37. The company expects total revenue from $187.5 billion to $191.5 billion. Duyuru • Apr 07
Centene Corporation Announces New Executive Appointments Centene Corporation announced the creation of two new executive leadership positions, which will report to Chief Executive Officer Sarah London. Centene has hired Daniel Finke as Group President, Markets and Commercial, and appointed Michael Carson to Group President, Medicare and Specialty. Finke, a seasoned healthcare executive with more than two decades of experience leading and scaling complex health plan organizations across government and commercial markets, will oversee the Medicaid and Commercial segments. He joins Centene from Convey Health Solutions, where he served as Chief Executive Officer. Prior to joining Convey, he was Executive Vice President of CVS Health and President of Aetna, leading strategy and operations spanning Medicare, Medicaid, and Commercial insurance businesses. As Group President, Medicare and Specialty, Michael Carson will have expanded oversight of Centene's Medicare Advantage, Medicare Part D, Duals, and Specialty businesses. Carson's experience spans nearly three decades of healthcare leadership. Prior to joining Centene in January 2024 as CEO of its Medicare business, Wellcare, Carson served as Chief Executive Officer for Bright Healthcare and Harvard Pilgrim Health Care, as well as CareAbout, a multi-specialty, value-based care delivery organization. Duyuru • Mar 27
Centene Corporation, Annual General Meeting, May 12, 2026 Centene Corporation, Annual General Meeting, May 12, 2026. Location: centene plaza, 7700 forsyth boulevard, st. louis, missouri 63105, centene auditorium, United States Duyuru • Mar 25
Centene Corporation Announces Executive Changes, Effective March 18, 2026 Centene Corporation announced that effective March 18, 2026, the Board of Directors appointed Theodore Pienkos, age 44, a registered CPA, to serve as the Company's Corporate Controller and Chief Accounting Officer. Mr. Pienkos previously has served as the Company's Deputy Corporate Controller since August 2024. Prior to that, he served as Vice President of Finance & Accounting from August 2017 to August 2024, and he has held other accounting roles of increasing importance with Centene since March 2011. Before joining Centene, Mr. Pienkos served as an auditor for KPMG LLP from August 2004 to March 2011. He holds a BA and MA in Accounting from the University of Northern Iowa. Centene Corporation also announced that Kate Casso, who has been with the Company for over two decades and served as the Company's prior Corporate Controller and Chief Accounting Officer since April 2021, has been appointed Senior Vice President, Finance Operations and Innovation, effective as of March 18, 2026. In this role, Ms. Casso will devote part of her time to innovation, both enterprise-wide and within Finance, while continuing to lead Data Analytics, Medical Economics, Payment Integrity, Finance Shared Services, Financial Planning and Analysis, and other various Finance teams. Duyuru • Feb 07
An undisclosed buyer signed a definitive agreement to acquire an unknown minority stake in Magellan Health, Inc. from Centene Corporation (NYSE:CNC). An undisclosed buyer signed a definitive agreement to acquire an unknown minority stake in Magellan Health, Inc. from Centene Corporation (NYSE:CNC) in December, 2025. Duyuru • Feb 06
Centene Corporation Provides Earnings Guidance for the Fiscal Year Ending December 31, 2026 Centene Corporation provided earnings guidance for the fiscal year ending December 31, 2026. The Company expects its 2026 GAAP diluted EPS guidance of greater than $1.98 and Total revenues of $186.5 billion to $190.5 billion. Duyuru • Nov 07
Centene Corporation's Ambetter from Arizona Complete Health Offers Health Insurance in Arizona in 2026 Centene Corporation's Ambetter from Arizona Complete Health will offer a variety of affordable health insurance plans to Arizonans in nine counties for plan year 2026. The open enrollment period for the Health Insurance Marketplace runs from Nov. 1, 2025, through Jan. 15, 2026. Enroll by Dec. 15, 2025, for coverage starting Jan. 1, 2026. Ambetter Health Solutions: Ambetter Health Solutions, Centene Corporation's off-exchange marketplace business offerings, delivers individual health insurance plans that are compatible with Individual Coverage Health Reimbursement Arrangements (ICHRAs). While not an ICHRA itself, Ambetter Health Solutions supports employers who choose to adopt this reimbursement model by providing employees with access to affordable, customizable and dependable coverage options. Available in select states, including Arizona, these plans empower individuals to choose the coverage that best fits their needs, helping employers control costs while offering greater choice and flexibility to their workforce. Ambetter Perks: Ambetter from Arizona Complete Health offers additional services to support health and financial well-being through the Ambetter Perks program for members in Arizona. This program gives members access to discounts on a variety of products and services, including wellness activities, financial tools, memberships, out-of-pocket prescription costs and over-the-counter (OTC) health items. It also includes services that promote healthy lifestyles and address social factors that impact health. The Ambetter Perks program is open to all members. Convenient Online Enrollment: Through the Ambetter from Arizona Complete Health website, people can browse and compare coverage options, determine their eligibility for financial subsidies and directly enroll in coverage -- all in one place. The platform is accessible through mobile devices, so people can enroll using smartphones. If a person is unable to complete enrollment all at once, the system will save progress and provide reminders to finish enrollment. My Health Pays: Members have access to the My Health Pays®? program, where they can earn points for practicing healthy eating habits, staying active and leading a healthy lifestyle. Through the program, members can complete health-related activities and challenges to earn up to $500 in rewards in 2026. These rewards can be used for health-related expenses such as copays and deductibles (pharmacy copays are excluded). My Health Pays also allows members to set and reach health goals at their own pace by providing seasonal suggestions for activities and guidance to help stay on track. Virtual 24/7 Care: Virtual 24/7 Care offers members a licensed provider via telehealth for members to access care for illnesses such as flu, skin conditions, ear infections, fever and respiratory infections -- all from the comfort of their home. Duyuru • Oct 31
Centene Corporation Reports Impairment Charges for the Third Quarter 2025 Centene Corporation reported impairment charges for the third quarter 2025. For the quarter, the company reported non-cash goodwill impairment charge of $6.7 billion. Duyuru • Oct 29
Centene Corporation Updates Earnings Guidance for the Full Year 2025 Centene Corporation updated earnings guidance for the full year 2025. The Company is updating its full year 2025 GAAP forecast to a diluted loss per share not to exceed $12.85. Duyuru • Sep 29
Centene Corporation to Report Q3, 2025 Results on Oct 29, 2025 Centene Corporation announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Oct 29, 2025 Duyuru • Aug 07
Centene Corporation Stock Drop Triggers Securities Fraud Class Action Bleichmar Fonti & Auld LLP announced that a lawsuit has been filed against Centene Corporation and certain of the Company’s senior executives for potential violations of the federal securities laws. Investors have until September 8, 2025, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors who purchased Centene securities. The case is pending in the U.S. District Court for the Southern District of New York and is captioned: Lunstrum v. Centene Corporation, et al., No. 25-cv-05659. Centene is a healthcare company that focuses on providing services to consumers enrolled in government-sponsored healthcare programs like Medicaid and Medicare, as well as those that purchase insurance under the Affordable Care Act from the Health Insurance Marketplace. On December 12, 2024, Centene announced financial guidance for fiscal year 2025 which the company said reflected “[s]tability in earnings power in the face of unprecedented headwinds.” Next, on February 4, 2025, Centene increased its 2025 guidance due to enrollment “overperformance.” Then, on April 25, 2025, Centene again increased 2025 guidance due to continued strong growth in enrollment and retention, while touting the “progress we are making as an organization while navigating a dynamic policy landscape.” In truth, the majority of the market that Centene serves was experiencing lower than expected enrollment growth and increased morbidity rates, or frequency of disease and illness. On July 1, 2025, Centene abruptly withdrew its previous guidance after reviewing an independent actuarial report from Wakely Consulting Group which showed that overall market growth in 22 of the 29 states Centene serves was lower than expected and that morbidity in those states was significantly higher than expected. On this news, the price of Centene stock fell $22.87 per share, or more than 40%, from $56.65 per share on July 1, 2025 to $33.78 per share on July 2, 2025. Duyuru • Jul 02
Centene Corporation to Report Q2, 2025 Results on Jul 25, 2025 Centene Corporation announced that they will report Q2, 2025 results on Jul 25, 2025 Duyuru • Apr 25
Centene Corporation Re-Iterates Earnings Guidance for the Full Year 2025 Centene Corporation re-iterated earnings guidance for the full year 2025. For the year, the company expects increasing its 2025 premium and service revenues guidance range by $6.0 billion to a range of $164.0 billion to $166.0 billion to reflect the following expectations: $5.0 billion of additional Marketplace premium revenue due to outperformance in enrollment throughout the first quarter; and outperformance in the Medicare Advantage annual enrollment period resulting in $1.0 billion of additional premium revenue. The Company reiterates its 2025 GAAP diluted EPS guidance floor of greater than $6.1. Duyuru • Mar 28
Centene Corporation, Annual General Meeting, May 13, 2025 Centene Corporation, Annual General Meeting, May 13, 2025. Location: centene plaza, 7700 forsyth blvd, missouri 63105, st.louis United States Duyuru • Feb 05
Centene Corporation to Report Q1, 2025 Results on Apr 25, 2025 Centene Corporation announced that they will report Q1, 2025 results at 8:30 AM, Eastern Daylight on Apr 25, 2025 
