CENTENE CORP

Centene Corp.

Healthcare Plans Healthcare Saint Louis, MO, United States CNC (NYQ)
Quarter: Q4 2025 Reported: October 29, 2025 Sentiment: Neutral

Centene Corporation operates as a healthcare enterprise that provides programs and services to under-insured and uninsured families, and commercial organizations in the United States. The company operates through four segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment offers the temporary assistance for needy families; medicaid expansion; aged, blind, or disabled; and children's health insurance programs, as well as long-term services and supports; foster care; and medicare-medicaid plans. This segment also provides healthcare products and services. The Medicare segment offers special needs and medicare supplement, and prescription drug plans. The Commercial segment provides health insurance marketplace product for individual, small, and large group commercials. The Other segment operates clinical healthcare and pharmacies, as well as offers vision and dental, behavioral health, federal, and corporate management services. It provides services through primary and specialty care physicians, hospitals, behavioral health practitioners, and ancillary providers. The company was founded in 1984 and is headquartered in Saint Louis, Missouri.

Analysis Summary

The provided document is a Form 8-K filing (ITEM 2.02) from Centene Corp, dated for Q4 2025 analysis, but specifically references the announcement of Q3 2025 financial results. It states that a press release was issued on October 29, 2025, and that the full text is available as Exhibit 99.1, which is not included in this transcript. The document primarily consists of legal boilerplate, clarifying that the information contained within the 8-K and its exhibit is not deemed 'filed' for certain Securities Exchange Act purposes and is not automatically incorporated by reference into other filings. As a result, there are no detailed financial performance breakdowns, strategic initiatives, business segment analysis, management commentary, forward guidance, competitive positioning, market trends, risk factors, or analyst Q&A highlights present in this text. All substantive financial and operational details would be contained within the referenced, but absent, press release.

Key Highlights

  • Centene Corp issued a press release on October 29, 2025, for Q3 2025 financial results.
  • The full text of the press release is referenced as Exhibit 99.1, but not provided in this transcript.
  • The document is a legal filing (Form 8-K) primarily containing disclaimers.
  • No financial results, guidance, or operational details are present in the transcript.

Financial Metrics

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YoY: N/A - Not provided in transcript
revenue
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YoY: N/A - Not provided in transcript
guidance
net income
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Stock Performance (90 Days)

Data through Dec 29, 2025
Layoff Events
Earnings Calls

Full Transcript

Recent Centene Corp. News

Stock Price

$40.81
CNC· NYQ
0.74% day

Company Info

Industry
Healthcare Plans
Sector
Healthcare
Headquarters
Saint Louis, MO, United States
CEO
Ms. Sarah M. London
Employees
60,500
View Company Profile

Layoff Stats

Layoff Events
1
Total Affected
2,000

Financials

Market Cap $20.06B
Revenue $167.68B
Profit Margin -3.2%
Cash $19.24B
Debt $17.58B