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14 Best GARP Stocks to Buy According to Analysts
Insider Monkey· 2026-02-26 22:40
In this article, we will take a look at the 14 Best GARP Stocks to Buy According to Analysts.Innovation and rapid technological change, driven by the rise of artificial intelligence, are reshaping markets. AI is increasingly seen as a source of profits and productivity gains, and that has shifted how investors think about growth and valuation. Markets have experienced similar booms before. Many of them ended with volatility. This time, though, the belief that AI represents a lasting shift has allowed sentim ...
KENTUCKY STUDENTS CREATE A CULTURE OF BELONGING ON NATIONAL NO ONE EATS ALONE® DAY
Prnewswire· 2026-02-26 18:30
Sandy Hook Promise and WellCare of Kentucky Help Students Connect with Their Classmates LOUISVILLE, Ky., Feb. 26, 2026 /PRNewswire/ -- Thousands of schools across the country celebrated National No One Eats Alone® Day , a program led by Sandy Hook Promise created to end social isolation and help students get to know one another, so that every student feels like they belong. ...
Truist Raises Centene Price Target On Improving Margin Outlook
Financial Modeling Prep· 2026-02-25 21:18
Group 1 - Truist Securities raised its price target on Centene to $49 from $47 while maintaining a Buy rating, citing constructive discussions with management and improving margin prospects across segments [1] - The firm highlighted expected Marketplace margin expansion in 2026 and anticipated progress in Medicaid during the second half of 2025, supported by initiatives designed to stabilize the health benefits ratio in 2026 [2] - Medicare Advantage remains on track toward breakeven, while 2026 Part D margins are assumed to remain prudent [2] Group 2 - Truist continues to see meaningful opportunities to unlock earnings power across Centene's business and reiterated its positive outlook on the stock [2]
More At-Risk Californians Find Housing and Get Access to Medical and Other Care thanks to More Than $284 Million in Investments This Decade by Health Net
Prnewswire· 2026-02-24 16:00
others to step forward and invest in solutions that truly make a difference."Delivering Medically Tailored MealsA partnership with Project Angel Food delivered over 1 million medically tailored meals annually to Medi-Cal members through CalAIM from 2023 to 2025. In addition to meal delivery, the program provides twice-daily medically tailored meals for at least 12 weeks and includes nutrition counseling designed to improve health outcomes, support chronic disease management, and enhance overall well-being f ...
Canada Nickel and the University of Texas Successfully Complete Carbon Sequestration Pilot at the Crawford Nickel Project
Prnewswire· 2026-02-19 11:45
Core Insights - Canada Nickel Company has successfully completed an in-situ carbon sequestration pilot study at its Crawford Nickel Project, demonstrating a new pathway for permanent CO2 storage [1] - The pilot project sequestered approximately 12 tonnes of CO2, indicating the potential for large-scale decarbonization in mining operations [1] Group 1: Project Details - The carbon sequestration pilot was conducted in collaboration with the U.S. Department of Energy's Advanced Research Projects Agency – Energy, led by the University of Texas at Austin [1] - The pilot involved short-duration injection trials and continuous CO2-saturated water injection into a well drilled to a depth of 396 meters, confirming that the injected CO2 remained dissolved without surface leakage [1] - Monitoring of seismicity and water chemistry will continue in the coming months to ensure the effectiveness of the carbon sequestration process [1] Group 2: Economic and Environmental Impact - The direct injection approach has the potential to lower future mining costs by pre-conditioning and fracturing the rock mass, making it less energy-intensive for subsequent mining processes [1] - The initiative is part of Canada Nickel's vision for a Zero-Carbon Industrial Cluster in the Timmins region, expanding the company's carbon capture and storage capabilities [1] - The results from this study will inform future post-mining carbon sequestration strategies, enhancing the environmental and economic value of mining operations [1]
Centene(CNC) - 2025 Q4 - Annual Report
2026-02-17 21:31
Membership and Enrollment - As of December 31, 2025, the company served 12.5 million Medicaid members, 5.5 million Marketplace members, 1.0 million Medicare Advantage members, and 8.1 million Medicare Prescription Drug Plan members[280]. - The company experienced a 3.6 million increase in Medicaid membership due to the COVID-19 pandemic, but anticipates future declines from ongoing state redetermination processes[291]. - Year-end membership decreased by 967 thousand members, or 3%, to 27.6 million compared to 2024[302]. - Marketplace membership for Ambetter Health increased by 26% year-over-year due to geographic expansion and strong enrollment results[308]. - The company operates Ambetter Health in 29 states and is focusing on attracting ICHRA membership in off-exchange plans in 13 states in 2026[320]. Financial Performance - Total revenues reached $194.8 billion, representing a 19% year-over-year growth[302]. - Premium and service revenues increased to $174.6 billion, reflecting a 20% growth year-over-year[302]. - The Health Benefit Ratio (HBR) for 2025 was 91.9%, up from 88.3% in 2024[302]. - Operating cash flows improved significantly to $5.1 billion for 2025, compared to $154 million for 2024[302]. - GAAP diluted loss per share was $(13.53) for 2025, primarily due to a goodwill impairment of $6.7 billion[302]. - Adjusted diluted earnings per share (EPS) for 2025 was $2.08, down from $7.17 in 2024[302]. - Total revenues increased by 19% in 2025 to $194,777 million, driven by premium yield and membership growth in the PDP business, and rate increases in the Medicaid business[324][325]. - Total revenues from the Medicare segment increased by 62% to $37,210 million in 2025, primarily due to increased PDP premium yield and membership[335][337]. - Total revenues from the Commercial segment increased by 25% to $42,003 million in 2025, driven by 26% membership growth in the Marketplace business[335][338]. Medical Costs and Claims - The company recorded a significant increase in medical cost trends in 2025, driven by rising medical demand and high-cost pharmaceuticals[287]. - Medical costs rose by 25% to $157,702 million in 2025, leading to a higher medical loss ratio (HBR) of 91.9% compared to 88.3% in 2024[324][326]. - The company incurred $160.109 billion in medical claims related to the current year for 2025, compared to $128.312 billion in 2024[391]. - The medical claims liability balance as of December 31, 2025, was $20.544 billion, an increase from $18.308 billion in 2024[391]. - The company estimates that a 1% increase or decrease in medical claims liability would have affected net earnings by $204 million for the year ended December 31, 2025[390]. Divestitures and Impairments - The company completed the divestiture of Magellan Rx for $1.3 billion in December 2022, recognizing a gain of $269 million[282]. - In January 2023, the company sold Magellan Specialty Health for $646 million, recognizing a gain of $79 million[283]. - In December 2025, the company signed a definitive agreement to divest the remaining Magellan Health businesses, resulting in non-cash impairment charges of $513 million[308]. - The company recorded a goodwill impairment of $6.7 billion due to a decline in the fair value of certain reporting units[381]. - Impairment charges totaled $7.3 billion in 2025, including a $6.7 billion goodwill impairment, significantly impacting net earnings, which resulted in a loss of $6,674 million[329]. Cash Flow and Capital Management - The company recorded a net cash provided by operating activities of $5,088 million in 2025, a substantial increase from $154 million in 2024[341][342]. - Cash flows from investing activities provided $472 million in 2025, compared to a cash usage of $1.1 billion in 2024, with 2025's cash flows consisting of net reductions to the investment portfolio[344]. - Capital expenditures amounted to $767 million in 2025, up from $644 million in 2024, primarily for system enhancements and computer hardware[345]. - As of December 31, 2025, unregulated cash and investments totaled $1.5 billion, an increase from $1.1 billion in 2024, with $400 million available for general corporate use[346]. - Financing activities used cash of $1.6 billion in 2025, a decrease from $2.4 billion in 2024, driven by stock repurchases of $475 million[347]. - The debt-to-capital ratio increased to 46.5% as of December 31, 2025, from 41.2% in 2024, primarily due to goodwill impairment[356]. - Working capital remained stable at $3.7 billion as of December 31, 2025, compared to the same date in 2024[357]. Regulatory and Legislative Environment - The IRA changes effective for 2025 resulted in a significant increase in premiums for the company's stand-alone Medicare PDPs due to shifts in cost-sharing responsibilities[296]. - The company anticipates that the expiration of enhanced APTCs and new regulations will reduce 2026 Marketplace membership and increase overall morbidity[295]. - The company continues to advocate for legislation to maintain health insurance coverage and affordability for consumers amid regulatory changes[295]. - The company expects continued impacts on Medicare Advantage and PDP results due to strategic positioning and bid strategy, with integrated D-SNPs enhancing care coordination starting in 2030[320]. Investment and Market Risk - As of December 31, 2025, the company had short-term investments of $2.4 billion and long-term investments of $18.4 billion, including restricted deposits of $1.4 billion[403]. - The company’s long-term investments include municipal, corporate, and U.S. Treasury securities, government-sponsored obligations, life insurance contracts, asset-backed securities, equity securities, and private equity investments[403]. - A hypothetical and immediate 1% increase in market interest rates would decrease the fair value of the company's fixed income investments by approximately $650 million[403]. - The company’s market risk exposure is primarily due to fluctuations in interest rates, which may impact its financial condition[401]. - Declines in interest rates over time will reduce the company's investment income[403].
She's the youngest woman to have led a Fortune 500 company and now runs a $100B+ healthcare giant
CNBC Television· 2026-02-17 11:39
CNBC's Julia Boorstin sits down with Sarah London, CEO of Centene Corporation for a candid conversation about leadership under pressure — from building high-trust teams to using technology and AI to modernize healthcare and improve outcomes. ...
Ambetter Health Celebrates Completion of New Playground at Southeast Park
Prnewswire· 2026-02-12 20:22
Core Insights - Ambetter Health, in collaboration with KABOOM! and the City of Hialeah, has successfully completed a new playground at Southeast Park, built in a single day on January 30, 2026 [1] - The initiative aims to provide local children with a safe space for play, social interaction, and outdoor recreation, promoting healthier lifestyles [1] Company Overview - Ambetter Health is a product offered by Centene Corporation through the Health Insurance Marketplace, focusing on serving underserved populations [1] - The company emphasizes community engagement and health promotion through initiatives like the playground project [1] Partnership Details - The project marks the second collaboration between Ambetter Health, KABOOM!, and the City of Hialeah, following a successful playground build at Bucky Dent Park in 2019 [1] - KABOOM! is a national nonprofit dedicated to addressing playspace inequity, having created or transformed over 17,000 playspaces and ensuring access for more than 12 million children [1] Community Impact - The new playground is seen as an investment in children's health and happiness, with over 100 volunteers participating in its construction [1] - The City of Hialeah, which has a predominantly Hispanic population, aims to provide quality and affordable services to its residents, enhancing community well-being through such projects [1]
Morgan Stanley Maintains a Hold on Centene Corporation (CNC)
Yahoo Finance· 2026-02-10 15:37
Core Insights - Centene Corporation (NYSE:CNC) is recognized as a promising healthcare stock priced under $50, with Morgan Stanley maintaining a Hold rating and a price target of $38.00 [1][2] Financial Performance - For the full year 2025, Centene reported a GAAP diluted loss per share of $13.53 and an adjusted diluted Earnings Per Share (EPS) of $2.08 [2] - The consolidated Health Benefits Ratio (HBR) for fiscal Q4 2025 was 94.3%, with a Commercial HBR of 95.4%, exceeding expectations by 100 basis points, attributed to net out-of-period items [2] - The Medicaid HBR for the quarter was 93.0%, showing a sequential improvement of 40 basis points compared to Q3 [2] Future Outlook - Centene anticipates renewed adjusted diluted EPS growth and significant margin improvement in 2026, projecting full-year adjusted diluted EPS to exceed $3.00 [3] - This projection indicates a substantial recovery in the company's embedded earnings power [3] Company Overview - Centene Corporation operates as a healthcare enterprise providing services to government-sponsored healthcare programs, with segments including Medicaid, Medicare, Commercial, and Other [4]
House Panel Subpoenas Health Insurers Amid ACA Fraud Probe; Europe Plans Post-US Defense Shift
Stock Market News· 2026-02-10 11:08
Group 1: U.S. Health Insurance Industry - A U.S. House Judiciary Committee investigation into alleged fraud within the Affordable Care Act (ACA) premium subsidy program has intensified, with subpoenas issued to eight prominent health insurers including Elevance Health (ELV), CVS Health (CVS), Centene (CNC), Guidewell, and Oscar Health (OSCR) [2] - The investigation focuses on potential fraud related to premium subsidies in the individual market, particularly as enhanced premium tax credits for ACA coverage expired on January 1 [2] - Reports suggest that without subsidy extensions, premiums for approximately 22 million ACA enrollees could more than double [2] Group 2: European Defense Industry - European nations are advancing discussions to bolster their defense capabilities and reduce reliance on the United States, with proposals for a phased transfer of military responsibilities from the U.S. to Europe over the next five to ten years [3] - This initiative is driven by concerns over potential shifts in U.S. foreign policy and aims to present a plan to the U.S. before the annual NATO leaders' summit in The Hague in June [3] - The discussions involve commitments to increase European defense spending and military capabilities, potentially including the establishment of a joint armed force of at least 100,000 troops [3] Group 3: Eurozone Liquidity Conditions - The European Central Bank (ECB) reported that 37 million euros were borrowed through its overnight loan facility, while a significantly larger amount of 2394.41 billion euros was deposited using the overnight deposit facility [5] - These figures provide insight into liquidity conditions within the Eurosystem, with the marginal lending facility rate at 2.40% and the deposit facility rate at 2.00%, both remaining unchanged [5]