{"filings":[{"id":470763,"accession_number":"0001071739-26-000117","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-05-15T20:06:58+00:00","items":["5.07","5.02"],"status":"ready","headline":"Centene holds annual meeting; formalizes executive officer roster including Finke and Carson as group presidents","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["All nine director nominees elected, including Jessica Blume, Kenneth Burdick, Christopher Coughlin; shareholder votes ratified KPMG as auditor.","Non-binding advisory vote on executive compensation approved with 349.9M for (31.9M against).","Shareholder proposal for independent board chairman rejected (72.8M for, 308.6M against).","Board formally designates Daniel Finke as Group President, Medicaid & Marketplace and Michael Carson as Group President, Medicare & Specialty as executive officers.","Executive officers defined: CEO Sarah London, CFO Drew Asher, Group Presidents Finke and Carson, COO Susan Smith, GC Christopher Koster, CAO Theodore Pienkos."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91101,"accession_number":"0001071739-26-000099","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q1 2026 GAAP EPS $3.11, Adjusted EPS $3.37; Raises 2026 Guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $3.11, adjusted diluted EPS $3.37 (~$0.50 above expectations).","2026 adjusted diluted EPS guidance raised to greater than $3.40 (from prior).","Total revenues $49.9B, premium & service revenues $44.7B (+5% YoY).","Consolidated HBR 87.3% (down 20 bps); Medicaid HBR 93.1%, Medicare HBR 84.9%.","Reduced debt by $1.0B during Q1; total debt $16.4B, no revolver drawn."],"consensus_eps_estimate":null,"consensus_eps_actual":3.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":49944000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101013,"accession_number":"0001071739-26-000070","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Centene appoints Theodore Pienkos as Corporate Controller and CAO effective March 18, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Pienkos, 44, CPA, previously Deputy Corporate Controller since Aug 2024; joined Centene in 2011.","Base salary set at $440,000 with target bonus of 60% of base salary.","Former CAO Kate Casso named SVP, Finance Operations and Innovation, effective same date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101012,"accession_number":"0001071739-26-000056","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-03-10T23:59:59+00:00","items":["7.01","8.01"],"status":"ready","headline":"Centene reaffirms FY2026 guidance and redeems $1B of 4.25% notes due 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Reaffirmed 2026 GAAP diluted EPS guidance > $1.98 and adjusted diluted EPS > $3.00 at Barclays conference.","Announced partial redemption of $1.0B aggregate principal of 4.25% notes due 2027 on March 25, 2026.","Approximately $1.187B of the notes will remain outstanding after the redemption.","Redemption price at 100% of principal plus accrued and unpaid interest up to the redemption date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101011,"accession_number":"0001071739-26-000052","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms 2026 EPS guidance of >$1.98 GAAP, >$3.00 adjusted","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reaffirms 2026 GAAP diluted EPS guidance of greater than $1.98.","Reaffirms 2026 adjusted diluted EPS guidance of greater than $3.00.","Management meeting with investors week of February 23, 2026.","Guidance originally provided on February 6, 2026 press release."],"consensus_eps_estimate":null,"consensus_eps_actual":-13.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":194777000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101010,"accession_number":"0001071739-26-000031","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene reports FY 2025 GAAP loss of $13.53 per share; guides FY 2026 adj. EPS >$3.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year GAAP diluted loss per share $(13.53) includes $6.7B goodwill impairment; adjusted diluted EPS $2.08.","Q4 premium and service revenues $44.7B (+23% YoY); HBR 94.3% vs 89.6% due to Marketplace morbidity and PDP program changes.","Medicaid membership fell to 12.5M from 13.0M; Marketplace membership rose to 5.5M from 4.4M.","Signed definitive agreement to divest remaining Magellan Health businesses; recorded $513M impairment.","2026 guidance: adjusted diluted EPS >$3.00, with expected margin improvement and EPS growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-13.53,"consensus_revenue_estimate":null,"consensus_revenue_actual":194777000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117349,"accession_number":"0001071739-25-000188","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY2025 guidance: GAAP loss <= $(12.85), adj. EPS >= $2.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year GAAP diluted loss per share expected not to exceed $(12.85).","Full-year adjusted diluted EPS forecast of at least $2.00.","Management to present at UBS Global Healthcare Conference on Nov 11, 2025, at 10:15 a.m. EST.","Guidance unchanged from prior issuance; no new financial metrics provided."],"consensus_eps_estimate":null,"consensus_eps_actual":-11.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":145052000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117348,"accession_number":"0001071739-25-000185","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q3 GAAP loss $(13.50) from $6.7B impairment; adjusted EPS $0.50; raises FY guide to $2.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted loss per share $(13.50) driven by $6.7B non-cash goodwill impairment; adjusted diluted EPS $0.50.","Premium and service revenues $44.9B (+22% YoY) with Medicaid HBR 93.4% including 40bp retroactive benefit.","Raises FY2025 adjusted diluted EPS forecast to at least $2.00 from $1.75, citing margin progress.","Total at-risk membership 27.97M (+8% YoY); Marketplace membership up 29% to 5.8M; TRICARE ended.","Operating cash flow $1.356B; debt-to-capital ratio 45.5% after retained earnings reduction."],"consensus_eps_estimate":null,"consensus_eps_actual":-11.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":145052000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133779,"accession_number":"0001071739-25-000168","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY2025 adjusted diluted EPS forecast of ~$1.75 at Deutsche Bank summit","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Management to present at Deutsche Bank 2025 Healthcare Summit on September 11, 2025 at 8:00 a.m. EDT.","Business and financial results through August consistent with prior FY2025 adjusted diluted EPS guidance of ~$1.75.","Webcast available via company website; no new financial guidance provided beyond prior forecast."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133778,"accession_number":"0001071739-25-000162","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Centene director Thomas Greco resigns effective Aug 22, 2025; board reduced to 9","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Thomas R. Greco notified resignation effective August 22, 2025.","Resignation due to becoming CEO of FleetPride, a privately-held auto parts firm.","No dispute or disagreement with Centene regarding operations, policies, or practices.","Board reduced from 10 to 9 directors effective upon Greco's departure.","Greco also stepped down from Compensation and Talent and Governance Committees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133777,"accession_number":"0001071739-25-000155","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Centene director Wayne S. DeVeydt resigns effective August 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Wayne S. DeVeydt resigned effective August 1, 2025.","Resignation not due to any dispute or disagreement with Centene or its Board.","Board reduced size from eleven to ten directors effective immediately."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133776,"accession_number":"0001071739-25-000151","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q2 2025: diluted loss per share $(0.51); HBR rises to 93.0%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted loss per share $(0.51); adjusted diluted loss per share $(0.16).","Premium & service revenues $42.5B (+18% YoY); total revenues $48.7B.","Health benefits ratio 93.0% vs 87.6% YoY, driven by Marketplace risk adjustment reduction and higher Medicaid medical costs.","SG&A expense ratio improved to 7.1% from 8.0% YoY; cash flow from operations $1.8B.","CEO cites disappointment; Medicaid membership fell 0.3M due to redeterminations; Marketplace membership up 1.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":95362000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133775,"accession_number":"0001071739-25-000128","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene withdraws 2025 guidance due to $1.8B risk adjustment hit","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Withdraws 2025 GAAP and adjusted EPS guidance; preliminary $1.8B net risk adjustment revenue reduction (~$2.75 EPS impact).","Wakely data from 22 states (72% of Marketplace membership) shows significantly higher market morbidity than assumed.","Q2 Medicaid HBR expected higher than Q1 due to step-up in behavioral health, home health, and high-cost drug trends in NY and FL.","Medicare Advantage and PDP performing better than expected in Q2 2025; SG&A leverage continues.","Second quarter 2025 results to be reported on July 25, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":2.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":95362000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150506,"accession_number":"0001071739-25-000094","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Centene shareholders re-elect 11 directors, approve 2025 stock plan, reject climate proposals","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected with 84-93% support; Sarah M. London received highest for-votes at 99.6%.","Non-binding say-on-pay approved with 88.6% for votes (378M for, 47.5M against).","KPMG LLP ratified as independent auditor for FY2025 with 95.8% for votes.","2025 Stock Incentive Plan approved with 93.3% for votes (399M for, 26.4M against).","Two shareholder proposals on climate disclosure defeated: first got 23.0% support, second got 9.2% support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150505,"accession_number":"0001071739-25-000092","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY 2025 GAAP EPS >$6.19, adjusted EPS >$7.25","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirmed FY 2025 GAAP diluted EPS floor of above $6.19 and adjusted diluted EPS floor of above $7.25.","Management reaffirmed prior guidance from April 25, 2025, during May 6 investor meetings.","No changes to previously issued full-year guidance; reaffirmation only."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150504,"accession_number":"0001071739-25-000087","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q1 adjusted EPS $2.90 beats $2.26 YoY; raises FY revenue guidance by $6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS of $2.90 vs $2.26 in Q1 2024 (+28%); GAAP EPS $2.63.","Premium & service revenues $42.5B, up 17% YoY; raises FY guidance to $164-166B (+$6B).","Marketplace membership up 29% to 5.6M; Medicare PDP up 22% to 7.9M.","Nevada and Illinois contract wins: SilverSummit re-selected for Medicaid; Meridian for dual eligibles.","HBR 87.5% (vs 87.1%); cash flow from ops $1.5B, partially delayed state premium payment."],"consensus_eps_estimate":null,"consensus_eps_actual":2.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":46620000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169470,"accession_number":"0001071739-25-000042","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY2025 adjusted EPS guidance above $7.25 at Barclays conference","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirms 2025 adjusted diluted EPS guidance of greater than $7.25.","Presentation at Barclays 27th Annual Global Healthcare Conference on March 12, 2025 at 2:30 p.m. EDT.","Live audio webcast available; replay to be posted on Centene's investor relations website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169469,"accession_number":"0001071739-25-000040","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-03-05T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Centene enters $6B credit facility, replacing prior agreement","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $6B facility includes a $4B revolving credit and a $2B term loan, maturing March 5, 2030.","Proceeds used to refinance existing debt, pay fees, and for working capital and general corporate purposes.","Covenant requires debt-to-capital ratio not to exceed 0.60:1.00 (0.65 after material acquisitions).","Interest rate based on S&P/Moody's ratings; on closing date, pricing level III (BBB-/Baa3) applied."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169468,"accession_number":"0001071739-25-000037","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-03-03T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY2025 adjusted EPS guidance floor of >$7.25","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Management to reaffirm 2025 adjusted diluted EPS guidance of >$7.25 during March 4 investor meetings.","Guidance originally provided on Feb 4, 2025; no change disclosed.","Company cites non-GAAP measures; unable to reconcile to GAAP without unreasonable effort.","Forward-looking statement risks noted; no update obligation beyond this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169467,"accession_number":"0001071739-25-000031","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-02-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Centene appoints former Prudential CFO Kenneth Tanji to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mr. Tanji elected to Board effective Feb 20, 2025, expanding Board from 11 to 12 members.","He will serve on the Audit and Compliance Committee.","Mr. Tanji served as EVP & CFO of Prudential Financial from 2018 to 2024.","He also serves on the board of Public Service Enterprise Group and teaches corporate finance at Rutgers.","No arrangements, family relationships, or related party transactions were disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169466,"accession_number":"0001071739-25-000013","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q4/FY2024: adj EPS $7.17 (+7% YoY), raises 2025 revenue guide by $4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year 2024 adjusted diluted EPS $7.17, up 7% from $6.68; GAAP EPS $6.31.","Premium & service revenues $145.5B (+4% YoY); Q4 revenues $36.3B (+3% YoY).","Membership: Marketplace up 12%, Medicare PDP up 50% YoY; total at-risk 25.9M (+5%).","Repurchased $3.0B of shares in 2024; $2.2B remaining under buyback program.","Raised 2025 revenue guidance to $158-160B (up $4B); reaffirms adj EPS >$7.25."],"consensus_eps_estimate":null,"consensus_eps_actual":6.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":163071000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186524,"accession_number":"0001071739-24-000215","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-12-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Centene announces 2025 adj. EPS guidance >$7.25, 6% YoY growth; reaffirms 2024","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["2025 adj. diluted EPS guidance >$7.25; GAAP diluted EPS >$6.19.","2025 total revenues $166.5B-$169.5B; premium and service revenues $154B-$156B.","2025 HBR 88.4%-89.0%; adjusted SG&A ratio 8.1%-8.7%; effective tax rate 21.5%-22.5%.","Reaffirms 2024 adj. diluted EPS >$6.80, premium rev $143.5B-$144.5B, HBR 88.3%-88.5%.","Virtual investor day held Dec 12; webcast replay available for 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186523,"accession_number":"0001071739-24-000208","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY2024 adjusted EPS >$6.80, foresees 2025 growth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Centene reaffirms FY2024 adjusted diluted EPS guidance of greater than $6.80.","Management expects adjusted diluted EPS to grow in 2025 and beyond.","Reaffirmation made during investor meetings on November 13, 2024.","No other financial guidance was updated or changed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186522,"accession_number":"0001071739-24-000206","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Centene President Ken Fasola to retire July 1, 2025; will serve as Strategic Advisor until then","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kenneth J. Fasola notified Centene of his retirement on Nov 8, 2024; effective July 1, 2025.","He will transition duties by end of 2024 and serve as Strategic Advisor to CEO Sarah M. London.","Fasola has a 40-year healthcare career; no successor named yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186521,"accession_number":"0001071739-24-000201","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q3 adjusted EPS $1.62, revenue $36.9B, reaffirms FY24 adjusted EPS guidance >$6.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS of $1.62; GAAP EPS $1.36. Premium + service revenue $36.9B (+6% YoY).","Marketplace membership +22% YoY; Medicare PDP +49% YoY; Medicaid membership declined 14% on redeterminations.","Reaffirmed FY24 adjusted diluted EPS guidance >$6.80; updated GAAP guidance >$5.92.","Share repurchases $1.2B in Q3 and $380M in Oct; $2.8B remaining under authorization.","Medicare Stars: 46% of MA members in 3.5+ star plans (from ~23%); contract wins in MI, CA, IA, PA, FL."],"consensus_eps_estimate":null,"consensus_eps_actual":5.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":122266000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186520,"accession_number":"0001071739-24-000192","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-10-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene MA Star Ratings improve: 46% of members in 3.5+ star plans vs 23% prior year","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["CMS released 2025 Medicare Advantage Star Ratings on Oct 10, 2024; Centene's membership in plans rated 3.5+ stars rose to ~46% from ~23% year-over-year.","Improvement was consistent with internal expectations despite higher-than-anticipated cut point changes from CMS.","Centene is appealing its TTY results with CMS; no financial impact or outcome disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186519,"accession_number":"0001071739-24-000189","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K/A","filed_at":"2024-10-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Centene assigns Director Thomas R. Greco to Governance and Compensation Committees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amendment to Aug 15 8-K adds committee assignments for newly appointed director.","Thomas R. Greco appointed to Governance Committee and Compensation and Talent Committee effective Oct 2, 2024.","No other changes to Board composition or leadership.","Original appointment of Greco was previously disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203101,"accession_number":"0001071739-24-000175","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-09-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Lori J. Robinson to leave Centene board at 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robinson notified Centene on Sept 25, 2024 she will not stand for re-election.","Her term expires at the 2025 Annual Meeting; she served five years on the board.","No replacement or reason for departure disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203100,"accession_number":"0001071739-24-000172","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-09-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY2024 adjusted EPS guidance >$6.80 at investor meetings","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Reaffirms full-year 2024 adjusted diluted EPS guidance >$6.80 at BofA conference and investor meetings.","Presenting at Bank of America 2024 Global Healthcare Conference in London on Sept. 18.","No change to prior guidance; no other financial metrics updated or provided.","Meetings with investors scheduled for Sept. 17-18, 2024, in London."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203099,"accession_number":"0001071739-24-000170","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-09-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY 2024 adjusted EPS guidance >$6.80, shifts 20-30 cents from Q3 to Q4","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reaffirms FY2024 adjusted diluted EPS guidance greater than $6.80; Q3 adjusted EPS projected at $1.31-$1.41.","Reiterates shift of 20-30 cents of adjusted EPS from Q3 to Q4; remainder of FY guidance realized in Q4.","Management encouraged by progress in Medicare Advantage stars program performance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203098,"accession_number":"0001071739-24-000161","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Centene elects Thomas Greco to board of directors, expanding to 11 members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas Greco appointed to Centene board effective Aug. 9, 2024; term runs through 2025 annual meeting.","Greco previously served as CEO of Advance Auto Parts (2016-2023) and CEO of Frito-Lay North America (2011-2016).","Board size increased from 10 to 11 directors; Greco will receive standard non-employee director compensation.","Greco also serves on boards of Tapestry, Inc. and Sabra Dipping Company, and the American Heart Association."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203097,"accession_number":"0001071739-24-000158","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q2 2024 adjusted EPS $2.42 (+15% YoY); reaffirms FY adj. EPS floor >$6.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted diluted EPS $2.42, up 15% from $2.10 in Q2 2023; GAAP diluted EPS $2.16.","Premium and service revenues $36.0B (+3% YoY); Marketplace membership up 34% to 4.4M; Medicaid membership down to 13.1M.","HBR 87.6% vs 87.0% YoY, driven by higher Medicaid acuity; FY HBR expected at high end ~87.9%.","Raises FY premium and service revenue guidance to $141-143B (up $5B); reaffirms adj. diluted EPS floor >$6.80.","Agreed to sell Collaborative Health Systems to Astrana Health (close by end 2024); repurchased 10.7M shares for $800M in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":4.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":80243000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203096,"accession_number":"0001071739-24-000151","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"Centene books $0.7B net risk adjustment gain; prelim Q2 adj. EPS $2.42","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["CMS final 2023 risk adjustment receivable $0.0B vs. Centene's $1.3B net payable recorded.","Net outperformance of $0.7B from final risk adjustment recorded in Q2 2024.","Preliminary Q2 2024 GAAP diluted EPS $2.16; adjusted diluted EPS $2.42.","Full-year 2024 guidance reaffirmed: GAAP EPS >$5.94, adjusted EPS >$6.80.","Minimum MLR payable to increase ~$0.1B in H2 2024; net 2024 outperformance est. $0.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":4.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":80243000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219397,"accession_number":"0001071739-24-000130","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY adj EPS >$6.80, adds $125M reserve for 2025 MA bids; 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broker non-votes of 16.99M on each.","Say-on-pay approved: 433.8M for, 44.0M against, 0.27M abstain (excluding broker non-votes).","KPMG LLP ratified as auditor for FY2024: 484.3M for, 10.5M against, 0.29M abstain.","Shareholder proposal on climate-risk targets defeated: 171.6M for, 303.6M against, 2.86M abstain.","Annual meeting held May 14, 2024; 495.1M shares represented (~83% of outstanding?)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":29045138902.552002,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219395,"accession_number":"0001071739-24-000098","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q1 adjusted EPS $2.26 beats; 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