{"filings":[{"id":2281996,"accession_number":"0001071739-26-000165","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-08-17T10:05:42+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Centene CFO Drew Asher to retire; Chris Neczypor named successor effective Jan 1, 2027","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Asher steps down as CFO Dec 31, 2026, stays as Strategic Advisor through 2027.","Neczypor, ex-Lincoln Financial CFO, joins Sept 2026 as EVP, becomes CFO Jan 1, 2027.","Neczypor gets $1.1M base salary, 150% target bonus, $10M make-whole RSUs, $2M sign-on.","Company reaffirms FY2026 adjusted diluted EPS guidance of greater than $4.80.","Asher led Centene from ~$126B revenue (2021) to ~$195B (2025)."],"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":0.7,"calibrated_materiality_score":0.7,"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":1924316,"accession_number":"0001071739-26-000162","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-07-29T13:19:56+00:00","items":["8.01"],"status":"ready","headline":"Centene to redeem $500M of 4.25% Notes due 2027 on Aug 13, 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Centene will redeem $500M of its 4.25% Notes due December 15, 2027 on August 13, 2026.","After redemption, approximately $568.664M of the 2027 Notes will remain outstanding.","Redemption price is 100% of principal plus accrued and unpaid interest 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":"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":1894801,"accession_number":"0001071739-26-000154","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-07-27T23:38:01+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"Centene Q2 GAAP EPS $2.19, adj. EPS $2.51; raises 2026 guidance; board changes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP diluted EPS $2.19, adjusted diluted EPS $2.51; total revenues $53.6B, premium & service revenues $44.4B.","Health benefits ratio improved to 89.6% from 93.0% YoY; Medicaid HBR 93.9%, Commercial 79.2%, Medicare 89.5%.","2026 guidance raised: GAAP diluted EPS >$3.11, adjusted diluted EPS >$4.80.","Board changes: Kenneth Burdick resigned; Paul Diaz appointed effective July 28, 2026. Diaz is former CEO of Myriad Genetics and Kindred Healthcare.","Repurchased $260M of senior notes due 2027/2028; total debt $16.1B; cash from operations $3.6B."],"consensus_eps_estimate":null,"consensus_eps_actual":5.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":103523000000.0,"consensus_period":"2026-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":1196036,"accession_number":"0001071739-26-000132","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2026-06-22T20:37:20+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Centene appoints Lauren Tyler to Board of Directors, effective June 19, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 9 to 10; Tyler fills vacancy with term expiring at 2027 annual meeting.","She will serve on Audit Committee and Compensation and Talent Committee effective July 1, 2026.","Tyler spent over 20 years at JPMorgan Chase, most recently EVP Global Head of HR for Asset & Wealth Management.","No arrangements, family relationships, or related party transactions with any director or officer of Centene."],"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":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. 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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; Medicaid costs elevated","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reaffirmed FY2024 adjusted diluted EPS >$6.80 and consolidated health benefits ratio 87.3%-87.9%.","Added ~$125M Q4 premium deficiency reserve related to 2025 Medicare Advantage bids to adjusted EPS guidance.","Medicaid segment experiencing higher than expected medical costs in April and early May 2024; just under 50% of rate changes expected July-October.","Marketplace and Medicare segments performing as expected; strong premium revenue and investment income anticipated for Q2 and remainder of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":40407000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","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":219396,"accession_number":"0001071739-24-000104","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Centene shareholders elect all 10 directors, approve say-on-pay, ratify KPMG, reject climate proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 10 director nominees elected with 460-476M votes for; 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; raises FY2024 guidance to >$6.80","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $2.16; adjusted diluted EPS $2.26 (+7% YoY); premium & service revenues $36.3B (+4% YoY).","Marketplace membership up 41% YoY to 4.35M; total Medicaid membership down 18.5% YoY due to redeterminations.","Raises FY2024 adjusted diluted EPS guidance by $0.10 to >$6.80; premium & service revenue guidance up $1.0B to $135.5-138.5B.","Q1 cash flow used in operations $456M; repurchased $51M in Q1 and $200M in April; $5.0B remaining buyback authorization.","Oklahoma Complete Health started SoonerSelect contracts; Florida intends award to Sunshine Health; Michigan selects Meridian."],"consensus_eps_estimate":null,"consensus_eps_actual":2.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":40407000000.0,"consensus_period":"2024-Q1","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":239227,"accession_number":"0001071739-24-000077","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-03-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"James E. Murray retires from Centene effective March 29, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Retirement was previously announced in an 8-K dated May 22, 2023.","Mr. Murray's retirement is effective March 29, 2024.","The filing does not specify Mr. Murray's title or successor."],"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":239226,"accession_number":"0001071739-24-000049","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms 2024 adj. diluted EPS guidance of >$6.70 at Barclays conference","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Centene will present at Barclays 26th Annual Global Healthcare Conference on March 12, 2024.","The company expects to reaffirm 2024 adjusted diluted EPS guidance of greater than $6.70.","No other financial guidance or changes were 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":0.3,"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":239225,"accession_number":"0001071739-24-000018","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene posts FY2023 adjusted EPS $6.68, up 15%; raises 2024 revenue guidance $2.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2023 adjusted diluted EPS $6.68 (up 15% from $5.78); GAAP diluted EPS $4.95.","Premium & service revenues $140.1B (+3% YoY); Q4 revenues $35.3B (+5% YoY).","Marketplace membership surged 88% to 3.9M; Commercial revenue +43% YoY.","Completed Circle Health & Operose Health divestitures; $1.6B share repurchases in 2023.","Raised 2024 premium & service revenue guidance to $134.5B-$137.5B; reaffirms adjusted EPS floor >$6.70."],"consensus_eps_estimate":null,"consensus_eps_actual":4.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":153999000000.0,"consensus_period":"2023-FY","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":256732,"accession_number":"0001071739-23-000217","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2023-12-13T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Centene amends bylaws to clarify special meeting and nomination procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved amendments on Dec 8, 2023 to Amended and Restated Bylaws.","Stockholders owning 10%+ of shares now have clarified procedural requirements for calling special meetings.","Enhanced disclosure requirements for director nominations, including Rule 14a-19 compliance representation.","Updates conform to Delaware General Corporation Law on quorum, adjournments, proxies, etc.","Non-substantive and ministerial changes also included."],"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":256731,"accession_number":"0001071739-23-000215","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Centene guides 2024 adjusted EPS >$6.70, raises buyback by $4B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["2024 adjusted diluted EPS guidance of greater than $6.70; GAAP diluted EPS greater than $5.61.","2024 total revenues $142.5B-$145.5B; premium/service revenues $132B-$135B.","Board authorizes $4.0B increase to stock repurchase program; $5.23B total available.","Reaffirms 2023 adjusted diluted EPS guidance of at least $6.60; Q4 earnings Feb 6, 2024.","2024 HBR guidance 87.3%-87.9%; SG&A expense ratio 8.4%-9.0%."],"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":0.75,"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":256730,"accession_number":"0001071739-23-000213","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2023-11-15T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Centene appoints Susan Smith as COO effective Jan 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Susan Smith, 48, joins from Humana where she spent 19 years, most recently as SVP of Clinical, Quality and Enterprise Solutions President.","As COO, Smith will oversee core operations, population health, enterprise transformation, provider experience, and quality.","Her compensation includes $700k base salary, $700k annual short-term incentive target, and $1.6M long-term equity target.","Smith started at Centene in June 2023 and will report to President Ken Fasola."],"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":0.6,"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":256729,"accession_number":"0001071739-23-000211","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2023-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q3 adjusted EPS $2.00, raises FY23 guidance to at least $6.60","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.87; adjusted diluted EPS $2.00, up 53% YoY from $1.30.","Marketplace membership grew 76% YoY to 3.68M; premium & service rev $34.97B, +4%.","Announces $1.2B divestiture of Circle Health, expected close Q1 2024; $393M UK write-downs.","Record $773M Q3 share repurchases, $1.6B YTD; $1.2B remaining under buyback program.","2023 adjusted EPS guidance raised $0.15 to at least $6.60; reiterates 2024 floor >$6.60."],"consensus_eps_estimate":null,"consensus_eps_actual":4.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":114539000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","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":256728,"accession_number":"0001071739-23-000202","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2023-10-16T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reports 73% of MA members in contracts with improved 2024 star scores; 87% at 3+ stars","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Approximately 73% of membership in contracts with year-over-year unrounded score improvement.","87% of membership in contracts rated 3.0 stars or better, up from 53% in prior year.","Results in line with management's guidance of ~2/3 members improving raw score and ~90% in 3+ star contracts.","Company views this as first step toward multi-year star improvement; acknowledges work remains."],"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":274095,"accession_number":"0001071739-23-000185","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2023-09-06T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Centene reaffirms FY2023 adjusted EPS guidance of at least $6.45, FY2024 floor >$6.60","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirms 2023 Adjusted Diluted EPS guidance of at least $6.45, inclusive of July results.","Reaffirms 2024 Adjusted Diluted EPS floor of greater than $6.60.","Presentation at Wells Fargo 2023 Healthcare Conference on September 6, 2023 at 8:45 a.m. EDT."],"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":0.45,"calibrated_materiality_score":0.45,"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":274094,"accession_number":"0001071739-23-000182","cik":1071739,"company_name":"CENTENE CORP","ticker":"CNC","form_type":"8-K","filed_at":"2023-07-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Centene Q2 adjusted EPS $2.10 beats prior year; raises full-year guidance to at least $6.45","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.92; adjusted diluted EPS $2.10 (+18% vs $1.77 in Q2 2022).","Premium & service revenue $34.8B, up 3% YoY; total revenue $37.6B.","HBR 87.0% (up from 86.7%); adjusted SG&A ratio 8.6% (vs 8.2% YoY).","Raised FY2023 adjusted EPS guidance by $0.05 to at least $6.45; reaffirms FY2024 floor of >$6.60.","Repurchased 6.0M shares for $400M in Q2; additional 4.5M shares for $300M in July 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":3.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":76497000000.0,"consensus_period":"2023-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}],"next_cursor":"2023-07-28T23:59:59+00:00|274094"}