secwatch.observer — SEC 8-K summary
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Issuer:     CENTENE CORP (CNC)
CIK:        0001071739
Form:       8-K
Filed at:   2026-07-27T23:38:01+00:00
Accession:  0001071739-26-000154
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 5.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Centene Q2 GAAP EPS $2.19, adj. EPS $2.51; raises 2026 guidance; board changes
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1071739/000107173926000154/0001071739-26-000154-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1071739/000107173926000154/cnc-20260728.htm
  HTML page:      https://secwatch.observer/filing/0001071739-26-000154

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer