Recent 8-K filings for CNC

• April 28, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Centene Q1 2026 GAAP EPS $3.11, Adjusted EPS $3.37; Raises 2026 Guidance

  GAAP diluted EPS $3.11, adjusted diluted EPS $3.37 (~$0.50 above expectations).

• February 6, 2026, 6:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Centene reports FY 2025 GAAP loss of $13.53 per share; guides FY 2026 adj. EPS >$3.00

  Full-year GAAP diluted loss per share $(13.53) includes $6.7B goodwill impairment; adjusted diluted EPS $2.08.

• October 29, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Centene Q3 GAAP loss $(13.50) from $6.7B impairment; adjusted EPS $0.50; raises FY guide to $2.00

  GAAP diluted loss per share $(13.50) driven by $6.7B non-cash goodwill impairment; adjusted diluted EPS $0.50.

• July 25, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Centene Q2 2025: diluted loss per share $(0.51); HBR rises to 93.0%

  GAAP diluted loss per share $(0.51); adjusted diluted loss per share $(0.16).

• July 1, 2025, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01

  Centene withdraws 2025 guidance due to $1.8B risk adjustment hit

  Withdraws 2025 GAAP and adjusted EPS guidance; preliminary $1.8B net risk adjustment revenue reduction (~$2.75 EPS impact).

• April 25, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Centene Q1 adjusted EPS $2.90 beats $2.26 YoY; raises FY revenue guidance by $6B

  Adjusted diluted EPS of $2.90 vs $2.26 in Q1 2024 (+28%); GAAP EPS $2.63.

• February 4, 2025, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Centene Q4/FY2024: adj EPS $7.17 (+7% YoY), raises 2025 revenue guide by $4B

  Full year 2024 adjusted diluted EPS $7.17, up 7% from $6.68; GAAP EPS $6.31.

• December 12, 2024, 6:59 PM ET earnings materiality 0.65 positive item 7.01item 9.01

  Centene announces 2025 adj. EPS guidance >$7.25, 6% YoY growth; reaffirms 2024

  2025 adj. diluted EPS guidance >$7.25; GAAP diluted EPS >$6.19.

• October 25, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Centene Q3 adjusted EPS $1.62, revenue $36.9B, reaffirms FY24 adjusted EPS guidance >$6.80

  Adjusted diluted EPS of $1.62; GAAP EPS $1.36. Premium + service revenue $36.9B (+6% YoY).

• October 11, 2024, 7:59 PM ET regulatory materiality 0.60 positive item 7.01

  Centene MA Star Ratings improve: 46% of members in 3.5+ star plans vs 23% prior year

  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.

• July 26, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Centene Q2 2024 adjusted EPS $2.42 (+15% YoY); reaffirms FY adj. EPS floor >$6.80

  Adjusted diluted EPS $2.42, up 15% from $2.10 in Q2 2023; GAAP diluted EPS $2.16.

• July 23, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02

  Centene books $0.7B net risk adjustment gain; prelim Q2 adj. EPS $2.42

  CMS final 2023 risk adjustment receivable $0.0B vs. Centene's $1.3B net payable recorded.

• May 29, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 7.01

  Centene reaffirms FY adj EPS >$6.80, adds $125M reserve for 2025 MA bids; Medicaid costs elevated

  Reaffirmed FY2024 adjusted diluted EPS >$6.80 and consolidated health benefits ratio 87.3%-87.9%.

• April 26, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Centene Q1 adjusted EPS $2.26 beats; raises FY2024 guidance to >$6.80

  GAAP diluted EPS $2.16; adjusted diluted EPS $2.26 (+7% YoY); premium & service revenues $36.3B (+4% YoY).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.50 · Most common event earnings

10 positive 4 negative 22 neutral

source · CNC on sec.gov