Centene Corporation Reports Q4 2025 Earnings Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 06 2026
0mins
Should l Buy CNC?
Source: seekingalpha
- Financial Performance Overview: Centene reported a Q4 2025 adjusted diluted loss per share of $1.19 and a full-year adjusted EPS of $2.08, indicating slight outperformance against expectations despite challenges, showcasing management's execution capabilities and market adaptability.
- Optimistic 2026 Outlook: The company projects full-year 2026 adjusted EPS to exceed $3, representing over 40% year-over-year growth, marking a significant recovery in the enterprise's earnings power, particularly in Medicaid and Marketplace stability.
- Cost Control Strategies: Centene employs a multipronged, data-driven approach to manage Medicaid costs, including network optimization and clinical program enhancements, aimed at improving service quality and reducing operational costs, thereby enhancing overall profitability.
- Market Dynamics and Challenges: While Marketplace trends were slightly better than expected, increased accruals related to CMS reconciliation and NSA disputes necessitate aggressive actions to protect the system from fraudulent activities, ensuring future profitability.
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Analyst Views on CNC
Wall Street analysts forecast CNC stock price to rise
15 Analyst Rating
5 Buy
8 Hold
2 Sell
Hold
Current: 39.180
Low
32.00
Averages
43.07
High
59.00
Current: 39.180
Low
32.00
Averages
43.07
High
59.00
About CNC
Centene Corporation is a healthcare company. The Company provides fully integrated services to government-sponsored and commercial healthcare programs, focusing on under-insured and uninsured individuals. Its segments include Medicaid, Medicare, Commercial and Other. Specifically, the Medicaid segment includes the Temporary Assistance for Needy Families (TANF) program, Medicaid Expansion programs, the Aged, Blind or Disabled (ABD) program, the Children's Health Insurance Program (CHIP), Long-Term Services and Supports (LTSS), Foster Care, Medicare-Medicaid Plans (MMP), which cover beneficiaries who are dually eligible for Medicaid and Medicare and other state-based programs. The Medicare segment includes Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans and Medicare Prescription Drug Plans. The Commercial segment includes the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Impact of Loneliness: A study by the World Health Organization indicates that teenagers feeling lonely are 22% more likely to experience lower academic performance, highlighting the direct correlation between social isolation and mental health issues, underscoring the significance of this initiative.
- Support for Participating Schools: Schools involved in the event receive a free Belonging Box, which includes lesson plans on recognizing emotions, understanding social isolation, and fostering social connections, aimed at helping students build stronger social networks and reduce feelings of loneliness.
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See More
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- Ongoing Partnership: This marks the second collaboration between Ambetter Health, KABOOM!, and the City of Hialeah, following the successful playground build at Bucky Dent Park in 2019, demonstrating a shared commitment to improving children's play facilities.
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- Program History and Impact: Since its introduction in Texas a decade ago, the NOEA program has been recognized by former U.S. Surgeon General Dr. Vivek Murthy as an effective peer-led initiative that helps students build self-esteem and social connections.
- Community Contributions: Superior HealthPlan has contributed $12.3 million in grants and sponsorships to low-income communities over the past three years, demonstrating its commitment to improving community health while supporting local involvement across all 254 counties in Texas.
See More
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