Centene Corporation's Mixed Outlook for Fiscal 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 06 2026
0mins
Should l Buy CNC?
Source: Benzinga
- Earnings Snapshot: Centene Corporation reported an adjusted loss of $1.19 for Q4 2025, which, while better than the consensus loss of $1.22, represents a significant decline from an income of 80 cents a year ago, indicating a deterioration in profitability.
- Sales Surge: The company's revenue soared from $40.81 billion to $49.73 billion, exceeding the consensus estimate of $48.39 billion, reflecting strong demand in the healthcare insurance market and successful business expansion.
- Health Benefits Ratio Shift: The health benefits ratio (HBR) increased to 94.3%, up from 89.6% last year, primarily driven by higher morbidity in the Marketplace and changes due to the Inflation Reduction Act, highlighting rising medical costs.
- Membership Decline: Total membership across Centene's portfolio fell from 28.60 million to 27.63 million, largely due to a drop in Medicaid membership to 12.52 million, despite an increase in commercial membership from 4.81 million to 5.99 million, indicating shifts in market dynamics.
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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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- Health Lifestyle Advocacy: Ambetter Health CEO Charlene Zein emphasized that the project aims to encourage active and healthy lifestyles for children, highlighting the importance of community involvement in enhancing child health and reinforcing the company's commitment to social responsibility.
- Historic Partnership Continuation: This playground build marks the second collaboration between Ambetter Health, KABOOM!, and the City of Hialeah, following the successful 2019 playground at Bucky Dent Park, showcasing the ongoing efforts of all parties to improve children's play facilities and invest in their future.
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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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- Mental Health Investment: Coordinated Care is committed to youth mental health, with CEO Beth Johnson emphasizing the responsibility to address mental health challenges exacerbated by bullying and social pressures, indicating a strategic focus on improving youth well-being.
- Impact of Loneliness: A recent World Health Organization study reveals that lonely teenagers are 22% more likely to receive lower grades, highlighting the critical importance of social connections for physical and mental health, thus underscoring the necessity of the No One Eats Alone Day initiative.
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See More
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- Investment in Children's Health: The new playground not only provides a safe outdoor space for local children but also fosters social connections, aiming to encourage healthier, active lifestyles among children, which has significant social implications.
- 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.
- Cultural Heritage Emphasis: Hialeah Mayor Bryan Calvo emphasized that this playground is an investment in children's health and happiness, reflecting the community's commitment to enhancing the growth environment for children and further solidifying the city's image as a family-friendly community.
See More
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- 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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