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CNC

Centene Corp.

CNC

NYSE·Healthcare·Medical - Healthcare Plans·Mkt cap $32.2B

$67.35

+3.25%

P/E

-6.46

Mkt Cap

$32.2B

52-Wk Range

$28.24–$69.36

52-Week Range

$28.24 - $69.36

P/E

-6.46

Fwd P/E

14.03

Beta

1.10

Div Yield

0.00%

Avg Vol

5.4M

Shares Out

493.8M

Mkt Cap

$32.2B

Price action

Price chart

Up 120.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Extensive Government Program Expertise
  • Diversified Healthcare Service Portfolio
  • Strong Geographic Market Presence
  • Cost-Efficient Healthcare Delivery Model

Bear Case

1 risk

  • Average volatility.

Growth

Turning profitable

Expanding Medicaid Enrollment

Value

Attractively priced below Managed Care & Health Insurance peer average

Momentum

Strong

+8.7% over 3m

Quality

Thin

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 27, 2026

Q3 26 RECAP

JUL 28, 2026

Reported EPS of $2.51 vs $1.09 consensus (+130.3% surprise). Revenue of $53.6B vs $47.6B expected (+12.5%). Beat on both top and bottom lines.

EPS beat +130.3%
Rev beat +12.5%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+130.3%

Revenue trend · last 8Q

+3%

+15%

+22%

+18%

+22%

+7%

+10%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$42.0B

$40.8B

$46.6B

$48.7B

$49.7B

$49.7B

$49.9B

$53.6B

Margins · last 8Q

Gross

25.8%

Operating

2.2%

Profit

2.0%

Wall Street consensus

17 analysts · 53% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

9

53%

Hold

7

41%

Sell

1

6%

Median Price Target

Latest: Bernstein · Aug 3, 2026

vs Industry

How CNC stacks vs Medical - Healthcare Plans

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.