Earnings summaries and quarterly performance for CENTENE.
Executive leadership at CENTENE.
Board of directors at CENTENE.
Research analysts who have asked questions during CENTENE earnings calls.
Andrew Mok
Barclays
7 questions for CNC
Also covers: ACHC, ADUS, AGL +21 more
Justin Lake
Wolfe Research, LLC
7 questions for CNC
Also covers: AGL, CI, CVS +8 more
Lance Wilkes
Sanford C. Bernstein & Co., LLC
7 questions for CNC
Also covers: AGL, CI, ELV +4 more
Ann Hynes
Mizuho Financial Group
5 questions for CNC
Also covers: ARDT, BTSG, CI +17 more
George Hill
Deutsche Bank
5 questions for CNC
Also covers: AGL, CAH, CI +16 more
Joshua Raskin
Nephron Research
5 questions for CNC
Also covers: AIRS, BKD, CI +13 more
Sarah James
Cantor Fitzgerald
5 questions for CNC
Also covers: ACHC, AMED, CI +15 more
Stephen Baxter
Wells Fargo & Company
5 questions for CNC
Also covers: AGL, BTSG, CAH +15 more
A.J. Rice
UBS Group AG
4 questions for CNC
Also covers: ACHC, AMED, AMN +20 more
John Stansel
JPMorgan Chase & Co.
4 questions for CNC
Also covers: ALHC, CAH, EVH +4 more
Kevin Fischbeck
Bank of America
4 questions for CNC
Also covers: AMN, ARDT, CCRN +9 more
Albert Rice
UBS
3 questions for CNC
Also covers: ACHC, AMED, AMN +20 more
David Windley
Jefferies Financial Group Inc.
3 questions for CNC
Also covers: CERT, CRL, CTLT +14 more
Hua Ha
Robert W. Baird & Co. Incorporated
3 questions for CNC
Also covers: AGL, ELV, HUM +4 more
Adam Ron
Bank of America Corporation
2 questions for CNC
Also covers: AGL, ALHC, CI +3 more
Dave Windley
Jefferies LLC
2 questions for CNC
Also covers: CERT, ELV, HUM +7 more
Erin Wright
Morgan Stanley
2 questions for CNC
Also covers: ALGN, BTSG, CAH +18 more
Josh Raskin
Nathron Research
2 questions for CNC
Also covers: MOH, PIII, THC +1 more
Michael Ha
Robert W. Baird & Co.
2 questions for CNC
Also covers: AGL, ALHC, ASTH +7 more
Scott Fidel
Stephens Inc.
2 questions for CNC
Also covers: ACHC, ADUS, ALHC +17 more
Stephen Baxter
Wells Fargo
2 questions for CNC
Also covers: BTSG, CVS, ELV +6 more
Christian Bomer
TD Cowen
1 question for CNC
Joaquin Arriagada Martinez
Bank of America
1 question for CNC
Also covers: SEM
Ryan Langston
TD Cowen
1 question for CNC
Also covers: ACHC, ADUS, AGL +15 more
Recent press releases and 8-K filings for CNC.
Centene’s Wellcare enhances Medicare Advantage and PDP offerings for 2026
CNC
Product Launch
- In 2026, Wellcare will offer Medicare Advantage to over 51 million beneficiaries in 32 states (covering >75% of eligible beneficiaries) and Prescription Drug Plans to over 8 million members nationwide, adding 51 new counties across eight states.
- Transitioning five Medicare-Medicaid Plans (MMPs) to integrated Dual Eligible Special Needs Plans (D-SNPs) effective Jan 1, 2026, expanding its integrated D-SNP footprint.
- Enhanced member benefits include the Wellcare Spendables® card accepted at >66,000 retailers, digital mental health support, $0/low PCP copays, and insulin capped at $35 or 25% of the drug price.
- Prescription Drug Plans will feature two products (Classic and Value Script) in all 34 regions with 68 plans nationwide and $0 Tier 1 copays at preferred pharmacies.
Nov 19, 2025, 6:27 PM
Centene’s Wellcare expands Medicare Advantage and Prescription Drug Plans for 2026
CNC
Product Launch
- Medicare Advantage to 51 million beneficiaries across 32 states and PDP to over 8 million members nationwide, adding 51 new counties in eight states for the 2026 Annual Enrollment Period (Oct. 15–Dec. 7, 2025).
- Transition of five Medicare-Medicaid Plans to integrated Dual Eligible Special Needs Plans (D-SNPs) in eight states, effective Jan. 1, 2026, to improve care coordination for dual eligibles.
- Enhanced member experience via the Wellcare Spendables® card at 66,000+ retailers, integrated rewards, and modernized onboarding with videos in eight languages.
- Nationwide PDP expansion with 68 Prescription Drug Plans (Classic and Value Script) in all 34 regions, featuring competitive premiums, $0 Tier 1 copays, and $0 cost-sharing for ACIP-recommended vaccines.
Nov 18, 2025, 3:00 PM
Centene’s Wellcare kicks off 2026 Medicare Annual Enrollment in Florida
CNC
Product Launch
- The 2026 Medicare Annual Enrollment Period runs from Oct. 15–Dec. 7, 2025 for coverage effective Jan. 1, 2026.
- Wellcare Medicare Advantage plans will be available to more than 51 million beneficiaries (over 75% of eligible) across 32 states, with footprint expanded by 51 counties in eight states.
- Plan benefits include $0 or low copays for primary care visits, insulin cost capped at $35 or 25% of the negotiated price, $0 cost-sharing for ACIP-recommended Part D vaccines, and a network of over 60,000 pharmacies.
- Medicare Prescription Drug Plans offer two products (Classic and Value Script) in all 34 regions (68 PDPs), featuring $0 Tier 1 copay and competitive low-premium options.
Nov 12, 2025, 1:00 PM
Centene updates strategy and outlook at UBS Global Healthcare Conference 2025
CNC
Guidance Update
- Reported Q3 results above the July forecast and raised full-year adjusted EPS guidance to at least $2, with October results tracking in line with that outlook.
- Lost the sole-source CMS Florida Medicaid contract, impacting $5 billion of revenue in 2025 and $4.5 billion in 2026; the contract’s low single-digit pre-tax margins led Centene to forgo protesting, focusing instead on a seamless member transition.
- Extended its PBM partnership with Express Scripts through 2030 under a 100% pass-through, 100% transparency model, while retaining flexibility to explore rebate-free options for low-net-cost solutions.
- Early Marketplace open enrollment generated elevated call volumes amid premium-change confusion; Centene projects 15–35% market contraction without enhanced subsidies and is leveraging brokers for member outreach.
- Expects to exit Q4 with a Medicaid Health Benefits Ratio of 93.0%, guiding to consistent 2026 profitability around a full-year HBR of 93.7%, noting ~20% of Medicaid medical spend is behavioral health.
Nov 11, 2025, 3:15 PM
Centene expands Wellcare Medicare Advantage and PDP offerings for 2026
CNC
Product Launch
- Wellcare will offer Medicare Advantage to over 51 million beneficiaries in 32 states and Prescription Drug Plans to over 8 million members across all 50 states for 2026.
- Wellcare will transition Medicare-Medicaid Plans (MMPs) to integrated Dual Eligible Special Needs Plans (D-SNPs) in five demonstration states and launch the first phase of its enhanced Duals model in eight states effective Jan. 1, 2026.
- Plan enhancements include the Wellcare Spendables® card, $0 or low copays for primary care visits, Dario digital mental health support, and insulin costs capped at $35 or 25%, whichever is lower.
- PDP offerings will encompass 68 plans (Classic and Value Script) across all 34 regions, featuring $0 copay on Tier 1 generics and competitive formulary designs.
Nov 10, 2025, 10:33 PM
Centene expands Wellcare Medicare Advantage and PDP to 205 Texas counties
CNC
Product Launch
- Wellcare, Centene’s Medicare brand, will offer Medicare Advantage and Prescription Drug Plans in 205 Texas counties for the 2026 Annual Enrollment Period (Oct. 15–Dec. 7), with coverage starting Jan. 1, 2026.
- The company will transition from Medicare-Medicaid Plans (MMPs) to integrated Dual Eligible Special Needs Plans (D-SNPs), launching Phase 1 of its enhanced dual model in Dallas and Hidalgo Counties effective Jan. 1, 2026.
- For 2026, Wellcare plans to serve 51 million+ beneficiaries across 32 states and 1,850+ counties, adding 51 new counties including several in Texas.
- Key 2026 benefits include $0 or low copays for primary care, insulin costs capped at $35 or 25%, $0 cost-sharing for adult Part D vaccinations, and access to a 60,000+ pharmacy network with Express Scripts® home delivery.
Nov 10, 2025, 2:00 PM
Centene expands Medicare Advantage and PDP offerings in California for 2026
CNC
Product Launch
- Centene’s Wellcare Medicare Advantage plans will be available in 32 states, serving over 51 million beneficiaries across more than 1,850 counties, including launches in 13 California counties for 2026 enrollment.
- The company is enhancing its Dual Eligible Special Needs Plans (D-SNPs) integration and upgrading the Wellcare Spendables® card, alongside new digital onboarding and member engagement tools.
- 2026 Medicare Advantage benefits include $0 or low copays for primary care visits, capped insulin costs at $35 or 25%, $0 cost-sharing for ACIP-recommended Part D vaccines, and a $2,100 annual out-of-pocket cap.
- Wellcare’s Prescription Drug Plans will offer 68 PDPs (Classic and Value Script) in all 34 regions, featuring $0 copay on Tier 1 prescriptions at preferred pharmacies.
Nov 6, 2025, 4:00 PM
Centene expands Wellcare Medicare offerings for 2026
CNC
Product Launch
- Wellcare will offer Medicare Advantage to over 51 million beneficiaries in 32 states and Prescription Drug Plans to more than 8 million members nationwide in 2026.
- The company will transition Medicare-Medicaid Plan demonstrations to integrated Dual Eligible Special Needs Plans (D-SNPs) in five states and has added 51 new counties across eight markets.
- Medicare Advantage enhancements include the Wellcare Spendables® card, $0 or low primary care copays, an insulin cost cap of $35, $0 cost-sharing for ACIP-recommended vaccinations, and 24/7 digital mental health support via Dario.
- Prescription Drug Plan offerings consist of two products (Classic and Value Script) across 34 regions with 68 plans nationwide, featuring low premiums and $0 Tier 1 copays at preferred pharmacies.
Nov 6, 2025, 1:00 PM
Centene offers Ambetter Health insurance plans in Texas for 2026
CNC
Product Launch
- During the Health Insurance Marketplace open enrollment (Nov. 1, 2025 – Jan. 15, 2026), Ambetter from Superior HealthPlan and Ambetter Health will be available in 150 Texas counties for plan year 2026.
- Plans cover all essential health benefits, with some including dental and vision, plus condition-specific diabetes options offering $0 copays on preferred medications and supplies.
- Ambetter Health Solutions delivers off-exchange, ICHRA-compatible individual plans, supporting employers’ cost control and employee choice.
- Members can earn up to $500 through the My Health Pays wellness program and access 24/7 virtual care, digital enrollment tools, a mobile app and Wellframe support.
Nov 3, 2025, 1:00 PM
Centene’s Ambetter Health launches Florida plans for 2026
CNC
Product Launch
- Centene’s Ambetter Health will offer health insurance plans in 63 Florida counties for plan year 2026, expanding access for under-insured populations via the Health Insurance Marketplace.
- The open enrollment period runs from Nov. 1, 2025, through Jan. 15, 2026 (enroll by Dec. 15, 2025 for Jan. 1, 2026 coverage).
- Plans cover all essential health benefits—including maternity, mental health, hospitalizations, and prescription drugs—and optional dental/vision, supported by the My Health Pays program with up to $500 in rewards.
- New offerings include ICHRA-compatible off-exchange plans through Ambetter Health Solutions and 24/7 virtual telehealth services for members.
Nov 3, 2025, 12:00 PM
Quarterly earnings call transcripts for CENTENE.
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