Centene Corp Del SEC Filings

CNC shareholder Kenneth Burdick filed a Form 144 notice covering a planned sale of 32,796 shares of common stock through Fidelity Brokerage Services LLC on 12/04/2025 on the NYSE. The filing lists an aggregate market value of about $1,279,044.00 for these shares, compared with 491,518,000 shares of the same class reported as outstanding.

The shares to be sold were acquired through restricted stock vesting from the issuer as compensation, including 31,916 shares on 07/23/2021 and 880 shares on 02/06/2024, both fully paid as compensation on the respective vesting dates. The notice also discloses that Burdick sold 33,211 shares of common stock during the past three months, on 12/03/2025, for gross proceeds of $1,296,621.24. By signing, the seller represents that they are not aware of undisclosed material adverse information about the issuer.

Centene Corporation reaffirmed its full‑year 2025 outlook in advance of its appearance at the UBS 2025 Global Healthcare Conference. Management continues to expect a full year 2025 GAAP diluted loss per share not to exceed $(12.85) and a full year 2025 adjusted diluted EPS of at least $2.00.

The company will present on November 11, 2025 at 10:15 a.m. EST. A live audio webcast and replay will be available via Centene’s investor website. The update also reiterates the company’s use of non‑GAAP measures to isolate core operations alongside GAAP results.

FMR LLC filed Amendment No. 1 to a Schedule 13G reporting beneficial ownership of 0.7% of Centene Corp (CNC) common stock as of the event date 09/30/2025. The filing also lists Abigail P. Johnson as a reporting person.

FMR reports 3,345,475.62 shares beneficially owned, with 2,277,704.93 shares under sole voting power and 3,345,475.62 under sole dispositive power; shared voting and dispositive power are 0.00. The filing indicates ownership of five percent or less of the class.

The certification states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing notes one or more other persons may have rights to dividends or sale proceeds, with no single person over five percent.

Norges Bank filed an amended Schedule 13G reporting a passive stake in Centene Corp (CNC). The filing shows beneficial ownership of 7,021,285 common shares, representing 1.4% of the class as of the event date 09/30/2025.

Norges Bank reports 5,758,942 shares with sole voting power and 0 with shared voting power. It has sole dispositive power over 4,496,598 shares and shared dispositive power over 1,262,343 shares. The position is certified as held in the ordinary course and not to change or influence control.

Centene Corporation furnished an update on its business by announcing financial results for the third quarter ended September 30, 2025. The company issued a press release on October 29, 2025, and attached the full text as Exhibit 99.1 to a Form 8-K.

The disclosure was provided under Item 2.02 (Results of Operations and Financial Condition) and is expressly stated as “furnished” and not “filed,” which means it is not subject to Section 18 liability and is not incorporated by reference unless specifically noted. The Form 8-K was signed by Executive Vice President & Chief Financial Officer Andrew L. Asher.

Centene Corporation (CNC) reported Q3 2025 results with total revenues of $49.690 billion and a GAAP net loss attributable to Centene of $(6.631) billion, driven by a $6.723 billion goodwill impairment recorded in the quarter.

Premium revenue rose to $44.126 billion as medical costs increased to $40.902 billion. Adjusted diluted EPS was $0.50 versus $1.62 a year ago, reflecting the impairment and higher costs. Year‑to‑date, operating cash flow improved to $4.651 billion, aided by working capital movements, while cash and cash equivalents were $17.058 billion and long‑term investments were $18.180 billion at quarter end. Total debt was $17.583 billion, including senior notes and a $2.0 billion term loan; the company also has a $4.0 billion revolving credit facility under its new credit agreement.

Goodwill decreased to $10.835 billion after the impairment. As of October 27, 2025, Centene had 491,518 thousand shares of common stock outstanding.

CNC: A holder filed a Form 144 notice to sell common stock. The filing lists 5,489 shares with an aggregate market value of $196,736.97, to be sold on or after 10/15/2025 on the NYSE through Merrill Lynch (Zionsville, IN).

The shares were acquired on 10/01/2025 via a stock bonus from Wayne S DeVeydt, in the same amount (5,489). Over the past three months, Wayne S DeVeydt previously sold 10,775 shares for gross proceeds of $314,545.12.

Shares outstanding were 491,133,000. This notice reflects an intended sale by or for the account named and does not represent an issuance by the company.

Tanji Kenneth, a director of Centene Corp (CNC), reported an acquisition of 803 shares of common stock on 09/30/2025 under Form 4. The shares were reported with a transaction code A (acquisition) and a reported price of $0. Following the reported transaction, Mr. Kenneth beneficially owns 5,948 shares in total, which includes 3,579 restricted stock units that remain subject to vesting. The filing was executed by attorney-in-fact Christopher A. Koster and signed on 10/01/2025. The ownership is reported as direct.

Kenneth A. Burdick, a director of Centene Corp (CNC), reported an acquisition and existing holdings. On 09/30/2025 he was credited with 852 shares of Common Stock at a price of $0, bringing his reported total direct beneficial ownership to 338,371.924 shares (this total includes 3,579 restricted stock units subject to vesting). The filing also discloses 86,498 shares held indirectly by Burdick Family LLC, of which he is a chief manager and for which he disclaims beneficial ownership except to the extent of pecuniary interest. Separately, the report shows a 10,000-share option exercisable from 02/07/2025 through 02/07/2032 with a strike of $80.57.