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Centene Corp Del SEC Filings

CNC NYSE

Welcome to our dedicated page for Centene Del SEC filings (Ticker: CNC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to Centene Corporation (NYSE: CNC) SEC filings, offering insight into the company’s regulatory disclosures, financial communications, and governance updates. As a healthcare enterprise focused on government-sponsored and commercial healthcare programs, Centene uses filings such as Form 8-K to inform investors about material events, earnings information, and board changes.

Recent 8-K filings describe Centene’s participation in healthcare investor conferences, where management discusses the company’s financial outlook and the use of non-GAAP financial measures like adjusted diluted earnings per share. Other 8-Ks report quarterly financial results, the withdrawal or update of earnings guidance, and the resignation of directors along with resulting changes in the size of the board. These documents help investors understand how Centene evaluates its performance, plans operations, and manages corporate governance.

Through this filings page, users can review Centene’s current and historical submissions to the U.S. Securities and Exchange Commission, including annual and quarterly reports when available, as well as event-driven filings. Real-time updates from EDGAR are combined with AI-powered summaries that explain the key points of complex documents, helping readers interpret financial metrics, non-GAAP reconciliations, and narrative disclosures without wading through every page.

In addition to financial information, Centene’s filings may address topics such as regulatory considerations, risk factors related to government healthcare programs, and the company’s approach to non-GAAP reporting. For investors tracking CNC, this page serves as a central location to monitor new filings, understand the context of earnings announcements, and follow changes in leadership or guidance as they are formally reported to the SEC.

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Centene Corp Chief Operating Officer handles tax withholding on vested stock units. Susan Raye Smith reported a disposition of 2,918 shares of Centene common stock at $34.45 per share, described as shares withheld to cover taxes when previously granted restricted stock units vested. This was not an open-market sale. After the withholding, she directly holds 212,720 shares, including 182,815 shares of restricted stock units and performance stock units that remain subject to vesting conditions.

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Centene Corp Chief People Officer Tanya M. McNally had 2,785 shares of common stock withheld at $34.45 per share to cover taxes due on the vesting of previously granted restricted stock units. This was an automatic tax-withholding disposition, not an open-market sale.

After this transaction, she directly owns 128,222 shares of Centene common stock. Footnote disclosure states that this ownership figure includes 114,503 shares represented by previously granted restricted stock units and performance stock units, reported at target performance levels and still subject to vesting requirements.

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Centene Corp Chief Executive Officer Sarah London reported a tax-related share disposition, not an open-market trade. On this Form 4, 36,061 shares of common stock were withheld at $34.45 per share to cover taxes when previously reported restricted stock units vested, according to a footnote.

After this withholding, London directly owns 1,188,831 shares of Centene common stock. This ownership includes 889,753 shares tied to previously granted restricted stock units and performance stock units, reported at target performance levels and still subject to vesting requirements.

The filing also shows a performance stock option covering 13,449 underlying shares of common stock with an exercise price of $81.85 per share, expiring on December 15, 2031. A footnote states this option, granted on December 15, 2021, may become exercisable on or after the third anniversary of the grant date if Centene’s closing stock price equals or exceeds $100 per share for 20 consecutive trading days following the grant date.

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Centene Corporation’s Secretary & General Counsel Christopher Koster reported a tax-related share disposition. On March 15, 2026, 9,087 shares of common stock were withheld at $34.45 per share to cover taxes upon vesting of previously granted restricted stock units.

After this withholding, Koster directly holds 352,835.617 shares of Centene common stock, plus 100 shares indirectly through his spouse. His ownership also includes 229,874 restricted and performance stock units that remain subject to vesting conditions.

Koster’s remaining equity incentives include a performance stock option for 15,690 shares at an exercise price of $81.85 per share that may become exercisable if Centene’s stock trades at $100 or more for 20 consecutive days, as well as 3,015.544 phantom stock units payable in cash or other non-company securities at or after his termination or another elected date.

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Centene Corp’s Corporate Controller and Chief Accounting Officer, Katie Casso, reported a routine tax-withholding transaction related to equity compensation. On March 15, 2026, 3,359 shares of common stock were withheld at $34.45 per share to cover taxes when previously granted restricted stock units vested. This was not an open-market sale. After the withholding, she directly owns 109,776 shares of common stock, and a footnote states her ownership also includes 71,740 unvested restricted and performance stock units reported at target performance.

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Centene Corporation’s Chief Financial Officer Andrew Lynn reported a routine tax-withholding transaction. On March 15, 2026, 15,241 shares of Centene common stock were withheld at $34.45 per share to cover taxes upon vesting of previously reported restricted stock units. After this, he directly owns 747,989.48 shares, and this ownership includes 448,650 restricted stock units and performance stock units subject to future vesting. He also holds a performance stock option covering 13,449 underlying shares at an exercise price of $81.85 per share, expiring on December 15, 2031, which may become exercisable if Centene’s stock trades at or above $100 for 20 consecutive trading days on or after the third anniversary of the December 15, 2021 grant.

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Centene Corporation plans to present at the Barclays 28th Annual Global Healthcare Conference and, during that presentation, expects to reaffirm its 2026 full year earnings guidance. The Company continues to project GAAP diluted EPS of greater than $1.98 and adjusted diluted EPS of greater than $3.00, highlighting both reported and non-GAAP performance measures.

Centene also delivered a notice of partial redemption for $1,000,000,000 aggregate principal amount of its 4.25% Notes due December 15, 2027. After the March 25, 2026 redemption date, approximately $1,186,664,000 of these notes will remain outstanding, and the redeemed notes will be paid at 100% of principal plus accrued interest.

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Centene Corporation filed an update stating that senior management will meet with investors during the week of February 23, 2026 and plans to reaffirm its previously issued 2026 full-year guidance. The Company continues to expect GAAP diluted EPS of greater than $1.98 and adjusted diluted EPS of greater than $3.00, consistent with guidance provided on February 6, 2026.

Centene explains that it uses non-GAAP metrics, including adjusted EPS, to evaluate core performance, plan operations and determine incentive compensation, while urging investors to review GAAP results alongside these measures. The filing also includes extensive forward-looking statement cautions describing regulatory, economic, operational, and contractual risks that could cause actual results to differ from guidance.

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Centene Corporation reported a sharp swing to a GAAP net loss of $6.7 billion in 2025, driven mainly by large non-cash impairment charges. The loss equated to diluted EPS of $(13.53), compared with earnings of $6.31 per share in 2024.

Adjusting for goodwill and intangible impairments, divestiture-related items and tax effects, adjusted net earnings were $1.0 billion, or $2.08 in adjusted diluted EPS, down from $7.17 in 2024. Total revenues reached $194.8 billion, with operating cash flow of $5.1 billion, reflecting the scale of its Medicaid, Medicare, Marketplace and specialty operations.

Centene ended 2025 with 27.6 million members and remains the largest U.S. Medicaid and Marketplace insurer and the largest stand‑alone Medicare Part D plan sponsor. However, management highlights rising medical cost trends and major policy changes, including the One Big Beautiful Bill Act, IRA-driven Medicare Part D redesign and Marketplace rule shifts, as key uncertainties that could pressure margins and membership mix over the next several years.

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AQR Capital Management, LLC and AQR Capital Management Holdings, LLC reported a passive ownership stake in Centene Corporation. The firms beneficially own 31,798,738 shares of Centene common stock, representing 6.47% of the outstanding class as of the reported date. All of these shares are reported with shared voting and shared dispositive power, with no sole voting or dispositive authority. The reporting persons state that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Centene.

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FAQ

What is the current stock price of Centene Del (CNC)?

The current stock price of Centene Del (CNC) is $34.92 as of March 17, 2026.

What is the market cap of Centene Del (CNC)?

The market cap of Centene Del (CNC) is approximately 17.1B.

CNC Rankings

CNC Stock Data

17.09B
488.34M
Healthcare Plans
Hospital & Medical Service Plans
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United States
ST LOUIS

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