Every 8-K that Centene Corporation (CNC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CNC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CNC filings page.
CENTENE CORP (CNC) reports that management will present at the Deutsche Bank 2026 Healthcare Summit on September 16, 2026, and in related investor discussions will reaffirm full-year 2026 earnings guidance, including GAAP diluted EPS of greater than $3.11 and adjusted diluted EPS of greater than $4.80.
The company explains that it uses non-GAAP measures, such as adjusted diluted EPS, to evaluate performance, plan operations, and determine incentive compensation, and it directs investors to a prior July 28, 2026 press release for reconciliations. The guidance is characterized as forward-looking and is stated to be effective only through September 25, 2026, with no obligation to update except as may be required by law. Extensive risk factors are outlined that could cause actual results to differ from this guidance.
Centene Corporation announced a planned Chief Financial Officer transition and reaffirmed its 2026 outlook. Current CFO Drew (Andrew) Asher plans to retire as CFO effective December 31, 2026 and will serve as Strategic Advisor to CEO Sarah M. London through the end of 2027 to support strategic initiatives and an orderly handover.
The company has entered into an employment agreement with Christopher Neczypor, who will join around September 1, 2026 as Executive Vice President and is intended to become Executive Vice President and CFO on January 1, 2027. His package includes a $1.1 million base salary, target annual cash bonus of 150% of salary (capped at 200% of target), and eligibility for $5.25 million in annual long-term equity awards starting in 2027, plus $10 million in make-whole restricted stock units and a $2 million cash sign-on bonus, subject to a one-year clawback condition. Centene reaffirmed its previously issued full-year 2026 adjusted diluted EPS guidance of greater than $4.80 and all related 2026 guidance metrics. The company highlighted revenue growth from approximately $126 billion in 2021 to approximately $195 billion in 2025 during Asher’s tenure as CFO.
Centene Corporation is undertaking a partial redemption of its outstanding 4.25% Notes due December 15, 2027, covering $500,000,000 aggregate principal amount. The redemption is scheduled to occur on August 13, 2026, in accordance with the terms of the notes and the governing indenture.
Following completion, approximately $568,664,000 of the 2027 Notes will remain outstanding. The redemption price will equal 100% of the principal amount of notes being redeemed plus accrued and unpaid interest to, but excluding, the redemption date, and this communication does not constitute a formal notice of redemption with respect to the 2027 Notes.
Centene Corporation reported strong second-quarter 2026 results, with total revenues of $53,579 million and premium and service revenues of $44,375 million, up 4% from a year earlier. GAAP diluted EPS was $2.19 and adjusted diluted EPS was $2.51, versus diluted losses in the prior-year quarter.
The consolidated health benefits ratio improved to 89.6% from 93.0%, while the SG&A expense ratio edged down to 7.0% and adjusted SG&A to 6.9%. Commercial HBR was 79.2%, Medicare 89.5% and Medicaid 93.9%. Cash flow provided by operations was $3,590 million, and cash, investments and restricted deposits totaled $44,846 million against $16.1 billion of debt, resulting in a debt-to-capitalization ratio of 41.6%.
For 2026, Centene raised total revenue guidance by $6.0 billion to $193.5–$197.5 billion and premium and service revenues to $173.0–$177.0 billion, and updated EPS floors to GAAP diluted EPS greater than $3.11 and adjusted diluted EPS greater than $4.80. The company also announced director Kenneth Burdick’s retirement and appointed Paul Diaz to the Board.
Centene Corporation has expanded its Board of Directors from nine to ten members and appointed Lauren M. Tyler as a director effective June 19, 2026, with a term running through the 2027 annual meeting of stockholders.
She is expected to join the Audit Committee and the Compensation and Talent Committee on July 1, 2026. Tyler brings more than 30 years of leadership experience, including senior roles at JPMorgan Chase & Co., and currently serves on the boards of Cencora, Inc. and Guardian Life. She will receive compensation under Centene’s standard non-employee director program, and the company issued a press release describing her appointment.
Centene Corporation reported the results of its annual shareholder meeting, where 412,968,059 shares of common stock were represented. All nine director nominees were elected, each receiving significantly more votes “for” than “against.”
Stockholders approved, on a non-binding advisory basis, the Company’s executive compensation, and ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. A shareholder proposal requesting an independent board chairman did not pass. The Board also confirmed the executive officer team, including Sarah London as Chief Executive Officer and newly appointed group presidents Daniel Finke (Medicaid and Marketplace) and Michael Carson (Medicare and Specialty).
Centene Corporation reported strong first quarter 2026 results, with total revenues of $49.9 billion and premium and service revenues of $44.7 billion, up 5% from the prior year period. GAAP diluted EPS rose to $3.11 from $2.63, while adjusted diluted EPS increased to $3.37 from $2.90, reflecting better-than-expected profitability.
The consolidated health benefits ratio improved slightly to 87.3%, including Medicaid at 93.1%, Medicare at 84.9% and Commercial at 75.3%. Cash flow from operations was $4.4 billion, supported by strong earnings and a partial sale of CMS Part D receivables.
Centene reduced total debt by $1.0 billion during the quarter, ending with $16.4 billion of debt and a debt-to-capitalization ratio of 43.2%. The company raised 2026 guidance, increasing premium and service revenue expectations to $171.0–$175.0 billion and setting floors for GAAP EPS above $2.37 and adjusted EPS above $3.40.
Centene Corporation appointed Theodore Pienkos, 44, as Corporate Controller and Chief Accounting Officer effective March 18, 2026. He is a registered CPA and has served as Centene’s Deputy Corporate Controller since August 2024, after prior roles including Vice President of Finance & Accounting and earlier accounting positions at the company.
Before joining Centene in 2011, he worked as an auditor at KPMG LLP and holds BA and MA degrees in Accounting from the University of Northern Iowa. In his new role, he will receive a base salary of $440,000 and a target bonus of 60% of base salary, and will continue to participate in Centene’s incentive and executive severance programs.
The company also named Kate Casso, the prior Corporate Controller and Chief Accounting Officer, as Senior Vice President, Finance Operations and Innovation effective March 18, 2026, where she will focus on finance operations, data analytics, medical economics, payment integrity, and broader innovation initiatives.
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.
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.
Centene Corporation reported strong 2025 growth in revenue but a large accounting loss and issued 2026 guidance. Total 2025 revenues were $194.8 billion, with premium and service revenues of $174.6 billion, up 20% from 2024.
The company recorded a GAAP diluted loss per share of $(13.53), mainly from a non‑cash $6.7 billion goodwill impairment and a $513 million Magellan Health impairment. On an adjusted basis, diluted EPS was $2.08. The full‑year health benefits ratio rose to 91.9% from 88.3%, reflecting higher medical costs, while the adjusted SG&A expense ratio improved to 7.4% from 8.5%.
Cash flow provided by operations reached $5.1 billion, and cash, investments and restricted deposits totaled $38.8 billion at year end. For 2026, Centene guides to adjusted diluted EPS greater than $3.00, total revenues of $186.5–$190.5 billion, and a projected HBR of 90.9%–91.7%, implying margin recovery efforts alongside continued growth.
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.
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 disclosed that Director Thomas R. Greco notified the company on August 12, 2025 that he will resign effective August 22, 2025 due to increased professional responsibilities after his appointment as chief executive officer of FleetPride, Inc., a privately-held automotive parts company. The filing states his resignation was not the result of any dispute or disagreement with Centene or its Board. The Board has reduced its size to nine directors effective upon his resignation.