Centene Corp Del SEC Filings

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.

Form 144 filed for Centene Corporation (CNC) proposing the sale of 10,775 common shares through Merrill (10800 N Michigan Rd, Zionsville, IN) with an aggregate market value of $314,545.10. The filing lists 491,133,000 shares outstanding and an approximate sale date of 09/09/2025. The shares to be sold were acquired as stock bonuses on multiple dates between 03/31/2022 and 05/13/2025 from Wayne S. DeVeydt and total exactly 10,775 shares. The filer certifies they have no undisclosed material adverse information about the issuer.

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.

Harris Associates L.P. and Harris Associates, Inc. file Amendment No. 1 to a Schedule 13G reporting ownership in Centene Corp. The filing shows Harris beneficially owns 20,418,731 shares of Centene common stock, representing 4.1% of the class. Harris reports sole voting power for 18,043,616 shares and sole dispositive power for 20,418,731 shares. The filing states these shares are held in the ordinary course of business and not for the purpose of changing control. The document identifies the filing parties, addresses, CUSIP 15135B101, and includes certifications and signatures dated 08/14/2025.

Centene director Kenneth A. Burdick filed an amended Initial Statement of Beneficial Ownership to correct previously reported holdings. The Form 3/A reports 360,802 shares of Centene (CNC) and states the original Form 3 filed on 01/14/2022 and subsequent Form 4s overstated his direct holdings by 29,533 shares. The event date listed is 01/05/2022 and the amendment was executed by an attorney-in-fact on 08/11/2025.