Centene (CNC): Pricing Actions and Profit Stabilization Drive Earnings Recovery
Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Centene Corp (CNC)
Market is closed
Sector: Hospital & Medical Service Plans
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sivik Global Healthcare Krishen Sud | 80,000 | $4,969,600 | 2.84% | |
| 2. | Bailard Inc Thomas Bailard | 10,512 | $653,005 | +8% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.50 | 19,230 | $490,365.00 | 845,275 | 2025-08-08 | Filing | |
| $27.62 | 9,000 | $248,580.00 | 32,000 | 2025-07-28 | Filing | |
| $59.75 | 17,000 | $1,015,750.00 | 19,309 | 2024-12-18 | Filing | |
| $59.01 | 1,693 | $99,903.93 | 1,693 | 2024-12-16 | Filing | |
| $59.48 | 250 | $14,870.00 | 250 | 2024-12-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.90 | 56,500 | $3,779,850.00 | 248,854 | 2026-08-26 | Filing | |
| $65.36 | 47,603 | $3,111,332.08 | 305,354 | 2026-08-18 | Filing | |
| $64.55 | 80,000 | $5,164,000.00 | 197,086 | 2026-06-10 | Filing | |
| $39.00 | 32,796 | $1,279,044.00 | 272,365 | 2025-12-04 | Filing | |
| $39.04 | 33,211 | $1,296,557.44 | 305,161 | 2025-12-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,089,119 | $254,016,072 | 0.25% | |
| 2. | 3,328,930 | $206,793,132 | 0.25% | |
| 3. | 1,493,620 | $92,783,674 | 0.2% | |
| 4. | 644,499 | $37,533,845 | 0.06% | |
| 5. | 409,069 | $25,411,366 | 0.44% |
News See All
Centene Corporation (CNC) Jumped on Beat-and-Raise Earnings Quarter
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?
Kopernik Global Investors recently released its "Global All-Cap Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Centene (CNC) Hands Its Turnaround Playbook To A New Tech Chief
On August 31, Centene Corporation (NYSE:CNC) named Bradley Bolivar its new Chief Information Officer, taking over from Brian LeClaire, who plans to retire by the end of October 2026.
Could Centene (CNC) Be Entering a Major Margin Recovery?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”. A copy of the Q2 2026 investor letter can be downloaded here.
Centene Corp. (CNC) Surged on Earnings Beat and Improved Outlook
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here.
Leaving Estimates in the Dust: 28 Firms Beating Earnings Expectations
Research from Morgan Stanley showed that the median EPS surprise for S&P 500 companies reached 6% in the first quarter of 2026, the strongest reading in four years and above the long-run average of around...
Centene Corporation (CNC) Rallied Following the Robust Result
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Select Fund”. A copy of the letter can be downloaded here.
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