Centene

CNC

時価総額 $342億

Expansion into Ohio and Oklahoma for plan year 2027 builds on early success offering employees  CHOICE Arrangements in Indiana in 2026 ST. LOUIS, Oct. 16, 2026 /PRNewswire/ -- Centene Corporation (NYSE: CNC), a leading healthcare enterprise committed to helping people live healthier lives, announced the expansion of its CHOICE Arrangements benefit program (formerly ICHRA) to employees in Ohio and Oklahoma for plan year 2027.

Centene Corp. maintains a Buy rating as profitability recovers faster than expected, with Q2 2026 adjusted EPS of $2.51 versus a prior-year loss. CNC raised full-year adjusted EPS guidance to over $4.80, driven by improved Marketplace and Medicare Part D margins, despite a 40% YoY decline in Marketplace membership. Medicaid remains a headwind, with expected 8–9% membership decline in 2026 and regulatory risks from OB3, but management targets margin improvement and breakeven Medicare Advantage in 2027.

Centene Corporation remains a Buy, supported by operational improvements, disciplined capital management, and a discounted valuation versus sector averages. CNC's Medicaid margins are holding up despite expected 8–9% membership attrition, aided by favorable rate adjustments and strong medical cost control. Medicare segment profitability is improving, with prescription drug plan margins now expected to be above 3% for the year, up from 2%.

Centene's nationwide Gold Card program aims to streamline prior authorization and cut administrative costs, but adoption and actual savings will determine its financial impact.

MECHANICSBURG, Pa., Oct. 13, 2026 /PRNewswire/ -- PA Health & Wellness, a leading managed care organization in Pennsylvania and a company of Centene Corporation (NYSE: CNC), today announced that it has been recognized among the top 17 Medicaid health plans in the United States by the National Committee for Quality Assurance (NCQA) for the second consecutive year.

ST. LOUIS, Oct. 13, 2026 /PRNewswire/ -- Centene Corporation (NYSE: CNC) today announced it will launch its National Performance-Based Gold Card Program in November 2026. The program, which will initially be available to more than 160,000 qualifying providers nationwide for select outpatient services, is designed to streamline the prior authorization review process while maintaining appropriate clinical and quality standards.

CNC's diversified business, improving margins and lower valuation give it an edge over MOH, with stronger earnings prospects and greater upside potential.

Centene Corporation has rebounded sharply, with shares up 73% in a year, but now trades near fair value. I expect a Q3 adjusted EPS beat (~$0.25 vs. $0.07–$0.10 consensus), but I see limited upside as 2027 earnings normalization remains the key debate. Medicaid improvement is crucial; HBR progress and membership declines must be closely monitored as policy risks and cost trends remain material.

CNC's improving Medicaid margins, stronger Marketplace profitability and earnings recovery support its valuation, but sustainability remains the key test.

The new partnership will provide eligible members with $0 primary care visits, lab services, and virtual care beginning in 2027 ST. LOUIS, Oct. 7, 2026 /PRNewswire/ -- Centene Corporation (NYSE: CNC), through Ambetter Health Solutions, today announced a new collaboration with Marathon Health, a leading advanced primary care provider, designed to make primary care easier to access for Ambetter members in select counties across Indiana and Missouri.