Centene CorpCNC
▲ PositiveCapitalrelevance
Adjusted EPS beat consensus by 48% and full-year guidance was raised.
Impact on stocks 1
Health Care
Centene CorpCentene Corporation shares surged after the managed care organization reported adjusted EPS that beat consensus by 48% and raised its full-year guidance. The Hotchkis & Wiley Mid-Cap Value Fund highlighted Centene as a leading performance contributor in its second-quarter 2026 investor letter, noting that the Medicaid margin recovery and ACA membership reset were tracking ahead of plan. Centene, which focuses on the Medicaid market with approximately 28 million at-risk enrollees, closed at $63.76 per share on August 3, 2026, with a market capitalization of $31.49 billion and a 52-week gain of 146.27%.
Centene CorpAdjusted EPS beat consensus by 48% and full-year guidance was raised.