Centene(CNC)

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Centene: High-Risk Buy With Huge Potential (NYSE:CNC)
Seeking Alpha· 2025-10-21 17:34
At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Centene Corporation (NYSE: CNC ) is, like many other health insurance stocks, suffering from high costs right now. The outlook for the current year and for the third quarter, for which Centene will report earnings results soon (He is ...
Centene: Strong Buy, For All The Wrong Reasons (NYSE:CNC)
Seeking Alpha· 2025-10-21 08:38
We initiate Centene Corporation (NYSE: CNC ) with a Strong Buy. Before making that call, we wanted to test our own conviction. That meant doing the opposite of what confirmation bias usually demands. So we went on listing everything thatThere are many ways sell-side analysts try to find a company’s “fair” value — some useful, others pure illusion. The DCF method is like a massive LEGO set: every tiny assumption has to fit just right, and it opens the door to bias — overconfidence, hindsight, and anchoring. ...
Centene: Strong Buy, For All The Wrong Reasons
Seeking Alpha· 2025-10-21 08:38
We initiate Centene Corporation (NYSE: CNC ) with a Strong Buy. Before making that call, we wanted to test our own conviction. That meant doing the opposite of what confirmation bias usually demands. So we went on listing everything thatThere are many ways sell-side analysts try to find a company’s “fair” value — some useful, others pure illusion. The DCF method is like a massive LEGO set: every tiny assumption has to fit just right, and it opens the door to bias — overconfidence, hindsight, and anchoring. ...
BNP Paribas Could Face Billions in Damages After Sudan Verdict
Youtube· 2025-10-21 08:35
On check in on BNP Paribas. The stock dropping again today following its sizable losses yesterday. It comes after a court ruling links the French bank to human rights abuses in Sudan, triggering speculation that the firm will have to pay out a settlement that could total billions.Joining us now for more is Tom Metcalf, who leads our finance coverage in AMEA. Tom, just walk us through what we know about this BNP Paribas story where it could go. Yeah, well, I think it's one of these big potential impacts, and ...
Citizens Financial Group CEO: We're occupying white space First Republic dominated & doing it better
Youtube· 2025-10-15 15:56
Welcome back. Citizens financial reporting. A top and bottom line beat the regional bank seeing net loan growth across consumer private bank and commercial markets.Stock has uh outpaced the regional bank ETF this year. Shares CNC up almost uh 20%. KRE that's just up a little less than 5% over the same time.Here to break things down, a CNBC exclusive, Citizens Financials chairman and CEO Bruce Benson. Bruce, always good to have you. Um, I'm gonna start off with the private bank just because you guys seem to ...
Oakmark Global Fund adds Salesforce, exits Amazon.com in Q3 (OAKGX:MUTF)



Seeking Alpha· 2025-10-13 17:38
Oakmark Global Fund underperformed the benchmark, the MSCI World Index, in the third quarter, according to its latest fund letter.Oakmark Global Fund bought new positions in Salesforce (NYSE:CRM); Dassault Systèmes (OTCPK:DASTY); Hexagon (OTCPK:HXGBF); and Targa Resources (NYSE:TRGP) during the quarter.The fund exited from Amazon.com (NASDAQ:AMZN) (TSX:AMZN:CA); Centene (NYSE:CNC); and St. James's Place (OTCPK:STJPF). ...
A Policy-Induced Risk Pool Shift Impacted Centene (CNC) in Q3
Yahoo Finance· 2025-10-13 12:21
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The portfolio increased 1.63% in the quarter, lagging behind the Russell Midcap® Value Index’s 6.18% gain. Stock selection was the primary contributor to the underperformance. The market witnessed the trends from Q2 accelerate, with optimism about the AI boom and rising electricity demand pushing large- and mid-cap growth stocks to ...
Here’s What Impacted Centene Corporation (CNC) in Q3
Yahoo Finance· 2025-10-10 13:40
Core Insights - Oakmark Fund underperformed the S&P 500 Index in Q3 2025 but has outperformed since inception [1] - Financials and energy sectors were the largest contributors to performance, while health care and consumer staples detracted [1] Company Analysis: Centene Corporation (NYSE:CNC) - Centene Corporation is a healthcare enterprise focused on services for under-insured and uninsured families and commercial organizations [2] - The stock experienced a one-month return of 12.92% but has lost 48.16% over the past 52 weeks, closing at $37.83 with a market cap of $18.432 billion on October 9, 2025 [2] - Centene was the top detractor for Oakmark Fund in Q3 2025 due to a significant decline in stock price after withdrawing and then lowering its 2025 earnings per share guidance, attributed to cost pressures in Medicaid and Marketplace businesses [3] - The current valuation of Centene suggests structural headwinds, but the company is expected to see a meaningful earnings recovery in the coming years [3] Hedge Fund Interest - Centene Corporation is not among the 30 most popular stocks among hedge funds, with 59 hedge fund portfolios holding the stock at the end of Q2 2025, down from 64 in the previous quarter [4] - While Centene has potential as an investment, certain AI stocks are viewed as offering greater upside potential with less downside risk [4]
WellCare of North Carolina Invests in More than 40 Local Nonprofits to Support Community Health Across the State
Prnewswire· 2025-10-08 17:44
, /PRNewswire/ -- WellCare of North Carolina (WellCare), an NC Medicaid health plan and subsidiary of Centene Corporation (NYSE: CNC), is supporting health-related resources for communities across North Carolina through over $1.6M of investments in local nonprofit organizations. This funding, which began in 2024 and will continue throughout 2025, will help support critical healthcare needs such as assisting with food and nutrition, clothing, utilities, housing, and interpersonal safety for North Carolina' ...
What You Need To Know Ahead of Centene's Earnings Release
Yahoo Finance· 2025-10-08 07:00
Saint Louis, Missouri-based Centene Corporation (CNC) operates as a healthcare enterprise, providing programs and services to under-insured and uninsured families, commercial organizations, and military families. With a market cap of $18.5 billion, Centene operates through Medicaid, Medicare, Commercial, and Other segments. The healthcare giant is set to release its third-quarter results before the markets open on Wednesday, Oct. 29. Ahead of the event, analysts expect CNC to deliver a non-GAAP loss of $0 ...