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Mizuho Updates Centene (CNC) Valuation as Physician Survey Suggests Cooling Healthcare Utilization
Yahoo Finance· 2026-01-31 12:38
Group 1: Company Overview - Centene Corporation (NYSE:CNC) is a healthcare enterprise that provides programs and services to under-insured and uninsured families and commercial organizations in the US [4] Group 2: Analyst Ratings and Price Targets - Mizuho increased its price target for Centene from $40 to $47 while maintaining a Neutral rating, indicating a cautious outlook due to decelerating healthcare utilization growth [1] - Wells Fargo raised its price target for Centene to $43 from $35 with an Equal Weight rating, expressing concerns about high uncertainty in Medicaid and Exchanges and a challenging environment for hospitals in 2026 [2] - Bernstein analyst Lance Wilkes raised the price target for Centene to $59 from $45 with an Outperform rating, anticipating a sector-wide turnaround in government managed care starting in 2026 [3] Group 3: Market Trends and Insights - Recent physician surveys suggest that healthcare utilization growth is decelerating, which may indicate that the utilization trend is currently peaking [1] - The managed care sector is expected to face challenges as post-COVID tailwinds diminish and legislative risks increase [2] - Current levels across all managed care organization sectors are viewed as attractive entry points for investors despite anticipated volatility [3]
WellCare of Kentucky and Centene Foundation Give $145,000 to Food Pantries to Help Tackle Food Insecurity in Kentucky
Prnewswire· 2026-01-28 17:03
Help Office of Owensboro; Family Service Society of Paducah LOUISVILLE, Ky., Jan. 28, 2026 /PRNewswire/ -- WellCare of Kentucky and Centene Foundation, the philanthropic arm of Centene Corporation (NYSE: CNC), today announced a strategic and timely investment aimed at addressing food insecurity across Kentucky. According to Feeding America, food insecurity has reached historic highs in Kentucky, with nearly 280,000 people (18.2%) facing hunger, the largest number ever recorded. This support is a continuatio ...
Elevance Health Q4 Earnings Call Highlights
Yahoo Finance· 2026-01-28 15:09
CFO Mark Kaye reported adjusted diluted EPS of $3.33 for the fourth quarter and $30.29 for the full year. He said fourth-quarter results benefited from greater tax favorability than anticipated, increasing the full-year contribution from non-recurring items to $3.75 per share . Kaye added that solid underlying performance allowed the company to advance some investments originally planned for 2026 and to support workforce-related initiatives entering the year.Elevance Health established 2026 adjusted diluted ...
Centene: Downgrading On Timing, Not Fundamentals
Seeking Alpha· 2026-01-28 13:15
分组1 - UnitedHealth's Q4 earnings release triggered a significant sell-off across the healthcare industry, impacting companies like Centene, which has notable exposure to governmental healthcare programs, albeit less than UnitedHealth [1] - The sell-off reflects broader market concerns regarding the performance and outlook of healthcare stocks following UnitedHealth's results [1] 分组2 - The article emphasizes the importance of fundamental analysis in making informed investment decisions, highlighting the author's experience in managing a family portfolio and understanding the balance between risk and reward [1] - The author aims to provide accessible insights for investors of all experience levels, leveraging a background in IT to navigate complexities in technology stocks while also exploring diverse sectors for investment opportunities [1]
Centene: Downgrading On Timing, Not Fundamentals (NYSE:CNC)
Seeking Alpha· 2026-01-28 13:15
After UnitedHealth's ( UNH ) yesterday Q4 earnings release, the entire industry suffered a big panic sell-off. Despite Centene's ( CNC ) exposure to governmental healthcare programs is not as significant as UNH's, it is still notable, andComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and ...
美国医保保险公司股价盘前走低
Di Yi Cai Jing· 2026-01-27 13:05
Humana跌17%,Elevance Health跌8%,Centene跌超7%。 (本文来自第一财经) Humana跌17%,Elevance Health跌8%,Centene跌超7%。 (本文来自第一财经) ...
美国医保保险公司股价盘前下跌 Humana跌17%
Mei Ri Jing Ji Xin Wen· 2026-01-27 12:45
每经AI快讯,1月27日,美国医保保险公司股价盘前下跌。Humana跌17%,Elevance Health跌8%, Centene跌7.7%,Molina Healthcare跌7.3%。 ...
Centene Expands Palliative Care Access in Ohio Through Tuesday Health
ZACKS· 2026-01-21 19:31
Core Insights - Centene Corporation (CNC) is expanding its supportive care services in Ohio through a partnership with Tuesday Health, launching on January 1, 2026, to provide structured palliative care for members with serious illnesses [1][4] Group 1: Partnership and Services - The program will offer eligible Buckeye members support from a diverse team including nurses, social workers, nurse practitioners, and physicians, aiming to manage symptoms and assist caregivers [2] - The initiative is designed to provide 24/7 access to clinicians, addressing issues early to prevent unnecessary hospital admissions [2][3] Group 2: Market Context and Strategy - The partnership is timely as Ohio faces increasing caregiver strain and a growing population with complex medical needs, with palliative care focusing on comfort and coordination [3] - This initiative aligns with CNC's value-based care strategy, particularly relevant for Medicaid, Medicare Advantage, and dual-eligible populations that typically incur higher medical costs [4] Group 3: Future Implications - The Ohio rollout creates a scalable framework for potential expansion of similar partnerships across other states if performance metrics are met [5] - While the immediate financial impact may be limited, this initiative could enhance the company's role in whole-person care and its commitment to managing complex populations [5] Group 4: Stock Performance - Over the past three months, CNC shares have increased by 23.8%, contrasting with a 6.8% decline in the industry [6]
Tuesday Health and Buckeye Health Plan Partner to Bring Palliative Care for Ohioans with Serious Illness
Prnewswire· 2026-01-20 14:48
Core Insights - Tuesday Health and Buckeye Health Plan have launched a partnership to provide expanded palliative care in Ohio, effective January 1, 2026, aimed at supporting individuals with serious illnesses and their caregivers [1][4]. Group 1: Partnership Details - Eligible Buckeye members will have access to an interdisciplinary care team from Tuesday Health, which includes nurses, social workers, nurse practitioners, and physicians [2]. - The care team will work closely with members' existing healthcare providers to manage symptoms and provide support, including 24/7 access to clinicians for urgent needs [2][3]. Group 2: Goals and Impact - The partnership aims to alleviate the burden of serious illness in Ohio, where one in four adults currently cares for someone with complex medical needs, as reported by AARP [3]. - Value-based palliative care is expected to reduce avoidable hospital visits by proactively managing symptoms and improving care coordination [3]. Group 3: Organizational Commitment - Buckeye Health Plan emphasizes its commitment to providing coordinated and compassionate care for members with complex health needs, aligning with Tuesday Health's care model [4]. - The collaboration is part of Tuesday Health's broader strategy to expand access to palliative care nationally, with plans to enter several new states in 2026 [4][5]. Group 4: Performance Metrics - Tuesday Health has reported high engagement and member satisfaction rates above 90%, along with measurable reductions in avoidable hospital and emergency department visits [6]. - The organization aims to enhance the quality of life for individuals and their caregivers through its community-based palliative care model [7]. Group 5: Company Backgrounds - Tuesday Health is focused on transforming serious illness and end-of-life care through goal-centered, value-based palliative care [7]. - Buckeye Health Plan has been dedicated to improving healthcare for low-income Ohioans since 2004, providing essential support through managed healthcare programs [8].
CENTENE CORPORATION TO HOST 2025 FOURTH QUARTER AND YEAR-END FINANCIAL RESULTS EARNINGS CALL
Prnewswire· 2026-01-13 21:30
Core Viewpoint - Centene Corporation will release its 2025 fourth quarter and year-end financial results on February 6, 2026, and will host a conference call to discuss these results [1]. Group 1: Financial Results Announcement - The financial results will be released at approximately 6:00 a.m. ET on February 6, 2026 [1]. - A conference call to review the results is scheduled for 9:00 a.m. ET on the same day [1]. Group 2: Conference Call Participation - Investors can participate in the conference call by dialing 1-877-883-0383 in the U.S. and Canada or +1-412-902-6506 from abroad, using the Elite Entry Number: 2815529 for expedited registration [2]. - The conference call will also be available via a live audio webcast on Centene's website [2]. Group 3: Webcast Replay Information - A replay of the webcast will be available for on-demand listening for 12 months, until February 9, 2027 [3]. - Digital audio playback will be accessible until 9 a.m. ET on February 13, 2026, through specific toll-free and toll numbers [3]. Group 4: Company Overview - Centene Corporation is a Fortune 500 company focused on providing integrated, high-quality, and cost-effective healthcare services, particularly to under-insured and uninsured individuals [4]. - The company serves over 1 in 15 individuals across the nation, including Medicaid and Medicare members, as well as those in the Health Insurance Marketplace [4]. Group 5: Investor Relations - Centene utilizes its investor relations website to publish important information deemed material to investors [5]. - Financial and other relevant information about Centene is routinely posted and accessible on its investor relations website [5].