CENTENE ($CNC) posted quarterly earnings results for Q4 2025 on Friday, February 6th. The company reported earnings of -$1.19 per share, beating estimates of -$1.24 by $0.05. The company also reported revenue of $49,725,000,000, beating estimates of $48,870,084,866 by $854,915,134.
You can see Quiver Quantitative's $CNC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CENTENE Insider Trading Activity
CENTENE insiders have traded $CNC stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CNC stock by insiders over the last 6 months:
- KENNETH A BURDICK has made 0 purchases and 2 sales selling 66,007 shares for an estimated $2,575,601.
- SARAH LONDON (Chief Executive Officer) purchased 19,230 shares for an estimated $490,365
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CENTENE Hedge Fund Activity
We have seen 520 institutional investors add shares of CENTENE stock to their portfolio, and 456 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 23,575,049 shares (-87.6%) from their portfolio in Q3 2025, for an estimated $841,157,748
- CAPITAL WORLD INVESTORS removed 13,856,716 shares (-78.1%) from their portfolio in Q3 2025, for an estimated $494,407,626
- HARRIS ASSOCIATES L P removed 11,290,787 shares (-55.3%) from their portfolio in Q3 2025, for an estimated $402,855,280
- D. E. SHAW & CO., INC. added 7,757,543 shares (+270.2%) to their portfolio in Q3 2025, for an estimated $276,789,134
- AQR CAPITAL MANAGEMENT LLC added 6,356,152 shares (+76.6%) to their portfolio in Q3 2025, for an estimated $226,787,503
- DEERFIELD MANAGEMENT COMPANY, L.P. added 5,860,630 shares (+184.0%) to their portfolio in Q3 2025, for an estimated $209,107,278
- CITADEL ADVISORS LLC added 5,283,375 shares (+576.7%) to their portfolio in Q3 2025, for an estimated $188,510,820
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CENTENE Congressional Stock Trading
Members of Congress have traded $CNC stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $CNC stock by members of Congress over the last 6 months:
- REPRESENTATIVE TIM MOORE has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/08 and 1 sale worth up to $250,000 on 08/18.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 08/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CENTENE Analyst Ratings
Wall Street analysts have issued reports on $CNC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 11/21/2025
- Goldman Sachs issued a "Sell" rating on 10/31/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
To track analyst ratings and price targets for CENTENE, check out Quiver Quantitative's $CNC forecast page.
CENTENE Price Targets
Multiple analysts have issued price targets for $CNC recently. We have seen 12 analysts offer price targets for $CNC in the last 6 months, with a median target of $40.5.
Here are some recent targets:
- Stephen Baxter from Wells Fargo set a target price of $43.0 on 01/07/2026
- Andrew Mok from Barclays set a target price of $54.0 on 01/05/2026
- Lance Wilkes from Bernstein set a target price of $45.0 on 11/21/2025
- John Stansel from JP Morgan set a target price of $38.0 on 11/04/2025
- Scott Fidel from Goldman Sachs set a target price of $38.0 on 10/31/2025
- Ryan Langston from TD Cowen set a target price of $34.0 on 10/31/2025
- Sarah James from Cantor Fitzgerald set a target price of $41.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
