Recent discussions on X regarding Centene Corporation (CNC) have been dominated by the company's earlier stock price plunge, triggered by the withdrawal of its 2025 financial guidance. Many users have highlighted a reported 40% drop in share value, attributing it to escalating costs and broader struggles within the healthcare insurance sector. The conversation often circles back to concerns over excess morbidity trends and their impact on earnings, keeping the tone serious and analytical.
Additionally, posts on X have brought attention to a securities class action lawsuit alleging misstatements in financial reporting, further fueling debate about the company’s future. Some users speculate on potential catalysts like policy changes or acquisitions that could drive a rebound, while others remain cautious due to ongoing legal and operational challenges. This mix of perspectives keeps the dialogue dynamic and engaging as stakeholders weigh the risks and opportunities.
Note: This discussion summary was generated from an AI condensation of post data.
Centene Corporation Congressional Stock Trading
Members of Congress have traded $CNC stock 15 times in the past 6 months. Of those trades, 10 have been purchases and 5 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 9 times. They made 8 purchases worth up to $330,000 on 08/08, 08/07, 07/30, 07/29, 07/22, 07/21, 07/18, 07/14 and 1 sale worth up to $250,000 on 08/18.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 04/29 and 2 sales worth up to $30,000 on 05/30, 03/31.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/08 and 1 sale worth up to $15,000 on 05/15.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Centene Corporation Insider Trading Activity
Centene Corporation insiders have traded $CNC stock on the open market 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CNC stock by insiders over the last 6 months:
- SARAH LONDON (Chief Executive Officer) purchased 19,230 shares for an estimated $490,365
- THEODORE R. II SAMUELS purchased 9,000 shares for an estimated $248,580
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Centene Corporation Hedge Fund Activity
We have seen 447 institutional investors add shares of Centene Corporation stock to their portfolio, and 500 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 8 KNOTS MANAGEMENT, LLC removed 3,050,904 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $165,603,069
- CAPITAL WORLD INVESTORS added 2,822,774 shares (+18.9%) to their portfolio in Q2 2025, for an estimated $153,220,172
- AQR CAPITAL MANAGEMENT LLC removed 2,750,812 shares (-24.9%) from their portfolio in Q2 2025, for an estimated $149,314,075
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,641,123 shares (-78.5%) from their portfolio in Q2 2025, for an estimated $143,360,156
- DEERFIELD MANAGEMENT COMPANY, L.P. added 2,606,570 shares (+450.3%) to their portfolio in Q2 2025, for an estimated $141,484,619
- WELLINGTON MANAGEMENT GROUP LLP removed 2,391,175 shares (-24.4%) from their portfolio in Q2 2025, for an estimated $129,792,979
- CARMIGNAC GESTION removed 2,345,500 shares (-52.2%) from their portfolio in Q2 2025, for an estimated $127,313,740
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Centene Corporation Analyst Ratings
Wall Street analysts have issued reports on $CNC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 07/28/2025
- Oppenheimer issued a "Outperform" rating on 07/28/2025
- Morgan Stanley issued a "Overweight" rating on 06/09/2025
To track analyst ratings and price targets for Centene Corporation, check out Quiver Quantitative's $CNC forecast page.
Centene Corporation Price Targets
Multiple analysts have issued price targets for $CNC recently. We have seen 14 analysts offer price targets for $CNC in the last 6 months, with a median target of $33.0.
Here are some recent targets:
- Lance Wilkes from Bernstein set a target price of $36.0 on 09/05/2025
- Andrew Mok from Barclays set a target price of $33.0 on 09/04/2025
- Sarah James from Cantor Fitzgerald set a target price of $38.0 on 08/26/2025
- Ricky Goldwasser from Morgan Stanley set a target price of $28.0 on 08/04/2025
- John Stansel from JP Morgan set a target price of $30.0 on 07/29/2025
- Ryan MacDonald from Truist Securities set a target price of $35.0 on 07/28/2025
- A.J. Rice from UBS set a target price of $31.0 on 07/28/2025
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.
