Recent chatter on X about Centene Corporation (CNC) has been dominated by the company’s dramatic stock price drop following the unexpected withdrawal of its 2025 financial guidance. Many users are dissecting the reported 40% plunge, attributing it to higher-than-expected costs in its insurance marketplace and Medicaid sectors, as noted in various web sources like Yahoo Finance. The discussion reflects a mix of concern and speculation about whether this marks a deeper structural issue or a temporary setback.
Amidst the turmoil, some voices on X are pointing to potential opportunities, highlighting the stock’s significant decline as a possible entry point for long-term investors. Others remain cautious, citing analyst downgrades and slashed price targets as reasons to hold off, with debates swirling around whether the current price reflects a value play or a trap. This polarized conversation keeps the ticker in sharp focus across the platform.
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 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $CNC stock by members of Congress over the last 6 months:
- 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 has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/05 and 1 sale worth up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Centene Corporation Hedge Fund Activity
We have seen 409 institutional investors add shares of Centene Corporation stock to their portfolio, and 434 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 5,526,746 shares (-36.0%) from their portfolio in Q1 2025, for an estimated $335,528,749
- FMR LLC added 5,198,363 shares (+24.3%) to their portfolio in Q1 2025, for an estimated $315,592,617
- HARRIS ASSOCIATES L P removed 4,264,187 shares (-16.8%) from their portfolio in Q1 2025, for an estimated $258,878,792
- MILLENNIUM MANAGEMENT LLC removed 3,703,667 shares (-60.4%) from their portfolio in Q1 2025, for an estimated $224,849,623
- AQR CAPITAL MANAGEMENT LLC added 3,306,796 shares (+42.7%) to their portfolio in Q1 2025, for an estimated $200,755,585
- JANE STREET GROUP, LLC removed 2,752,432 shares (-74.9%) from their portfolio in Q1 2025, for an estimated $167,100,146
- BLACKROCK, INC. added 2,649,381 shares (+6.2%) to their portfolio in Q1 2025, for an estimated $160,843,920
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 4 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 07/16/2025
- Oppenheimer issued a "Outperform" rating on 07/15/2025
- Cantor Fitzgerald issued a "Overweight" rating on 07/02/2025
- 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 13 analysts offer price targets for $CNC in the last 6 months, with a median target of $45.0.
Here are some recent targets:
- Stephen Baxter from Wells Fargo set a target price of $30.0 on 07/23/2025
- Ryan Langston from TD Cowen set a target price of $33.0 on 07/21/2025
- Kevin Fischbeck from B of A Securities set a target price of $30.0 on 07/16/2025
- Ryan MacDonald from Truist Securities set a target price of $42.0 on 07/16/2025
- Michael Wiederhorn from Oppenheimer set a target price of $51.0 on 07/15/2025
- Ann Hynes from Mizuho set a target price of $40.0 on 07/11/2025
- Ricky Goldwasser from Morgan Stanley set a target price of $33.0 on 07/10/2025
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.
