Recent discussions on X about Centene Corporation (CNC) have been ignited by the company's unexpected withdrawal of its 2025 financial guidance, leading to a sharp decline in its stock price. Many users are dissecting the reported plunge, with some pointing to higher-than-expected medical costs and enrollment challenges as key drivers of the downturn. The intensity of the conversation reflects a broader concern about the health insurance sector's current headwinds.
Amidst the online chatter, opinions are split, with some viewing the significant drop as a potential opportunity for long-term investment, while others express caution due to analyst downgrades and broader market uncertainties. The debate continues to swirl around whether the current price represents a hidden gem or a risky bet. This polarized dialogue keeps Centene at the forefront of financial discussions on 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 13 times in the past 6 months. Of those trades, 9 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 TIM MOORE has traded it 6 times. They made 6 purchases worth up to $265,000 on 07/30, 07/29, 07/22, 07/21, 07/18, 07/14 and 0 sales.
- 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 Insider Trading Activity
Centene Corporation insiders have traded $CNC stock on the open market 1 times in the past 6 months. Of those trades, 1 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:
- 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 420 institutional investors add shares of Centene Corporation stock to their portfolio, and 450 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 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 13 analysts offer price targets for $CNC in the last 6 months, with a median target of $33.0.
Here are some recent targets:
- 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
- A.J. Rice from UBS set a target price of $31.0 on 07/28/2025
- Michael Wiederhorn from Oppenheimer set a target price of $43.0 on 07/28/2025
- Sarah James from Cantor Fitzgerald set a target price of $38.0 on 07/28/2025
- Ryan MacDonald from Truist Securities set a target price of $35.0 on 07/28/2025
- Michael Ha from Baird set a target price of $28.0 on 07/25/2025
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.
