$1,030,000 of CENTENE CORPORATION lobbying was just disclosed, from Q1 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Issues related to health insurance access and affordability. Issues related to the individual insurance market. Issues related to policies dedicated to promoting innovation and healthcare affordability for the insurance marketplace. S. 1105, No UPCODE Act, including issues related to practices and procedures regarding Medicare Advantage and member profile care Issues related to healthcare quality. Issues related to Medicare Advantage and Part D. Issues related to efforts to improve prior authorization processes."
You can find more data on corporate lobbying on Quiver Quantitative.
CNC Insider Trading Activity
CNC insiders have traded $CNC stock on the open market 2 times in the past 6 months. Of those trades, 0 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.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CNC Hedge Fund Activity
We have seen 452 institutional investors add shares of CNC stock to their portfolio, and 426 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK removed 18,386,240 shares (-69.5%) from their portfolio in Q4 2025, for an estimated $756,593,776
- AQR CAPITAL MANAGEMENT LLC added 17,143,904 shares (+117.0%) to their portfolio in Q4 2025, for an estimated $705,471,649
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 14,790,071 shares (-75.6%) from their portfolio in Q4 2025, for an estimated $608,611,421
- POLITAN CAPITAL MANAGEMENT LP removed 5,218,473 shares (-70.4%) from their portfolio in Q4 2025, for an estimated $214,740,163
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 2,741,207 shares (-70.0%) from their portfolio in Q4 2025, for an estimated $112,800,668
- DEERFIELD MANAGEMENT COMPANY, L.P. removed 2,598,002 shares (-28.7%) from their portfolio in Q4 2025, for an estimated $106,907,782
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,472,341 shares (+52.6%) to their portfolio in Q4 2025, for an estimated $101,736,832
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CNC 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 CNC, check out Quiver Quantitative's $CNC forecast page.
CNC 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 $41.5.
Here are some recent targets:
- David Windley from Jefferies set a target price of $39.0 on 04/20/2026
- John Stansel from JP Morgan set a target price of $41.0 on 03/19/2026
- Ann Hynes from Mizuho set a target price of $41.0 on 03/11/2026
- Ricky Goldwasser from Morgan Stanley set a target price of $45.0 on 03/04/2026
- Stephen Baxter from Wells Fargo set a target price of $44.0 on 02/18/2026
- Sarah James from Cantor Fitzgerald set a target price of $41.0 on 02/09/2026
- Andrew Mok from Barclays set a target price of $54.0 on 01/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.