
Insider and congress filings
Centene Corp. (CNC)
NYSE · Healthcare · 380 insider transactions · 94 congress trades · last filed 11 days agoS&P 500
About Centene Corp.
from the company's filings and listing, as of Oct 23, 2026- Exchange
- NYSE
- Sector
- Healthcare
- Industry
- Medical - Healthcare Plans
- Chief executive
- Sarah McGinty London
- Employees
- 61,100
- Listed since
- Dec 13, 2001
- Market value
- $35.2B
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$10.33
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $2.51 | $1.09 | $53.6B | $47.6B | EPS beatRevenue beat |
| Q1 FY2026reported Apr 28, 2026 | $3.37 | $2.23 | $49.9B | $47.5B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 6, 2026 | -$1.19 | -$1.22 | $49.7B | $48.4B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 29, 2025 | $0.50 | -$0.14 | $49.7B | $47.7B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 25, 2025 | -$0.16 | $0.11 | $48.7B | $44.1B | EPS missRevenue beat |
| Q1 FY2025reported Apr 25, 2025 | $2.90 | $2.52 | $46.6B | $42.8B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $2.7B | 41,446,046 | +4.1% | 8.39% |
| Vanguard Capital Management LLC | $2.0B | 31,478,140 | +0.8% | 6.37% |
| AQR Capital Management LLCCliff Asness | $1.8B | 28,678,701 | -14.7% | 5.81% |
| Vanguard Portfolio Management LLC | $1.4B | 22,352,704 | +3.3% | 4.53% |
| State Street Corp | $1.4B | 21,965,370 | +1.5% | 4.46% |
| Geode Capital Management, LLC | $854.0M | 13,309,729 | +2.5% | 2.70% |
| Wellington Management Group LLP | $853.8M | 13,301,215 | +423.0% | 2.69% |
| Ameriprise Financial Inc | $798.2M | 12,419,397 | +22.6% | 2.52% |
| Invesco Ltd. | $717.6M | 11,179,844 | +5.3% | 2.26% |
| Harris Associates L.P. | $714.1M | 11,124,640 | -21.1% | 2.25% |
| Morgan Stanley | $645.2M | 10,051,700 | +1.7% | 2.04% |
| T. Rowe Price Associates, Inc. | $558.5M | 8,701,030 | +24.9% | 1.76% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding CNC
5 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Cliff AsnessAQR Capital Management | $1.8B | 28,678,701 | 0.6% |
| Deerfield Management | $314.6M | 4,901,000 | 3.3% |
| Glenview CapitalLarry Robbins | $121.1M | 1,886,055 | 2.2% |
| David EinhornGreenlight Capital | $106.0M | 1,651,150 | 2.7% |
| Voloridge Investment Management | $104.2M | 1,623,938 | 0.4% |
5 of the 97 fund managers we track list CNC shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
7 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Christopher KosterSecretary & General Counsel | Sold | 56,500 | $66.90 | $3.8M | Aug 26, 2026filed Aug 27, 2026 | 1d |
| Christopher KosterSecretary & General Counsel | Sold | 47,603 | $65.36 | $3.1M | Aug 18, 2026filed Aug 19, 2026 | 1d |
| Kenneth A. BurdickDirector | Sold | 80,000 | $64.55 | $5.2M | Jun 10, 2026filed Jun 11, 2026 | 1d |
| Kenneth A. BurdickDirector | Sold | 32,796 | $39.00 | $1.3M | Dec 4, 2025filed Dec 5, 2025 | 1d |
| Kenneth A. BurdickDirector | Sold | 33,211 | $39.04 | $1.3M | Dec 3, 2025filed Dec 5, 2025 | 2d |
| Sarah LondonChief Executive Officer | Bought | 19,230 | $25.50 | $490K | Aug 8, 2025filed Aug 11, 2025 | 1d |
| Theodore R. Samuels IIDirector | Bought | 9,000 | $27.62 | $249K | Jul 28, 2025filed Jul 29, 2025 | 1d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Michael A. CarsonGroup President, Medicare&Spec | Tax withholding | 7,130 | Oct 15, 2026 |
| Christopher J. CoughlinDirector | Stock award | 583 | Sep 30, 2026 |
| Frederick H. EppingerDirector | Stock award | 864 | Sep 30, 2026 |
| Theodore R. Samuels IIDirector | Stock award | 583 | Sep 30, 2026 |
| Kenneth TanjiDirector | Stock award | 603 | Sep 30, 2026 |
| Lauren M. TylerDirector | Stock award | 482 | Sep 30, 2026 |
| Theodore J. PienkosCorporate Controller & CAO | Tax withholding | 1,092 | Sep 15, 2026 |
| Paul J. DiazDirector | Stock award | 2,771 | Jul 28, 2026 |
| Lauren M. TylerDirector | Stock award | 3,155 | Jul 17, 2026 |
| Christopher J. CoughlinDirector | Stock award | 562 | Jun 30, 2026 |
| Frederick H. EppingerDirector | Stock award | 833 | Jun 30, 2026 |
| Theodore R. Samuels IIDirector | Stock award | 465 | Jun 30, 2026 |
| Kenneth TanjiDirector | Stock award | 581 | Jun 30, 2026 |
| Lauren M. TylerDirector | Stock award | 61 | Jun 30, 2026 |
| Susan Raye SmithChief Operating Officer | Tax withholding | 483 | Jun 15, 2026 |
| Michael A. CarsonGroup President, Medicare&Spec | Discretionary transaction | 604 | May 29, 2026 |
| Michael A. CarsonGroup President, Medicare&Spec | Stock award | 48 | May 22, 2026 |
| Michael A. CarsonGroup President, Medicare&Spec | Other Form 4 entry (see filing) | 556 | May 8, 2026 |
| Jessica L. BlumeDirector | Stock award | 3,992 | May 12, 2026 |
| Kenneth A. BurdickDirector | Stock award | 3,992 | May 12, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in CNC
20 disclosures of 94 on record · median 24d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +5.4%After the saleS&P 500 -1.7% · +7.1 pts vs S&P 500 | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +20.4%S&P 500 +2.8% · +17.6 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +75.8%After the saleS&P 500 +12.1% · +63.7 pts vs S&P 500 | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +60.9%S&P 500 +9.5% · +51.5 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | +11.4%S&P 500 +41.0% · -29.6 pts vs S&P 500 | Apr 14, 2025 | Jan 13, 2026 | 274d |
| Julia LetlowFiled late | Stock | Sale | $1,001 - $15,000 | +174.2%After the saleS&P 500 +19.3% · +154.9 pts vs S&P 500 | Aug 8, 2025 | Jan 13, 2026 | 158d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +171.0%S&P 500 +21.0% · +150.0 pts vs S&P 500 | Aug 5, 2025 | Sep 12, 2025 | 38d |
| Val T. HoyleSpouse | Stock | Purchase | $1,001 - $15,000 | +15.8%S&P 500 +30.6% · -14.9 pts vs S&P 500 | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +167.7%S&P 500 +20.4% · +147.3 pts vs S&P 500 | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +177.8%S&P 500 +20.2% · +157.6 pts vs S&P 500 | Aug 7, 2025 | Sep 3, 2025 | 27d |
| Tim Moore | Stock | Purchase | $1,001 - $15,000 | +174.2%S&P 500 +19.3% · +154.9 pts vs S&P 500 | Aug 8, 2025 | Sep 3, 2025 | 26d |
| Tim Moore | Stock | Sale | $100,001 - $250,000 | +142.1%After the saleS&P 500 +18.1% · +123.9 pts vs S&P 500 | Aug 18, 2025 | Sep 3, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +147.2%S&P 500 +19.3% · +127.9 pts vs S&P 500 | Jul 25, 2025 | Aug 7, 2025 | 13d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +129.0%S&P 500 +21.6% · +107.4 pts vs S&P 500 | Jul 14, 2025 | Aug 5, 2025 | 22d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +151.1%S&P 500 +21.1% · +130.0 pts vs S&P 500 | Jul 18, 2025 | Aug 5, 2025 | 18d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +155.8%S&P 500 +20.9% · +134.9 pts vs S&P 500 | Jul 21, 2025 | Aug 5, 2025 | 15d |
| Tim Moore | Stock | Purchase | $1,001 - $15,000 | +151.6%S&P 500 +20.9% · +130.7 pts vs S&P 500 | Jul 22, 2025 | Aug 5, 2025 | 14d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +174.9%S&P 500 +19.6% · +155.2 pts vs S&P 500 | Jul 29, 2025 | Aug 5, 2025 | 7d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +172.1%S&P 500 +19.8% · +152.3 pts vs S&P 500 | Jul 30, 2025 | Aug 5, 2025 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +29.0%S&P 500 +27.5% · +1.5 pts vs S&P 500 | Jun 20, 2025 | Jul 9, 2025 | 19d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in CNC, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 22, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling CNC?
Across the 7 most recent open-market filings shown here, 2 were purchases and 5 were sales.
Which members of Congress have traded CNC?
Ro Khanna, Julia Letlow, Gilbert Ray Cisneros, Jr., Val T. Hoyle and Tim Moore disclosed CNC transactions in the filings shown here.
Which members of Congress hold CNC?
1 member of Congress reports a position in CNC in the estimate we hold as of Oct 22, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is CNC in the S&P 500 or the Nasdaq 100?
Centene Corp. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are CNC trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 24 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
