Insider and congress filings
Centene Corp. (CNC)
About Centene Corp.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Healthcare
- Industry
- Medical - Healthcare Plans
- Chief executive
- Sarah McGinty London
- Employees
- 61,100
- Listed since
- Dec 13, 2001
- Market value
- $31.7B
- Price to earnings
- -
- Earnings per share
- -$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 |
| 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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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 LLC | $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% | 4.45% |
| 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% |
| Price T Rowe Associates Inc | $558.5M | 8,701,030 | +24.9% | 1.76% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.
Open-market insider trades
7 filings of 373 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Christopher KosterSecretary & General Counsel | Sold | 56,500 | $66.90 | $3.8M | Aug 26, 2026 | 1d |
| Christopher KosterSecretary & General Counsel | Sold | 47,603 | $65.36 | $3.1M | Aug 18, 2026 | 1d |
| Kenneth A. BurdickDirector | Sold | 80,000 | $64.55 | $5.2M | Jun 10, 2026 | 1d |
| Kenneth A. BurdickDirector | Sold | 33,211 | $39.04 | $1.3M | Dec 3, 2025 | 2d |
| Kenneth A. BurdickDirector | Sold | 32,796 | $39.00 | $1.3M | Dec 4, 2025 | 1d |
| Sarah LondonChief Executive Officer | Bought | 19,230 | $25.50 | $490K | Aug 8, 2025 | 3d |
| Theodore R. Samuels IIDirector | Bought | 9,000 | $27.62 | $249K | Jul 28, 2025 | 1d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in CNC
20 disclosures of 94 on record · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -3.8%S&P -1.4% · vs S&P 500 -2.4% | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +9.9%S&P +3.2% · vs S&P 500 +6.8% | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +60.5%S&P +12.5% · vs S&P 500 +48.0% | Feb 5, 2026 | Mar 9, 2026 | 32d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +46.9%S&P +9.8% · vs S&P 500 +37.1% | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julia LetlowFiled late | Stock | Sale | $1,001 - $15,000 | +150.4%S&P +19.9% · vs S&P 500 +130.6% | Aug 8, 2025 | Jan 13, 2026 | 158d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | +1.7%S&P +41.7% · vs S&P 500 -40.0% | Apr 14, 2025 | Jan 13, 2026 | 274d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +147.4%S&P +21.4% · vs S&P 500 +126.0% | Aug 5, 2025 | Sep 12, 2025 | 38d |
| Val T. HoyleSpouseFiled late | Stock | Purchase | $1,001 - $15,000 | +5.7%S&P +31.1% · vs S&P 500 -25.4% | Oct 29, 2024 | Sep 12, 2025 | 318d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +144.4%S&P +20.8% · vs S&P 500 +123.6% | Aug 4, 2025 | Sep 9, 2025 | 36d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +153.7%S&P +20.8% · vs S&P 500 +132.9% | Aug 7, 2025 | Sep 3, 2025 | 27d |
| Tim Moore | Stock | Purchase | $1,001 - $15,000 | +150.4%S&P +19.9% · vs S&P 500 +130.6% | Aug 8, 2025 | Sep 3, 2025 | 26d |
| Tim Moore | Stock | Sale | $100,001 - $250,000 | +121.0%S&P +18.7% · vs S&P 500 +102.3% | Aug 18, 2025 | Sep 3, 2025 | 16d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +125.6%S&P +19.7% · vs S&P 500 +106.0% | Jul 25, 2025 | Aug 7, 2025 | 13d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +148.5%S&P +20.4% · vs S&P 500 +128.1% | Jul 30, 2025 | Aug 5, 2025 | 6d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +151.0%S&P +20.2% · vs S&P 500 +130.8% | Jul 29, 2025 | Aug 5, 2025 | 7d |
| Tim Moore | Stock | Purchase | $1,001 - $15,000 | +129.8%S&P +21.5% · vs S&P 500 +108.3% | Jul 22, 2025 | Aug 5, 2025 | 14d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +133.6%S&P +21.5% · vs S&P 500 +112.2% | Jul 21, 2025 | Aug 5, 2025 | 15d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +129.3%S&P +21.7% · vs S&P 500 +107.6% | Jul 18, 2025 | Aug 5, 2025 | 18d |
| Tim Moore | Stock | Purchase | $15,001 - $50,000 | +109.1%S&P +22.2% · vs S&P 500 +86.9% | Jul 14, 2025 | Aug 5, 2025 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +17.8%S&P +28.0% · vs S&P 500 -10.2% | Jun 20, 2025 | Jul 9, 2025 | 19d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 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 Sep 10, 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.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| 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 |
| Lauren M. TylerDirector | Stock award | 61 | Jun 30, 2026 |
| Frederick H. EppingerDirector | Stock award | 833 | Jun 30, 2026 |
| Kenneth TanjiDirector | Stock award | 581 | Jun 30, 2026 |
| Theodore R. Samuels IIDirector | Stock award | 465 | 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 | Form 4 | 556 | May 8, 2026 |
| H. James DallasDirector | Stock award | 3,992 | May 12, 2026 |
| Kenneth TanjiDirector | Stock award | 3,992 | May 12, 2026 |
| Theodore R. Samuels IIDirector | Stock award | 3,992 | May 12, 2026 |
| Monte E. FordDirector | Stock award | 3,992 | May 12, 2026 |
| Frederick H. EppingerDirector | Stock award | 6,654 | May 12, 2026 |
| Jessica L. BlumeDirector | Stock award | 3,992 | May 12, 2026 |
| Kenneth A. BurdickDirector | Stock award | 3,992 | May 12, 2026 |
| Christopher J. CoughlinDirector | Stock award | 3,992 | May 12, 2026 |
| Tanya M. McnallyChief People Officer | Tax withholding | 964 | Apr 15, 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.
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, 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 Sep 10, 2026. The largest 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 Sep 10, 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 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 25 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 Sep 10, 2026.