CNC
Centene Corp
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Centene has 6 disclosed suppliers and 33 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+1.00%
vs ±6.5% implied · ×0.15
shaded = implied · ▲▼ = realized
Centene Corp
68.60
TableCustomers The following table summarizes those partners who represented at least 10.0% of our consolidated revenue
| For the Year Ended December 31, | |||
|---|---|---|---|
| 2025 | 2024 | 2023 | |
| Centene Corporation | 12.2% | * | * |
basisEVH FY2025 revenue $1.9BCNC FY2025 revenue $195B
Sentence• Express Scripts and Centene Corporation ("Centene") have a multi-year agreement, which began January 1, 2024, to manage pharmacy benefit services for Centene's customers, providing them with access to the extensive Express Scripts national network of retail pharmacies.
SentenceFor the twelve months ended December 31, 2025, 2024, and 2023, the primary health plan partners that we served were United, Humana, Elevance, Aetna and Centene.
GOCOQ 10-Kaccession 0001628280-26-022454GOCOQ
SentenceEach of our three major customers, Cencora, Inc., Cardinal Health, Inc., and McKesson Corporation, individually accounted for more than 20% of our total product revenue in 2024 and collectively accounted for more than 77% of our total product revenue in 2024.
SentenceFor example, in 2024, Change Healthcare, Inc. experienced a cybersecurity incident that disrupted its ability to provide services, impacting payers, providers and pharmacies nationwide, including Centene and some of its subsidiaries.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn December 2023, our subsidiary, Arizona Complete Health, was selected by the Arizona Health Care Cost Containment System – Arizona's single state Medicaid agency – to provide managed care for the Arizona Long Term Care System (ALTCS).
CNC 10-Kaccession 0001071739-25-000027
SentenceIn September 2024, our subsidiary, Health Net Community Solutions, was selected by the California Department of Health Care Services to provide managed dental health care services to beneficiaries of Medi-Cal, the State's Medicaid program, in Los Angeles and Sacramento counties.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn addition, our Medicare Advantage and PDP contracts may be terminated by CMS if our Medicare Advantage contracts receive Star ratings of below 3.0 stars for three consecutive years.
CNC 10-Kaccession 0001071739-25-000027
SentenceWe recognize revenue related to administrative services under the TRICARE government-sponsored Managed Care Support Contract for the Department of Defense (DoD's) TRICARE program on a straight-line basis over the option period, when the fees become fixed and determinable.
CNC 10-Kaccession 0001071739-25-000027
SentenceHealth Net Federal Services had a Managed Support Contract in the West Region for the Department of Defense (DoD) TRICARE program.
CNC 10-Kaccession 0001071739-25-000027
SentenceOur Medicaid contracts with the states of Florida and New York accounted for approximately 10% or more of our consolidated Medicaid premium revenues individually in the year ended December 31, 2025.
CNC 10-Kaccession 0001071739-26-000049
SentenceIn January 2024, our subsidiary, Nebraska Total Care, commenced the statewide Medicaid managed care contract to continue serving the state's Medicaid Managed Care Program, known as Heritage Health.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn July 2024, our subsidiary, Magellan Health, commenced the Idaho Behavioral Health Plan contract.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn September 2024, our subsidiary, Iowa Total Care, was selected by the Iowa Department of Health and Human Services to continue providing Medicaid managed care services under the Iowa Health Link program.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn January 2025, our subsidiary, Sunflower Health Plan, commenced the contract to continue providing managed health care services through KanCare, the State of Kansas' Medicaid and Children's Health Insurance Program.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn October 2024, our subsidiary, Meridian Health Plan of Michigan, commenced the contract awarded by the Michigan Department of Health and Human Services (MDHHS) to continue serving as a Medicaid health plan for the Comprehensive Health Care Program.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn August 2022, our subsidiary, Magnolia Health Plan (Magnolia), was awarded the Mississippi Division of Medicaid contract.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn September 2024, our subsidiary, NH Healthy Families, commenced the contract awarded by the New Hampshire Department of Health and Human Services to continue providing physical health, behavioral health and pharmacy services for New Hampshire's Medicaid managed care program, known as Medicaid Care Management.
CNC 10-Kaccession 0001071739-25-000027
SentenceOur Medicaid contracts with the states of Florida and New York accounted for approximately 10% or more of our consolidated Medicaid premium revenues individually in the year ended December 31, 2025.
CNC 10-Kaccession 0001071739-26-000049
SentenceIn February 2023, our subsidiary, Buckeye Health Plan, commenced the Medicaid contract awarded by the Ohio Department of Medicaid to continue providing members with quality healthcare, coordinated services and benefits.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn August 2024, our subsidiary, PA Health and Wellness, was selected by the Pennsylvania Department of Human Services to continue to administer Pennsylvania's Community HealthChoices program, the Medicaid managed care program that covers adults who are dually eligible for Medicare and Medicaid or who qualify to receive Medicaid long-term services and supports due to a need for the level of care provided in a nursing facility.
CNC 10-Kaccession 0001071739-25-000027
SentenceOur Medicaid contracts with the states of Florida and New York accounted for approximately 10% or more of our consolidated Medicaid premium revenues individually in the year ended December 31, 2024.
CNC 10-Kaccession 0001071739-25-000027
SentenceOur Medicaid contracts with the states of Florida and New York accounted for approximately 10% or more of our consolidated Medicaid premium revenues individually in the year ended December 31, 2024.
CNC 10-Kaccession 0001071739-25-000027
SentenceIn September 2024, our subsidiary, Superior HealthPlan (Superior), commenced the contract awarded by the Texas Health and Human Services Commission to continue to provide healthcare coverage to the Aged, Blind or Disabled (ABD) population in the state's STAR+PLUS program.
CNC 10-Kaccession 0001071739-25-000027
Expected move
No implied move.