Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Centene Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Hospital & Medical Service Plans
Prev close 67.56 · gapped above the open, then crossed back over prior close. High/low 69.42 at 5:00 am ET, 67.08 at 3:15 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of CNC revenue | Skew |
|---|---|---|---|
| SUPNSupernus Pharmaceuticals, Inc. | 20.00% | 0.07% | 271× |
| EVHEvolent Health, Inc. | 12.20% | 0.12% | 104× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our 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.”
$19.5B relationship
basisCNC fy2025 · closed 2025-12 $195B
FILING10-K0001071739-26-000049cik 0001071739
“Our 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.”
$19.5B relationship
basisCNC fy2025 · closed 2025-12 $195B
FILING10-K0001071739-26-000049
“Our 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.”
$19.5B relationship
basisCNC fy2025 · closed 2025-12 $195B
FILING10-K0001071739-25-000027
“Our 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.”
$19.5B relationship
basisCNC fy2025 · closed 2025-12 $195B
FILING10-K0001071739-25-000027
“• 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.”
FILING10-K0001739940-25-000009cik 0001739940disclosed by CI
“Centene Corporation 12.2% * *”
$229M relationship104× more of EVH’s book than CNC’s
basisEVH fy2025 · closed 2025-12 $1.9BCNC fy2025 · closed 2025-12 $195B
FILING10-K0001628908-26-000015
“For 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.”
FILING10-K0001628280-26-022454cik 0001808220disclosed by GOCOQ
“Each 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.”
$144M relationship271× more of SUPN’s book than CNC’s
basisSUPN fy2025 · closed 2025-12 $719MCNC fy2025 · closed 2025-12 $195B
“For 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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).”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“We 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.”
FILING10-K0001071739-25-000027cik 0001071739
“Health Net Federal Services had a Managed Support Contract in the West Region for the Department of Defense (DoD) TRICARE program.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In August 2022, our subsidiary, Magnolia Health Plan (Magnolia), was awarded the Mississippi Division of Medicaid contract.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In 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.”
FILING10-K0001071739-25-000027cik 0001071739
“In July 2024, our subsidiary, Magellan Health, commenced the Idaho Behavioral Health Plan contract.”
FILING10-K0001071739-25-000027cik 0001071739
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0001356576-25-000017cik 0001356576disclosed by SUPN
Centene Corp has 6 disclosed suppliers and 33 disclosed customers. Each one is named in an SEC filing, either Centene Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
CNC (Centene Corp) has 6 disclosed suppliers and 33 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: EVH −8.90%, in industrials & materials.