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While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
In the health insurance arena, one company is both the undisputed leader and the most expensive ticket, forcing investors to decide if paying up for quality is a winning strategy.
CNC, DAR, GD, FCEL and CC stocks show how women-led companies are redefining growth with discipline, agility and results.
Oscar Health dived Thursday morning, despite reporting better-than-expected earnings and raising its full-year outlook. Oscar said it sees more tailwinds than headwinds based on what it knows. Shifts in the ACA Marketplace due to the surge in premiums related to the end of enhanced government subsidies have transformed the market.
Centene Corporation recently reported past second-quarter 2026 results showing revenue of US$53,579 million and net income of US$1,091 million, while also announcing a partial US$500 million redemption of its 4.25% Notes due 2027 and leadership changes on its board. The company’s raised full-year 2026 revenue and earnings guidance, alongside institutional investor focus on Medicaid margin recovery, has sharpened attention on its managed care profitability trajectory. Now we’ll examine how...
UnitedHealth's revenue held up; the operating margin on it did not, and closing that gap is the whole upside case.
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”. A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market […]
Centene's remarkable run has earned investors handsome returns over the past year, yet Wall Street maintains moderately optimistic outlook on the stock.
The lever behind UnitedHealth stock's climb was a Medicare Advantage repricing management had described months before the run began, and the hard part was believing a plan whose author had just been wrong.
Centene (CNC) is back in the spotlight after its second quarter 2026 update, which combined strong earnings and a higher full year profit outlook with a sharp year over year membership decline. See our latest analysis for Centene. At a share price of US$61.82, Centene has given investors a 47.97% year to date share price return and a very large 139.71% 1 year total shareholder return, even though the share price has recently pulled back after the Q2 earnings and guidance update. If Centene's...
Centene stock has delivered a very strong 150.3% return over the past year, yet the latest valuation checks still point to the shares looking inexpensive relative to the fundamentals. Over the past 1 year, Centene is up 150.3%, which puts the recent pullback into context as a move within an already strong run. Recent profit improvement and stronger margin expectations can support the current valuation, while elevated medical costs and pricing pressure remain a key risk for how sustainable...
CNC highlights margin recovery, stronger Marketplace results and raised 2026 EPS outlook as cost discipline supports profitability gains.
Moby summary of Centene Corporation's Q2 2026 earnings call
Centene (NYSE:CNC) reported a swing to profitability in Q2 2026 after a prior period of losses. The company highlighted strong performance in its Affordable Care Act marketplace business during the quarter. Centene raised its financial guidance for the year alongside the Q2 results. Kenneth A. Burdick plans to retire from the board, with experienced healthcare executive Paul J. Diaz joining as a new director. Centene enters this news cycle with its stock at $63.91 and a move up of 53.0%...
Shares of health coverage company Centene (NYSE:CNC) fell 5.1% in the morning session after a significant decline in membership appeared to overshadow an otherwise strong second-quarter earnings report where the company beat expectations and raised its full-year profit forecast. Centene's adjusted earnings per share of $2.51 and revenue of $53.58 billion both significantly surpassed analyst estimates. The health insurer also increased its full-year adjusted profit guidance to $4.80 per share at
Sarah London discusses margin expansion and dual-eligible Medicare focus.
Administration officials told the Wall Street Journal that the subsidy program that has helped suppress Medicare Part D prescription drug plan premiums will not be renewed for 2027.
Centene Corp (CNC) raises full-year EPS guidance amid robust performance, despite challenges in Medicaid membership and regulatory changes.
Centene (NYSE:CNC) raised its full-year 2026 adjusted earnings outlook after reporting second-quarter results that exceeded its prior expectations, supported by Marketplace risk-adjustment developments, stronger Medicare performance and continued progress on Medicaid rates. The company reported adj
Although the revenue and EPS for Centene (CNC) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The managed care giant raised its 2026 earnings outlook for the second time this year following the results, which its CFO called “fantastic.”
Centene (CNC) delivered earnings and revenue surprises of +182.02% and +12.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Centene lifted its guidance for the year after revenue and profit growth in the second quarter were driven by strength in its core government-sponsored and individual healthcare lines.
Health coverage company Centene (NYSE:CNC) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 9.9% year on year to $53.58 billion. The company’s full-year revenue guidance of $195.5 billion at the midpoint came in 2.7% above analysts’ estimates. Its non-GAAP profit of $2.51 per share was significantly above analysts’ consensus estimates.
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
Health coverage company Centene (NYSE:CNC) will be reporting results this Tuesday before market open. Here’s what you need to know.
The healthcare giant looks expensive on today's numbers, but a patient investor is effectively buying it at a significant discount to that price.
Beyond analysts' top-and-bottom-line estimates for Centene (CNC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.