Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Hotchkis & Wiley Mid-Cap Value Fund.” A copy of the letter can be downloaded here. Equity markets posted strong returns in the second quarter of 2026, with the Russell Midcap Index rising 13.8% and the Russell Midcap Value Index returning 13.4%, […]
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
MTD beats Q2 earnings estimates as strong China and emerging-market sales fuel growth, while the company raises its 2026 sales and earnings outlook.
Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.
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...
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
Sarah London discusses margin expansion and dual-eligible Medicare focus.
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
CNC's Q2 earnings and revenues top estimates as stronger premium and service revenues drive results despite lower membership and higher medical costs.
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.
Centene Corporation (NYSE:CNC) reported better-than-expected second-quarter results on Tuesday, delivering earnings and revenue that comfortably exceeded Wall Street forecasts as improved performance across its Medicare and Commercial businesses supported a stronger full-year outlook. Shares of the health insurer rose 3.
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?
Health coverage company Centene (NYSE:CNC) will be reporting results this Tuesday before market open. Here’s what you need to know.
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.
CNC reports Q2 results July 28 as investors weigh improving profitability against membership declines and revenue pressure ahead of earnings.
Centene’s updated price target framework now reflects a fair value revision from US$61.83 to US$63.78, a modest uplift that has caught investor attention. Research commentary links this shift to a more constructive view on Centene’s earnings power, supported by trends in exchanges, Medicare Advantage, and early signs of Medicaid margin recovery, while still pointing out execution and policy risks. As you read on, you will see how this evolving analyst narrative may matter for your own view of...
Elevance Health raised its profit forecast and the stock promptly fell. Here’s the one number that explains why investors headed for the exits.
UnitedHealth Group crushed Q2 earnings forecasts amid lower-than-expected benefit costs and gave a big boost to its full-year outlook. Humana, Centene and CVS Health all got a sizable lift from the warm reception for UnitedHealth's earnings report.
Elevance Health topped Q2 earnings estimates Wednesday, despite falling medical membership, but profit was boosted by one-time "below-the-line" factors and the full-year outlook was underwhelming. ELV stock tumbled, making it among the S&P 500's early laggards. Molina Healthcare, another S&P 500 managed care stock, joined Elevance among the biggest laggards performers in pre-market trading.
Elevance Health is breaking the Medicare Advantage curse, and the insurer’s earnings could show it on Wednesday. Health insurer stocks have rallied this year after a tough run of rising medical costs that hampered earnings in 2024 and 2025. The results come just a day ahead of the monster of the industry, UnitedHealth Group Wall Street will be watching to see if these two companies can keep the momentum going.
After a rocky start to the year, health insurer stocks have roared back. The insurers are trying to end a difficult cycle that began about three years ago, when healthcare use, and the costs to cover it, accelerated postpandemic. The fund’s top 10 holdings encompass six health insurers, three of which— UnitedHealth Group Aetna parent CVS Health and Elevance Health —comprise more than 40% of the fund.
Centene is set to announce its second-quarter earnings next month, and Wall Street expects a high triple-digit surge in its profits.
CNC's integrated healthcare model, AI-driven operations and improving Medicaid margins are strengthening earnings as the company raises 2026 EPS guidance.
Centene (CNC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
June Nasdaq 100 E-Mini futures (NQM26) are trending up +0.69% this morning as sentiment improved after Treasury yields retreated from multiyear highs, with attention now turning to an earnings report from chip giant Nvidia.
Centene (CNC) is back in focus after reporting first quarter results showing higher revenue, net income, and earnings per share compared with a year earlier, along with raised 2026 revenue and GAAP diluted EPS guidance. See our latest analysis for Centene. The strong first quarter and raised 2026 guidance have coincided with a sharp shift in sentiment. A 59.01% 1 month share price return and a modest 0.58% 1 year total shareholder return suggest that momentum has recently picked up after a...
Centene Corp (CNC) surpasses expectations with robust Q1 results, raising its full-year EPS outlook amid strategic Medicaid and Medicare advancements.