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%, […]
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Centene's remarkable run has earned investors handsome returns over the past year, yet Wall Street maintains moderately optimistic outlook on the stock.
Centene joins three other GARP picks with discounted PEG ratios and solid long-term growth potential. See what puts these stocks on the list.
MTD beats Q2 earnings estimates as strong China and emerging-market sales fuel growth, while the company raises its 2026 sales and earnings outlook.
UNH's diversified platform, AI expansion and Optum momentum strengthen its long-term outlook, making it the stronger managed care pick over CNC.
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.
Cigna delivers an earnings and revenue beat as Cigna Healthcare fuels growth, while the company raises its 2026 EPS outlook despite higher pharmacy costs.
TRV, NMR and CNC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 30, 2026.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
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...
UNH's improving cost control, lower medical costs and higher 2026 outlook are boosting confidence as its profitability recovery gains traction.
Centene (CNC) delivered a stronger-than-expected Q2, but investor attention shifted to management'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
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's improved medical-cost ratio supported substantially higher annual earnings and revenue expectations.
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.
S&P 500 health insurer Centene blew away Q2 earnings forecasts amid lower-than-expected Affordable Care Act Marketplace benefit costs. CNC stock initially moved higher, but shares reversed sharply lower as the company discussed its outlook, including slightly higher Medicaid attrition and a more costly covered population in the second half of 2026. Centene posted Q2 earnings of $2.51 a share, crushing forecasts of $1.09 by $1.42 a share.
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 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?
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.