CNC Centene Corporation

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • CMS audit intensification risk with expanded risk adjustment data validation audits since 2025, potentially causing premium refunds and reducing revenue materially
• • Texas and Georgia Medicaid reprocurement loss risk, involving protests due to unsuccessful bidding, threatening contract renewals and associated revenues
• • Elevated medical cost risk from 2025 Marketplace membership with unexpectedly higher morbidity reducing net risk adjustment revenue significantly
• • Part D bid risk from IRA-induced increased costs and enrollment volatility, with PDP membership boosted to 8.7 million in 2026 due to below-benchmark bids
• • Medicare Advantage Star ratings risk with 40% of membership below 3.5 stars and contract terminations notices for 2025 impacting profitability and contract retention

Business Overview

• • Core business model not directly described; document is primarily governance and regulatory disclosures
• • No new products, services, or segments introduced or emphasized in this section
• • Strategic shifts or competitive positioning not addressed in this text
• • Independent auditor for FY 2026 confirmed as KPMG LLP, Auditor Firm ID 185
• • Filing mainly references Proxy Statement for detailed governance, executive compensation, and ownership information

Management Discussion & Analysis

• • Revenue details not explicitly provided; 2025 Medicaid membership 12.5M, Marketplace 5.5M, Medicare Advantage 1.0M, PDP 8.1M members
• • No direct profitability or margin % figures disclosed in the text
• • Best segments by membership: Medicaid 12.5M members, weakest not specified
• • Capital allocation specifics (buybacks, dividends, capex) not detailed; $1.3B Magellan Rx divestiture gain $269M pre-tax; other divestitures totaling ~$1.6B in proceeds and related gains
• • Forward outlook: 2026 Marketplace morbidity expected to increase; medical costs rising accelerated by policy and market changes; OBBBA impacts Medicaid eligibility and funding by 2027; CMS Medicare risk-sharing adjustments and integrated D-SNP requirement beginning 2027

What are the latest CNC SEC filings in 2026?

Centene Corporation (CNC) has filed a 10-K annual report on February 17, 2026, a 10-Q quarterly report on April 28, 2026, an 8-K current report on July 29, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did CNC file its most recent 10-K annual report?

Centene Corporation (CNC) filed its most recent 10-K annual report on February 17, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view CNC 10-Q quarterly reports?

Centene Corporation (CNC)'s most recent 10-Q quarterly report was filed on April 28, 2026. SignalX displays every CNC 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has CNC filed recently?

Centene Corporation (CNC)'s most recent 8-K was filed on July 29, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find CNC insider trading activity (Form 4)?

SignalX aggregates every CNC Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does CNC file with the SEC?

Centene Corporation (CNC) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CNC filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Centene Corporation (CNC).

What is CNC's SEC CIK number?

Centene Corporation (CNC)'s SEC CIK (Central Index Key) number is 1071739. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1071739 to look up all CNC filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find CNC return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Centene Corporation (CNC) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.