Centene Corporation

• CNC Stock Price 24h change: -1.14%. From 45.76 USD to 45.24 USD. The slight decline followed a broader market assessment of new healthcare policy proposals and sector-wide margin pressures, despite a recent earnings beat.
• From a technical perspective, CNC is showing signs of short-term stabilization after a significant recovery from its 52-week lows. While the stock has traded above its 5-day moving average recently, it remains below long-term resistance levels, including the 200-day moving average, suggesting a cautious "bottoming-out" phase rather than a full bullish reversal.
• JPMorgan Chase raised its price target for CNC to $45 from $38 on January 22, maintaining a "neutral" rating as analysts balance strong revenue growth against low returns on capital.
• Centene's subsidiary, Buckeye Health Plan, partnered with Tuesday Health on January 20 to expand palliative care services in Ohio, focusing on high-need Medicaid and Medicare Advantage members.
• Centene reported quarterly EPS of $0.50, significantly beating the consensus estimate of a $0.21 loss, with revenue rising 18.2% year-over-year to $49.69 billion.
• The U.S. House of Representatives passed a bill to extend Affordable Care Act (ACA) subsidies into 2026, a move critical for managed care providers but facing significant hurdles in the Senate.
• On January 15, the "Great Healthcare Plan" was unveiled by the administration, aiming to reduce drug prices and insurance premiums by redirecting government spending toward individuals rather than insurers.

• CNC Stock Price 24h change: -1.14%. From 45.76 USD to 45.24 USD.
• From a technical perspective, the stock is currently showing a "Neutral to Bullish" short-term outlook. Key technical indicators like the RSI (14) at 48.17 signal neutral momentum, while the price remains above its 200-day moving average (42.44), suggesting long-term support despite recent volatility.
• Centene announced a new partnership with Tuesday Health on January 21, 2026, to expand palliative care services for Medicaid and Medicare Advantage members in Ohio, aiming to improve care for high-acuity populations.
• Institutional activity shows mixed sentiment; while Sumitomo Mitsui Trust recently trimmed its stake, Independence Bank of Kentucky and other smaller institutions have slightly increased their holdings as of late January.
• Analysts maintain a "Hold" consensus on CNC with an average price target of approximately $40.38, though some firms like Sanford C. Bernstein remain optimistic with targets as high as $59.00.
• The U.S. House of Representatives passed legislation to extend Affordable Care Act (ACA) subsidies, a move critical for managed care organizations like Centene to prevent a surge in uninsured rates.
• The Trump administration reached a voluntary drug-pricing agreement with major pharmaceutical companies, including Johnson & Johnson, to lower costs in exchange for tariff exemptions, impacting the broader healthcare cost structure.