Centene (CNC) Guides FY26 Adj. EPS Above Estimates; Q4 Results Top Forecasts

Centene Corporation (CNC) reported fourth-quarter results topping estimates and guided for full-year 2026 adjusted earnings per share above the average analyst forecast. For Q4 2025, revenue fell 2.3% to $3.74 billion, while operating income declined 12.4% to $295 million. The company attributed the decline to lower insurance premiums and a higher claims ratio. Adjusted EPS for Q4 was $0.66, exceeding the $0.63 median estimate. For FY2026, management guided adjusted EPS of $2.45-$2.55, above the $2.35 average forecast.