Centene Corp (CNC)

Nov 11, 2026

Cliff Donald Blessing, EVP and Chief Development Officer of Addus HomeCare Corp (NASDAQ:ADUS), sold 2,000 shares of the company's common stock on November 6, 2026, at a weighted average price of $124.18 per share. This transaction, revealed in a Form 4 filing, leaves Blessing with 10,183 shares of common stock directly owned. The sale involved multiple transactions ranging from $124.02 to $124.34.

Nov 3, 2026

CVS Health and McDonald's are both reporting earnings soon, with Jim Cramer labeling CVS as "too cheap to ignore" and McDonald's as the cheapest it has been since 2014. Despite these assessments, both stocks face risks that their upcoming earnings reports will either validate or alleviate. Investors will be watching CVS's Aetna margins and 340B program updates, while McDonald's needs to demonstrate a recovery in U.S. traffic driven by improved value-menu execution and loyalty user re-engagement.

Nov 3, 2026

Argus has raised its target price for Royal Gold Inc. (RGLD) to $264.00, citing the company's business model of acquiring and managing precious metal royalties and streams, primarily focusing on gold. Royal Gold's strategy involves purchasing a percentage of metal production from mineral properties through an initial payment, without taking on the responsibilities of mining operations. The current stock price for RGLD is $235.99.

Nov 2, 2026

Bon Secours Mercy Health, through its affiliate HealthSpan Partners, has agreed to acquire Surgery Partners in a $5.7 billion deal, taking the surgery center chain private. This acquisition, expected to close in Q1 2027, will significantly expand Bon Secours' presence in the outpatient surgery market, building on Surgery Partners' $3.31 billion revenue in 2025. The deal is partly financed by new debt and sees Bain Capital, a current minority owner, rolling its 39% stake into HealthSpan Partners equity, maintaining a significant involvement.

Nov 2, 2026

Centene Corp. (CNC) shares fell 2.80% on Monday, closing at $66.53, despite a mixed trading session for the broader market. The Dow Jones Industrial Average rose, while the S&P 500 Index declined. This marks the second consecutive day of losses for the stock.

Oct 29, 2026

CVS Health has filed a lawsuit against the U.S. Department of Health & Human Services, asserting that the Center for Medicare & Medicaid Services (CMS) employed improper methods to assign "star ratings" to its Aetna Medicare Advantage plans. The company argues that this dispute could lead to a loss of $2 billion in revenue beginning in 2028. This action follows similar lawsuits and industry-wide reevaluations of Medicare Advantage plans.

Oct 29, 2026

Centene Corp. (CNC) shares rose 2.34% to $68.62 on Thursday, outperforming the broader market despite a poor trading session where the S&P 500 and Dow Jones Industrial Average both fell. However, the stock still underperformed compared to its competitors. Centene Corp. closed 5.35% below its 52-week high of $72.50.

Oct 29, 2026

An Argus report from October 28, 2026, provides an analysis of Lamb Weston Holdings, Inc. (LW), highlighting its position as a leading producer of frozen potato products in North America and globally. The report includes current price and price target information, encouraging users to upgrade for more detailed insights. Related reports for other companies are also listed.

Oct 28, 2026

Centene Corp.'s stock (CNC) fell 2.42% on Wednesday, closing at $67.05, despite a positive trading session for the broader market with the S&P 500 and Dow Jones Industrial Average both rising. The company's shares are now 7.52% below its 52-week high of $72.50 reached on October 22nd.

Oct 28, 2026

Centene Corporation reported better-than-expected third-quarter earnings and sales, leading to an increase in their fiscal 2026 adjusted earnings and sales guidance. Following the upbeat results, several analysts, including those from B of A Securities, Cantor Fitzgerald, and Baird, raised their price targets for Centene stock, while maintaining their existing ratings. Despite the positive financial report, Centene shares saw a slight dip in pre-market trading.

Oct 27, 2026

Centene's third-quarter results showed 2% revenue growth, a steady medical cost ratio, and adjusted EPS of $0.58, significantly exceeding consensus estimates. Management raised its adjusted EPS outlook for 2026 to at least $5.20 and anticipates further growth in 2027, primarily driven by improvements in Medicare margins.

Oct 27, 2026

Bon Secours Mercy Health announced its agreement to acquire Surgery Partners for approximately $5.7 billion. This acquisition will significantly expand the nonprofit health system's outpatient services, allowing patients to avoid hospital visits. The deal follows Surgery Partners' rejection of a take-private bid from Bain Capital 18 months prior.

Oct 27, 2026

Centene Corporation reported better-than-expected third-quarter earnings and sales, beating analyst consensus, attributing the strong performance to solid underlying fundamentals. Despite a decline in total membership, the company lifted its fiscal 2026 adjusted earnings and sales guidance, with shares rising on the news and approaching a 52-week high. Centene CEO Sarah London noted a faster recovery to their earnings trajectory than anticipated.

Oct 27, 2026

Centene (NYSE:CNC) has raised its full-year 2026 adjusted diluted earnings guidance to over $5.20 per share, an increase of $0.40, after reporting strong third-quarter results. The company's premium and service revenues grew to $45.105 billion, with adjusted earnings reaching $0.58 per share. Despite a decline in Marketplace membership, Centene also reduced its debt by $1.1 billion and improved its expected full-year health benefits ratio midpoint.

Oct 27, 2026

Centene, the Clayton-based managed care corporation, incurred $263 million in severance costs during the third quarter, primarily due to a buyout program reducing its personnel. The company anticipates an additional $50 million to $100 million in related costs by the end of the year.

Oct 27, 2026

Centene Corporation reported adjusted diluted earnings per share of $0.58 for Q3 2026, surpassing expectations due to strong Medicare performance and stable Medicaid and commercial segments. The company raised its full-year 2026 adjusted EPS guidance to greater than $5.20 and anticipates continued earnings growth in 2027, driven by strategic initiatives, cost structure optimization, and an expanded product suite. Centene is also actively engaged with states on Medicaid rate adjustments and preparing for work requirement implementations in 2027, aiming for margin restoration and sustainable long-term growth.

Oct 27, 2026

HCA Healthcare exceeded Wall Street expectations for its third-quarter results due to strong demand for medical services, despite an increase in uninsured patients impacting income. The company now anticipates its full-year 2026 financial performance to be in the upper half of its previously forecast range, with significant growth in admissions and revenue. This positive outlook comes despite federal policy changes that have led to more patients losing health insurance coverage.

Oct 27, 2026

HCA Healthcare exceeded third-quarter profit estimates due to strong patient traffic and unexpected Medicaid supplemental payments, which helped offset a rise in uninsured patients. Despite a decrease in surgical procedures, cost controls and increased equivalent admissions contributed to the positive results. The company now anticipates full-year financial results to be in the upper half of its forecast range.

Oct 27, 2026

AllianceBernstein Holding (NYSE:AB) reported adjusted earnings of $0.88 per unit for the third quarter of 2026, marking a 2.3% increase year-over-year. The company saw net inflows of $6.6 billion and declared a distribution of $0.88 per unit, with assets under management totaling $900.4 billion.

Oct 27, 2026

Centene (CNC) reported strong Q3 earnings of $0.58 per share, significantly beating the Zacks Consensus Estimate of $0.07, and revenues of $50.65 billion, surpassing estimates by 7.63%. The company has consistently outperformed EPS and revenue estimates over the last four quarters, with its shares gaining 65.3% year-to-date. While currently holding a Zacks Rank #3 (Hold), the company's future performance will depend on management's outlook and industry trends.

Oct 27, 2026

National health insurer Centene is pulling its 'Ohana Health Plan out of Hawaii’s Med-QUEST Medicaid market, effective December 31, 2026, impacting 24,000 members. The company cited rising medical costs, inadequate reimbursement rates, and federal funding changes as reasons for its withdrawal. Affected members will need to select a new health plan, and Med-QUEST will automatically assign a plan if no selection is made, ensuring continued coverage.

Oct 27, 2026

HCA Healthcare exceeded Wall Street's third-quarter profit estimates due to strong demand for medical services, despite an increase in uninsured patients. The hospital operator's shares rose, and the company now expects its full-year 2026 financial results to be in the upper half of its previously forecast range. Revenue and admissions also increased, signaling a positive outlook for the company despite challenges from federal policy changes.