8-K ·Filed May 15, 2026

CNC

CENTENE CORP
NEUTRAL
Impact 2/10
Horizonimmediate Processed4mo ago SEC0001071739-26-000117
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

No immediate trading action warranted. This filing contains only routine governance items with no financial data or forward guidance. Monitor Q2 2026 earnings for operational performance.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
CNC ▲ +15.24% at T+60d
NEUTRAL call ✓ call won +15.24% · α vs SPY +10.66% · entry $58.19 → $67.05
Entry anchored
May 15, 2026
via day open
T+1d
+1.61%
call +1.61% · α +2.26%
$59.12
settled 5mo ago
T+5d
-1.67%
call -1.67% · α -3.29%
$57.21
settled 4mo ago
T+20d
+8.96%
call +8.96% · α +6.77%
$63.40
settled 4mo ago
T+60d
+15.24%
call +15.24% · α +10.66%
$67.05
settled 7w ago

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Executive Summary

Centene filed an 8-K reporting results of its 2026 annual meeting and formalizing executive officer designations. All nine director nominees were elected, executive compensation was approved on a non-binding advisory basis, KPMG was ratified as auditor, and a shareholder proposal for an independent board chairman was rejected. The filing also confirmed the previously announced appointments of Daniel Finke and Michael Carson as Group Presidents. This is a routine governance filing with no financial impact.

Key Facts

  • Annual meeting held May 12, 2026 with 412,968,059 shares represented
  • All nine director nominees elected with majority support
  • Non-binding advisory vote on executive compensation approved (349,896,589 for, 31,993,126 against)
  • Ratification of KPMG as independent auditor approved (390,477,647 for, 22,337,787 against)
  • Shareholder proposal for independent board chairman not approved (72,839,667 for, 308,562,931 against)
  • Executive officers designated: Sarah London (CEO), Drew Asher (CFO), Daniel Finke, Michael Carson, Susan Smith, Christopher Koster, Theodore Pienkos

Financial Impact

Not specified

Market Snapshot

Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
38% bullish (26 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001071739-26-000117
Document: 0001071739-26-000117-index-headers.html0001071739-26-000117
Document: 0001071739-26-000117-index.html0001071739-26-000117
Document: 0001071739-26-000117.txt0001071739-26-000117
10 reports for CNC
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TypeNow
Aug 17, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$64.41 $69.41▲ +7.76%▲ +9.29%$61.85 (−3.97%)
Aug 17, 2026
6w ago
Press Release
NEUTRAL ★ 3/10
$64.41 $69.41▲ +7.76%▲ +9.29%$61.85 (−3.97%)
Jul 16, 2026
11w ago
Court Ruling
BULLISH ★ 4/10
$63.89 $66.02▲ +3.34%▼ −0.28%$61.85 (−3.19%)
Jul 9, 2026
12w ago
Press Release
NEUTRAL ★ 4/10
$67.60 $64.16▼ −5.08%▼ −7.32%$61.85 (−8.51%)
Jun 22, 2026
14w ago
8-K
NEUTRAL ★ 2/10
$63.14 $65.84▲ +4.28%▲ +3.12%$61.85 (−2.04%)
Jun 11, 2026
16w ago
Institutional Cluster
MIXED ★ 4/10
$63.54 $67.60▲ +6.39%▲ +4.50%$61.85 (−2.66%)
May 15, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$58.19 $63.40▲ +8.96%▲ +6.77%$61.85 (+6.30%)
May 12, 2026
20w ago
Court Ruling
NEUTRAL ★ 3/10
$59.27 $65.34▲ +10.23%▲ +11.96%$61.85 (+4.35%)
Mar 26, 2026
27w ago
DEFA14A
NEUTRAL ★ 2/10
$31.97 $43.41▲ +35.78%▲ +23.04%$61.85 (+93.44%)
Mar 10, 2026
29w ago
8-K
NEUTRAL ★ 5/10
$36.39 $37.09▲ +1.92%▲ +2.08%$61.85 (+69.95%)
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