Membership Slump Forces Health Giant Centene Into Staff Buyouts: Report

Centene Corporation is launching a voluntary separation program to reduce workforce costs amid significant membership declines. The health insurer experienced a 2 million member drop in its ACA marketplace business following the expiration of pandemic-era federal subsidies. Total membership fell from 27.9 million to 26.27 million year-over-year, with marketplace membership declining from 5.626 million to 3.582 million in Q1. CEO Sarah London indicated the company prioritized margin over membership growth.

06/16/2026, 1:53 PM • Benzinga

Nokia, Intel, And Sandisk Are Among Top 10 Large-Cap Gainers Last Week (April 27-May 1): Are the Others in Your Portfolio?

Ten large-cap stocks delivered strong performance during the week of April 27-May 1, driven by earnings beats and strategic announcements. Notable gainers include Atlassian (28.76%), Centene (25.68%), Twilio (27.36%), and Nokia (24.3%), with gains fueled by better-than-expected quarterly results, raised guidance, and analyst upgrades. Other top performers include Aurora Innovation, Bloom Energy, Seagate, NXP Semiconductors, Intel, and Sandisk.

05/03/2026, 9:51 AM • Benzinga

UnitedHealth, Humana, CVS Jump As CMS Boosts Medicare Payments

The Centers for Medicare & Medicaid Services announced a 2.48% increase in 2027 Medicare Advantage capitation rates, exceeding initial expectations of 0.09%. The boost amounts to over $13 billion in additional payments and reflects a 4.98% increase when accounting for risk score trends. CMS retained the 2024 risk adjustment model, providing greater rate predictability for insurers. Major healthcare stocks surged on the positive announcement.

04/07/2026, 10:30 AM • Benzinga

Oil Crashes 10%, Stocks Rebound On Trump End-Of-War Signals: What's Moving Markets Tuesday?

U.S. stocks rallied Tuesday as crude oil plummeted 10% to $85/barrel following President Trump's signals that the Iran conflict may be ending soon and his commitment to keep the Strait of Hormuz safe. The S&P 500 rose 0.3%, Dow gained 0.4%, and Nasdaq 100 advanced 0.5%, while the VIX dropped 9.3% signaling reduced market fear.

03/10/2026, 1:03 PM • Benzinga

Healthcare Transportation Service Report 2026-2035: A $155.25+ Billion Market by 2030 with Centene, Molina Healthcare, DHL, ARAMARK, Lyft Healthcare, and ModivCare Leading

The healthcare transportation service market is expected to grow from $116.47 billion in 2026 to $155.26 billion by 2030, with a CAGR of 7.5%. Growth drivers include aging populations, chronic disease prevalence, home healthcare expansion, and AI-powered route optimization. Leading companies include Centene, Molina Healthcare, DHL, ARAMARK, Lyft Healthcare, and ModivCare, with North America currently dominant and Asia-Pacific showing fastest growth.

02/23/2026, 5:52 AM • GlobeNewswire

Centene Takes A Hit As Medicaid Membership Shrinks

Centene Corporation reported mixed fourth-quarter 2025 results with revenue beating expectations at $49.73 billion, but the stock fell 5.87% due to a weak 2026 outlook. The company faced challenges from declining Medicaid membership (down to 12.52 million from 13.00 million) and a higher health benefits ratio of 94.3%, though it expects adjusted EPS above $3.00 for 2026.

02/06/2026, 1:49 PM • Benzinga

Philip Morris Beats Estimates as Smoke-Free Products Drive Earnings Momentum

Philip Morris International significantly exceeded earnings expectations with EPS of $7.54 vs. $1.70 expected and revenue of $10.4B vs. $10.39B expected, driven by strong growth in smoke-free products. Biogen also beat estimates with EPS of $1.99 vs. $1.61 expected, boosted by strong sales of LEQEMBI and SKYCLARYS. Centene reported mixed results but beat both EPS and revenue expectations. All three companies provided positive 2026 guidance.

02/06/2026, 11:20 AM • Investing

Medicare Shock Sends UnitedHealth, Humana And CVS Tumbling

The Centers for Medicare & Medicaid Services (CMS) proposed a 2027 Medicare Advantage payment increase of only 0.09%, significantly below Wall Street's expectations of 4-6%. This modest growth announcement triggered sharp declines in major health insurer stocks, with UnitedHealth, Humana, and CVS Health leading the losses. The CMS emphasized program sustainability and payment accuracy through updated risk adjustment models.

01/27/2026, 7:17 AM • Benzinga

From Nio To Baidu: Themes Supercharges Trading With 7 New 2X Single-Stock ETFs

Leverage Shares by Themes launched seven new 2X leveraged single-stock ETFs on December 18, 2025, offering 200% daily performance exposure to stocks including Nio, Snap, Baidu, Centene, KLA, Petrobras, and Vale. These products carry a 0.75% expense ratio and are designed for short-term traders rather than long-term investors. The expansion brings Leverage Shares' total single-stock daily leveraged ETF offerings to 60.

12/22/2025, 6:18 PM • Benzinga

Cigna Offers Cleaner Growth Than Other Health Insurers, Says Analyst

BofA Securities highlighted Cigna's strong potential in commercial health insurance, noting its pharmacy benefit management platform and ability to deliver 10-15% annual EPS growth, while also discussing challenges and opportunities in the healthcare insurance market.

12/17/2025, 1:55 PM • Benzinga

Forget CVS, Buy This Healthcare Stock Instead

Centene, a healthcare insurance company managing government-sponsored health programs, could see stock gains if ACA subsidies are extended in December. The stock has rebounded after a significant drop in July and shows potential for growth.

11/28/2025, 5:30 PM • The Motley Fool

White House Set To Unveil Framework To Extend Obamacare Subsidies

The White House is preparing to introduce a healthcare framework to extend Affordable Care Act subsidies, proposing a two-year extension with updated eligibility limits and measures to control premium increases affecting approximately 22 million Americans.

11/24/2025, 10:44 AM • Benzinga

Canada Nickel Announces the Referral of the Company's Crawford Project to the Major Projects Office by the Government of Canada

Canada Nickel's Crawford Nickel Project has been referred to the Major Projects Office by the Canadian government, highlighting its strategic importance for critical minerals and clean energy development. The project is expected to generate significant economic impact and contribute to Canada's low-carbon economy goals.

11/14/2025, 9:39 AM • Benzinga

Centene Rebounds With Strong Q3 Results, Optimistic 2025 Forecast

Healthcare insurance provider Centene reported strong Q3 2025 earnings, beating consensus estimates with adjusted earnings of 50 cents per share. The company raised its full-year guidance and saw significant growth in Marketplace and Medicare enrollment.

10/29/2025, 9:27 AM • Benzinga

Centene And Oscar Health Stocks Sink After Molina Warning

Molina Healthcare reported disappointing annual guidance, causing stocks of healthcare insurance providers Centene and Oscar Health to decline. The company expects higher medical cost trends across segments, particularly in the Marketplace, impacting investor confidence.

10/23/2025, 1:30 PM • Benzinga