This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Dive Brief: Centene posted a net loss of $6.6 billion in the third quarter after recording a massive charge to reflect the company’s waning value amid challenging market conditions, including Republican cuts to the healthcare system. Centene recorded a non-cash goodwill impairment charge of $6.7 billion, driving the payer deep into the red. Without the cha ...

Exhibit 99.1 N E W S R E L E A S E Contact: Investor Relations Inquiries Media Inquiries Jennifer Gilligan Sara Garland Senior Vice President, Finance & Investor Relations Chief Communications Officer (212) 549-1306 (314) 445-0790 FOR IMMEDIATE RELEASE CENTENE CORPORATION REPORTS THIRD QUARTER 2025 RESULTS -- GAAP Diluted Loss Per Share of $(13.50); Adjusted Diluted Earnings Per Share of $0.50 -- ST. LOUIS, October 29, 2025 -- Centene Corporation (NYSE: CNC) (the Company) announced today its financial resul ...

For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ ____________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ____________________________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-31826 _________________ ...

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Key Takeaways Centene will report Q3 2025 results on Oct. 29, with an expected loss of $0.21 per share.Revenues are projected to rise 13.3% year over year to $47.62 billion, driven by premium growth.Higher medical costs and lower Medicaid memberships may pressure Centene's bottom line.Healthcare plan provider Centene Corporation (CNC) is set to report third-quarter 2025 results on Oct. 29, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegg ...

Tatsuya Ozaki/iStock via Getty Images The following segment was excerpted from the Heartland Mid Cap Value Strategy Q3 2025 Commentary. The Mid Cap Value portfolio gained 1.70% in the third quarter, trailing the Russell Midcap® Value Index, which was up 6.18%. Stock selection was ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?If we take a look at a graph charting the performance of the U.S. five largest health insurers by market cap - UnitedHealth Group Incorporated (NYSE: UNH ), CVS Health (The group is for both novice and experienced ...

核心观点 - 医疗保险公司Molina Healthcare发布令人失望的2025财年盈利指引 导致其自身及同行Centene和Oscar Health股价下跌[1][7] - 盈利指引下调主要由于所有业务板块医疗成本趋势上升 其中Marketplace业务的医疗成本趋势尤为突出[4] - 行业面临 Medicare成本压力 Obamacare计划动态以及Medicaid会员流失等挑战[6] 公司业绩与指引 - Molina Healthcare第三季度调整后每股收益为1.84美元 远低于去年同期的6.01美元和市场预期的3.90美元[1] - 公司将2025财年调整后每股收益指引从超过19美元下调至14美元 低于市场预期的18.65美元[3] - 公司将2025财年营收指引从440亿美元上调至445亿美元 略高于市场预期的443.9亿美元[3] - 公司预计2025年综合医疗成本率为91.3% 高于此前预期的90.2% 其中Marketplace业务成本率预期从85.1%大幅上调至89.7%[4] 行业表现与成本压力 - Molina Healthcare第三季度综合医疗成本率上升至92.6% 去年同期为89.2% 其中Marketplace业务成本率达到95.6%[2] - 同行Elevance Health第三季度业绩超预期 每股收益6.03美元高于预期的4.93美元 营收500.87亿美元同比增长12%[6] - Elevance Health指出 Medicare成本压力 Obamacare计划动态和Medicaid会员流失影响了市场情绪[6] 股价反应与后续事件 - Oscar Health股价下跌9.74%至18.39美元 Centene股价下跌6.61%[7] - Centene预计于10月29日公布第三季度财报 市场预期调整后亏损0.14美元 营收477.5亿美元[5] - Oscar Health预计于11月6日公布第三季度财报 市场预期调整后亏损0.56美元 营收30.8亿美元[5]

行业表现 - 医疗保健行业在最近几个月遭受巨大冲击 [1] - 医疗费用比率全面飙升 [1] - 尽管大多数公司收入增长稳健 但盈利大幅下降 [1]

The health care sector has taken an enormous pounding in the last few months, which few active investors missed. Medical expense ratios skyrocketed across the board, leading to much lower earnings, despite solid revenue growth in most companies. EPSHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the long term but I also dive into trend following strategies from t ...