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Centene (CNC) investor relations material
Centene Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Voting matters and shareholder proposals
Election of nine directors is proposed, with board recommending a vote for all nominees.
Advisory vote on executive compensation is recommended for approval.
Ratification of KPMG LLP as independent registered public accounting firm for 2026 is recommended.
Stockholder proposal for an independent board chairman is recommended against by the board.
Board of directors and corporate governance
Board slate includes Jessica L. Blume, Kenneth A. Burdick, Christopher J. Coughlin, H. James Dallas, Frederick H. Eppinger, Monte E. Ford, Sarah M. London, Theodore R. Samuels, and Kenneth Y. Tanji.
Executive compensation and say-on-pay
Advisory vote on executive compensation is included as a key agenda item, with board support.
- Operational disruption in 2025 drives strategic refocus, governance refresh, and margin recovery plans.CNC
Proxy filing26 Mar 2026 - 2026 EPS guidance reaffirmed; core businesses on track, with focus on fraud prevention and risk adjustment.CNC
Barclays 28th Annual Global Healthcare Conference10 Mar 2026 - 2026 guidance targets adjusted EPS above $3.00, strong revenue, and continued debt reduction.CNC
Q4 20256 Feb 2026 - 2025 EPS guidance exceeds $7.25, with revenue at $154–$156B and Duals, ICHRA driving growth.CNC
Investor Day 20243 Feb 2026 - Q2 EPS up 15% to $2.42; revenue $39.8B; Marketplace growth offsets Medicaid declines.CNC
Q2 20242 Feb 2026 - Marketplace strength offsets Medicaid headwinds as margin recovery extends into 2026.CNC
2024 Wells Fargo Healthcare Conference22 Jan 2026 - International growth, pipeline innovation, and diversification drive long-term value.CNC
Bank of America Global Healthcare Conference 202420 Jan 2026 - Q3 adjusted EPS hit $1.62, with strong Marketplace and Medicare PDP growth and robust share repurchases.CNC
Q3 202418 Jan 2026 - 2024 EPS rose 7% to $7.17; 2025 revenue outlook up $4B on strong Marketplace and Medicare.CNC
Q4 20249 Jan 2026
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