Stocks / Health Insurance
CNCHealth Insurance
Centene Corporation
$66.621d +0.9%5d +1.9%settled close · 2026-09-17
Mkt cap $16B (3/25)β 0.4352w $32–69Shares 491.8MInd. Hospital & Medical Service PlansNYSE since 2001Emp. 61,100HQ St Louis, MOcentene.com
The tape, with the calls on it
Who said what, and what CNC did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about CNC
1 longlatest 2026-05-15
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-05-15 | David EinhornFounder, Greenlight Capital | Bullish | Sohn Conference Foundation | Medicaid and ACA margins collapsed to ~1% from COVID-era distortions but actuarially mandated repricing is… |
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talking across television, podcasts, and interviews — every stance
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Earnings
Next report: 27 Oct 2026 before the open
Confirmed date · consensus EPS 0.10. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CNC’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-09-03 | ||||||
| 2026-07-28 | ||||||
| 2026-07-27 | ||||||
| 2026-06-26 | ||||||
| 2026-06-25 | ||||||
| 2026-05-12 | ||||||
| 2026-04-30 | ||||||
| 2026-04-29 | ||||||
| 2026-04-28 | ||||||
| 2026-04-17 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
CNC is in this morning’s Brief.
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