8-KRegulation FD

CENTENE CORP 8-K Report, Regulation FD Disclosure (Feb 23, 2026)

Filed February 23, 2026For Securities:CNC

Summary

Centene Corporation (CNC) has filed an 8-K on February 23, 2026, primarily to disclose that its senior management team will be meeting with investors. During these meetings, the company intends to reaffirm its previously issued full-year 2026 guidance. This includes reiterating its GAAP diluted earnings per share (EPS) guidance of greater than $1.98 and its adjusted diluted EPS guidance of greater than $3.00. This reaffirmation suggests confidence in the company's financial trajectory for the remainder of the fiscal year, aligning with prior expectations despite potential market fluctuations. The filing also includes standard Forward-Looking Statements and a Non-GAAP Financial Presentation section. Centene emphasizes that its non-GAAP measures, which exclude items like amortization of acquired intangible assets and acquisition-related expenses, are provided to offer investors a clearer view of the ongoing operational performance and to facilitate more consistent period-to-period comparisons. Investors are advised to review GAAP financials in conjunction with these non-GAAP measures, as they may not be directly comparable to other companies' reporting.

Key Highlights

  • 1Centene Corporation (CNC) is reaffirming its 2026 full-year financial guidance.
  • 2The reaffirmed guidance includes GAAP diluted EPS of greater than $1.98.
  • 3The reaffirmed guidance also includes adjusted diluted EPS of greater than $3.00.
  • 4Management will be meeting with investors the week of February 23, 2026, to discuss the company's outlook.
  • 5The company continues to provide non-GAAP financial measures to enhance understanding of its core operations.
  • 6Investors are encouraged to consider both GAAP and non-GAAP measures, referencing prior filings for reconciliation.
  • 7The filing serves as a standard disclosure vehicle for upcoming investor interactions.

Frequently Asked Questions

The primary purpose of this 8-K filing is to inform investors that Centene Corporation's senior management will be meeting with investors and to reaffirm the company's previously issued financial guidance for the full year 2026.

Centene is reaffirming its full-year 2026 guidance for GAAP diluted EPS to be greater than $1.98 and its adjusted diluted EPS to be greater than $3.00.

Centene provides non-GAAP financial measures, such as adjusted diluted EPS, to help investors better assess the ongoing nature of its operations and measure performance more consistently across periods. These measures often exclude items like amortization of acquired intangible assets and acquisition-related expenses, which management believes allows for a more meaningful understanding of core performance.

The company states that a reconciliation of GAAP diluted EPS to adjusted diluted EPS can be found in the press release filed as Exhibit 99.1 to the Form 8-K on February 6, 2026.