Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Ethic Inc. Purchases 35,149 Shares of Centene Corporation $CNC
Ethic Inc. increased its stake in Centene Corporation (NYSE:CNC) by 51.4% during the third quarter, acquiring an additional 35,149 shares. This brings Ethic Inc.'s total holdings in Centene to 103,533 shares, valued at $3.694 million. Other institutional investors also adjusted their positions, and Wall Street analysts currently have a "Hold" rating on the stock with a consensus price target of $38.44.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Brookstone Capital Management Sells 8,259 Shares of Elevance Health, Inc. $ELV
Brookstone Capital Management significantly reduced its stake in Elevance Health (NYSE:ELV) by 80.2%, selling 8,259 shares but retaining 2,040 shares valued at $659,000. Elevance Health exceeded Q3 expectations with EPS of $6.03 and revenues of $50.09 billion, while also declaring a quarterly dividend of $1.71. Analysts currently maintain a "Hold" rating for the stock with an average price target of $396.21.
Dec 31, 2025 • The Center Square
BEARISH
Three Centene health plans fined $1.7 million by state, health officials say
Three Centene Corporation health plans have been fined $1.7 million by the California Department of Managed Health Care for failing to meet timely access standards for appointments. The fines were levied against Health Net ($1.2 million), Human Affairs International of California ($300,000), and Health Net Community Solutions, Inc. ($200,000). The department emphasized that timely access to care is a legal right, and the fines aim to ensure health plans comply with these standards, with funds directed toward programs supporting underserved areas and healthcare data collection.
Dec 30, 2025 • The Globe and Mail
NEUTRAL
Why Humana Deserves Patience Now: Too Early to Buy, Too Risky to Sell
Humana Inc. has faced investor scrutiny due to rising medical costs and Medicare Advantage uncertainties but has shown relative resilience compared to its peers. While near-term buying isn't compelling due to valuation and ongoing pressures, its long-term investment case is supported by its strong market position and demographic tailwinds. Current investors are advised patience, and new investors to monitor cost trends and reimbursement clarity.
Dec 30, 2025 • Stocktwits
NEUTRAL
Is Molina Healthcare The Next GEICO? Michael Burry Feels It's A ‘Special One’
Michael Burry, known for "The Big Short," has taken a long position in Molina Healthcare (MOH), likening it to an early-stage GEICO. Despite the company's recent struggles with slowing revenue growth and thin margins, Burry sees Molina as a "special one" with a clearer path to long-term earnings growth than many large-cap peers, even suggesting Warren Buffett would invest in it if he were younger and scaling his insurance investments. Analysts, however, mostly maintain neutral ratings, seeing limited upside for the stock.
Dec 30, 2025 • Benzinga
NEUTRAL
Looking Into Centene Corp's Recent Short Interest
Centene Corp's (NYSE: CNC) short interest has decreased by 6.98% since its last report, with 12.59 million shares currently sold short, representing 2.93% of available shares. It would take traders an average of 1.97 days to cover their short positions. Compared to its peers, Centene Corp has less short interest, indicating a potentially more bullish sentiment from investors.