CNC CENTENE CORP Insider Trading

Director Kenneth A Burdick sold 80,000 CNC shares at $64.55; stock up 7.1% in 30 days post-sale

Kenneth A Burdick, a Director at Centene, sold 80,000 shares ($5,164,000.00 value) on 2026-06-10 at $64.55, reducing his holdings by 80,000 shares from 277,085 to 197,085 shares. His prior two sales at CNC (2025-12-04 and 2025-12-03) both generated positive 90-day returns of +15.4% and +12.2%, respectively, indicating the stock moved up after those sales rather than down. The current stock price of $63.54 stands at -4.5% from the 52-week high of $66.55 and the stock has gained 7.1% over the past 30 days. This sale occurs within a company showing revenue growth of +19.4% year-over-year, though the company was unprofitable over its most recent full fiscal year despite posting net income of $1,541,000,000.00 in the latest quarter.

Director Burdick sells 66,007 CNC shares across 2 transactions at blended $39.02; reduces holdings by 19.5% to 272.4K shares

Kenneth A Burdick, a Centene director, executed 2 separate sales totaling 66,007 shares for $2,575,601.44 at an average price of $39.02 on December 3–4, 2025. The sale reduced his holdings from 338.4K to 272.4K shares, representing a 19.5% reduction of his pre-transaction position. The stock currently trades at $38.34, down 41.8% from its 52-week high of $65.89 but up 32.3% over the past 90 days, suggesting recent recovery from depressed levels. Centene's fundamentals show a recent quarter net loss of $6.6B against $49.7B in revenue, though annual revenue growth stands at 5.9%; the company trades at a P/E of 6.06. Within Burdick's cross-ticker insider trading history, his prior single sell was well-timed with a 100.00% well-timed rate (average 90-day return post-sale: -13.7%), though his prior buy pattern shows stronger conviction signals (5 buys with 100% 90-day win rate). This sale follows a material near-term rally (+32.3% in 90 days) and represents a meaningful yet not complete exit from his Centene position.

CNC CEO Sarah London bought 19,230 shares at $25.50; stock now $25.25, down 68.5% from 52-week high of $80.23.

Sarah London, CNC's Chief Executive Officer, purchased 19,230 shares at $25.50 on 2025-08-08, increasing her holdings from 826,045 shares to 845,275 shares. The stock has declined significantly since the purchase, now trading at $25.25 (near the transaction price but -68.5% from its 52-week high of $80.23) and down 57.2% over 90 days. London's prior buy at this ticker on 2024-11-08 returned -6.6% over 30 days and -3.6% over 90 days, establishing a pattern of unfavorable post-purchase returns. The company reports a loss of $253.0M on revenue of $48.7B with a P/E of 6.04, but the CEO's purchase decision does not align with market momentum—the 19.2K-share addition represents a modest 2.3% increase to her holdings amid substantial recent stock depreciation.

Director Samuels buys 9,000 CNC shares at $27.62; stock down 68.2% from 52-week high to $25.53

Samuels Theodore R. II, a director, purchased 9,000 shares of Centene Corp at $27.62 on 2025-07-28, increasing his holdings by 39.1% from 23,000 to 32,000 shares. The purchase occurred at a time when CNC is trading at $25.53, down 68.2% from its 52-week high of $80.23 and down 52.7% over the past 30 days. Looking at timing patterns, his prior buy at this ticker on 2024-12-13 generated a negative 90-day return of -1.5%, and across his cross-ticker buy history, only 50% of prior buys achieved positive 90-day returns. The company is reporting a net loss of $-253.0M on revenue of $48.7B with a P/E of 6.11, suggesting the stock is trading at a compressed valuation. The combination of significant price deterioration, a material increase in personal holdings at depressed levels, and the director's willingness to add exposure despite prior unfavorable timing outcomes warrants investor attention to both the underlying business trajectory and what this accumulation may signal about management's view of downside risk.

Director Greco Thomas buys 17,000 CNC shares at $59.75; cluster of 4 other insiders bought in past 14 days

Director Thomas Greco purchased 17,000 shares of Centene Corp at $59.75 on 2024-12-18, increasing his holdings from 2,309 to 19,309 shares—a +736.2% net change in his position. This transaction occurs as part of a cluster pattern: 4 other insiders also purchased shares within the past 14 days, suggesting coordinated or independently motivated accumulation across the management team. The stock is currently trading at $59.71, near the transaction price, and sits -25.7% from its 52-week high of $80.41 after a -21.0% decline over the past 90 days. Given Centene's solid fundamentals—$42.0B in quarterly revenue, +6.5% annual growth, and a P/E of 9.84—the cluster buy activity alongside a price decline may warrant investor attention to understand the conviction level of multiple insiders at this valuation point.

Director Dallas H James buys 1,693 shares of CNC at $59.01; cluster shows 3 other insiders bought within 14 days

Dallas H James, a director at Centene Corp, purchased 1,693 shares at $59.01 on 2024-12-16, establishing an initial position in the stock. This purchase occurs within a cluster pattern in which 3 other insiders also bought within the past 14 days, suggesting coordinated or independently motivated accumulation across the leadership group. The stock currently trades at $57.81, down 28.1% from its 52-week high of $80.41, placing the transaction price above the current market level. Centene's fundamentals show $42.0B in quarterly revenue, a P/E of 9.52, and 6.5% annual revenue growth, supporting a near-$29.2B market capitalization.

Director Coughlin buys 10,000 CNC shares at $59.44; cluster of 3 other insiders buying in past 14 days

Christopher J. Coughlin, a director at Centene Corp, purchased 10,000 shares at $59.44 on 2024-12-16, increasing his holdings by 37.9% from 26.4K to 36.4K shares. This transaction is part of a broader insider buying pattern: 3 other insiders also purchased shares within the past 14 days, suggesting coordinated or independently convergent acquisition activity among the company's leadership. The stock currently trades at $57.81, down 28.1% from its 52-week high of $80.41, positioning the purchase roughly 2.8% below the transaction price and within the broader 52-week range. Centene's fundamentals show stable operations with $42.0B in latest quarterly revenue, net income of $713.0M, and a low P/E of 9.52, offering context for insider accumulation decisions.

Director Jessica L. Blume purchases 250 CNC shares at $59.48; cluster buy pattern with 3 other insiders in past 14 days

Director Jessica L. Blume made an initial purchase of 250 shares at $59.48 on 2024-12-16, establishing a first position at the company. This transaction is noteworthy because it occurs within a cluster pattern: 3 other insiders also bought within the past 14 days. The stock is currently priced at $57.81, down 28.1% from its 52-week high of $80.41 and down 24.2% over the past 90 days, though it has risen 0.6% over the last 30 days. Despite the recent weakness, Centene's fundamentals remain relatively solid with $42.0B in latest-quarter revenue, 6.5% annual revenue growth, and a modest P/E of 9.52, though net income of $713.0M suggests margin pressure in a $29.2B market-cap business. The multi-insider buy pattern alongside a new director entry into the position warrants monitoring to understand whether this reflects strategic confidence or coincidental timing.

Director Samuels Theodore R. II buys 5.0K CNC shares at $58.86; 3 other insiders bought within 14 days

Samuels purchased 5,000 shares at $58.86 on 2024-12-13, increasing his holdings by 27.8% to 23,000 shares. The purchase occurred at a price 28.1% below the 52-week high of $80.41, in a period when the stock has declined 24.2% over the past 90 days. Most significantly, 3 other insiders also bought CNC shares within the past 14 days, forming a cluster buying pattern. The company carries a low P/E of 9.52 with $42.0B in quarterly revenue and 6.5% annual revenue growth, suggesting a mature, profitable business trading at a modest valuation multiple relative to earnings.

CFO Asher Andrew Lynn buys 17.2K CNC shares at $58.14 for $1.0M as stock down 27.8% from 52-week high

Asher Andrew Lynn, Chief Financial Officer of Centene Corporation, purchased 17,200 shares at $58.14 on 2024-11-13 for $1,000,008.00, expanding his holdings from 469,647 to 486,847 shares. The purchase occurs amid material recent price weakness: CNC has declined 27.8% from its 52-week high of $80.41 and 20.4% over the prior 30 days. The company maintains solid fundamentals with $42,023,000,000.00 in quarterly revenue, $713,000,000.00 in net income, 6.5% annual revenue growth, and a P/E of 9.56, suggesting the current valuation may not reflect structural deterioration. This open-market buy by a senior financial officer during a downturn provides a measurable signal of insider activity, though without comparative insider trading patterns or scheduled trading plan disclosures, the purchase reflects a specific discretionary decision point by the CFO.