What Centene's FY2025 10-K says: 12 signals
Centene filed its latest 10-K with the SEC on Feb 17, 2026. It discusses restructuring, compliance burden and major contract loss.
Public (CNC)Hospitals and Health Care10,000+ employeescentene.comLinkedIn
- Filed
- Feb 17, 2026
- Period
- FY2025
- Fiscal year end
- 12/31
- Filings
- 1
10-K · latest 10
What Centene's 10-K filings say
- SEC EDGAR
10-K · FY2025
Filed · Fiscal year ends 12/31 · 12 signals
New York to terminate its Essentials Plan-5 by July 1, 2026, impacting Centene's operations.
The state of New York is ending a key state-subsidized healthcare plan, which will directly affect Centene's member base and revenue in a major market.
Centene records massive $6.723 billion goodwill impairment in 2025
This significant write-down reflects a re-evaluation of asset values, likely triggering reviews of underlying business performance, strategy, and cost structures to improve profitability.
$6.7B
goodwill impairment
New 'OBBBA' law creates urgent compliance needs and potential network gaps
The One Big Beautiful Bill Act (OBBBA), passed in July 2025, mandates new eligibility redeterminations, cost-sharing, and provider restrictions, requiring significant system and process overhauls to ensure readiness and avoid care access issues.
The OBBBA act, passed July 2025, will force Centene to adapt to new member eligibility rules, provider restrictions (as of Oct 1, 2025), and the termination of New York's Essentials Plan-5 by July 2026.
Centene records $77M in impairment and exit costs from winding down unspecified contracts.
The company incurred a $55 million intangible asset impairment and $22 million in exit costs related to the wind-down of certain contracts in its 'Other' segment.
$77M
Total impairment and exit costs from contract wind-downs ($55M + $22M)
The company acknowledges that flawed or incomplete encounter data could materially harm its business, affecting risk-adjustment revenue and its ability to bid for and retain government contracts.
data
Centene bids aggressively for 2026 Medicare PDP, undercutting benchmarks in all 34 regions
This aggressive bidding strategy to secure market share in all CMS regions for 2026 likely puts significant pressure on margins and requires tight cost controls and operational efficiency to maintain profitability.
Inflation Reduction Act forces major changes to Medicare Part D plans starting 2025
The IRA's elimination of the coverage gap and cap on out-of-pocket costs requires Centene to redesign its Medicare Part D products, creating significant financial and operational challenges to manage increased costs and maintain profitability.
The company is focused on using its data at scale to anticipate member needs and drive better health outcomes.
data
The company is strategically focused on using its data and scale to anticipate member needs and create innovative programs.
data analytics
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .