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Centene10-K: Major contract loss

New York to terminate its Essentials Plan-5 by July 1, 2026, impacting Centene's operations.

What happened

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. This forces operational adjustments and creates pressure to find replacement revenue streams or optimize costs for the remaining business.

Source

SEC EDGARFeb 17, 2026

Annual report (Form 10-K)

Centene 10-K for FY2025

Filing excerpt

In particular, New York intends to terminate its Essentials Plan-5, which provided state-subsidized healthcare for individuals from 200% to 250% of the Federal Poverty Level (FPL) by July 1, 2026.

sec.gov/Archives/edgar/data/1071739/000107173926000049/cnc-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Major contract loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 17, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1071739
Accession number
0001071739-26-000049
Timeframe
Next year
Filing year
2026
Why it matters
Urgency to improve
Signal category
Revenue

Topics and mentions

Regions named

  • New York

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
majorContractLoss

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/d83ab3c8-1e85-4c56-a735-2ca1ecd15eb6 returns this record as JSON. POST /v1/companies/enrich returns every signal for centene.com.

{
  "signal_id": "d83ab3c8-1e85-4c56-a735-2ca1ecd15eb6",
  "signal_type": "sec-10k",
  "signal_subtype": "majorContractLoss",
  "detected_at": "2026-02-24T09:29:03.307+00:00",
  "company": {
    "name": "Centene",
    "domain": "centene.com"
  },
  "data": {
    "detail": "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. This forces operational adjustments and creates pressure to find replacement revenue streams or optimize costs for the remaining business.",
    "metrics": {
      "timeframe": "next_year"
    },
    "summary": "New York to terminate its Essentials Plan-5 by July 1, 2026, impacting Centene's operations.",
    "excerpts": "In particular, New York intends to terminate its Essentials Plan-5, which provided state-subsidized healthcare for individuals from 200% to 250% of the Federal Poverty Level (FPL) by July 1, 2026.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1071739/000107173926000049/cnc-20251231.htm",
    "filing_date": "2026-02-17",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Urgency to improve",
    "signal_category": "revenue",
    "regions_mentioned": [
      "New York"
    ]
  }
}

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