Centene Corporation (NYSE:CNC) received a downgrade from Bank of America to “Underperform” due to concerns over Trump’s One Big Beautiful Bill Act impacting Medicaid and ACA markets. Analysts predict downside risks for 2026. However, Q1 2025 showed a 17% increase in premium and service revenues to $42.5 billion.

River Road Asset Management released a Q4 2024 investor letter mentioning Centene Corporation as a steady business with positive free cash flow since 1998. The company, a leading provider of Medicaid managed care plans, is expected to benefit from any future economic weakness. Recent focus on shareholder value includes divesting businesses for over $3.5B.

Read more at Yahoo Finance: Bank of America Downgrades Centene Corporation (CNC) Stock to Underperform