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02.07.25 - 17:31
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AKTIEN IM FOKUS: Kurssturz von Centene nach Ausblick - UnitedHealth fallen mit (DPA-AFX)
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Der Krankenversicherer Centene ist am Mittwoch kräftig unter Druck geraten. Wegen eines zurückgezogenen Ausblicks sackte der Kurs um fast 40 Prozent ab. Gewinne von acht Jahren sind damit weg. Analysten stuften den Wert ab... --- Experten sprachen von einem düsteren Zeichen für die ganze Branche. Sie verwiesen auf rapide steigende Risiken im Zusammenhang mit "Obamacare", also dem sogenannten "Affordable Care Act" (ACA) - einem Programm, das seit 2010 die Gesundheitsversorgung für mehr Amerikaner zugänglich und auch erschwinglicher gemacht hat. Centene gilt als Top-Anbieter in diesem Segment..
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02.07.25 - 16:06
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Centene Crashes After Pulling 2025 Guidance On Unexpected Risk Adjustment Results (ZeroHedge)
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Centene Crashes After Pulling 2025 Guidance On Unexpected Risk Adjustment Results
Centene shares crashed in premarket trading after the health insurer withdrew its 2025 guidance due to weaker-than-expected trends in the Affordable Care Act Marketplace and ongoing Medicaid cost pressures. The health insurer warned of a $1.8 billion earnings headwind, prompting downgrades from Wall Street.
Centene, one of the largest health insurers in the U.S., disclosed on Tuesday evening new data from an independent actuarial firm, Wakely, covering about 72% of its ACA Marketplace membership, revealed significantly worse-than-expected results.
Wakely's data reveals:
Lower-than-expected market growth and
Much higher aggregate morbidity than Centene had assumed for its risk adjustment revenue.
As a result, Centene now preliminarily estimates a $1.8 billion reduction in its net risk adjustment revenue for 2025, translating into a $2.75 hit to adjusted diluted EPS. According to FactSet data, Wa...
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