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Total Members by Type
Breaks down membership across different plan types, showing where Centene is most competitive and which segments drive growth.Membership mix has shifted: Medicaid volumes have fallen sharply since 2023 while PDP membership has surged (management reports ~8.7M PDP and 12.4M Medicaid), driving much of the recent revenue and the Q1 EPS beat. Commercial counts are lumpy—likely contract/reporting moves—and Tricare/“Other” disappearances suggest portfolio reclassification or contract exits. That mix reduces Medicaid revenue growth but increases higher‑margin PDP/Medicare exposure; however elevated specialty pharmacy and Marketplace utilization risks (and pending June Wakely data) leave margins sensitive to membership composition.
Date | Medicaid | Commercial | Medicare | Medicare PDP | Tricare Eligibles | Other |
|---|---|---|---|---|---|---|
Jun 30, 2026 | 12.11M | 3.99M | 980.00K | 8.80M | 0.00 | 0.00 |
Mar 31, 2026 | 12.43M | 4.06M | 1.00M | 8.78M | 0.00 | 0.00 |
Dec 31, 2025 | 12.52M | 5.99M | 1.00M | 8.12M | 0.00 | 0.00 |
Sep 30, 2025 | 12.71M | 6.28M | 1.01M | 7.97M | 0.00 | 0.00 |
Jun 30, 2025 | 12.82M | 6.31M | 1.03M | 7.85M | 0.00 | 0.00 |
Mar 31, 2025 | 12.96M | 6.07M | 1.04M | 7.87M | 0.00 | 0.00 |
Dec 31, 2024 | 13.00M | 4.81M | 1.11M | 6.93M | 2.75M | 0.00 |
Sep 30, 2024 | 13.07M | 4.93M | 1.13M | 6.77M | 2.75M | 0.00 |
Jun 30, 2024 | 13.14M | 4.83M | 1.14M | 6.60M | 2.77M | 0.00 |
Mar 31, 2024 | 13.30M | 4.77M | 1.15M | 6.44M | 2.77M | 0.00 |