** J.P.Morgan cuts PT on Centene Corp CNC.N to $30 from $48 and Molina Healthcare Inc MOH.N to $184 from $272
** Maintains "neutral" stance on both CNC and MOH
** JPM says CNC remains an execution story, with much of the focus on whether it can meet its second-half 2025 expectations and recover margins in 2026 from Affordable Care Act
** Shares of managed healthcare cos are marginally down in premarket trading
** Brokerage sees risk and reward for MOH in 2025 as balanced, due to policy uncertainty and possible challenges in ACA exchanges in 2026
** "CNC has a leading market share in Medicaid, where we expect managed care penetration to continue to increase over time as states transition higher acuity, higher revenue populations to managed care"- JPM
** Up to last day's close, CNC and MOH had fallen ~56% and ~44% YTD, respectively
(Reporting by Akriti Shah in Bengaluru)
((akriti.shah@thomsonreuters.com))
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