Cigna Group (NYSE:CI) Announces Earnings Results

by · The Cerbat Gem

Cigna Group (NYSE:CI – Get Free Report) announced its earnings results on Thursday. The health services provider reported $8.08 EPS for the quarter, beating the consensus estimate of $7.88 by $0.20, FiscalAI reports. The business had revenue of $72.50 billion for the quarter, compared to analysts’ expectations of $69.53 billion. Cigna Group had a return on equity of 18.80% and a net margin of 2.29%.The firm’s revenue was up 10.4% on a year-over-year basis. During the same period in the prior year, the business posted $6.64 earnings per share. Cigna Group updated its FY 2026 guidance to 30.250- EPS.

Here are the key takeaways from Cigna Group’s conference call:

  • The Cigna Group reported full-year adjusted revenue of $275 billion (11% growth) and adjusted EPS of $29.84 for 2025, and guided to at least $30.25 adjusted EPS for 2026 while returning over $5 billion to shareholders in 2025.
  • Management announced a global FTC settlement resolving PBM matters (including the insulin case) that it says will deliver roughly $7 billion in out-of-pocket relief over 10 years and provides regulatory clarity that aligns with Cigna’s new rebate‑free PBM model, which Cigna plans to adopt for its fully insured book in 2027 and for at least 50% of Evernorth by end‑2028.
  • Ascent GPO capabilities will be moved from Switzerland to the U.S., which management said could raise the company’s effective tax rate by up to about 1% over time if not mitigated.
  • Evernorth’s specialty and care services remain a key growth driver (14% revenue growth; specialty scripts +13% in 2025), now representing roughly 35% of the company and supported by biosimilar uptake and strategic investments like Shields Health Solutions.
  • The quarter included after‑tax special items of $483 million ($1.82 per share), and management plans back‑half weighted investments to build the rebate‑free PBM infrastructure that could pressure early‑2026 earnings and cash flow (2026 operating cash flow guide of ~$9 billion vs $9.6 billion in 2025).

Cigna Group Price Performance

Shares of CI stock traded up $11.07 during midday trading on Thursday, reaching $282.78. 2,238,349 shares of the company were exchanged, compared to its average volume of 1,675,674. The company has a market cap of $75.54 billion, a P/E ratio of 12.48, a PEG ratio of 0.98 and a beta of 0.27. Cigna Group has a 12 month low of $239.51 and a 12 month high of $350.00. The company’s 50 day moving average price is $274.37 and its two-hundred day moving average price is $283.96. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.76 and a current ratio of 0.76.

Analysts Set New Price Targets

CI has been the topic of a number of research reports. Leerink Partners dropped their target price on shares of Cigna Group from $300.00 to $270.00 in a report on Friday, October 31st. Weiss Ratings reiterated a “hold (c-)” rating on shares of Cigna Group in a research report on Monday, December 29th. Raymond James Financial reiterated a “strong-buy” rating on shares of Cigna Group in a research note on Monday, November 3rd. Jefferies Financial Group reiterated a “buy” rating and issued a $310.00 price target on shares of Cigna Group in a report on Monday, November 3rd. Finally, Robert W. Baird lowered their target price on shares of Cigna Group from $372.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $323.84.

Read Our Latest Research Report on CI

Hedge Funds Weigh In On Cigna Group

Large investors have recently added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in Cigna Group by 9.3% during the 4th quarter. Brighton Jones LLC now owns 3,736 shares of the health services provider’s stock valued at $1,032,000 after purchasing an additional 318 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Cigna Group by 10.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,160 shares of the health services provider’s stock worth $384,000 after buying an additional 109 shares during the period. NewEdge Advisors LLC raised its holdings in Cigna Group by 4.5% in the 2nd quarter. NewEdge Advisors LLC now owns 22,225 shares of the health services provider’s stock valued at $7,347,000 after acquiring an additional 958 shares during the period. Treasurer of the State of North Carolina boosted its stake in Cigna Group by 16.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 148,840 shares of the health services provider’s stock valued at $49,204,000 after purchasing an additional 21,173 shares during the period. Finally, Osterweis Capital Management Inc. bought a new stake in Cigna Group in the 2nd quarter valued at about $163,000. Institutional investors and hedge funds own 86.99% of the company’s stock.

Trending Headlines about Cigna Group

Here are the key news stories impacting Cigna Group this week:

  • Positive Sentiment: Cigna reported stronger-than-expected Q4 results: adjusted EPS of $8.08 beat consensus and revenue of $72.5B topped estimates, driven by Evernorth and higher specialty volumes — a clear fundamental catalyst supporting the rally. Cigna Q4 Earnings Beat Estimates on Higher Specialty Volumes
  • Positive Sentiment: The company raised its quarterly dividend and highlighted full‑year adjusted income-from-operations guidance (at least $30.25 EPS), signaling management confidence and returning cash to shareholders. The Cigna Group Reports Strong Fourth Quarter and Full Year 2025 Results
  • Positive Sentiment: Cigna reached a settlement with the FTC over Express Scripts’ insulin practices, which removes regulatory overhang and includes commitments to lower insulin costs — the reduced legal/regulatory uncertainty is being viewed favorably by investors. Cigna settles FTC insulin case, commits to overhauling drug pricing
  • Positive Sentiment: Analyst support: Guggenheim issued a Buy rating, adding a supportive sell‑side voice as investors digest results and guidance. Cigna Group Earns Buy Rating from Guggenheim
  • Neutral Sentiment: Coverage and commentary pieces (Seeking Alpha, Zacks previews) emphasize the stock’s valuation and operational strengths — useful for context but less likely to move the tape than the actual results and settlement. Make Your Portfolio Healthy Again: The Cigna Group
  • Negative Sentiment: Cigna’s FY‑2026 guidance came in slightly below Street expectations (company: ~30.25 EPS vs. consensus ~30.35), and management warned of ongoing medical cost and margin pressure — this is the main near‑term headwind investors are weighing. Cigna 2026 forecast misses Wall Street expectations

About Cigna Group

(Get Free Report)

Cigna Group (NYSE: CI) is a global health services company that offers a broad portfolio of healthcare products and insurance solutions for individuals, employers, and governments. Its core businesses include medical and behavioral health plans, dental and vision coverage, pharmacy benefit management, and supplemental health products. Cigna serves a mix of commercial, Medicare, and Medicaid customers and provides workplace benefits such as group health plans and disability and life benefits for employers.

In addition to traditional insurance products, Cigna operates health services and care-delivery platforms designed to manage costs and improve outcomes.

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