Cigna Group (NYSE:CI – Get Free Report) posted its quarterly earnings data on Thursday. The health services provider reported $7.98 EPS for the quarter, topping the consensus estimate of $7.52 by $0.46, Zacks reports. Cigna Group had a net margin of 2.27% and a return on equity of 19.75%. The company had revenue of $73.79 billion during the quarter, compared to analyst estimates of $72.64 billion. During the same period in the previous year, the firm earned $7.83 earnings per share. Cigna Group’s quarterly revenue was up 5.6% compared to the same quarter last year.
Here are the key takeaways from Cigna Group’s conference call:
- Positive Sentiment: Cigna reported third-quarter adjusted revenue of $73.8 billion and adjusted EPS of $7.98, and raised its 2026 adjusted EPS outlook to at least $30.60.
- Positive Sentiment: Specialty and Care Services earnings grew 15% year over year, supported by specialty pharmacy and distribution capabilities and strong adoption of lower-cost biosimilars and generics. Cigna Healthcare earnings also grew 15%, with medical costs elevated but stable and in line with pricing assumptions.
- Negative Sentiment: Evernorth Pharmacy Benefit Services faces 2027 pressure from industry-wide rebate compression and fewer employers covering GLP-1 drugs for weight loss; management expects PBS earnings to decline by a single-digit percentage. Signature adoption is expected to broaden in 2028, after the Cigna Healthcare fully insured launch in 2027.
- Positive Sentiment: Management expects at least 10% adjusted EPS growth in 2027 from an approximately $30 run-rate base, which reflects the ACA exchange exit and an estimated $200 million headwind. It also reaffirmed its long-term 10%–14% EPS growth framework and at least $45 of adjusted EPS by 2030.
- Positive Sentiment: Cigna expects its Accelerate to One modernization and productivity program to generate $3 billion in gross run-rate savings by 2030, with some savings reinvested in the business and some contributing to results.
Cigna Group Trading Down 1.2%
CI stock traded down $3.74 during midday trading on Thursday, reaching $301.67. The company’s stock had a trading volume of 2,769,129 shares, compared to its average volume of 1,519,686. Cigna Group has a 1 year low of $255.53 and a 1 year high of $318.05. The firm has a market capitalization of $79.71 billion, a price-to-earnings ratio of 9.70, a PEG ratio of 1.03 and a beta of 0.25. The stock has a fifty day simple moving average of $285.48 and a two-hundred day simple moving average of $282.05. The company has a debt-to-equity ratio of 0.68, a quick ratio of 0.76 and a current ratio of 0.76.
Cigna Group Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Shareholders of record on Thursday, December 3rd will be paid a $1.56 dividend. The ex-dividend date is Thursday, December 3rd. This represents a $6.24 dividend on an annualized basis and a yield of 2.1%. Cigna Group’s dividend payout ratio (DPR) is presently 25.82%.
Trending Headlines about Cigna Group
Here are the key news stories impacting Cigna Group this week:
- Positive Sentiment: Adjusted earnings were $7.98 per share, ahead of analyst expectations, while revenue rose 6% year over year to about $73.7 billion. Strength in Cigna Healthcare and a favorable drug mix supported results. Article: Cigna Q3 Earnings Top Estimates on Cigna Healthcare Strength
- Positive Sentiment: Management raised its 2026 adjusted earnings outlook to at least $30.60 per share. The company also outlined long-term targets of 10%–14% adjusted EPS growth and about $50 billion in cumulative operating cash flow through 2030, alongside a $3 billion modernization and productivity initiative. Article: The Cigna Group Reports Strong Third Quarter 2026 Results, Raises 2026 Outlook
- Negative Sentiment: Reported GAAP net income fell to $1.4 billion from $1.87 billion a year earlier, and Cigna’s planned exit from ACA marketplace business is nearing. These factors may temper the reaction to the adjusted earnings beat and higher outlook. Article: Cigna raises financial outlook as ACA exit nears
Analyst Ratings Changes
Several research firms have recently issued reports on CI. Guggenheim raised their target price on shares of Cigna Group from $338.00 to $361.00 and gave the stock a “buy” rating in a report on Friday, July 31st. Wall Street Zen cut shares of Cigna Group from a “buy” rating to a “hold” rating in a research note on Saturday, October 31st. Barclays upped their price target on shares of Cigna Group from $304.00 to $310.00 and gave the company an “equal weight” rating in a report on Friday, July 31st. Raymond James Financial lowered shares of Cigna Group from a “strong-buy” rating to an “outperform” rating and reduced their price objective for the stock from $350.00 to $320.00 in a research report on Monday, August 3rd. Finally, Robert W. Baird set a $362.00 price objective on shares of Cigna Group in a research report on Friday, July 31st. Fourteen research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $336.40.
Check Out Our Latest Stock Analysis on Cigna Group
Insiders Place Their Bets
In related news, insider Nicole S. Jones sold 2,677 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $279.61, for a total value of $748,515.97. Following the transaction, the insider owned 25,880 shares of the company’s stock, valued at $7,236,306.80. This trade represents a 9.37% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Everett Neville sold 617 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $284.05, for a total transaction of $175,258.85. Following the completion of the transaction, the insider directly owned 5,053 shares in the company, valued at $1,435,304.65. This represents a 10.88% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.60% of the stock is currently owned by insiders.
Cigna Group Company Profile
The Cigna Group (NYSE: CI) is a global health services company that provides insurance coverage, health care benefits and related services. Its operations are primarily organized through Cigna Healthcare, which offers medical, pharmacy, dental, behavioral health and other benefit programs to employers, government organizations and individuals, primarily in the United States.
The company also operates Evernorth Health Services, a health services platform that includes pharmacy benefit management, specialty pharmacy, care management and health-care delivery capabilities.
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