Cigna Group (NYSE:CI) Posts Quarterly Earnings Results, Beats Expectations By $0.20 EPS

Cigna Group (NYSE:CI) 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. Cigna Group had a net margin of 2.17% and a return on equity of 19.46%. The company had revenue of $72.50 billion during the quarter, compared to the consensus estimate of $69.53 billion. During the same quarter in the prior year, the company posted $6.64 earnings per share. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis. 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 Stock Performance

Shares of CI stock opened at $292.29 on Friday. The firm’s 50 day moving average is $274.77 and its 200 day moving average is $283.95. The stock has a market capitalization of $78.08 billion, a P/E ratio of 13.18, a PEG ratio of 1.01 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 has a current ratio of 0.74, a quick ratio of 0.76 and a debt-to-equity ratio of 0.74.

Cigna Group Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Thursday, March 5th will be given a $1.56 dividend. This represents a $6.24 annualized dividend and a dividend yield of 2.1%. This is an increase from Cigna Group’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Thursday, March 5th. Cigna Group’s payout ratio is presently 26.64%.

Key Cigna Group News

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

• Positive Sentiment: Q4 earnings and revenue beat — Cigna reported adjusted EPS of $8.08 and revenue of $72.5B, both above consensus, driven by Evernorth growth and higher specialty volumes; investors are rewarding the beat and evidence of durable revenue momentum. Cigna Q4 Highlights
• Positive Sentiment: FTC settlement over insulin pricing reduces regulatory overhang and includes commitments to change PBM pricing practices — this removes a major legal uncertainty and may support multiple expansion. FTC Settlement Coverage
• Positive Sentiment: Dividend increase — the board raised the quarterly dividend to $1.56 (3.3% increase), a modest buyback/dividend-friendly signal that supports income investors. Dividend Announcement
• Neutral Sentiment: Analyst price target moves are mixed — Leerink raised its PT to $297 but kept a “market perform” rating, while RBC trimmed its PT to $333 but maintained an “outperform” view; these moves show cautious optimism but limited near-term upside consensus. Leerink PT Change RBC PT Change
• Neutral Sentiment: Evernorth and specialty volumes are growth drivers cited on the call — supportive for revenue mix and long-term profit potential, though investors will watch margin dynamics. Evernorth Growth Coverage
• Negative Sentiment: 2026 guidance slightly below some Street expectations — Cigna set FY 2026 EPS guidance at at least $30.25, a touch under consensus and accompanied by commentary about ongoing medical-cost and margin pressure; this tempered the upside from the quarter for some investors. Guidance Miss Coverage

Wall Street Analyst Weigh In

CI has been the subject of a number of research analyst reports. Wells Fargo & Company decreased their price target on Cigna Group from $354.00 to $300.00 and set an “equal weight” rating for the company in a research report on Wednesday, November 5th. Barclays reduced their price objective on Cigna Group from $305.00 to $303.00 and set an “overweight” rating for the company in a research note on Friday. Wall Street Zen upgraded Cigna Group from a “hold” rating to a “buy” rating in a research note on Saturday. Royal Bank Of Canada cut their price target on shares of Cigna Group from $344.00 to $333.00 and set an “outperform” rating on the stock in a report on Friday. Finally, UBS Group set a $294.00 price objective on shares of Cigna Group in a report on Wednesday, November 12th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Cigna Group presently has an average rating of “Moderate Buy” and an average price target of $323.16.

Hedge Funds Weigh In On Cigna Group

A number of large investors have recently made changes to their positions in the stock. Diversify Wealth Management LLC raised its stake in shares of Cigna Group by 2.7% during the 2nd quarter. Diversify Wealth Management LLC now owns 2,065 shares of the health services provider’s stock valued at $683,000 after purchasing an additional 54 shares during the period. Tocqueville Asset Management L.P. grew its holdings in Cigna Group by 1.2% during the 3rd quarter. Tocqueville Asset Management L.P. now owns 4,924 shares of the health services provider’s stock valued at $1,419,000 after buying an additional 56 shares in the last quarter. Certuity LLC increased its position in shares of Cigna Group by 4.4% during the third quarter. Certuity LLC now owns 2,115 shares of the health services provider’s stock valued at $610,000 after buying an additional 90 shares during the period. GeoWealth Management LLC increased its position in shares of Cigna Group by 3.2% during the third quarter. GeoWealth Management LLC now owns 3,141 shares of the health services provider’s stock valued at $905,000 after buying an additional 97 shares during the period. Finally, Connecticut Wealth Management LLC lifted its holdings in shares of Cigna Group by 1.6% in the second quarter. Connecticut Wealth Management LLC now owns 6,645 shares of the health services provider’s stock worth $2,197,000 after buying an additional 105 shares in the last quarter. 86.99% of the stock is owned by institutional investors.

About Cigna Group

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.