Core Insights - Cigna reported fourth-quarter income and revenue that surpassed analyst expectations, driven by strong growth in its specialty pharmacy operations, which helped mitigate rising medical costs [1][4] - The company's shares rose over 3% intra-day following the positive results [1] Financial Performance - Cigna's adjusted operating earnings for the quarter were $8.08 per share, exceeding Bloomberg consensus estimates of $7.88 [4] - Adjusted revenue increased by 10% year-over-year to $72.50 billion, significantly above analyst expectations of $69.53 billion [4] - The quarterly medical care ratio rose to 88% from 87.9% a year earlier, surpassing expectations of 87.4%, indicating increased spending on medical care [4] Business Segments - Evernorth, Cigna's division for pharmacy benefit management, saw a 20% year-over-year revenue increase to $36.3 billion, aided by new client additions and growth in the specialty pharmacy unit focusing on high-cost medications [3] - Cigna has shifted its focus away from offering Medicare Advantage plans for individuals aged 65 and older, instead relying more on its pharmacy benefits business and employer-sponsored health plans [2] Future Projections - For fiscal 2026, Cigna anticipates adjusted operating earnings per share of at least $30.25 and adjusted revenue of approximately $280 billion [5] - The company projects a full-year healthcare medical care ratio of 83.0% to 84.7% [5]

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in ...

Key Takeaways CI posted Q4 adjusted EPS of $8.08, up 22% y/y, beating estimates as adjusted revenues rose 10%.Cigna benefited from Evernorth growth, new business wins and improved specialty volumes across services.CI's Evernorth revenues rose 17% y/y, driven by pharmacy benefit strength and expanding client ties.The Cigna Group (CI) reported fourth-quarter 2025 adjusted earnings per share (EPS) of $8.08, which beat the Zacks Consensus Estimate by 2.7%. The bottom line advanced 22% year over year.Adjusted re ...

• Cigna Group shares are climbing with conviction. What’s driving CI stock higher?Insulin LawsuitThe agreement is expected to save American patients up to $7 billion in out-of-pocket insulin costs over the next decade while funneling millions in new annual revenue to local pharmacies.In January, the FTC approved a 14-day suspension of proceedings.The stay pushes back all discovery, filing, and decision deadlines and delays the evidentiary hearing until July 1.Oral arguments on the PBMs’ motion to dismiss w ...

On one side of the coin, there is a general concern and distrust of healthcare professionals and their ability to take care ofScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return.Analyst’s Di ...

The Cigna Group (NYSE:CI) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsA.J. Rice - Managing DirectorAndrew Mok - Director of Equity ResearchAnn Dennison - EVP and CFOBrian Evanko - President and COOCharles Rhyee - Managing DirectorDavid Cordani - Chairman and CEOLisa Gill - Managing DirectorRalph Giacobbe - SVP of Investor RelationsConference Call ParticipantsErin Wright - Healthcare Services AnalystJason Cassorla - Senior Equity Research AnalystJustin Lake - Analyst of Healthcare ...

The Cigna Group (NYSE:CI) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Company ParticipantsA.J. Rice - Managing DirectorAndrew Mok - Director of Equity ResearchAnn Dennison - EVP and CFOBrian Evanko - President and COOCharles Rhyee - Managing DirectorDavid Cordani - Chairman and CEOLisa Gill - Managing DirectorRalph Giacobbe - SVP of Investor RelationsConference Call ParticipantsErin Wright - Healthcare Services AnalystJason Cassorla - Senior Equity Research AnalystJustin Lake - Analyst of Healthcare ...

The Cigna Group (NYSE:CI) Q4 2025 Earnings call February 05, 2026 08:30 AM ET Speaker11Ladies and gentlemen, thank you for standing by for The Cigna Group's fourth quarter 2025 results review. At this time, all callers are in a listen-only mode. We will conduct a question-and-answer session later during the conference and review procedures on how to inquire to ask questions at that time. If you should require assistance during the call, please press star zero on your touch-tone phone. As a reminder, ladies ...

Cigna (CI) came out with quarterly earnings of $8.08 per share, beating the Zacks Consensus Estimate of $7.87 per share. This compares to earnings of $6.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +2.70%. A quarter ago, it was expected that this health insurer would post earnings of $7.7 per share when it actually produced earnings of $7.83, delivering a surprise of +1.69%.Over the last four quarters, the company has su ...