Cigna(US:CI) Benzinga·2026-02-05 17:49Core Insights - Cigna Group shares are experiencing a significant increase, driven by various factors including a lawsuit related to insulin pricing and strong financial performance in recent earnings reports [1][3]. Financial Performance - Cigna reported fourth-quarter 2025 revenue of $72.49 billion, exceeding analyst estimates of $69.83 billion, with a year-over-year revenue increase of 10% [3]. - Adjusted earnings per share were $8.08, surpassing analysts' expectations of $7.88 [3]. - Adjusted income from operations rose 16% to $2.15 billion, supported by contributions from Cigna Healthcare and Evernorth Health Services [4]. - Total customer relationships grew by 3% to 188.4 million, driven by new sales and expansion in Pharmacy Benefit Services and Behavioral Care [4]. Customer Metrics - Total pharmacy customers increased by 4% to 123.6 million, while total medical customers decreased by 5% to 18.1 million [5][6]. - Evernorth Health Services' revenues increased by 17% to $63.06 billion, with Pharmacy Benefit Services sales reaching $36.34 billion, up 20% [5]. Future Outlook - Cigna anticipates fiscal 2026 revenues of approximately $280 billion, slightly below the consensus of $283.86 billion [7]. - The company expects adjusted income from operations of at least $7.95 billion, or at least $30.25 per share, compared to the consensus of $30.36 [7]. - The medical care ratio for Cigna Healthcare is projected to be between 83.7% and 84.7%, with medical customers expected to remain around 18.1 million [7]. Dividend Information - Cigna declared a cash quarterly dividend of $1.56 per share, an increase from $1.51 [9]. Stock Performance - Cigna's stock price rose by 3.53% to $281.29 at the time of publication [9].