CI
NYSE · Healthcare · Medical - Healthcare Plans · US
Research · Oct 29, 2026
[CI] Cigna: Q3 2026 Earnings Test Whether Pharmacy Benefit Profit Has Bottomed
Cigna earned $7.78 per adjusted share in Q2 2026 as pharmacy benefit profit fell 27%; Q3 earnings test whether that decline has bottomed as specialty growth slows.
Research · Sep 3, 2026
[CI] Cigna Thesis 2026: FTC Settlement Clears Path, Earnings Guidance Holds
Cigna FY25 (Dec 31, 2025) at $274.95B revenue (+11%). NI $5.96B; EPS $22.17. Adj EPS $29.84 (+9%). EverNorth Q4 $63.1B / $2.2B pretax adj earnings. FTC pharmacy benefits settlement $7B/10 years closed. FY26 guide: revenue ~$280B, adj EPS $30.25+ floor, EverNorth adj earnings $6.9B+.
Research · Aug 25, 2026
Cigna (CI) AI Predictive Model: $2,000 Lower Costs, 42% Fewer Stays
On its 2026-07-30 call, Cigna named its AI high-cost-member model Personalized Care Coordination and first cited a 42% drop in avoidable inpatient stays.
Research · Aug 25, 2026
Hospital-Owned Specialty Pharmacy Draws Insurer Entry
Cigna's Evernorth sized the specialty pharmacy market near $500 billion and said roughly $200 billion of it sits in hospital-owned pharmacies it barely serves.
Research · Apr 9, 2026
Medicare Advantage 2026 Rate Hike: UNH and HUM Lead Margin Winners — Ranked
The April 7, 2026, Medicare Advantage rate decision sparked gains for UNH and HUM, signaling margin relief for exposed insurers. UNH leads with balanced exposure and scale, followed by HUM's pure-play bet and CI's value. Rankings prioritize MA leverage, growth, and valuations amid stabilizing reimbursements.