Cigna Group (The)
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Earnings Call Q2 2026
July 30, 2026 - AI Summary
Strong Q2 2026 results; raises full-year EPS outlook
- Reported Q2 total revenues of $71.7B and adjusted EPS of $7.78 (plus after-tax special items: $153M or $0.58/share).
- Raises full-year 2026 adjusted EPS guidance to at least $30.45 (previously lower), citing strong first-half execution while staying prudent.
- Earnings cadence expectation: 2H EPS split roughly evenly between Q3 and Q4.
Evernorth momentum (outperformance), driven by Specialty & Care; PBS softer
- Evernorth Q2 revenues +6% YoY to $61.5B; pretax adjusted earnings $1.7B (slightly ahead of expectations).
- Specialty & Care: pretax adjusted earnings +22% YoY to $1.1B, helped by faster-than-expected adoption of biosimilars and specialty generics, plus improved operating efficiency and Shields Health Solutions contribution.
- Notable datapoint: specialty generic penetration exceeded 80% for newer products in the quarter.
- Pharmacy Benefit Services (PBS): pretax adjusted earnings $609M, down YoY (expected), impacted by renewals/extensions, and transition investment to the Signature rebate-free model; also GLP-1 growth moderating and some economic shifts from drug mix.
Cigna Healthcare: ahead of expectations; cost trends “high but stable”
- Cigna Healthcare Q2 revenues +10% YoY to $11.8B; pretax adjusted earnings $1.3B.
- Medical Care Ratio (MCR) 84.5%, slightly favorable to expectations (outpatient/surgical spend favorable vs prior assumptions).
- Management characterized cost trends as persistently elevated (high single-digit) without clear acceleration/meaningful break—forward assumptions still assume an elevated cost environment through 2026/2027.
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$879.25
187.9% upside
Current Fair Value
187.9% upsideUndervalued by 187.9% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $78.80 Billion |
|---|---|
| Enterprise Value | $104.38 Billion |
| Annual dividend | $6.19 |
| Dividend yield | 2.08% |
| Earnings per Share | $22.3 |
| Beta | 0.3 |
| Outstanding Shares | 263,962,000 |
Return
| Return on Equity | 15.05% |
|---|---|
| Return on Assets | 4.08% |
| Return on Invested Capital | 8.87% |
Valuation & Multiples
| P/E Ratio | 12.3 |
|---|---|
| PEG | 0.79 |
| Price to Sales | 0.29 |
| Price to Book Ratio | 1.89 |
| Enterprise Value to Revenue | 0.37 |
| Enterprise Value to EBIT | 11.6 |
| Enterprise Value to Net Income | 16 |
| Total Debt to Enterprise | 0.31 |
| Debt to Equity | 0.75 |
Revenue Sources
No data
Last Earnings Call
Report Date
October 29, 2026
EPS Estimate
$7.52
Consensus analyst estimateRevenue Estimate
$72.65 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.39, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.3947▼ 8.24% |
|---|---|
| Total Calls | 11,400▼ 99.71% |
| Total Puts | 4,500▼ 99.76% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.14%▼ 87.08% |
|---|---|
| Total Invested | $2.97B▼ 95.50% |
| Investors Holding | 620▼ 1150.00% |
About Cigna Corp.
67,700 employees
CEO: David Cordani
Cigna Corporation stands as a leading provider of insurance and related health services, primarily serving the United States market. Its Evernorth division is responsible for a suite of integrated and specialized health services. These o...