Cigna Group (The)

Cigna Group (The)

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Market Cap$73.38B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Cigna Group (The)Cigna Group (The)11.62.2%12%0.30.7

Earnings Call Q1 2026

April 30, 2026 - AI Summary

Strong Q1 Performance: Cigna Group reported total revenues of $68.5 billion and adjusted earnings per share (EPS) of $7.79 for Q1 2026, reflecting a 16% year-over-year EPS growth. This strong performance has led the company to raise its full-year adjusted EPS outlook for 2026 to at least $30.35, indicating confidence in sustained growth.
Challenges in Pharmacy Benefit Services: The company faced a 28% decline in pretax adjusted earnings in its Pharmacy Benefit Services segment, totaling $394 million. This decline resulted from large client renewals and investments associated with the transition to a new rebate-free model, expected to ramp up in subsequent quarters. This reflects a transitional phase that could pressure earnings in the short term.
Portfolio Reshaping Decisions: Cigna announced the strategic exit from its individual exchange business by the end of 2027, aiming to refocus on more profitable growth platforms. The decision stems from difficulty in scaling this business and a desire for intensified management focus on core sectors, signaling a disciplined management approach but also a withdrawal from a competitive segment.

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$337.00

Target Price by Analysts

24.5% upsideCigna Group (The) Target Price DetailsTarget Price
$879.25

Current Fair Value

224.8% upside

Undervalued by 224.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$73.38 Billion
Enterprise Value$97.24 Billion
Dividend Yield$6.09 (2.20%)
Earnings per Share$22.3
Beta0.31
Outstanding Shares262,539,683

Return

Return on Equity11.50%ROE
Return on Assets3.17%
Return on Invested Capital8.64%

Valuation & Multiples

P/E Ratio11.58P/E Ratio
PEG46.29PEG
Price to Sales0.26Price to Sales
Price to Book Ratio1.68Price to Book Ratio
Enterprise Value to Revenue0.35
Enterprise Value to EBIT11.19
Enterprise Value to Net Income20
Total Debt to Enterprise0.32
Debt to Equity0.73Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 1, 2026
EPS Estimate
$7.57
Average shareholder expectation
Revenue Estimate
$66.89 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 30, 2026
EPS Estimate
$7.53
Average shareholder expectation
Revenue Estimate
$70.11 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.6933 14.24%
Total Calls3,157,122 12.29%
Total Puts2,188,697 10.37%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %88.32% 0.14%
Total Invested$62.58B 3.44%
Investors Holding1,699 9.00%

ESG Score

No data

About Cigna Corp.

CEO: David Cordani

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its work directly influences corporate tax structures, capital investment credits, and Cigna's overall tax burden, significantly impacting its financial planning and profitability.

Finance

This is one of the most powerful committees for Cigna. It controls taxation (corporate valuations), trade (drug supply chains), and entitlement spending, including Medicare and Medicaid, which are fundamental to Cigna's revenue, costs, and overall profitability.

Appropriations

This committee controls the allocation of discretionary federal spending. Its subcommittees determine the precise funding levels for federal health programs (e.g., Medicare, Medicaid, VA, DoD health), directly impacting Cigna's revenue streams and government-contracted business.

Health, Education, Labor, and Pensions

This committee directly regulates core aspects of the healthcare industry, including FDA oversight (influencing drug availability and pricing for Cigna's PBM, Express Scripts) and labor laws, which affect Cigna's operational costs and employee base.

Judiciary

This committee's oversight of antitrust laws and the DOJ is critically important for Cigna, which has been involved in major mergers and acquisitions. Antitrust scrutiny directly influences strategic growth opportunities and market consolidation within the health insurance industry.

Special Committee on Aging

Cigna is a major provider of Medicare Advantage and Part D plans. This committee's investigations into drug pricing and long-term care quality directly create 'headline risk' and influence the regulatory and market environment for Cigna's significant elderly market segment.