Cigna Group (The)
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+ FollowMarket Cap$78.04B
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Earnings Call Q3 2026
November 5, 2026 - AI Summary
Q3 2026 performance & guidance raised (core “good”): Delivered strong third-quarter results with adjusted revenue of $73.8B, adjusted after-tax earnings of $2.1B, and adjusted EPS of $7.98. Due to year-to-date strength, Cigna raised full-year 2026 adjusted EPS outlook to at least $30.60 (up on prior expectations), with Evernorth pretax adjusted earnings ≥ $6.9B and Cigna Healthcare pretax adjusted earnings ≥ $4.6B.
Business momentum & strategy alignment (opportunity): “Lead to 1” personalization at scale: CEO emphasized execution toward a long-term e-growth algorithm of 10%–14% average annual adjusted EPS growth and ≥$45 adjusted EPS by 2030. “Lead to 1” is centered on using data/clinical expertise/technology to improve affordability and outcomes—especially for clinically complex patients—supported by 3 pillars: core growth, leverage distinct capabilities, and disciplined execution.
Evernorth drivers: Specialty strength + Signature PBM transition (good + surprising):
- Specialty & Care Services posted ~15% YoY pretax adjusted earnings growth (in line with expectations), benefiting from biosimilar/specialty generic utilization (notably Revlimid specialty generic penetration ~90%).
- Pharmacy Benefit Services (PBS): pretax adjusted earnings $765M (in line), but described as a transition period.
- “Signature” PBM model: Phase 1 (design) completed; Phase 2 build underway (manufacturer + pharmacy contracting, tech readiness); Phase 3 adoption on track with planned signature effective 1/1/27 for Cigna Healthcare fully insured book. Management expects broader PBS adoption to ramp in 2028.
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$879.25
196.1% upside
Current Fair Value
196.1% upsideUndervalued by 196.1% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $78.04 Billion |
|---|---|
| Enterprise Value | $103.62 Billion |
| Annual dividend | $6.19 |
| Dividend yield | 2.11% |
| Earnings per Share | $22.3 |
| Beta | 0.3 |
| Outstanding Shares | 262,790,000 |
Return
| Return on Equity | 14.05% |
|---|---|
| Return on Assets | 3.81% |
| Return on Invested Capital | 9.41% |
Valuation & Multiples
| P/E Ratio | 12.92 |
|---|---|
| PEG | -56.66 |
| Price to Sales | 0.27 |
| Price to Book Ratio | 1.82 |
| Enterprise Value to Revenue | 0.36 |
| Enterprise Value to EBIT | 10.85 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.31 |
| Debt to Equity | 0.75 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 5, 2026
EPS
$7.98
Est. $7.52Revenue
$73.68 B
Est. $72.64 BNext Earnings Call
Expected Date
February 4, 2027
EPS Estimate
$7.18
Consensus analyst estimateRevenue Estimate
$74.90 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 1.48, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 1.4784▲ 100.12% |
|---|---|
| Total Calls | 231,000▼ 94.17% |
| Total Puts | 341,500▼ 81.93% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 17.35%▼ 73.86% |
|---|---|
| Total Invested | $12.44B▼ 81.17% |
| Investors Holding | 894▼ 876.00% |
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...