Cigna Q4 adjusted revenue up 11%, beats estimates

Cigna group

05/02/2026 11:09

Overview

Global health company's Q4 adjusted revenue beat analyst expectations, rising 11% yr/yr

Adjusted income from operations for Q4 rose 16% yr/yr, driven by Cigna Healthcare

Company increased quarterly dividend to $1.56 per share

Outlook

Cigna projects 2026 adjusted income from operations of at least $7.950 bln

Company expects 2026 adjusted revenues of approximately $280 bln

Cigna anticipates 2026 dividends totaling ~$1.6 bln

Result Drivers

SPECIALTY PHARMACY GROWTH - Growth in specialty pharmacy and care services drove revenue increases, particularly in Evernorth Health Services

STOP LOSS PRODUCTS - Increased contributions from stop loss products boosted Q4 adjusted income from operations in Cigna Healthcare

CUSTOMER EXPANSION - Behavioral care and pharmacy customer growth offset declines in medical customers due to HCSC transaction

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$72.47 bln
Q4 Adjusted Revenue
Beat
$72.50 bln
$69.83 bln (17 Analysts)
Q4 EPS
$4.64


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 20 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the managed healthcare peer group is "buy"

Wall Street's median 12-month price target for Cigna Group is $325.00, about 19.6% above its February 4 closing price of $271.71

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPn7Mxdrpa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)