NYSE · Healthcare · Medical - Healthcare Plans · US
Research · Sep 3, 2026
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
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
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
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.
