| CI |
Report |
Adjusted EPS |
BEAT |
pred ~$7.68 vs. cons $7.59 |
MEDIUM |
| CI |
Report |
Cigna Healthcare Medical Care Ratio (MCR) |
BEAT |
pred ~84.6% vs. cons 85.0% |
MEDIUM |
| CI |
Report |
Total Revenue |
IN-LINE |
pred ~$70.6B vs. cons $70.5B |
MEDIUM |
| CI |
Guide |
FY2026 Adjusted EPS guidance |
BETTER |
guide ~$30.55 vs. cons $30.45 (FY2026) |
MEDIUM |
| CI |
Guide |
Cigna Healthcare FY2026 MCR range |
UNCHANGED |
guide ~84.2% vs. cons 84.2% (FY2026, midpoint of reiterated 83.7%-84.7% range) |
MEDIUM |
| CI |
Guide |
Cigna Healthcare FY2026 pre-tax earnings |
BETTER |
guide ~$4.55B vs. cons $4.525B (FY2026) |
LOW |
| CI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| CI |
Return |
5-day cumulative residual |
+0.4% (FADE) |
EPS beat and favorable MCR should spark an initial pop, but with FY26 EPS guidance only nudged higher (not a UNH-style meaningful raise) and full-year MCR range left unchanged, CI risks the 'good-not-great' treatment the sector gave HUM/ELV this cycle. Back-half Signature PBM investment spend and unresolved eviCore/ACA-exit timing cap out-period estimate revisions, so sell-side models likely trim 2H26/FY27 PBS and modestly increase Cigna Healthcare cost-trend assumptions even after a headline beat, pulling the initial gain back in over the week. |
LOW |