| CI |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$7.72 vs. cons $7.57 |
MEDIUM |
| CI |
Report |
Q2 2026 Cigna Healthcare MCR |
BEAT |
pred ~83.9% vs. cons 84.8% |
MEDIUM |
| CI |
Report |
Q2 2026 Specialty and Care Services pretax adjusted earnings |
BEAT |
pred ~$1.04B vs. cons $1.01B |
MEDIUM |
| CI |
Guide |
FY2026 adjusted EPS floor |
BETTER |
guide ~$30.50 vs. cons $30.39 (FY2026) |
MEDIUM |
| CI |
Guide |
FY2026 Cigna Healthcare pretax adjusted earnings floor |
BETTER |
guide ~$4.60B vs. cons $4.58B (FY2026) |
MEDIUM |
| CI |
Guide |
FY2026 Evernorth pretax adjusted earnings floor |
LOWER |
guide ~$6.90B vs. cons $6.92B (FY2026) |
MEDIUM |
| CI |
Guide |
Pharmacy Benefit Services client retention |
UNCHANGED |
guide ~95% vs. cons 95% (2027 selling season) |
MEDIUM |
| CI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| CI |
Return |
5-day cumulative residual |
+1.1% (FADE) |
A favorable MCR and Specialty-led Q2 beat should drive the initial gain, but a ~$30.50 FY2026 floor implies roughly $14.99 of second-half EPS versus prior consensus near $15.03, an implicit out-period cut as Signature investment ramps; estimates should therefore rise less than the headline beat and partially fade. |
MEDIUM |