| CI |
Report |
Adjusted EPS |
BEAT |
pred ~$7.72 vs. cons $7.59 |
MEDIUM |
| CI |
Report |
Cigna Healthcare medical care ratio |
IN-LINE |
pred ~85.1% vs. cons 85.0% |
MEDIUM |
| CI |
Report |
Evernorth pretax adjusted income |
MISS |
pred ~$1.61B vs. cons $1.64B |
MEDIUM |
| CI |
Guide |
FY26 adjusted EPS |
LOWER |
guide ~$30.45 vs. cons $30.53 (FY26) |
MEDIUM |
| CI |
Guide |
FY26 Evernorth pretax adjusted income |
LOWER |
guide ~$6.90B vs. cons $6.94B (FY26) |
MEDIUM |
| CI |
Guide |
FY26 Cigna Healthcare pretax adjusted income |
LOWER |
guide ~$4.55B vs. cons $4.58B (FY26) |
MEDIUM |
| CI |
Guide |
FY26 Cigna Healthcare medical care ratio |
UNCHANGED |
guide ~84.2% midpoint vs. cons 84.2% midpoint (FY26) |
HIGH |
| CI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| CI |
Return |
5-day cumulative residual |
-3.4% (FOLLOW-THROUGH) |
A ~$0.13 EPS beat versus consensus is likely offset by FY26 guide of ~$30.45 versus ~$30.53 consensus; unchanged Evernorth guidance despite the quarter implies PBS and Signature costs absorb the operational cushion, pulling out-period estimates lower. |
MEDIUM |