Cigna Group offers a compelling value opportunity with strong long-term EPS growth prospects and robust financial health. CI's recent sell-off has created a 29% discount to fair value, with potential for a 40% total return by September 2026. The stock boasts a rising 2.3% dividend yield, low payout ratios, and high grades for dividend safety and growth potential.
Cigna is significantly oversold despite strong Q3 results, robust revenue growth, and management's reaffirmed guidance for 2025. CI's valuation is deeply discounted, with forward P/E and EV/EBITDA multiples well below sector averages, creating a compelling upside opportunity. Aggressive share buybacks and solid free cash flow support EPS growth and shareholder returns, with dividends as a supplementary benefit.
The Cigna Group ( CI ) UBS Global Healthcare Conference 2025 November 12, 2025 11:00 AM EST Company Participants Ann Dennison - Executive VP & CFO Adam Kautzner - President of Evernorth Care Management & Express Scripts Conference Call Participants Albert Rice - UBS Investment Bank, Research Division Presentation Albert Rice UBS Investment Bank, Research Division Hi, everyone. I'm A.J. Rice, the health care service analyst at UBS, and we're very pleased to have next up in this room, Cigna Group.
CI's Q3 earnings and revenues beat estimates as Evernorth Health Services powers growth despite healthcare headwinds.
The Cigna Group ( CI ) Q3 2025 Earnings Call October 30, 2025 8:30 AM EDT Company Participants Ralph Giacobbe - Senior Vice President of Investor Relations David Cordani - CEO & Chair of the Board Brian Evanko - President & COO Ann Dennison - Executive VP & CFO Conference Call Participants Lisa Gill - JPMorgan Chase & Co, Research Division Justin Lake - Wolfe Research, LLC Albert Rice - UBS Investment Bank, Research Division Andrew Mok - Barclays Bank PLC, Research Division Charles Rhyee - TD Cowen, Research Division Scott Fidel - Goldman Sachs Group, Inc., Research Division Kevin Fischbeck - BofA Securities, Research Division Jason Cassorla - Guggenheim Securities, LLC, Research Division Erin Wilson Wright - Morgan Stanley, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by for the Cigna Group's Third Quarter 2025 Results Review. [Operator Instructions] As a reminder, ladies and gentlemen, this conference, including the Q&A session, is being recorded.
Although the revenue and EPS for Cigna (CI) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Cigna Group logged higher profit and revenue in the third quarter, boosted by continued strength in its pharmacy-benefit business Evernorth.
The Cigna Group reported third quarter net income of nearly $2 billion despite rising costs in the health plans it sells.
Cigna Group beat Wall Street estimates for third-quarter profit on Thursday, driven by strength in the company's health services unit Evernorth that houses its pharmacy benefit management business.
CI's Q3 results hinge on strong Evernorth growth and surging investment income, but lower premiums and rising costs may weigh on margins.
Cigna Group is launching a new rebate-free pharmacy benefit model which aims to bring down drug costs directly at the counter.
CI expands coverage to Cleerly's AI cardiovascular imaging, boosting access, early detection and digital healthcare adoption.