2 HMO Stocks Poised to Thrive Despite Escalating Medical Costs
The Medical-HMO industry benefits from strength in commercial plans, M&A and expected Medicare rate hikes, but rising costs, regulatory shifts and workforce shortages strain margins. CI and HUM are likely to navigate industry storms.
Cigna: Market Pessimism Creates Value Opportunity
Cigna's stock drop after Q2 2025 is overdone; shares now trade at a 15% discount to their 5-year average, creating a compelling entry point. Despite mixed Q2 results and lower profit growth forecasts, my DCF model supports a fair value of $315 per share, implying 8.5% upside. Aggressive share buybacks and steady dividend growth enhance shareholder returns, while Cigna maintains strong cash flows and manageable debt.
Gill: We're at a real inflection point for healthcare
Lisa Gill, JP Morgan healthcare analyst, on “Worldwide Exchange,” says healthcare is at an inflection point, with UnitedHealth poised for long-term gains as big investors bet on a turnaround.
Cigna: Looks More Interesting Here Than UnitedHealth Group
Cigna offers a lower-risk profile after selling its Medicare business, avoiding Medicare headwinds impacting peers like UnitedHealth Group. However, the stock price has fallen alongside UNH. Recent earnings were strong, guidance was affirmed, and valuation is attractive, with Wall Street seeing up to 35% upside potential. Risks remain from medical inflation and PBM regulatory scrutiny, but Cigna's business mix provides more pricing power and operational flexibility than UNH.
Why Cigna (CI) is a Great Dividend Stock Right Now
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Cigna (CI) have what it takes?
Cigna's 2nd quarter profits beat Wall Street's expectations
Cigna beat Wall Street estimates for second-quarter profit on Thursday, helped by strength in its pharmacy benefit management business.
Cigna Q2 Earnings Beat Estimates on Higher Specialty Volumes
CI's Q2 earnings benefit from strong Evernorth Health Services unit, offsetting customer losses and rising costs. It continues to expect 2025 adjusted EPS at a minimum of $29.60.
Cigna (CI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Cigna (CI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cigna (CI) Surpasses Q2 Earnings and Revenue Estimates
Cigna (CI) came out with quarterly earnings of $7.2 per share, beating the Zacks Consensus Estimate of $7.14 per share. This compares to earnings of $6.72 per share a year ago.
Cigna Profits Hit $1.5 Billion Despite Higher Costs
The Cigna Group reported a second quarter profit of $1.5 billion as its Evernorth health service business performs well and despite rising costs in its employer health benefits business.
Cigna to Report Q2 Earnings: Can Evernorth Offset Healthcare Weakness?
CI's Q2 results are likely to hinge on Evernorth's growth as core healthcare revenues and premiums face steep declines.
Cigna (CI) Reports Next Week: Wall Street Expects Earnings Growth
Cigna (CI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
