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The Cigna Group (CI) Q4 2025 Earnings Call Transcript
CI's Q4 adjusted EPS beats estimates as Evernorth growth and higher specialty volumes offset fewer medical customers and elevated costs.
The Cigna Group stands out as a deeply undervalued healthcare pick, trading at a forward P/E of 9 versus a 10-year average of 13.5. CI targets 10–14% annual adjusted EPS growth long-term, driven by customer growth, pricing, acquisitions, and share repurchases. The stock offers a 2.2% dividend yield with a low payout ratio, supporting continued double-digit dividend growth and a Chowder number near 13.
The headline numbers for Cigna (CI) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cigna (CI) came out with quarterly earnings of $8.08 per share, beating the Zacks Consensus Estimate of $7.87 per share. This compares to earnings of $6.64 per share a year ago.
Cigna Group logged higher revenue in its latest quarter as its pharmacy-benefit business Evernorth continues to grow.
The Cigna Group Thursday reported 2025 net income of nearly $6 billion despite grappling with rising costs of patients in the health insurance plans it sells and administers.
CI heads into Q4 earnings with rising Evernorth revenues but falling premiums and medical customers, raising questions about the quarter's overall growth outlook.
Besides Wall Street's top-and-bottom-line estimates for Cigna (CI), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.