CI

Cigna Group maintains a Buy rating, supported by robust earnings, raised guidance, and a sector-discounted valuation despite PBM margin pressures. CI raised 2026 adjusted EPS guidance to at least $30.60, with management targeting 10% adjusted EPS growth in 2027 from a normalized $30 base. Healthcare segment margins improved, while PBM faces headwinds from contract renewals, rebate compression, and regulatory risks, but contract wins and retention remain strong.

CI beats Q3 earnings estimates as Healthcare strength and favorable drug mix fuel revenue growth, prompting management to raise its 2026 EPS outlook.

While the top- and bottom-line numbers for Cigna (CI) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Cigna (CI) came out with quarterly earnings of $7.98 per share, beating the Zacks Consensus Estimate of $7.46 per share. This compares to earnings of $7.83 per share a year ago.

The healthcare company reported a third-quarter profit of $1.44 billion, or $5.47 a share, compared with $1.87 billion, or $6.98 a share, a year earlier.

Total revenues for the third quarter 2026 increased 6% to $73.7 billion Shareholders' net income for the third quarter 2026 was $1.4 billion, or $5.47 per share Adjusted income from operations1 for the third quarter 2026 was $2.1 billion, or $7.98 per share Increasing 2026 outlook for adjusted income from operations1 to at least $30.60 per share2 Hosted 2026 Investor Day, introducing the "Lead to One" vision, setting long-term financial targets, including 10%-14% adjusted EPS CAGR and ~$50B in cumulative operating cash flow through 2030, and announcing "Accelerate to One" multi-year $3B modernization and productivity initiative BLOOMFIELD, Conn., Nov. 5, 2026 /PRNewswire/ -- Global health company The Cigna Group (NYSE: CI) today reported third quarter 2026 results, reflecting disciplined execution across its businesses and the strength of its capabilities to address increasingly complex health needs.

Wall Street is punishing CVS Health (NYSE:CVS | CVS Price Prediction) for a plan to break up the pharmacy, benefits and insurance empire it spent years building, even after a strong quarter. CVS stock is at $80.

CI's Q3 revenues are poised to rise on pharmacy and premium growth, but declining Evernorth profits and higher medical costs could weigh on earnings.

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Cigna (CI), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2026.

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.