Cigna Set to Announce Q4 Earnings on February 5th
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy CI?
Source: seekingalpha
- Earnings Announcement: Cigna is set to release its Q4 earnings on February 5th before market open, with consensus EPS estimated at $7.88, reflecting an 18.7% year-over-year increase, indicating sustained profitability that could positively impact stock prices.
- Revenue Expectations: The anticipated revenue for Q4 is $69.08 billion, representing a 5.2% year-over-year growth, which showcases the company's robust performance in the health insurance market and may attract more investor interest in its future growth potential.
- Historical Performance: Over the past two years, Cigna has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, suggesting a strong track record that could bolster market confidence in its upcoming earnings report and drive stock price increases.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and 7 downward revisions, while revenue estimates experienced 4 upward and 2 downward revisions, indicating market volatility and differing investor perspectives on the company's future performance, necessitating cautious evaluation.
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Analyst Views on CI
Wall Street analysts forecast CI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CI is 335.63 USD with a low forecast of 300.00 USD and a high forecast of 378.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
14 Buy
2 Hold
0 Sell
Strong Buy
Current: 275.390
Low
300.00
Averages
335.63
High
378.00
Current: 275.390
Low
300.00
Averages
335.63
High
378.00
About CI
The Cigna Group is a global health company. The Company has two growth platforms: Evernorth Health Services and Cigna Healthcare. Evernorth Health Services includes its Pharmacy Benefit Services and Specialty and Care Services operating segments, which provide independent and coordinated health solutions and capabilities to enable the healthcare system to work better and help people live richer, healthier lives. Cigna Healthcare includes the U.S. Healthcare and International Health operating segments, which provide comprehensive medical plan services and coordinated solutions to clients and customers. Its Other Operations include corporate-owned life insurance (COLI), the Company's run-off operations and other non-strategic businesses. Specialty and Care Services provides specialty drugs for the treatment of complex and rare diseases, specialty distribution of pharmaceuticals and medical supplies, and clinical programs to help its clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cigna Set to Announce Q4 Earnings on February 5th
- Earnings Announcement: Cigna is set to release its Q4 earnings on February 5th before market open, with consensus EPS estimated at $7.88, reflecting an 18.7% year-over-year increase, indicating sustained profitability that could positively impact stock prices.
- Revenue Expectations: The anticipated revenue for Q4 is $69.08 billion, representing a 5.2% year-over-year growth, which showcases the company's robust performance in the health insurance market and may attract more investor interest in its future growth potential.
- Historical Performance: Over the past two years, Cigna has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, suggesting a strong track record that could bolster market confidence in its upcoming earnings report and drive stock price increases.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and 7 downward revisions, while revenue estimates experienced 4 upward and 2 downward revisions, indicating market volatility and differing investor perspectives on the company's future performance, necessitating cautious evaluation.
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- Funding Commitment: This year, all grant requests must total $150,000, reflecting the Foundation's commitment to deeper impact, with a focus on programs in social-emotional learning, trauma-informed services, and family-school partnerships.
- Multiyear Investment: The grant program is part of a $9 million, three-year commitment to improve youth mental health, having already allocated over $7 million to 53 nonprofits across two grant cycles, reaching over 34,000 youth and families.
- Mental Health Status Analysis: According to research by Cigna Group, the number of youth with mental health conditions has increased by 28% since 2018, with those having at least two diagnoses rising by 48%, highlighting the urgent need for mental health support.
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- Community Investment: The event unveiled new facilities including a soccer turf field, adaptive agility mat, and food pantry, with a total investment of nearly $745,000 aimed at providing long-term resources for 640 educators and 4,800 students, promoting educational equity.
- Corporate Collaboration: Companies like Cigna Healthcare and Chick-fil-A participated by offering health screenings and food support, showcasing their active role in improving community health and education, further solidifying partnerships with the Vincent family.
- Future Outlook: The event not only provided students with diverse learning and athletic opportunities but also sparked interest in STEM fields through collaborations with new partners like Google, indicating that more educational resources and opportunities will be introduced to the community.
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- Event Impact: On February 3, 2026, the Vincent Country Safe Zone Activity Day at Burckhalter Elementary engaged over 200 students, promoting physical and mental wellness through health screenings, sports, and food, showcasing community investment in education.
- Infrastructure Enhancement: The event unveiled a new soccer turf field and adaptive agility mat, creating the only green space on campus, aimed at providing a safe play area for all students, particularly supporting those with special needs to enhance their participation.
- Community Collaboration: Multiple corporate and nonprofit partners, including Cigna Healthcare and the Playing for Keeps Association, contributed by offering health screenings, eye exams, and food pantry resources, demonstrating the power of corporate-community partnerships in driving long-term educational and health resource investments.
- Educational Support: The event also featured a Faculty Empowerment Session aimed at enhancing educators' leadership and well-being, emphasizing the critical role of educators in student success and further solidifying community commitment to education.
See More
Cigna Group Foundation Launches Youth Mental Health Grant Program
- Grant Program Launch: The Cigna Group Foundation has initiated its 2026 Improving Youth Mental Health grant program, inviting nonprofit organizations to apply by March 12 at 5 PM ET, addressing the urgent need for youth mental health support.
- Increased Funding Requirements: This year, all grant requests must total $150,000, reflecting the Foundation's commitment to deeper impact, with a focus on programs that enhance social-emotional learning and trauma-informed care.
- Multiyear Commitment: The grant program is part of a $9 million, three-year commitment to improve youth mental health, having already allocated over $7 million to 53 nonprofit organizations across two grant cycles.
- Growing Impact: According to Cigna Group's research, the number of youth with mental health conditions has risen by 28% since 2018, and those with multiple diagnoses have increased by 48%, underscoring the necessity and urgency of this initiative.
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- Targeting Hidden Fees: The regulation specifically addresses PBMs' practices such as spread pricing, rebates, and clawbacks, aiming to reduce improper profits made by PBMs in drug transactions by mandating disclosure of these fees to protect employers and patients' interests.
- Market Reaction: Following the announcement of a mere 0.09% increase in Medicare payments, the market reacted sharply, with Humana's stock dropping over 13% and UnitedHealth nearly 9%, reflecting investor concerns about the industry's outlook amidst rising costs.
- Long-term Profit Pressure: For companies like CVS, UnitedHealth, and Cigna, PBM services are a significant revenue driver; the new regulation may compress their profit margins, leading to prolonged earnings pressure for these healthcare giants.
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Cigna Set to Announce Q4 Earnings on February 5th
- Earnings Announcement: Cigna is set to release its Q4 earnings on February 5th before market open, with consensus EPS estimated at $7.88, reflecting an 18.7% year-over-year increase, indicating sustained profitability that could positively impact stock prices.
- Revenue Expectations: The anticipated revenue for Q4 is $69.08 billion, representing a 5.2% year-over-year growth, which showcases the company's robust performance in the health insurance market and may attract more investor interest in its future growth potential.
- Historical Performance: Over the past two years, Cigna has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, suggesting a strong track record that could bolster market confidence in its upcoming earnings report and drive stock price increases.
- Estimate Revisions: In the last three months, EPS estimates have seen 2 upward revisions and 7 downward revisions, while revenue estimates experienced 4 upward and 2 downward revisions, indicating market volatility and differing investor perspectives on the company's future performance, necessitating cautious evaluation.
See More
Cigna Group Foundation Launches Youth Mental Health Grant Program
- Grant Program Launch: The Cigna Group Foundation has initiated its 2026 Improving Youth Mental Health grant program, inviting nonprofit organizations to apply by March 12 at 5 PM ET, addressing the urgent need for community-based solutions to youth mental health challenges nationwide.
- Funding Commitment: This year, all grant requests must total $150,000, reflecting the Foundation's commitment to deeper impact, with a focus on programs in social-emotional learning, trauma-informed services, and family-school partnerships.
- Multiyear Investment: The grant program is part of a $9 million, three-year commitment to improve youth mental health, having already allocated over $7 million to 53 nonprofits across two grant cycles, reaching over 34,000 youth and families.
- Mental Health Status Analysis: According to research by Cigna Group, the number of youth with mental health conditions has increased by 28% since 2018, with those having at least two diagnoses rising by 48%, highlighting the urgent need for mental health support.
See More
Successful Vincent Country Safe Zone Activity Day at Burckhalter Elementary
- Event Impact: On February 3, 2026, the Vincent Country Safe Zone Activity Day successfully took place at Burckhalter Elementary in Oakland, CA, engaging over 200 students with health screenings, sports, and nutritional support, significantly enhancing students' physical and mental well-being.
- Community Investment: The event unveiled new facilities including a soccer turf field, adaptive agility mat, and food pantry, with a total investment of nearly $745,000 aimed at providing long-term resources for 640 educators and 4,800 students, promoting educational equity.
- Corporate Collaboration: Companies like Cigna Healthcare and Chick-fil-A participated by offering health screenings and food support, showcasing their active role in improving community health and education, further solidifying partnerships with the Vincent family.
- Future Outlook: The event not only provided students with diverse learning and athletic opportunities but also sparked interest in STEM fields through collaborations with new partners like Google, indicating that more educational resources and opportunities will be introduced to the community.
See More
Successful Burckhalter Elementary Safe Zone Activity Day
- Event Impact: On February 3, 2026, the Vincent Country Safe Zone Activity Day at Burckhalter Elementary engaged over 200 students, promoting physical and mental wellness through health screenings, sports, and food, showcasing community investment in education.
- Infrastructure Enhancement: The event unveiled a new soccer turf field and adaptive agility mat, creating the only green space on campus, aimed at providing a safe play area for all students, particularly supporting those with special needs to enhance their participation.
- Community Collaboration: Multiple corporate and nonprofit partners, including Cigna Healthcare and the Playing for Keeps Association, contributed by offering health screenings, eye exams, and food pantry resources, demonstrating the power of corporate-community partnerships in driving long-term educational and health resource investments.
- Educational Support: The event also featured a Faculty Empowerment Session aimed at enhancing educators' leadership and well-being, emphasizing the critical role of educators in student success and further solidifying community commitment to education.
See More
Cigna Group Foundation Launches Youth Mental Health Grant Program
- Grant Program Launch: The Cigna Group Foundation has initiated its 2026 Improving Youth Mental Health grant program, inviting nonprofit organizations to apply by March 12 at 5 PM ET, addressing the urgent need for youth mental health support.
- Increased Funding Requirements: This year, all grant requests must total $150,000, reflecting the Foundation's commitment to deeper impact, with a focus on programs that enhance social-emotional learning and trauma-informed care.
- Multiyear Commitment: The grant program is part of a $9 million, three-year commitment to improve youth mental health, having already allocated over $7 million to 53 nonprofit organizations across two grant cycles.
- Growing Impact: According to Cigna Group's research, the number of youth with mental health conditions has risen by 28% since 2018, and those with multiple diagnoses have increased by 48%, underscoring the necessity and urgency of this initiative.
See More
U.S. Labor Department Pushes for Drug Pricing Transparency
- New Drug Transparency Regulation: The U.S. Department of Labor has proposed a regulation requiring Pharmacy Benefit Managers (PBMs) to fully disclose their compensation to self-insured health plans, impacting approximately 90 million Americans, aimed at eliminating hidden fees and enhancing transparency in the healthcare system.
- Targeting Hidden Fees: The regulation specifically addresses PBMs' practices such as spread pricing, rebates, and clawbacks, aiming to reduce improper profits made by PBMs in drug transactions by mandating disclosure of these fees to protect employers and patients' interests.
- Market Reaction: Following the announcement of a mere 0.09% increase in Medicare payments, the market reacted sharply, with Humana's stock dropping over 13% and UnitedHealth nearly 9%, reflecting investor concerns about the industry's outlook amidst rising costs.
- Long-term Profit Pressure: For companies like CVS, UnitedHealth, and Cigna, PBM services are a significant revenue driver; the new regulation may compress their profit margins, leading to prolonged earnings pressure for these healthcare giants.
See More
