The Cigna GroupNYSE: CI
Health Care · Health Care Services
$283.46
-2.45%
Vol: 1.9M
Research Digest
Friday, May 1, 2026
Cigna Q1 2026 beats with $7.79 adj EPS; raises FY guidance despite ACA market exit.
The Cigna Group Q1 2026 strong adjusted EPS $7.79 beats estimates representing 16% YoY growth, driven by robust Evernorth performance. Total revenues $68.5B. Raised FY2026 adjusted EPS guidance to at least $30.35, despite announcing ACA individual market exit for 2027 plan year. CEO David Cordani stepping down July 1 to become executive chair, with COO Brian Evanko succeeding. Cigna Healthcare strong Q1 with revenues $11.5B and MCR 79.8%.
Previous Market Intelligence
13 daysApr 30Cigna Group reports strong Q1 2026 earnings with $6.26 EPS and raises full-year guidance; will exit ACA marketplace by end of 2026.Positive▶
The Cigna Group reported strong Q1 2026 results on April 30, 2026, with shareholders' net income of $1.7 billion ($6.26 EPS, up 29% from $4.85 prior year). The company raised full-year 2026 adjusted EPS guidance to at least $30.35 from at least $30.25. Revenue of $68.5 billion beat estimates. Management announced a leadership transition effective July 1, 2026, with COO Brian Evanko succeeding CEO David Cordani as CEO. Cigna also announced plans to exit the Affordable Care Act marketplaces at the end of 2026. Median analyst price target stands at $334.
Apr 16Cigna CEO David Cordani to retire July 1, 2026; Brian Evanko becomes successorPositive▶
The Cigna Group announced that CEO David M. Cordani will retire effective July 1, 2026, and become Executive Chair, with President & COO Brian Evanko succeeding him as CEO. Cigna Healthcare ranked No. 1 for digital experience satisfaction among commercial health plan customers in JD Power 2026 study (second consecutive year). The company reported strong 2025 results and established 2026 outlook with adjusted revenues of approximately $280 billion and adjusted income from operations of at least $7.95 billion. AM Best affirmed Cigna's insurance subsidiaries at FSR A (Excellent) on March 4, 2026.
Apr 15Cigna announces CEO transition with Brian Evanko succeeding David Cordani effective July 1, reaffirms FY2026 guidance.Positive▶
The Cigna Group announced that President & COO Brian Evanko will succeed retiring CEO David Cordani effective July 1, 2026. The company reaffirmed FY2026 guidance: adjusted income from operations >= $30.25/share, Evernorth pre-tax income >= $6.9B. Q1 2026 earnings scheduled for April 30. Despite 6-month stock decline of 9.7%, analysts remain bullish with expected 12.3% EPS growth.
Apr 14Cigna to report Q1 2026 earnings April 30 with EPS growth of 12.3%; CEO David Cordani retiring July 1.Positive▶
Cigna Group will release Q1 2026 results on April 30 with expectations of $7.57 EPS (up 12.3%). Company posted earnings beats in four consecutive quarters. CEO David Cordani retiring effective July 1, 2026; Brian Evanko taking leadership. Analysts maintain Strong Buy with 23 buy recommendations. Management guides 2026 adjusted EPS of at least $30.25.
Apr 13Cigna Group CEO transition announced: David Cordani retiring July 1, Brian Evanko promoted to CEO; Q1 earnings April 30.Positive▶
The Cigna Group announced management transition with David M. Cordani retiring as CEO effective July 1, 2026, while President & COO Brian Evanko succeeds him. Q1 2026 financial results due April 30 with analysts expecting $7.57 EPS (up 12.3% YoY). Company projects 2026 consolidated adjusted revenues of $280B and adjusted EPS of at least $30.25.
Apr 10Cigna Q1 2026 earnings due April 30; CEO David Cordani retiring July 1, 2026 with Brian Evanko as successor.Neutral▶
The Cigna Group announced Q1 2026 earnings release April 30, 2026. CEO David Cordani retiring effective July 1, 2026 with Brian Evanko taking over. Stock trading at $301-$302 range with mixed sentiment. Analysts mixed citing shrinking customer base risks while highlighting strong revenue base. Company facing regulatory pressures and PBM reform headwinds.
Apr 9Cigna names Brian Evanko as new CEO to succeed David Cordani effective July 1, 2026Mixed▶
The Cigna Group announced on March 3, 2026 that Brian Evanko, President and Chief Operating Officer, will succeed David M. Cordani as Chief Executive Officer effective July 1, 2026 after Cordani's 27-year tenure. Evanko, age 49, will receive an annual base salary of $1.3M with enterprise incentive plan target of $2.6M and long-term incentive target of $15.1M, plus a one-time transitional equity award of $3.5M. Cordani will transition to Executive Chair. Evanko was elected to the board effective April 1, 2026. Cigna reported strong 2025 financials with $274.90B revenue (+11.24%) and $5.96B earnings (+73.47%), though the company forecast 2026 profit and revenue below Wall Street expectations, signaling continued medical cost and margin pressure.
Apr 8Cigna CEO Transition Announced; Evanko to Take Helm July 1Positive▶
David Cordani retiring as CEO effective July 1, 2026, with Brian Evanko (current COO/President) succeeding him. HCSC completed acquisition of Cigna's Medicare and CareAllies businesses. Cigna beat Q4 expectations with $8.08 EPS and $72.47B revenue. 2026 guidance projects $280B revenue and $30.25+ EPS.
Apr 7Cigna CEO David Cordani to retire July 1; Brian Evanko succeeds; launched Clearity AI productMixed▶
The Cigna Group announced David M. Cordani will retire as CEO effective July 1, 2026, becoming executive chair. Brian Evanko, current president and COO, succeeds as CEO. Cigna launched Clearity by Cigna Healthcare, AI-powered medical plan with transparent pricing. Appointed new Chief Medical Officer for Cigna Healthcare on March 23. HCSC completed acquisition of Cigna's Medicare and CareAllies businesses. Q1 2026 results due April 30. Forecasted 2026 profit and revenue below Street expectations. 14 analysts rate Strong Buy with $350.36 target, 27.09% upside.
Apr 6Cigna Group CEO David Cordani to retire July 1; Brian Evanko named successorNeutral▶
The Cigna Group announced that CEO David Cordani will retire as chief executive officer effective July 1, 2026, and become executive chair, with Brian Evanko, current president and chief operating officer, succeeding him as CEO. The company joined the Trump Administration effort to help Americans access affordable fertility medications through TrumpRx pharmacy partnerships. Cigna has seen approximately 18% share price decline over the past year due to PBM regulation concerns and CEO transition. Q1 2026 earnings release scheduled for April 30, 2026. The Cigna Group operates through two segments: Evernorth Health Services and Cigna Healthcare, providing insurance and related products/services.
Apr 3CEO David Cordani to retire July 1, 2026; Brian Evanko succeeds; Q1 earnings due April 30.Mixed▶
Cigna Group announced a leadership transition with CEO David Cordani retiring effective July 1, 2026, to become executive chair, while president and COO Brian Evanko will become CEO. Q1 2026 earnings scheduled for April 30. UBS raised price target to $375 from $340 and Truist raised to $350 from $320. Stock declined 3.72% recently amid CEO transition concerns.
Apr 2CEO David Cordani to retire July 1, 2026; COO Brian Evanko will succeed him amid positive analyst sentiment and Q1 earnings due April 30.Positive▶
Cigna Group announced a leadership transition with David M. Cordani retiring as CEO effective July 1, 2026, and Brian Evanko, the current president and COO, succeeding him. Analysts are optimistic about Cigna's growth potential with projections indicating substantial revenue and earnings increases by 2028. The company has pivoted away from the capital-intensive Medicare Advantage market to redefine itself as a services-led health powerhouse, with its Evernorth Health Services division now contributing the lion's share of profits. Cigna joined the Trump Administration effort to help Americans access affordable fertility medications, with Evernorth fertility pharmacies named as TrumpRx pharmacy partner. Q1 2026 earnings are due April 30.
Apr 1Cigna Group CEO David Cordani to retire July 1, 2026; Brian Evanko named successor; UBS bullish endorsement.Positive▶
Cigna announced CEO David M. Cordani will retire effective July 1, 2026, with Brian Evanko succeeding him. UBS upgraded Cigna as a top healthcare pick, arguing PBM reform concerns have been absorbed. Cigna launched Clearity, a tech-enabled health plan. Truist raised target to $350 and UBS to $375.
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