$CI · Cigna Group
Cigna filed an 8-K under Item 7.01 (Regulation FD Disclosure) on September 30, 2026, ahead of its Investor Day. The company reaffirmed its full-year 2026 outlook, including consolidated adjusted revenues of approximately $280 billion, adjusted EPS of at least $30.45, Evernorth adjusted income from operations of at least $6.9 billion, and Cigna Healthcare adjusted income from operations of at least $4.55 billion. It also introduced a new long-term average annual adjusted EPS growth target of 10–14%.
- FY2026 consolidated adjusted revenues reaffirmed at approximately $280 billion
- FY2026 adjusted EPS reaffirmed at least $30.45
- Evernorth Health Services adjusted income from operations reaffirmed at least $6.9 billion
- Cigna Healthcare adjusted income from operations reaffirmed at least $4.55 billion, medical care ratio 83.7%–84.7%
- New long-term average annual adjusted EPS growth target set at 10–14%
Markets closed — no regular-session reaction yet. Extended-hours last trade at $274.85, down 0.15% from the regular close, suggesting a muted initial response to the reaffirmed outlook and new long-term growth target.
The new 10–14% long-term EPS growth target gives investors a concrete multi-year benchmark against which to measure Cigna's execution across both its Evernorth and Cigna Healthcare segments.
Cigna's 10–14% long-term adjusted EPS growth target sets a benchmark for managed-care peers. The reaffirmed $280B revenue and segment-level profit floors signal stability in both the pharmacy benefits (Evernorth) and health insurance (Cigna Healthcare) units.
Forward-looking statements carry standard caveats: inability to reconcile non-GAAP metrics to GAAP on a forward basis, and the outlook excludes any future business combinations. Share repurchase program may be suspended or discontinued at any time.
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