earnings
confidence high
sentiment negative
materiality 0.80
Cigna Q4 adj ops income down 8% on stop loss costs; 2025 EPS guidance at least $29.50; dividend +8%
Cigna Group
2024-FY EPS reported
$12.12
revenue$247,121,000,000
- Q4 adjusted income from operations $1.8B ($6.64/sh), down from $2.0B ($6.79/sh) YoY; revenue $65.6B (+28%).
- Full-year 2024 adjusted income $7.7B ($27.33/sh), up 4% from 2023; GAAP net income $3.4B impaired by $2.7B VillageMD write-down.
- 2025 outlook: adjusted EPS at least $29.50; adjusted ops income at least $7.9B; Cigna Healthcare MCR guided 83.2%-84.2%.
- Board declared $1.51 quarterly dividend (+8% from $1.40) and $6.0B incremental buyback authorization, total $10.3B.
- Cigna Healthcare Q4 MCR 87.9% vs 82.2% YoY; segment adj pre-tax income down 47% due to higher stop loss medical costs.