http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 15 Oct 2026 08:15:52 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/Investing/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html <p>Investing.com -- TD Cowen maintains a positive outlook on the pharmacy benefit manager (PBM) and pharmacy sector heading into the third quarter, citing healthy specialty pharmacy trends and favorable managed care organization commentary at recent conferences. The bank highlights attractive valuations and anticipated earnings beats across several names in the group.</p> <p>Analysts expect continued strength in specialty pharmacy to drive performance, while management teams are likely to provide clarity on 2027 frameworks during upcoming earnings calls. Key focus areas include GLP-1 coverage programs, 340B drug pricing impacts, and Medicare Advantage dynamics. </p> <h2><strong>CVS Health</strong></h2> <p>TD Cowen expects a third-quarter adjusted earnings per share beat http://www.streetinsider.com/General+News/TD+Cowen+Picks+4+Pharmacy+Stocks+With+Attractive+Q3+Setups/27190087.html Thu, 15 Oct 2026 08:15:52 -0400 CI CVS OPCH http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Cigna+Group+++++++++++++++For%3A+Oct+06/27171703.html si-local-file:///var/storage/secattach/20261009/27171703.html http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Cigna+Group+++++++++++++++For%3A+Oct+06/27171703.html Fri, 09 Oct 2026 16:15:00 -0400 CI http://www.streetinsider.com/Press+Releases/The+Cigna+Group%27s+Third+Quarter+2026+Earnings+Release+Details/27168569.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/us.ct.bloeld" idsrc="xmltag.org" >BLOOMFIELD, Conn.</location></span>, <span class="legendSpanClass"><chron>Oct. 9, 2026</chron></span> /PRNewswire/ -- Global health company The <span value="NYSE:CI" idsrc="xmltag.org" >Cigna Group</span> (NYSE:CI) will release its third quarter 2026 financial results on <chron>Thursday, November 5, 2026</chron>, and will host a conference call the same day.</p> <div class="PRN_ImbeddedAssetReference" id="DivAssetPlaceHolder1"> <p><img src="https://mmx.prnewswire.com/media/MS634054/TheCignaGroup-Logo.jpg?id=OA2996082" title="The Cigna http://www.streetinsider.com/Press+Releases/The+Cigna+Group%27s+Third+Quarter+2026+Earnings+Release+Details/27168569.html Fri, 09 Oct 2026 06:00:00 -0400 CI http://www.streetinsider.com/PRNewswire/The+Cigna+Group%27s+Third+Quarter+2026+Earnings+Release+Details/27168569.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/us.ct.bloeld" idsrc="xmltag.org" >BLOOMFIELD, Conn.</location></span>, <span class="legendSpanClass"><chron>Oct. 9, 2026</chron></span> /PRNewswire/ -- Global health company The <span value="NYSE:CI" idsrc="xmltag.org" >Cigna Group</span> (NYSE:CI) will release its third quarter 2026 financial results on <chron>Thursday, November 5, 2026</chron>, and will host a conference call the same day.</p> <div class="PRN_ImbeddedAssetReference" id="DivAssetPlaceHolder1"> <p><img src="https://mmx.prnewswire.com/media/MS634054/TheCignaGroup-Logo.jpg?id=OA2996082" title="The Cigna http://www.streetinsider.com/PRNewswire/The+Cigna+Group%27s+Third+Quarter+2026+Earnings+Release+Details/27168569.html Fri, 09 Oct 2026 06:00:00 -0400 CI http://www.streetinsider.com/Options/Cigna+Corp.+%28CI%29+call+put+ratio+3.3+calls+to+1+put+into+CMS+release+of+latest+Star+ratings/27168459.html <p>Cigna Corp. (NYSE: CI) 30-day option implied volatility is at 36; compared to its 52-week range of 25 to 42. Call put ratio 3.3 calls to 1 put into CMS release of latest Star ratings.</p> http://www.streetinsider.com/Options/Cigna+Corp.+%28CI%29+call+put+ratio+3.3+calls+to+1+put+into+CMS+release+of+latest+Star+ratings/27168459.html Fri, 09 Oct 2026 05:13:00 -0400 CI http://www.streetinsider.com/Corporate+News/Cigna+Healthcare+unveils+personalized+support+model+Health+Sense/27152358.html <p>Cigna Healthcare, the health benefits division of The Cigna Group (NYSE: CI), announced the introduction of Health Sense, a personalized customer and clinical support model designed to connect information about a person's health, care, benefits, costs and previous interactions.</p><p>According to a press release, Cigna Healthcare projects the model will reduce 10% of inefficient health care spending by 2030. The company estimates approximately one-third of health care spending is inefficient, driven by duplicative or unnecessary care, administrative complexity, poor coordination and missed opportunities.</p><p>Health Sense is embedded within the existing Cigna Healthcare customer experience rather than operating as a standalone app. It http://www.streetinsider.com/Corporate+News/Cigna+Healthcare+unveils+personalized+support+model+Health+Sense/27152358.html Tue, 06 Oct 2026 08:16:36 -0400 CI http://www.streetinsider.com/Press+Releases/Cigna+Healthcare+Introduces+Health+Sense+To+Connect+Guidance%2C+Benefits+and+Clinical+Support+Around+Each+Person%2C+Improving+Affordability+and+Outcomes/27152345.html <div class="xn-content"> <p>By connecting information about each person's health, care and coverage, Health Sense℠ helps people receive continuous personalized support, make informed decisions and act sooner</p> <ul type="disc"> <li>Projected to reduce inefficient health care spending by 10% by 2030, improving affordability for employers and customers alike.</li> http://www.streetinsider.com/Press+Releases/Cigna+Healthcare+Introduces+Health+Sense+To+Connect+Guidance%2C+Benefits+and+Clinical+Support+Around+Each+Person%2C+Improving+Affordability+and+Outcomes/27152345.html Tue, 06 Oct 2026 08:15:00 -0400 CI http://www.streetinsider.com/PRNewswire/Cigna+Healthcare+Introduces+Health+Sense+To+Connect+Guidance%2C+Benefits+and+Clinical+Support+Around+Each+Person%2C+Improving+Affordability+and+Outcomes/27152345.html <div class="xn-content"> <p>By connecting information about each person's health, care and coverage, Health Sense℠ helps people receive continuous personalized support, make informed decisions and act sooner</p> <ul type="disc"> <li>Projected to reduce inefficient health care spending by 10% by 2030, improving affordability for employers and customers alike.</li> http://www.streetinsider.com/PRNewswire/Cigna+Healthcare+Introduces+Health+Sense+To+Connect+Guidance%2C+Benefits+and+Clinical+Support+Around+Each+Person%2C+Improving+Affordability+and+Outcomes/27152345.html Tue, 06 Oct 2026 08:15:00 -0400 CI http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html <p>The U.S. Department of Health and Human Services (HHS), through the Centers for Medicare & Medicaid Services (CMS), announced new regulations that expand federal healthcare price transparency requirements, according to a statement from the agency.</p><p>The final rules update the existing Transparency in Coverage framework, developed in partnership with the Departments of Labor and the Treasury. Key changes include reducing duplicative pricing data, providing more context about in-network prices, increasing out-of-network pricing information, and shifting reporting frequency from monthly to quarterly.</p><p>Group health plans and health insurance issuers will be required to provide consumers with personalized cost-sharing information by phone, in addition http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html Mon, 05 Oct 2026 12:33:52 -0400 CI CNC HCA MOH UHS http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html <p>The U.S. Department of Health and Human Services (HHS), through the Centers for Medicare & Medicaid Services (CMS), announced new regulations that expand federal healthcare price transparency requirements, according to a statement from the agency.</p><p>The final rules update the existing Transparency in Coverage framework, developed in partnership with the Departments of Labor and the Treasury. Key changes include reducing duplicative pricing data, providing more context about in-network prices, increasing out-of-network pricing information, and shifting reporting frequency from monthly to quarterly.</p><p>Group health plans and health insurance issuers will be required to provide consumers with personalized cost-sharing information by phone, in addition http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html Mon, 05 Oct 2026 12:33:52 -0400 CI CNC HCA MOH UHS http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html <p>The U.S. Department of Health and Human Services (HHS), through the Centers for Medicare & Medicaid Services (CMS), announced new regulations that expand federal healthcare price transparency requirements, according to a statement from the agency.</p><p>The final rules update the existing Transparency in Coverage framework, developed in partnership with the Departments of Labor and the Treasury. Key changes include reducing duplicative pricing data, providing more context about in-network prices, increasing out-of-network pricing information, and shifting reporting frequency from monthly to quarterly.</p><p>Group health plans and health insurance issuers will be required to provide consumers with personalized cost-sharing information by phone, in addition http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html Mon, 05 Oct 2026 12:33:52 -0400 CI CNC HCA MOH UHS http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html <p>The U.S. Department of Health and Human Services (HHS), through the Centers for Medicare & Medicaid Services (CMS), announced new regulations that expand federal healthcare price transparency requirements, according to a statement from the agency.</p><p>The final rules update the existing Transparency in Coverage framework, developed in partnership with the Departments of Labor and the Treasury. Key changes include reducing duplicative pricing data, providing more context about in-network prices, increasing out-of-network pricing information, and shifting reporting frequency from monthly to quarterly.</p><p>Group health plans and health insurance issuers will be required to provide consumers with personalized cost-sharing information by phone, in addition http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html Mon, 05 Oct 2026 12:33:52 -0400 CI CNC HCA MOH UHS http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html <p>The U.S. Department of Health and Human Services (HHS), through the Centers for Medicare & Medicaid Services (CMS), announced new regulations that expand federal healthcare price transparency requirements, according to a statement from the agency.</p><p>The final rules update the existing Transparency in Coverage framework, developed in partnership with the Departments of Labor and the Treasury. Key changes include reducing duplicative pricing data, providing more context about in-network prices, increasing out-of-network pricing information, and shifting reporting frequency from monthly to quarterly.</p><p>Group health plans and health insurance issuers will be required to provide consumers with personalized cost-sharing information by phone, in addition http://www.streetinsider.com/General+News/HHS+updates+healthcare+price+transparency+rules+for+consumers/27147805.html Mon, 05 Oct 2026 12:33:52 -0400 CI CNC HCA MOH UHS http://www.streetinsider.com/Analyst+PT+Change/CIGNA+%28CI%29+PT+Raised+to+%24370+at+Piper+Sandler/27139128.html <p>Piper Sandler analyst Jessica Tassan raised the price target on CIGNA (NYSE: CI) to $370.00 (from $346.00) while maintaining a Overweight rating.</p><p>The analyst commented: "LT EPS Growth Guide Held at 10.0-14.0%; We Disaggregate Cigna Healthcare Outlook thru CY30; CI held LT target adjusted EPS CAGR to 10.0-14.0% and established a CY30 adjusted EPS floor of $45.00 at Investor Day. We believe the market would have rallied around a beatable 8.0-10.0% LT adjusted EPS CAGR. Instead, we have ambitious CY30 targets with high visibility only into a NT seismic shift in Pharmacy Benefit Services (PBS) contracting and a resulting lack of http://www.streetinsider.com/Analyst+PT+Change/CIGNA+%28CI%29+PT+Raised+to+%24370+at+Piper+Sandler/27139128.html Fri, 02 Oct 2026 08:27:48 -0400 CI http://www.streetinsider.com/Analyst+Comments/CIGNA+%28CI%29+PT+Raised+to+%24370+at+Piper+Sandler/27139128.html <p>Piper Sandler analyst Jessica Tassan raised the price target on CIGNA (NYSE: CI) to $370.00 (from $346.00) while maintaining a Overweight rating.</p><p>The analyst commented: "LT EPS Growth Guide Held at 10.0-14.0%; We Disaggregate Cigna Healthcare Outlook thru CY30; CI held LT target adjusted EPS CAGR to 10.0-14.0% and established a CY30 adjusted EPS floor of $45.00 at Investor Day. We believe the market would have rallied around a beatable 8.0-10.0% LT adjusted EPS CAGR. Instead, we have ambitious CY30 targets with high visibility only into a NT seismic shift in Pharmacy Benefit Services (PBS) contracting and a resulting lack of http://www.streetinsider.com/Analyst+Comments/CIGNA+%28CI%29+PT+Raised+to+%24370+at+Piper+Sandler/27139128.html Fri, 02 Oct 2026 08:27:48 -0400 CI http://www.streetinsider.com/Analyst+PT+Change/CIGNA+%28CI%29+PT+Raised+to+%24387+at+Bernstein+SocGen/27138892.html <p>Bernstein SocGen Group analyst Lance Wilkes raised the price target on CIGNA (NYSE: CI) to $387.00 (from $381.00) while maintaining an Outperform rating.</p><p>The analyst commented: "Specialty pharmacy growth highlights Investor Day 2026; Cigna held their Investor Day Wednesday (9/30/26). This was CEO Brian Evanko’s first Investor Day and he and his team led investors through a day highlighting their specialty pharmacy leadership and growth prospects. They presented a vision of the company as a complex care management company, aimed at the fastest growing segments of spend and therefore growth (specialty pharmacy and high complexity patients). Cigna announced a number of http://www.streetinsider.com/Analyst+PT+Change/CIGNA+%28CI%29+PT+Raised+to+%24387+at+Bernstein+SocGen/27138892.html Fri, 02 Oct 2026 07:45:40 -0400 CI http://www.streetinsider.com/Analyst+Comments/CIGNA+%28CI%29+PT+Raised+to+%24387+at+Bernstein+SocGen/27138892.html <p>Bernstein SocGen Group analyst Lance Wilkes raised the price target on CIGNA (NYSE: CI) to $387.00 (from $381.00) while maintaining an Outperform rating.</p><p>The analyst commented: "Specialty pharmacy growth highlights Investor Day 2026; Cigna held their Investor Day Wednesday (9/30/26). This was CEO Brian Evanko’s first Investor Day and he and his team led investors through a day highlighting their specialty pharmacy leadership and growth prospects. They presented a vision of the company as a complex care management company, aimed at the fastest growing segments of spend and therefore growth (specialty pharmacy and high complexity patients). Cigna announced a number of http://www.streetinsider.com/Analyst+Comments/CIGNA+%28CI%29+PT+Raised+to+%24387+at+Bernstein+SocGen/27138892.html Fri, 02 Oct 2026 07:45:40 -0400 CI http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+CIGNA+%28CI%29+as+2026+Outlook+Reaffirmed/27132856.html <p>UBS analyst AJ Rice reiterated a Buy rating and $400.00 price target on CIGNA (NYSE: CI).</p><p>The analyst commented, "Cigna reaffirmed its 2026 outlook, including approximately $280 bln of consolidated adjusted revenue and adjusted EPS of at least $30.45. The company expects Evernorth and Cigna Healthcare to generate at least $6.90 bln and $4.55 bln of pre-tax adjusted income from operations, respectively, with an MLR of 83.7–84.7%. Through 2030, management is targeting a 10–14% adjusted EPS CAGR and 50 bln of cumulative op cash flow, including 6–9% op inc growth in Cigna Healthcare, 8–12% op inc growth in Specialty and Care http://www.streetinsider.com/Analyst+Comments/UBS+Reiterates+Buy+Rating+on+CIGNA+%28CI%29+as+2026+Outlook+Reaffirmed/27132856.html Thu, 01 Oct 2026 09:15:20 -0400 CI http://www.streetinsider.com/Corporate+News/Cigna+Group+reaffirms+2026+outlook+at+investor+day/27125189.html <p>The Cigna Group (NYSE: CI) held its Investor Day on September 30, 2026, available both in person and via webcast, during which company officials reaffirmed the full-year 2026 financial outlook.</p><p>According to a press release, the company expects consolidated adjusted revenues of approximately $280 billion and adjusted earnings per share of at least $30.45 for the full year 2026.</p><p>Segment-level targets include adjusted income from operations of at least $6.9 billion for Evernorth Health Services and at least $4.55 billion for Cigna Healthcare. The company also projected a Cigna Healthcare medical care ratio of between 83.7% and 84.7%.</p><p>Company officials indicated they expect http://www.streetinsider.com/Corporate+News/Cigna+Group+reaffirms+2026+outlook+at+investor+day/27125189.html Wed, 30 Sep 2026 07:14:05 -0400 CI http://www.streetinsider.com/Hot+Corp.+News/Cigna+Group+reaffirms+2026+outlook+at+investor+day/27125189.html <p>The Cigna Group (NYSE: CI) held its Investor Day on September 30, 2026, available both in person and via webcast, during which company officials reaffirmed the full-year 2026 financial outlook.</p><p>According to a press release, the company expects consolidated adjusted revenues of approximately $280 billion and adjusted earnings per share of at least $30.45 for the full year 2026.</p><p>Segment-level targets include adjusted income from operations of at least $6.9 billion for Evernorth Health Services and at least $4.55 billion for Cigna Healthcare. The company also projected a Cigna Healthcare medical care ratio of between 83.7% and 84.7%.</p><p>Company officials indicated they expect http://www.streetinsider.com/Hot+Corp.+News/Cigna+Group+reaffirms+2026+outlook+at+investor+day/27125189.html Wed, 30 Sep 2026 07:14:05 -0400 CI