-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將CI的12個月目標價從320美元上調至330美元,基於2026年每股收益預期10.9倍的市盈率,該市盈率接近CI過去五年11.2倍的歷史平均水平。我們認為,CI目前的本益比平衡了其Evernorth部門的製藥業務成長動能以及投資組合向更多商業化業務的適時調整,但同時也受到近期醫療管理領域醫療成本上升帶來的挑戰。我們將2026年每股收益預期上調0.01美元至30.35美元,並將2027年每股收益預期下修0.09美元至33.42美元。在第一季業績超出市場預期後,CI維持其2026年醫療保健比率(MCR)83.7%至84.7%的年度指引,顯示在充滿挑戰的醫療管理營運環境下,公司仍保持成本控制。該公司計劃在 2026 年底前退出個人 ACA 交易所市場,理由是相對於 CI 投資組合的其他部分而言,該市場的風險敞口相對較小,而且在擴大營運規模方面也面臨挑戰。
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