CSM Advisors LLC raised its position in Cigna Group (NYSE:CI – Free Report) by 60.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 71,099 shares of the health services provider’s stock after purchasing an additional 26,854 shares during the period. CSM Advisors LLC’s holdings in Cigna Group were worth $20,496,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently added to or reduced their stakes in the company. Massachusetts Financial Services Co. MA boosted its position in shares of Cigna Group by 1.1% in the second quarter. Massachusetts Financial Services Co. MA now owns 11,778,472 shares of the health services provider’s stock valued at $3,893,727,000 after acquiring an additional 123,479 shares during the period. Dodge & Cox increased its position in Cigna Group by 4.0% during the third quarter. Dodge & Cox now owns 9,305,225 shares of the health services provider’s stock worth $2,682,231,000 after acquiring an additional 354,615 shares during the period. Sanders Capital LLC increased its position in Cigna Group by 0.5% during the third quarter. Sanders Capital LLC now owns 7,828,168 shares of the health services provider’s stock worth $2,256,469,000 after acquiring an additional 35,150 shares during the period. Norges Bank acquired a new stake in Cigna Group in the 2nd quarter worth about $1,110,426,000. Finally, Capital Research Global Investors raised its stake in Cigna Group by 140.2% in the 3rd quarter. Capital Research Global Investors now owns 3,179,301 shares of the health services provider’s stock worth $916,434,000 after purchasing an additional 1,855,897 shares in the last quarter. Institutional investors own 86.99% of the company’s stock.
Analyst Ratings Changes
A number of research analysts have issued reports on the stock. Piper Sandler decreased their target price on shares of Cigna Group from $374.00 to $370.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 3rd. Guggenheim reiterated a “buy” rating and issued a $318.00 price target on shares of Cigna Group in a research report on Monday, February 2nd. Wall Street Zen upgraded Cigna Group from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Royal Bank Of Canada lowered their price objective on Cigna Group from $344.00 to $333.00 and set an “outperform” rating on the stock in a research note on Friday, February 6th. Finally, Jefferies Financial Group lifted their price objective on Cigna Group from $310.00 to $333.00 and gave the company a “buy” rating in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Cigna Group has an average rating of “Moderate Buy” and a consensus target price of $333.11.
Cigna Group Price Performance
CI stock opened at $267.15 on Friday. The company’s 50-day moving average price is $279.60 and its two-hundred day moving average price is $282.82. The firm has a market cap of $70.40 billion, a P/E ratio of 12.04, a P/E/G ratio of 0.93 and a beta of 0.27. The company has a quick ratio of 0.74, a current ratio of 0.74 and a debt-to-equity ratio of 0.74. Cigna Group has a 12 month low of $239.51 and a 12 month high of $350.00.
Cigna Group (NYSE:CI – Get Free Report) last issued its quarterly earnings results on Thursday, February 5th. The health services provider reported $8.08 earnings per share for the quarter, topping analysts’ consensus estimates of $7.88 by $0.20. The company had revenue of $72.50 billion during the quarter, compared to the consensus estimate of $69.53 billion. Cigna Group had a net margin of 2.17% and a return on equity of 19.46%. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $6.64 EPS. Cigna Group has set its FY 2026 guidance at 30.250- EPS. On average, analysts anticipate that Cigna Group will post 29.77 earnings per share for the current fiscal year.
Cigna Group Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, March 5th will be paid a dividend of $1.56 per share. The ex-dividend date is Thursday, March 5th. This is a boost from Cigna Group’s previous quarterly dividend of $1.51. This represents a $6.24 annualized dividend and a yield of 2.3%. Cigna Group’s dividend payout ratio is currently 28.13%.
Insiders Place Their Bets
In other Cigna Group news, insider Nicole S. Jones sold 2,307 shares of the firm’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $288.91, for a total value of $666,515.37. Following the sale, the insider owned 32,647 shares of the company’s stock, valued at approximately $9,432,044.77. This trade represents a 6.60% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Everett Neville sold 1,719 shares of the business’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $288.91, for a total value of $496,636.29. Following the transaction, the insider directly owned 5,670 shares of the company’s stock, valued at $1,638,119.70. This trade represents a 23.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.70% of the company’s stock.
Key Stories Impacting Cigna Group
Here are the key news stories impacting Cigna Group this week:
- Positive Sentiment: Sanford C. Bernstein upgraded Cigna to “outperform” and raised its price target to $358, citing PBM reform as a clearing event and improved outlook for Evernorth — a catalyst for multiple analysts to raise estimates. Bernstein upgrades CVS and Cigna, citing PBM reform as key clearing event
- Positive Sentiment: Zacks notes CI trades below the industry P/E and highlights Evernorth growth, steady earnings beats and buybacks as supports for the investment case — a valuation/earnings combo that helps explain buying interest. Cigna Stock Trades Below Industry P/E: Is It Worth Holding Now?
- Neutral Sentiment: A valuation review highlights recent share-price weakness versus the specialty-pharmacy growth narrative — useful context for investors weighing whether current discounts already reflect execution risks. Evaluating Cigna Group (CI) Valuation After Recent Share Price Weakness And Specialty Pharmacy Growth Narrative
- Neutral Sentiment: A head-to-head comparison with CVS frames Cigna as the play for stronger earnings quality and capital discipline, while reminding long-term investors to consider income, stability and valuation differences when choosing exposure. CVS vs Cigna: Which Healthcare Giant Belongs in Your Retirement Portfolio?
- Neutral Sentiment: Zacks’ broader industry outlook continues to single out major HMOs (including Cigna) as key players in a sector balancing tech-enabled growth and policy/operational headwinds. Zacks Industry Outlook Highlights UnitedHealth, The Cigna, Humana and Centene
- Negative Sentiment: Barclays and commentators warn that the timing of a CEO change could surprise investors and introduce strategic/operational uncertainty during a critical execution window. Management transition risk may weigh on sentiment until plans are clearer. The Cigna Group (CI) CEO Change Timing May Come As Surprise to Some Investors, According to Barclays
- Negative Sentiment: Industry pieces flag escalating medical costs, nursing shortages and margin pressure as sector-wide risks that could blunt near-term earnings leverage for HMOs, including Cigna. 4 HMO Stocks to Watch Despite Escalating Costs, Nursing Shortage
Cigna Group Company Profile
Cigna Group (NYSE: CI) is a global health services company that offers a broad portfolio of healthcare products and insurance solutions for individuals, employers, and governments. Its core businesses include medical and behavioral health plans, dental and vision coverage, pharmacy benefit management, and supplemental health products. Cigna serves a mix of commercial, Medicare, and Medicaid customers and provides workplace benefits such as group health plans and disability and life benefits for employers.
In addition to traditional insurance products, Cigna operates health services and care-delivery platforms designed to manage costs and improve outcomes.
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