Twin Capital Management Inc. Cuts Position in Cigna Group $CI

Twin Capital Management Inc. decreased its holdings in Cigna Group (NYSE:CI) by 17.8% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 8,089 shares of the health services provider’s stock after selling 1,748 shares during the quarter. Twin Capital Management Inc.’s holdings in Cigna Group were worth $2,332,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the business. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Cigna Group by 11.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 45,235 shares of the health services provider’s stock worth $13,039,000 after purchasing an additional 4,738 shares in the last quarter. Maj Invest Holding A S grew its stake in shares of Cigna Group by 2.4% during the third quarter. Maj Invest Holding A S now owns 422,728 shares of the health services provider’s stock valued at $121,854,000 after acquiring an additional 10,042 shares in the last quarter. SCS Capital Management LLC increased its position in shares of Cigna Group by 39.1% during the second quarter. SCS Capital Management LLC now owns 30,633 shares of the health services provider’s stock worth $10,127,000 after acquiring an additional 8,609 shares during the last quarter. National Pension Service boosted its holdings in Cigna Group by 3.2% in the third quarter. National Pension Service now owns 683,751 shares of the health services provider’s stock valued at $197,091,000 after purchasing an additional 21,203 shares during the last quarter. Finally, Retirement Systems of Alabama boosted its stake in shares of Cigna Group by 3.9% during the 2nd quarter. Retirement Systems of Alabama now owns 165,487 shares of the health services provider’s stock valued at $54,707,000 after buying an additional 6,155 shares during the last quarter. Hedge funds and other institutional investors own 86.99% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CI. Robert W. Baird reduced their price objective on shares of Cigna Group from $372.00 to $315.00 and set an “outperform” rating on the stock in a research note on Thursday, December 11th. JPMorgan Chase & Co. reduced their target price on Cigna Group from $428.00 to $375.00 and set an “overweight” rating on the stock in a report on Tuesday, November 4th. Mizuho set a $325.00 price objective on shares of Cigna Group in a research report on Friday, January 9th. Barclays dropped their target price on Cigna Group from $305.00 to $303.00 and set an “overweight” rating on the stock in a research report on Friday. Finally, TD Cowen set a $333.00 price target on Cigna Group in a research note on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $323.16.

Cigna Group News Roundup

Here are the key news stories impacting Cigna Group this week:

• Positive Sentiment: Q4 earnings and revenue beat — Cigna reported adjusted EPS of $8.08 and revenue of $72.5B, both above consensus, driven by Evernorth growth and higher specialty volumes; investors are rewarding the beat and evidence of durable revenue momentum. Cigna Q4 Highlights
• Positive Sentiment: FTC settlement over insulin pricing reduces regulatory overhang and includes commitments to change PBM pricing practices — this removes a major legal uncertainty and may support multiple expansion. FTC Settlement Coverage
• Positive Sentiment: Dividend increase — the board raised the quarterly dividend to $1.56 (3.3% increase), a modest buyback/dividend-friendly signal that supports income investors. Dividend Announcement
• Neutral Sentiment: Analyst price target moves are mixed — Leerink raised its PT to $297 but kept a “market perform” rating, while RBC trimmed its PT to $333 but maintained an “outperform” view; these moves show cautious optimism but limited near-term upside consensus. Leerink PT Change RBC PT Change
• Neutral Sentiment: Evernorth and specialty volumes are growth drivers cited on the call — supportive for revenue mix and long-term profit potential, though investors will watch margin dynamics. Evernorth Growth Coverage
• Negative Sentiment: 2026 guidance slightly below some Street expectations — Cigna set FY 2026 EPS guidance at at least $30.25, a touch under consensus and accompanied by commentary about ongoing medical-cost and margin pressure; this tempered the upside from the quarter for some investors. Guidance Miss Coverage

Cigna Group Price Performance

NYSE CI opened at $292.29 on Friday. The stock’s 50-day moving average is $274.77 and its two-hundred day moving average is $283.95. Cigna Group has a fifty-two week low of $239.51 and a fifty-two week high of $350.00. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.74 and a quick ratio of 0.76. The firm has a market cap of $78.08 billion, a P/E ratio of 13.18, a price-to-earnings-growth ratio of 1.01 and a beta of 0.27.

Cigna Group (NYSE:CI) last released its quarterly earnings results on Thursday, February 5th. The health services provider reported $8.08 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.88 by $0.20. Cigna Group had a net margin of 2.17% and a return on equity of 19.46%. The company had revenue of $72.50 billion during the quarter, compared to analysts’ expectations of $69.53 billion. During the same period in the prior year, the company earned $6.64 earnings per share. The business’s quarterly revenue was up 10.4% compared to the same quarter last year. 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. Investors of record on Thursday, March 5th will be paid a $1.56 dividend. The ex-dividend date of this dividend is Thursday, March 5th. This is an increase from Cigna Group’s previous quarterly dividend of $1.51. This represents a $6.24 dividend on an annualized basis and a yield of 2.1%. Cigna Group’s payout ratio is presently 26.64%.

About Cigna Group

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.