Banco Bilbao Vizcaya Argentaria S.A. increased its position in Cigna Group (NYSE:CI – Free Report) by 13.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 34,114 shares of the health services provider’s stock after acquiring an additional 4,066 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Cigna Group were worth $9,839,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also bought and sold shares of CI. Dodge & Cox grew its stake in shares of Cigna Group by 4.0% during the 3rd quarter. Dodge & Cox now owns 9,305,225 shares of the health services provider’s stock valued at $2,682,231,000 after purchasing an additional 354,615 shares during the period. Sanders Capital LLC boosted its holdings in shares of Cigna Group by 0.5% in 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 buying an additional 35,150 shares during the last quarter. Norges Bank bought a new stake in shares of Cigna Group during the 2nd quarter valued at $1,110,426,000. Capital Research Global Investors increased its stake in shares of 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. Finally, Arrowstreet Capital Limited Partnership raised its holdings in Cigna Group by 7.4% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,695,620 shares of the health services provider’s stock worth $777,012,000 after purchasing an additional 186,880 shares during the period. 86.99% of the stock is owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
CI has been the subject of several recent research reports. Truist Financial boosted their price target on Cigna Group from $320.00 to $350.00 and gave the company a “buy” rating in a report on Tuesday, February 17th. 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 report on Friday, February 6th. Guggenheim reissued a “buy” rating and issued a $318.00 target price on shares of Cigna Group in a report on Monday, February 2nd. TD Cowen raised their target price on shares of Cigna Group from $333.00 to $338.00 and gave the stock a “buy” rating in a research note on Monday, February 9th. Finally, Jefferies Financial Group lifted their price target on shares of Cigna Group from $310.00 to $333.00 and gave the company a “buy” rating in a report on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $333.11.
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 Stock Performance
NYSE CI opened at $267.15 on Monday. 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 twelve month low of $239.51 and a twelve month high of $350.00. The business has a 50-day moving average price of $279.60 and a 200-day moving average price of $282.70. The firm has a market cap of $70.40 billion, a price-to-earnings ratio of 12.04, a price-to-earnings-growth ratio of 0.93 and a beta of 0.27.
Cigna Group (NYSE:CI – Get Free Report) last issued its earnings results on Thursday, February 5th. The health services provider reported $8.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.88 by $0.20. Cigna Group had a return on equity of 19.46% and a net margin of 2.17%.The company had revenue of $72.50 billion for the quarter, compared to the consensus estimate of $69.53 billion. During the same quarter last year, the company earned $6.64 EPS. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. Cigna Group has set its FY 2026 guidance at 30.250- EPS. As a group, equities research analysts predict that Cigna Group will post 29.77 EPS for the current fiscal year.
Cigna Group Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, March 5th will be given a dividend of $1.56 per share. This is a positive change from Cigna Group’s previous quarterly dividend of $1.51. This represents a $6.24 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Thursday, March 5th. Cigna Group’s dividend payout ratio (DPR) is currently 28.13%.
Insider Buying and Selling at Cigna Group
In other Cigna Group news, insider Everett Neville sold 1,719 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $288.91, for a total transaction of $496,636.29. Following the completion of the transaction, the insider owned 5,670 shares of the company’s stock, valued at $1,638,119.70. This represents a 23.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Nicole S. Jones sold 2,307 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $288.91, for a total value of $666,515.37. Following the transaction, the insider owned 32,647 shares of the company’s stock, valued at approximately $9,432,044.77. The trade was a 6.60% 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.
Cigna Group 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.
Featured Articles
- Five stocks we like better than Cigna Group
- The $8,000 Gold Call Every Retirement Saver Needs to Read Right Now
- A personal warning from Martin Weiss (Please read)
- Elon Musk: This Could Turn $100 into $100,000
- ~$1.5T SpaceX IPO: Pre-IPO Opportunity
- America’s gold reserves are priced at $42. The real price is $6,000+.
Want to see what other hedge funds are holding CI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cigna Group (NYSE:CI – Free Report).
Receive News & Ratings for Cigna Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cigna Group and related companies with MarketBeat.com's FREE daily email newsletter.
