Cigna Group $CI Position Boosted by Distillate Capital Partners LLC

Distillate Capital Partners LLC increased its stake in shares of Cigna Group (NYSE:CI) by 19.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 108,676 shares of the health services provider’s stock after acquiring an additional 17,442 shares during the quarter. Cigna Group comprises about 1.6% of Distillate Capital Partners LLC’s portfolio, making the stock its 9th largest holding. Distillate Capital Partners LLC’s holdings in Cigna Group were worth $31,338,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Harbor Capital Advisors Inc. lifted its stake in Cigna Group by 119.5% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 90 shares of the health services provider’s stock worth $26,000 after purchasing an additional 49 shares in the last quarter. Collier Financial bought a new position in shares of Cigna Group during the 3rd quarter valued at about $34,000. Traub Capital Management LLC purchased a new position in shares of Cigna Group during the second quarter valued at about $48,000. Founders Capital Management increased its holdings in shares of Cigna Group by 53.0% in the third quarter. Founders Capital Management now owns 153 shares of the health services provider’s stock worth $44,000 after purchasing an additional 53 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in shares of Cigna Group in the second quarter worth about $52,000. 86.99% of the stock is owned by hedge funds and other institutional investors.

Cigna Group Trading Up 0.5%

Shares of NYSE CI opened at $267.15 on Monday. The business’s 50 day moving average is $279.60 and its two-hundred day moving average is $282.70. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.74 and a quick ratio of 0.74. Cigna Group has a 1-year low of $239.51 and a 1-year high of $350.00. The stock has a market capitalization of $70.40 billion, a P/E ratio of 12.04, a PEG ratio of 0.93 and a beta of 0.27.

Cigna Group (NYSE:CI) last posted its quarterly earnings data 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. The business had revenue of $72.50 billion during the quarter, compared to analyst estimates of $69.53 billion. Cigna Group had a return on equity of 19.46% and a net margin of 2.17%.The company’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same period last year, the company earned $6.64 EPS. Cigna Group has set its FY 2026 guidance at 30.250- EPS. As a group, research analysts expect that Cigna Group will post 29.77 EPS for the current year.

Cigna Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Thursday, March 5th will be given a $1.56 dividend. This is a boost from Cigna Group’s previous quarterly dividend of $1.51. This represents a $6.24 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Thursday, March 5th. Cigna Group’s dividend payout ratio is 28.13%.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Zacks Research raised Cigna Group from a “strong sell” rating to a “hold” rating in a research note on Monday, January 5th. Mizuho set a $325.00 price objective on Cigna Group in a research note on Friday, January 9th. UBS Group reaffirmed a “buy” rating and set a $375.00 price objective on shares of Cigna Group in a report on Monday, February 9th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Cigna Group in a research report on Monday, December 29th. Finally, Leerink Partners boosted their price target on shares of Cigna Group from $270.00 to $297.00 and gave the stock a “market perform” rating in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cigna Group has a consensus rating of “Moderate Buy” and a consensus price target of $333.11.

Insiders Place Their Bets

In other news, insider Everett Neville sold 1,719 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $288.91, for a total value of $496,636.29. Following the sale, the insider owned 5,670 shares of the company’s stock, valued at approximately $1,638,119.70. This represents a 23.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Nicole S. Jones sold 2,307 shares of Cigna Group stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $288.91, for a total transaction of $666,515.37. Following the transaction, the insider directly owned 32,647 shares of the company’s stock, valued at approximately $9,432,044.77. This represents a 6.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.70% of the stock is owned by company insiders.

More Cigna Group News

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.