CX Institutional Boosts Stock Holdings in Cigna Group $CI

Key Points

• CX Institutional increased its stake in Cigna by 20.6% in Q4, holding 25,582 shares worth about $7.04 million after adding 4,372 shares.
• Cigna beat Q1 estimates (EPS $7.79 vs. $7.60; revenue $68.52B vs. $66.29B) and raised FY2026 adjusted EPS guidance to at least $30.35, while analysts maintain a “Moderate Buy” consensus with an average target of $336.20.
• The company declared a quarterly dividend of $1.56 (annualized $6.24, ~2.2% yield), even as insiders recently sold shares and institutional ownership remains high at roughly 87%.

CX Institutional grew its position in shares of Cigna Group (NYSE:CI - Free Report) by 20.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,582 shares of the health services provider's stock after purchasing an additional 4,372 shares during the quarter. CX Institutional's holdings in Cigna Group were worth $7,041,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in CI. Beacon Financial Strategies CORP purchased a new stake in Cigna Group in the 4th quarter worth $28,000. Lodestone Wealth Management LLC purchased a new stake in Cigna Group in the 4th quarter worth $32,000. Collier Financial purchased a new stake in Cigna Group in the 3rd quarter worth $34,000. Activest Wealth Management increased its holdings in Cigna Group by 1,050.0% in the 4th quarter. Activest Wealth Management now owns 138 shares of the health services provider's stock worth $38,000 after acquiring an additional 126 shares in the last quarter. Finally, True Wealth Design LLC increased its holdings in Cigna Group by 116.4% in the 4th quarter. True Wealth Design LLC now owns 158 shares of the health services provider's stock worth $43,000 after acquiring an additional 85 shares in the last quarter. 86.99% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several brokerages recently commented on CI. UBS Group reissued a "buy" rating and issued a $375.00 price target on shares of Cigna Group in a report on Monday, February 9th. Guggenheim reissued a "buy" rating and issued a $318.00 price target on shares of Cigna Group in a report on Monday, February 2nd. Cantor Fitzgerald upped their target price on shares of Cigna Group from $325.00 to $340.00 and gave the stock an "overweight" rating in a report on Friday. Robert W. Baird set a $337.00 target price on shares of Cigna Group in a report on Friday. Finally, Mizuho set a $330.00 target price on shares of Cigna Group in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Cigna Group currently has an average rating of "Moderate Buy" and an average target price of $336.20.

Cigna Group Price Performance

Cigna Group stock opened at $283.14 on Monday. Cigna Group has a 52-week low of $239.51 and a 52-week high of $350.00. The firm has a market capitalization of $74.62 billion, a price-to-earnings ratio of 12.00, a PEG ratio of 0.98 and a beta of 0.30. The company has a fifty day simple moving average of $274.34 and a 200-day simple moving average of $276.63. The company has a quick ratio of 0.73, a current ratio of 0.73 and a debt-to-equity ratio of 0.69.

Cigna Group (NYSE:CI - Get Free Report) last released its earnings results on Thursday, April 30th. The health services provider reported $7.79 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $7.60 by $0.19. Cigna Group had a net margin of 2.26% and a return on equity of 19.75%. The business had revenue of $68.52 billion during the quarter, compared to analyst estimates of $66.29 billion. During the same quarter in the prior year, the firm earned $6.74 earnings per share. The company's revenue for the quarter was up 4.6% compared to the same quarter last year. Cigna Group has set its FY 2026 guidance at 30.350- EPS. On average, equities analysts anticipate that Cigna Group will post 30.41 EPS for the current fiscal year.

Cigna Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Thursday, June 4th will be given a dividend of $1.56 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $6.24 annualized dividend and a dividend yield of 2.2%. Cigna Group's payout ratio is presently 28.13%.

More Cigna Group News

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

• Positive Sentiment: Cigna reported Q1 results that beat revenue and most EPS expectations, driven by strong Evernorth performance; management raised 2026 adjusted EPS guidance to at least $30.35, supporting upside to valuation. Read More.
• Positive Sentiment: Royal Bank of Canada raised its price target to $337 and kept an "outperform" rating — the move signals bull case support and implies ~19% upside from current levels. Read More.
• Positive Sentiment: Wells Fargo nudged its target to $305 (equal‑weight), a modest endorsement that adds to recent analyst support and narrows downside concerns. Read More.
• Neutral Sentiment: Analyst/think‑piece commentary frames the Q1 beat and Evernorth growth as a case for a higher multiple; these discussions may influence longer‑term sentiment but are not immediate catalysts. Read More.
• Negative Sentiment: Cigna announced it will exit the Affordable Care Act (individual exchange) business in 2027, affecting roughly 369,000 members — the move reduces topline exposure and creates short‑term execution and transition risk. Read More.
• Negative Sentiment: Pharmacy/PBM dynamics remain a watch item: rising pharmacy costs and PBM complexity were highlighted in coverage as potential margin pressure even as Evernorth grows — a risk to future earnings momentum. Read More.
• Negative Sentiment: Some data points are mixed (small EPS/estimate variances reported by some sources) and Quiver/other trackers show notable institutional repositioning and some insider sales in recent periods — data investors watch as a potential signal of rebalancing. Read More.

Insider Activity

In other news, insider Everett Neville sold 1,719 shares of the business's 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 transaction, the insider owned 5,670 shares of the company's stock, valued at approximately $1,638,119.70. The trade was a 23.26% decrease in their position. 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 the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $288.91, for a total transaction of $666,515.37. Following the completion of the sale, the insider directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.60% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.