TBH Global Asset Management LLC Increases Stock Position in Cigna Group $CI

Key Points

• TBH Global Asset Management boosted its stake in Cigna by 71.7% in Q4 to 11,468 shares, valued at about $3.16 million after buying an additional 4,789 shares.
• Cigna beat Q4 estimates with $8.08 EPS vs. $7.88 expected and $72.5 billion in revenue (up 10.4% year-over-year), and the company set FY‑2026 guidance around $30.25 EPS while analysts’ average price target is $332.47.
• Insiders Everett Neville and Nicole S. Jones sold a combined 4,026 shares at roughly $288.91 (about $1.16 million total), and Cigna declared a quarterly dividend of $1.56 per share (annualized $6.24, yield ~2.3%).

TBH Global Asset Management LLC grew its position in Cigna Group (NYSE:CI - Free Report) by 71.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,468 shares of the health services provider's stock after purchasing an additional 4,789 shares during the period. TBH Global Asset Management LLC's holdings in Cigna Group were worth $3,156,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. HM Payson & Co. raised its holdings in shares of Cigna Group by 0.9% in the third quarter. HM Payson & Co. now owns 3,785 shares of the health services provider's stock valued at $1,091,000 after purchasing an additional 35 shares during the last quarter. OLD National Bancorp IN raised its holdings in shares of Cigna Group by 3.7% in the fourth quarter. OLD National Bancorp IN now owns 1,031 shares of the health services provider's stock valued at $284,000 after purchasing an additional 37 shares during the last quarter. Leavell Investment Management Inc. raised its holdings in shares of Cigna Group by 3.8% in the third quarter. Leavell Investment Management Inc. now owns 1,103 shares of the health services provider's stock valued at $318,000 after purchasing an additional 40 shares during the last quarter. Physician Wealth Advisors Inc. raised its holdings in shares of Cigna Group by 1.5% in the third quarter. Physician Wealth Advisors Inc. now owns 2,712 shares of the health services provider's stock valued at $782,000 after purchasing an additional 41 shares during the last quarter. Finally, Cookson Peirce & Co. Inc. raised its holdings in shares of Cigna Group by 0.8% in the third quarter. Cookson Peirce & Co. Inc. now owns 4,953 shares of the health services provider's stock valued at $1,428,000 after purchasing an additional 41 shares during the last quarter. Hedge funds and other institutional investors own 86.99% of the company's stock.

Analyst Ratings Changes

Several analysts have recently commented on CI shares. Robert W. Baird lowered their target price on shares of Cigna Group from $315.00 to $306.00 and set an "outperform" rating for the company in a report on Wednesday, April 15th. Barclays lowered their target price on shares of Cigna Group from $305.00 to $303.00 and set an "overweight" rating for the company in a report on Friday, February 6th. Zacks Research upgraded shares of Cigna Group from a "strong sell" rating to a "hold" rating in a report on Monday, January 5th. Leerink Partners increased their target price on shares of Cigna Group from $270.00 to $297.00 and gave the company a "market perform" rating in a report on Friday, February 6th. Finally, Wall Street Zen upgraded shares of Cigna Group from a "hold" rating to a "buy" rating in a research report on Saturday, February 7th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $332.47.

Insider Activity

In related 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 in the company, valued at approximately $1,638,119.70. This represents a 23.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nicole S. Jones sold 2,307 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 $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 SEC filing for this sale provides additional information. 0.60% of the stock is currently owned by corporate insiders.

Cigna Group Price Performance

CI opened at $275.44 on Friday. The firm has a market cap of $72.59 billion, a P/E ratio of 12.42, a PEG ratio of 0.97 and a beta of 0.26. The firm has a 50-day moving average of $274.50 and a 200 day moving average of $277.43. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.74 and a current ratio of 0.74. Cigna Group has a fifty-two week low of $239.51 and a fifty-two week high of $350.00.

Cigna Group (NYSE:CI - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The health services provider reported $8.08 earnings per share for the quarter, beating the consensus estimate of $7.88 by $0.20. The company had revenue of $72.50 billion during the quarter, compared to analyst estimates of $69.53 billion. Cigna Group had a net margin of 2.17% and a return on equity of 19.46%. The firm's revenue for the quarter was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the business earned $6.64 earnings per share. Cigna Group has set its FY 2026 guidance at 30.250- EPS. On average, research analysts expect that Cigna Group will post 30.32 EPS for the current year.

Cigna Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Thursday, June 4th will be given a dividend of $1.56 per share. The ex-dividend date is Thursday, June 4th. This represents a $6.24 annualized dividend and a yield of 2.3%. Cigna Group's dividend payout ratio is presently 28.13%.

Key Cigna Group News

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

• Positive Sentiment: Cigna joined other major plans in a public commitment to standardize electronic prior-authorization requirements for commonly reviewed services — a move that should reduce provider administrative burden, speed patient access to care, and lower long‑term costs for payers. Article Title
• Positive Sentiment: Industry press highlights progress across UnitedHealthcare, Aetna and Cigna toward standardizing prior authorization — reinforcing that this is an industry-wide trend (reduces regulatory/operational risk if successfully implemented). Article Title
• Positive Sentiment: Cigna declared a quarterly dividend ($1.56 per share; ex-dividend in June), underscoring cash return to shareholders and supporting income-focused investor demand. Dividend Announcement
• Positive Sentiment: Analysts and previews (Zacks) expect earnings growth into the next report, which could support a post‑earnings rebound if Cigna posts another beat. Article Title
• Neutral Sentiment: Cigna promoted Melissa Skottegaard to chief marketing & communications officer — a leadership move that may affect branding/execution but is unlikely to move near‑term financials. Article Title
• Neutral Sentiment: Reminders that Cigna is scheduled to report results next week (earnings date/coverage notices) keep focus on near-term catalysts rather than fundamental surprises. Article Title
• Negative Sentiment: Jefferies reaffirmed a Buy on CI but trimmed its price target slightly (reportedly from $333 to $330) after reviewing health insurance exchange exposure — the analyst tweak likely pressured sentiment and fed selling pressure. Article Title

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.

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