Dodge & Cox Has $2.68 Billion Holdings in Cigna Group $CI

Posted by Latisha Jones on Mar 14th, 2026

Dodge & Cox increased its stake in shares of Cigna Group (NYSE:CI – Free Report) by 4.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 9,305,225 shares of the health services provider’s stock after acquiring an additional 354,615 shares during the period. Cigna Group accounts for about 1.4% of Dodge & Cox’s holdings, making the stock its 27th largest position. Dodge & Cox owned about 3.48% of Cigna Group worth $2,682,231,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in CI. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Cigna Group by 11.7% during the 3rd 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 during the last quarter. Maj Invest Holding A S grew its holdings in Cigna Group by 2.4% in the 3rd quarter. Maj Invest Holding A S now owns 422,728 shares of the health services provider’s stock valued at $121,854,000 after buying an additional 10,042 shares during the last quarter. Providence Capital Advisors LLC grew its holdings in Cigna Group by 1,016.8% in the 3rd quarter. Providence Capital Advisors LLC now owns 8,510 shares of the health services provider’s stock valued at $2,453,000 after buying an additional 7,748 shares during the last quarter. National Pension Service increased its position in Cigna Group by 3.2% in the 3rd quarter. National Pension Service now owns 683,751 shares of the health services provider’s stock worth $197,091,000 after buying an additional 21,203 shares during the period. Finally, SCS Capital Management LLC lifted its holdings 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 buying an additional 8,609 shares during the last quarter. 86.99% of the stock is owned by institutional investors.

Trending Headlines about 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 Trading Up 0.5%

Shares of Cigna Group stock opened at $267.15 on Friday. Cigna Group has a 12-month low of $239.51 and a 12-month high of $350.00. The stock has a market capitalization of $70.40 billion, a P/E ratio of 12.04, a price-to-earnings-growth ratio of 0.92 and a beta of 0.27. The company has a 50-day simple moving average of $279.60 and a 200 day simple moving average of $282.94. 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 (NYSE:CI – Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The health services provider reported $8.08 EPS for the quarter, beating analysts’ consensus estimates of $7.88 by $0.20. The firm had revenue of $72.50 billion for 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 company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same period in the previous year, the business earned $6.64 earnings per share. Cigna Group has set its FY 2026 guidance at 30.250- EPS. Research analysts expect 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. Stockholders of record on Thursday, March 5th will be issued a $1.56 dividend. This represents a $6.24 annualized dividend and a dividend yield of 2.3%. 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. Cigna Group’s dividend payout ratio (DPR) is presently 28.13%.

Insider Activity at Cigna Group

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

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on CI shares. Truist Financial increased their price objective on Cigna Group from $320.00 to $350.00 and gave the company a “buy” rating in a research report on Tuesday, February 17th. Jefferies Financial Group upped their target price on shares of Cigna Group from $310.00 to $333.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Weiss Ratings reissued a “hold (c-)” rating on shares of Cigna Group in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Cigna Group from $301.00 to $304.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Finally, Barclays cut their price objective on shares of Cigna Group from $305.00 to $303.00 and set an “overweight” rating for the company in a research report on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Cigna Group has an average rating of “Moderate Buy” and an average price target of $333.11.

View Our Latest Stock Analysis on CI

Cigna Group Company Profile

(Free Report)

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.