Cigna Group $CI Stake Lifted by Cooperman Leon G

Cooperman Leon G raised its stake in Cigna Group (NYSE:CI) by 53.3% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 325,000 shares of the health services provider’s stock after buying an additional 113,000 shares during the quarter. Cigna Group makes up about 2.9% of Cooperman Leon G’s investment portfolio, making the stock its 11th largest holding. Cooperman Leon G owned about 0.12% of Cigna Group worth $93,681,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of CI. Norges Bank bought a new position in shares of Cigna Group during the second quarter worth about $1,110,426,000. Capital Research Global Investors lifted its position in 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 valued at $916,434,000 after purchasing an additional 1,855,897 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in Cigna Group by 54.5% during the 3rd quarter. Ameriprise Financial Inc. now owns 2,136,311 shares of the health services provider’s stock valued at $615,781,000 after purchasing an additional 753,865 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in Cigna Group by 24.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,508,740 shares of the health services provider’s stock valued at $829,339,000 after purchasing an additional 492,045 shares during the period. Finally, Balyasny Asset Management L.P. grew its position in Cigna Group by 1,057.2% in the 2nd quarter. Balyasny Asset Management L.P. now owns 404,753 shares of the health services provider’s stock worth $133,803,000 after purchasing an additional 369,775 shares during the last quarter. Institutional investors and hedge funds own 86.99% of the company’s stock.

Insider Buying and Selling at Cigna Group

In other news, insider Nicole S. Jones sold 2,307 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 $666,515.37. Following the sale, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Everett Neville sold 1,719 shares of the company’s 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 completion of the sale, the insider owned 5,670 shares of the company’s stock, valued at approximately $1,638,119.70. This trade represents a 23.26% decrease in their position. The SEC filing for this sale provides additional information. 0.70% of the stock is currently owned by company insiders.

Cigna Group Trading Up 0.5%

Shares of NYSE:CI opened at $267.15 on Friday. The company has a 50 day moving average of $279.60 and a 200-day moving average of $282.82. The company has a current ratio of 0.74, a quick ratio of 0.74 and a debt-to-equity ratio of 0.74. The firm has a market cap of $70.40 billion, a P/E ratio of 12.04, a P/E/G ratio of 0.93 and a beta of 0.27. Cigna Group has a twelve month low of $239.51 and a twelve month high of $350.00.

Cigna Group (NYSE:CI) last posted its quarterly earnings data 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. Cigna Group had a net margin of 2.17% and a return on equity of 19.46%. The business had revenue of $72.50 billion for the quarter, compared to analyst estimates of $69.53 billion. During the same quarter last year, the business earned $6.64 earnings per share. The business’s revenue for the quarter 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, analysts anticipate that Cigna Group will post 29.77 earnings per share for the current fiscal year.

Cigna Group Increases Dividend

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

Key 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

Wall Street Analyst Weigh In

CI has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft lifted their price target on Cigna Group from $301.00 to $304.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Jefferies Financial Group increased their price objective on Cigna Group from $310.00 to $333.00 and gave the stock a “buy” rating in a report on Monday, February 9th. Wall Street Zen upgraded Cigna Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Piper Sandler cut their target price on Cigna Group from $374.00 to $370.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 3rd. Finally, Barclays reduced their price target on 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 given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, Cigna Group has a consensus rating of “Moderate Buy” and a consensus price target of $333.11.

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.