Davis Selected Advisers Purchases 96,534 Shares of Cigna Group $CI

Davis Selected Advisers boosted its position in shares of Cigna Group (NYSE:CI) by 14.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 752,852 shares of the health services provider’s stock after buying an additional 96,534 shares during the quarter. Cigna Group makes up about 0.9% of Davis Selected Advisers’ portfolio, making the stock its 27th largest position. Davis Selected Advisers’ holdings in Cigna Group were worth $207,212,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Beacon Financial Strategies CORP bought a new stake in Cigna Group during the 4th quarter worth about $28,000. Lodestone Wealth Management LLC bought a new stake in shares of Cigna Group in the 4th quarter valued at about $32,000. Collier Financial bought a new stake in shares of Cigna Group in the 3rd quarter valued at about $34,000. Activest Wealth Management increased its stake in shares of Cigna Group by 1,050.0% in the 4th quarter. Activest Wealth Management now owns 138 shares of the health services provider’s stock valued at $38,000 after acquiring an additional 126 shares during the last quarter. Finally, True Wealth Design LLC increased its stake in shares of Cigna Group by 116.4% in the 4th quarter. True Wealth Design LLC now owns 158 shares of the health services provider’s stock valued at $43,000 after acquiring an additional 85 shares during the last quarter. 86.99% of the stock is owned by institutional investors.

Insider Activity at Cigna Group

In related news, insider Nicole S. Jones sold 2,307 shares of the business’s stock in a transaction that occurred 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 directly 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 Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Everett Neville sold 1,719 shares of the business’s stock in a transaction that occurred 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 transaction, the insider owned 5,670 shares of the company’s stock, valued at $1,638,119.70. This represents a 23.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.60% of the stock is currently owned by insiders.

Cigna Group Price Performance

Shares of CI opened at $283.14 on Friday. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.74 and a current ratio of 0.73. The stock has a 50 day simple moving average of $274.34 and a 200 day simple moving average of $276.94. 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 PE ratio of 12.77, a P/E/G ratio of 1.01 and a beta of 0.26.

Cigna Group (NYSE:CI) last issued its quarterly earnings data on Thursday, April 30th. The health services provider reported $7.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.60 by $0.19. Cigna Group had a return on equity of 19.75% and a net margin of 2.26%.The business had revenue of $68.52 billion during the quarter, compared to analyst estimates of $66.29 billion. During the same period in the previous year, the firm earned $6.74 EPS. Cigna Group’s quarterly revenue was up 4.6% compared to the same quarter last year. Cigna Group has set its FY 2026 guidance at 30.350- EPS. Sell-side analysts predict that Cigna Group will post 30.35 EPS for the current fiscal year.

Cigna Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Thursday, June 4th will be given a $1.56 dividend. The ex-dividend date is Thursday, June 4th. This represents a $6.24 annualized dividend and a dividend yield of 2.2%. Cigna Group’s payout ratio is currently 28.13%.

Trending Headlines about Cigna Group

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.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on CI shares. UBS Group reaffirmed a “buy” rating and issued a $375.00 price target on shares of Cigna Group in a research note on Monday, February 9th. Wells Fargo & Company upped their price target on Cigna Group from $300.00 to $305.00 and gave the company an “equal weight” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft upped their price target on Cigna Group from $301.00 to $304.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. TD Cowen upped their price target on Cigna Group from $333.00 to $338.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Finally, Zacks Research raised Cigna Group from a “strong sell” rating to a “hold” rating in a research note on Monday, January 5th. One investment 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 stock. According to MarketBeat, Cigna Group has an average rating of “Moderate Buy” and a consensus target price of $336.20.

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.