CSM Advisors LLC Has $20.50 Million Stake in Cigna Group $CI

CSM Advisors LLC boosted its holdings in Cigna Group (NYSE:CI) by 60.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 71,099 shares of the health services provider’s stock after purchasing an additional 26,854 shares during the period. CSM Advisors LLC’s holdings in Cigna Group were worth $20,496,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Pathway Financial Advisers LLC grew its holdings in shares of Cigna Group by 2.3% in the 2nd quarter. Pathway Financial Advisers LLC now owns 1,501 shares of the health services provider’s stock valued at $496,000 after acquiring an additional 34 shares in the last quarter. Armstrong Advisory Group Inc. raised its holdings in Cigna Group by 17.7% during the third quarter. Armstrong Advisory Group Inc. now owns 226 shares of the health services provider’s stock worth $65,000 after acquiring an additional 34 shares in the last quarter. HM Payson & Co. boosted its position in Cigna Group by 0.9% during 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. Carr Financial Group Corp boosted its position in Cigna Group by 5.3% during the third quarter. Carr Financial Group Corp now owns 709 shares of the health services provider’s stock valued at $204,000 after purchasing an additional 36 shares during the last quarter. Finally, Natural Investments LLC grew its stake in Cigna Group by 2.0% in the third quarter. Natural Investments LLC now owns 1,843 shares of the health services provider’s stock valued at $531,000 after purchasing an additional 36 shares in the last quarter. 86.99% of the stock is owned by institutional investors.

Insider Activity

In related news, insider Everett Neville sold 1,719 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $288.91, for a total value of $496,636.29. Following 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 position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 completion of the transaction, the insider directly owned 32,647 shares in the company, valued at approximately $9,432,044.77. This represents a 6.60% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.70% of the stock is owned by corporate insiders.

Key Stories Impacting 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 Stock Performance

CI opened at $267.15 on Friday. 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 has a 12-month low of $239.51 and a 12-month high of $350.00. The business has a 50 day moving average of $279.60 and a 200-day moving average of $282.82. The stock has a market cap of $70.40 billion, a price-to-earnings ratio of 12.04, a PEG ratio of 0.93 and a beta of 0.27.

Cigna Group (NYSE:CI) last posted its earnings results on Thursday, February 5th. The health services provider reported $8.08 earnings per share for the quarter, topping analysts’ consensus estimates of $7.88 by $0.20. Cigna Group had a return on equity of 19.46% and a net margin of 2.17%.The business had revenue of $72.50 billion for the quarter, compared to analyst estimates of $69.53 billion. During the same period in the previous year, the firm earned $6.64 EPS. The firm’s revenue was up 10.4% compared to the same quarter last year. Cigna Group has set its FY 2026 guidance at 30.250- EPS. On average, equities research analysts expect that Cigna Group will post 29.77 earnings per share for the current year.

Cigna Group Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have weighed in on CI shares. Deutsche Bank Aktiengesellschaft boosted their price target on Cigna Group from $301.00 to $304.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Guggenheim reissued a “buy” rating and issued a $318.00 target price on shares of Cigna Group in a research note on Monday, February 2nd. Weiss Ratings restated a “hold (c-)” rating on shares of Cigna Group in a report on Monday, December 29th. UBS Group reaffirmed a “buy” rating and set a $375.00 price target on shares of Cigna Group in a research report on Monday, February 9th. Finally, Zacks Research upgraded shares of Cigna Group from a “strong sell” rating to a “hold” rating in a research note on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Cigna Group has a consensus rating of “Moderate Buy” and an average target price of $333.11.

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.