Cigna Group (CI)

In the past six months, The Cigna Group's stock price has experienced fluctuations. As of July 18, 2025, the stock was down 5.94% over the past 30 days and down 13.16% over the past 12 months, though it showed an 8.13% year-to-date return. The stock reached its all-time high on September 15, 2024, at $370.83. A notable event impacting the stock was the Q4 2024 earnings report, where despite reporting better-than-expected adjusted revenue, Cigna's shares dropped due to adjusted EPS falling below consensus estimates and a decrease in adjusted operating income. In February 2024, the company's Board of Directors declared a 14% increase in its cash quarterly dividend to $1.40 per share, and the company repurchased 20.9 million shares of common stock for approximately $7 billion in 2024.

The Cigna Group's products and services experience demand seasonality, particularly in its stop loss business. Sequential decreases in net medical costs payable are consistent with prior years, reflecting "stop loss seasonality." The first quarter's medical care ratio is expected to be below the full-year guidance range due to typical seasonal patterns. The company is also tracking a stop loss margin improvement plan to recoup margin through 2025 and 2026, which involves incorporating a revised cost structure in later 2025 client renewals.

The Cigna Group is an American multinational for-profit managed healthcare and insurance company operating primarily within the healthcare sector, specifically in the managed healthcare and insurance industry. The company aims to improve the health, well-being, and peace of mind of its customers. The Cigna Group's business is structured around two main divisions: Cigna Healthcare and Evernorth Health Services. Major products and services include health, dental, disability, life and accident insurance, Medicare and Medicaid plans, pharmacy services, care delivery and management solutions, supplemental health solutions, and savings and spending accounts.

The Cigna Group has a significant global presence, with sales capabilities in over 30 countries and jurisdictions, serving approximately 165 million to 190 million customer relationships worldwide. Its international operations and sales offices are located across North America, Europe, Asia, and the Middle East.

The Cigna Group has faced controversies, including lawsuits and allegations of fraud, but has engaged in efforts to manage and improve its brand reputation. In February 2023, Cigna Corporation evolved its brands, introducing "The Cigna Group," "Cigna Healthcare," and "Evernorth Health Services." The company's Chief Marketing & Brand Officer implemented a marketing strategy using long-copy print ads to counter negative narratives, resulting in a 44% increase in site visits and a 34% lift in brand favorability. The company also engages in philanthropic efforts through the Cigna Foundation, supporting health and wellness initiatives.

The Cigna Group's ownership is predominantly institutional, with institutional shareholders holding approximately 88.70% to 91.03% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Fmr Llc, State Street Corp, Price T Rowe Associates Inc /md/, Massachusetts Financial Services Co /ma/, and Dodge & Cox. Retail investors hold about 9.65% of the company, while Cigna Group insiders own a smaller percentage, less than 1.65%.