Banque Pictet & Cie SA increases holdings in Cigna Group by 40% in Q4, according to SEC filing

Banque Pictet & Cie SA increased its position in Cigna Group by 40.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm reported owning 25,216 shares of Cigna Group after purchasing an additional 7,204 shares in the quarter. Its holdings were valued at $6,940,000 as of the latest SEC filing.

Institutional activity around Cigna Group

Other institutional investors also reported changes to their Cigna Group positions. Dodge & Cox boosted its holdings by 4.0% in the third quarter to 9,305,225 shares, valued at $2,682,231,000. Sanders Capital LLC increased its stake by 0.5% to 7,828,168 shares, valued at $2,256,469,000. Capital Research Global Investors raised its position by 140.2% to 3,179,301 shares, valued at $916,434,000.

Arrowstreet Capital Limited Partnership increased its stake by 7.4% to 2,695,620 shares, valued at $777,012,000. Ameriprise Financial Inc. lifted its holdings by 54.5% to 2,136,311 shares, valued at $615,781,000. Overall, 86.99% of the stock is owned by hedge funds and other institutional investors.

Cigna Group market and valuation snapshot

Cigna Group stock opened at $270.30 on Friday. The company’s market capitalization was reported at $71.23 billion, with a price-to-earnings ratio of 12.19, a PEG ratio of 0.93, and a beta of 0.26. The stock’s 50-day moving average was $276.37 and its 200-day moving average was $279.42.

Liquidity and leverage metrics reported include a current ratio of 0.74, a quick ratio of 0.74, and a debt-to-equity ratio of 0.74. Cigna Group’s 12-month range was $239.51 to $350.00.

Earnings and guidance

Cigna Group last issued quarterly earnings data on Thursday, February 5. For the quarter, the company reported earnings of $8.08 per share, beating the consensus estimate of $7.88 by $0.20. Revenue was $72.50 billion, compared with analyst estimates of $69.53 billion.

The company reported a return on equity of 19.46% and a net margin of 2.17%. Quarterly revenue was up 10.4% compared with the same quarter last year. In the prior-year period, Cigna Group earned $6.64 per share.

For FY 2026, Cigna Group set guidance at 30.250 EPS. Sell-side analysts anticipate 29.77 EPS for the current fiscal year.

Dividend increase

Cigna Group also declared a quarterly dividend paid on Thursday, March 19. Investors of record on Thursday, March 5 received a dividend of $1.56 per share. The dividend translates to $6.24 on an annualized basis, representing a yield of 2.3%. The ex-dividend date was Thursday, March 5.

This dividend was increased from the company’s previous quarterly dividend of $1.51. Cigna Group’s payout ratio was reported at 28.13%.

Insider transactions

In insider trading activity, Everett Neville sold 1,719 shares on Monday, March 2 at an average price of $288.91, for a total transaction value of $496,636.29. After the sale, the insider directly owned 5,670 shares, valued at approximately $1,638,119.70, representing a 23.26% decrease in ownership.

Nicole S. Jones also sold 2,307 shares on Monday, March 2 at an average price of $288.91, for $666,515.37. Following the transaction, she directly owned 32,647 shares, valued at approximately $9,432,044.77, a 6.60% decrease in ownership. Corporate insiders own 0.60% of the company’s stock.

Analyst rating changes

Several research firms commented on Cigna Group. Zacks Research raised the stock from a “strong sell” rating to a “hold” rating in a report on Monday, January 5. Barclays lowered its price objective from $305.00 to $303.00 and maintained an “overweight” rating in a report on Friday, February 6.

Weiss Ratings reaffirmed a “hold (c-)” rating on Monday, December 29. Jefferies Financial Group increased its target price from $310.00 to $333.00 and assigned a “buy” rating on Monday, February 9. Wall Street Zen raised the stock from a “hold” rating to a “buy” rating on Saturday, February 7.

According to the reported consensus, one analyst rated the stock as Strong Buy, seventeen issued Buy ratings, and four assigned Hold ratings. MarketBeat reported a consensus rating of “Moderate Buy” and a consensus target price of $333.11.

Company profile

Cigna Group (NYSE: CI) is a global health services company offering 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 commercial customers as well as Medicare and Medicaid customers, and provides workplace benefits such as group health plans and disability and life benefits for employers.

The company also operates health services and care-delivery platforms designed to manage costs and improve outcomes.