Cigna Group マネジメント
マネジメント 基準チェック /34
Cigna Groupの CEO はDavid Cordaniで、 Dec2009年に任命され、 の在任期間は 16.5年です。 の年間総報酬は$ 22.87Mで、 7%給与と93%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.25%を直接所有しており、その価値は$ 186.35M 。経営陣と取締役会の平均在任期間はそれぞれ2.2年と6.8年です。
主要情報
David Cordani
最高経営責任者
US$22.9m
報酬総額
| CEO給与比率 | 7.00% |
| CEO在任期間 | 16.5yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 2.2yrs |
| 取締役会の平均在任期間 | 6.8yrs |
経営陣の近況
Recent updates
ナラティブの更新 • Jun 15
CI: PBM Transition Execution And Dividend Strength Will Support Future Share Upside
Analysts have slightly adjusted their price target for Cigna Group, with the fair value estimate moving from about $341.50 to roughly $340.92 as updated assumptions for discount rate, revenue growth, profit margins, and future P/E filter through their models. What's in the News Deutsche Bank and Barclays shifted their views on Cigna Group to more neutral stances, citing multi year uncertainty and risks tied to the pharmacy benefit manager transition, including questions around the insurance portfolio and PBM model.ナラティブの更新 • Jun 01
CI: Portfolio Reshaping And CEO Transition Will Support Future Share Upside
Analysts have nudged their price target for Cigna Group slightly higher to about $341.50, reflecting updated assumptions for revenue, profit margins and a modestly higher future P/E multiple. What's in the News Cigna reported Q1 2026 adjusted EPS of US$7.79 on revenue of US$68.5b, above analyst expectations, and raised full year adjusted EPS guidance to at least US$30.35 per share, according to recent earnings coverage.Seeking Alpha • May 18
Cigna: Shares Marching To Full Recovery
Summary Cigna Group is reiterated as a "Buy," driven by strong Q1 2026 results, raised guidance, and sustained business momentum. CI’s pharmacy and behavioral health segments are fueling revenue growth, while divestitures and PBM reform temporarily temper 2026 earnings. Shares trade at a 25% discount to a $377 fair value estimate, offering potential 15% annual total returns through 2031. Cigna’s robust balance sheet, market-leading dividend coverage, and growth catalysts in biosimilars and behavioral health underpin the investment thesis. Read the full article on Seeking Alpha分析記事 • May 04
The The Cigna Group (NYSE:CI) First-Quarter Results Are Out And Analysts Have Published New Forecasts
The Cigna Group ( NYSE:CI ) came out with its first-quarter results last week, and we wanted to see how the business is...ナラティブの更新 • May 02
CI: Leadership Transition And Buybacks Will Support Future Share Upside
Analysts have increased their price target on Cigna Group by about $1. This reflects small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their models.ナラティブの更新 • Apr 17
CI: Leadership Transition And Buybacks Will Drive Future Upside
Analysts have trimmed their average price target on Cigna Group by about $0.38 to roughly $338.42, reflecting small updates to fair value estimates, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News The Cigna Group plans a leadership transition, with current CEO David M.ナラティブの更新 • Apr 02
CI: Leadership Transition And Onsite Care Expansion Will Drive Future Upside
Analysts have slightly refined their view on Cigna Group, trimming the price target by a fraction to $338.79 as updated assumptions for revenue growth, profit margins, and future P/E bring the model into closer alignment with their latest expectations. What's in the News Cigna Group plans a leadership transition, with David M.ナラティブの更新 • Mar 19
CI: Onsite Care Expansion And Leadership Transition Will Support Future Upside
Analysts have nudged their fair value estimate for Cigna Group from about $336.67 to roughly $338.80. This reflects updated views on revenue growth, profit margins, and an anticipated forward P/E of around 13.43x.ナラティブの更新 • Mar 05
CI: Onsite Care Expansion Will Support Future Upside Potential
Analysts now set Cigna Group's fair value estimate at about $336.67, up from roughly $332.62, reflecting updated assumptions that incorporate slightly higher revenue growth, profit margins, and a lower future P/E multiple. What's in the News Cigna Group plans a leadership transition, with CEO David M.ナラティブの更新 • Feb 19
CI: Higher Margin Outlook And Onsite Care Expansion Will Support Upside
Analysts have modestly lifted their price target on Cigna Group to $332.62 from $326.92, citing updated assumptions that combine slightly lower revenue growth with a higher profit margin and a future P/E of 15.62. What's in the News A class action lawsuit has been filed against Express Scripts, Cigna, and Evernorth, alleging a rebate diversion scheme that used an offshore entity, Ascent, to collect billions of dollars in kickbacks labeled as fees instead of passing rebates through to pharmacy benefit management clients, including the Plumbers' Welfare Fund.ナラティブの更新 • Feb 04
CI: Onsite Clinic And Stable Assumptions Will Support Future Upside
Analysts have kept their price target for The Cigna Group broadly unchanged at about US$327, citing only slight adjustments to revenue growth, profit margin and future P/E assumptions rather than any major shift in their outlook. What's in the News Hankook Tire America Corp.ナラティブの更新 • Jan 21
CI: Completed Buybacks And New Employee Clinic Will Support Future Upside
Analysts have nudged their fair value estimate for Cigna Group slightly higher to US$326.92 from US$325.57, citing minor refinements to discount rate assumptions, revenue growth expectations, profit margin inputs, and the forward P/E multiple used in their models. What's in the News Hankook Tire America Corp.ナラティブの更新 • Jan 07
CI: Massive Share Buyback And Clinic Expansion Will Support Future Earnings Upside
Analysts have slightly reduced their price target for Cigna Group, trimming fair value by about $0.69 to $325.57 as they factor in a more moderate revenue growth outlook, along with a small improvement in expected profit margins and future P/E assumptions. What's in the News Hankook Tire America Corp.ナラティブの更新 • Dec 15
CI: Massive Share Buyback Will Drive Future Earnings Upside Momentum
Narrative Update on Cigna Group Analysts have slightly lowered their price target on Cigna Group by approximately $2 to around $326 per share, reflecting modest tweaks to assumptions on long term growth, profitability, and valuation multiples, while maintaining a broadly constructive outlook. What's in the News Cigna Group reported that between July 1 and September 30, 2025, it repurchased no additional shares under its existing authorization, having already completed the buyback of about 133.5 million shares, or 41.09% of shares outstanding, for roughly $34.44 billion since the program was announced in December 2018 (company filing).ナラティブの更新 • Nov 30
CI: Massive Share Buyback Will Drive Future Earnings Upside Momentum
Analysts have raised their price target for Cigna Group to $328.35 per share, citing moderate adjustments to key financial metrics. These include a higher projected future price-to-earnings ratio and continued expectations for growth and profitability.ナラティブの更新 • Nov 16
CI: Significant Buybacks And 2026 Guidance Will Drive Upside Momentum
Narrative Update on Cigna Group Analysts have lowered their price target for Cigna Group from $349.04 to $328.35. This change reflects adjustments for a slightly higher discount rate as well as revised expectations for revenue growth and profit margins.ナラティブの更新 • Nov 01
CI: Share Repurchase Momentum Will Drive Long-Term Shareholder Value Creation
Analysts have lowered their price target for Cigna Group from $369.13 to $349.04. This change reflects updated expectations around modestly higher revenue growth, which are offset by a slight dip in profit margin projections.分析記事 • Jul 10
The Cigna Group (NYSE:CI) Screens Well But There Might Be A Catch
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Seeking Alpha • Mar 31
The Cigna Group: Compelling Exposure To Diversified Healthcare At A Discount Price
Summary Cigna is positioned to benefit from utilization normalization and aims for 10%-14% annual EPS growth by reducing Medicare exposure and improving Commercial business. Despite industry challenges, Cigna achieved 8%-9% YoY EPS growth in 2023-2024, demonstrating strong cost discipline and effective management. The sale of Cigna's Medicare unit and focus on lower-cost biosimilars and streamlined care accessibility are key strategic moves for future growth. With an attractive valuation and minimal downside risk, Cigna stock is rated a BUY, offering at least 33% upside potential even in bearish conditions. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Cigna Is A Buy: Market Overreaction Creates A Big Opportunity
Summary Cigna looks undervalued at under 10x earnings, with strong growth potential. Evernorth continues to expand, adding to the company’s long-term value. Large stock buybacks are supporting earnings per share and investor returns. Regulatory risks, rising costs, and competition remain challenges to watch. If Cigna meets its targets, the stock could rise 20-30% from here. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Cigna: Buy The Drop On This Undervalued Growth Stock
Summary Cigna's current valuation presents a compelling opportunity, trading at a forward PE of 9.9, significantly below its historical average of 12.0x. The company carries diversified revenue streams and consistent earnings growth, with Healthcare and Evernorth divisions driving strong performance and a 13% EPS CAGR over 10 years. Management targets 10-14% long-term annual EPS growth, supported by increased biosimilar adoption, behavioral health services growth, and aggressive share buybacks. CI's growing dividend and robust fundamentals make it an attractive choice for value and growth investors, despite potential regulatory and macroeconomic risks. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Cigna And The Risk Of PBMs - I'm Staying Out Above $230/Share
Summary Cigna faces significant risks due to potential healthcare reforms and scrutiny on PBMs, making it a "Hold" until it drops below $230/share. The US healthcare system's high costs and structural issues contribute to the uncertainty surrounding Cigna's long-term profitability and business model. Despite strong historical performance, the potential breakup of PBMs and legislative changes could drastically impact Cigna's future earnings and growth. The current valuation does not justify investment; Cigna's appeal lies in its fundamental strengths but is overshadowed by systemic risks and political uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
Cigna: This Dividend Grower Could Be Worth Buying Now
Summary The managed care company's total revenue and non-GAAP EPS climbed higher in the second quarter. Cigna's dividend is comfortably covered by non-GAAP EPS and free cash flow. Shares of the stock appear to be priced at a 17% discount to fair value. Cigna could be set up to generate strong total returns in the next couple of years. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Cigna: Growth From Specialty Pharmacy And Care; Initiate With 'Buy'
Summary I am initiating a 'Buy' rating for Cigna with a one-year target price of $450 per share, driven by strong Specialty and Cigna Healthcare growth. Cigna's Specialty Pharmacy and Care Market, accounting for 30% of revenue, is poised for above-market growth due to its leadership in the chronic market and biosimilar offerings. Cigna Healthcare's divestiture of low-margin Medicare businesses will allow focus on employer-sponsored plans, targeting small and mid-size enterprises, contributing to 7% organic revenue growth. Despite low operating margins and elevated cost trends, Cigna's share repurchase program and SG&A optimization are expected to support future margin expansion and free cash flow growth. Read the full article on Seeking AlphaSeeking Alpha • Jul 29
Cigna Group: Services Focus Leads To Outperformance
Summary Cigna Group's medical memberships are focused on "services-only" commercial memberships. The fee-based rather than risk-based nature of these memberships makes Cigna more resilient to rising medical costs. The Evernorth segment should see high-single-digit growth for the foreseeable future, driven by Healthcare Services and specialty pharmacy Accredo. The low valuation coupled with the mid-single-digit earnings growth outlook makes Cigna stock attractive at current prices. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$6b |
| Dec 31 2025 | US$23m | US$2m | US$6b |
| Sep 30 2025 | n/a | n/a | US$6b |
| Jun 30 2025 | n/a | n/a | US$5b |
| Mar 31 2025 | n/a | n/a | US$5b |
| Dec 31 2024 | US$23m | US$2m | US$3b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | n/a | n/a | US$4b |
| Mar 31 2024 | n/a | n/a | US$4b |
| Dec 31 2023 | US$21m | US$2m | US$5b |
| Sep 30 2023 | n/a | n/a | US$5b |
| Jun 30 2023 | n/a | n/a | US$7b |
| Mar 31 2023 | n/a | n/a | US$7b |
| Dec 31 2022 | US$21m | US$2m | US$7b |
| Sep 30 2022 | n/a | n/a | US$7b |
| Jun 30 2022 | n/a | n/a | US$5b |
| Mar 31 2022 | n/a | n/a | US$5b |
| Dec 31 2021 | US$20m | US$2m | US$5b |
| Sep 30 2021 | n/a | n/a | US$8b |
| Jun 30 2021 | n/a | n/a | US$8b |
| Mar 31 2021 | n/a | n/a | US$8b |
| Dec 31 2020 | US$20m | US$2m | US$8b |
| Sep 30 2020 | n/a | n/a | US$5b |
| Jun 30 2020 | n/a | n/a | US$5b |
| Mar 31 2020 | n/a | n/a | US$5b |
| Dec 31 2019 | US$19m | US$2m | US$5b |
報酬と市場: Davidの 総報酬 ($USD 22.87M ) は、 US市場 ($USD 14.67M ) の同規模の企業の平均を上回っています。
報酬と収益: Davidの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
David Cordani (61 yo)
16.5yrs
在職期間
US$22,866,134
報酬
Mr. David Michael Cordani serves as Chair of the Board at The Cigna Group (formerly known as Cigna Corporation) since January 01, 2022. He has been the Chief Executive Officer of The Cigna Group (formerly...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chair of the Board | 16.5yrs | US$22.87m | 0.25% $ 186.3m | |
| President | 1.3yrs | US$10.00m | 0.024% $ 18.2m | |
| Executive VP & CFO | 1.3yrs | US$4.69m | 0.0029% $ 2.2m | |
| Executive Vice President | 2.8yrs | US$5.96m | 0.013% $ 9.6m | |
| Executive Vice President of Strategy & Business Development | 2.4yrs | US$4.07m | 0.0021% $ 1.6m | |
| Senior VP & Tax and Global Chief Accounting Officer | 1.9yrs | データなし | 0.00090% $ 674.0k | |
| Executive Vice President & Global Chief Information Officer | less than a year | データなし | 0.0025% $ 1.9m | |
| Senior Vice President of Investor Relations | 4.4yrs | データなし | データなし | |
| EVP, General Counsel & Corporate Secretary | less than a year | データなし | データなし | |
| Executive Vice President | less than a year | データなし | データなし | |
| President of International MArkets & President of International Health Cigna Healthcare | 12yrs | US$3.53m | データなし | |
| Head of Strategy & Global Business Development for Cigna International Markets | 6.3yrs | データなし | データなし |
2.2yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: CIの経営陣は 経験豊富 であると考えられます ( 2.2年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chair of the Board | 16.7yrs | US$22.87m | 0.25% $ 186.3m | |
| President | less than a year | US$10.00m | 0.024% $ 18.2m | |
| Independent Director | 21.3yrs | US$362.81k | 0.00073% $ 546.7k | |
| Lead Independent Director | 14.9yrs | US$360.31k | 0.014% $ 10.4m | |
| Independent Director | 19.2yrs | US$410.31k | 0.0018% $ 1.3m | |
| Independent Director | 6yrs | US$362.81k | 0.0020% $ 1.5m | |
| Independent Director | 7.5yrs | US$360.31k | 0.0026% $ 1.9m | |
| Independent Director | 1yr | US$239.47k | 0.00051% $ 381.9k | |
| Independent Director | 7.5yrs | US$335.31k | 0.0026% $ 1.9m | |
| Independent Director | 3yrs | US$335.31k | 0.00098% $ 733.9k | |
| Independent Director | 5.3yrs | US$335.31k | 0.0017% $ 1.3m | |
| Independent Director | 4.8yrs | US$337.81k | 0.0016% $ 1.2m |
6.8yrs
平均在職期間
62.5yo
平均年齢
経験豊富なボード: CIの 取締役会 は 経験豊富 であると考えられます ( 6.8年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/24 20:33 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
The Cigna Group 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Hua Ha | Baird |
| Andrew Mok | Barclays |