The Cigna Group

NYSE:CI Aktierapport

Börsvärde: US$77.0b

Cigna Group Förvaltning

Förvaltning kriterier kontrolleras 3/4

Cigna Group VD är Brian Evanko, utsedd i Mar 2025, har en mandatperiod på 1.33 år. totala årliga ersättningen är $ 10.00M, bestående av 10.7% lön 89.3% bonusar, inklusive företagsaktier och optioner. äger direkt 0.024% av företagets aktier, värda $ 18.75M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.7 år respektive 6.8 år.

Viktig information

Brian Evanko

Verkställande direktör

US$10.0m

Total ersättning

VD-lön i procent10.73%
Anställning som VD1.3yrs
Ägande av VD0.02%
Ledningens genomsnittliga anställningstid1.7yrs
Styrelsens genomsnittliga mandatperiod6.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Analys av ersättningar till VD

Hur har Brian Evanko:s ersättning förändrats jämfört med Cigna Group:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 31 2026n/an/a

US$6b

Dec 31 2025US$10mUS$1m

US$6b

Sep 30 2025n/an/a

US$6b

Jun 30 2025n/an/a

US$5b

Mar 31 2025n/an/a

US$5b

Dec 31 2024US$10mUS$994k

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$4b

Mar 31 2024n/an/a

US$4b

Dec 31 2023US$8mUS$923k

US$5b

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$7b

Mar 31 2023n/an/a

US$7b

Dec 31 2022US$7mUS$837k

US$7b

Sep 30 2022n/an/a

US$7b

Jun 30 2022n/an/a

US$5b

Mar 31 2022n/an/a

US$5b

Dec 31 2021US$5mUS$800k

US$5b

Ersättning vs marknad: Brian s total kompensation ($USD 10.00M ) är under genomsnittet för företag av liknande storlek på US marknaden ($USD 14.63M ).

Ersättning vs inkomst: Ersättningen från Brian har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Brian Evanko (49 yo)

1.3yrs
Anställning
US$9,998,401
Kompensation

Mr. Brian Case Evanko, C.F.A., is President of The Cigna Group from March 2025 and also served as COO Since March 2025 until July 01, 2026 and also serves as Chief Executive Officer Since July 01, 2026 and...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
David Cordani
Executive Chairman of the Board16.8yrsUS$22.87m0.25%
$ 191.6m
Brian Evanko
President1.3yrsUS$10.00m0.024%
$ 18.8m
Ann Dennison
Executive VP & CFO1.3yrsUS$4.69m0.0029%
$ 2.3m
Nicole Jones
Executive Vice President2.8yrsUS$5.96m0.013%
$ 9.9m
F. Neville
Executive VP & Special Advisor to the CEO2.5yrsUS$4.07m0.0021%
$ 1.6m
Jamie Kates
Senior VP & Tax and Global Chief Accounting Officer2yrsinga uppgifter0.00090%
$ 692.9k
Durga Koka
Executive Vice President & Global Chief Information Officerless than a yearinga uppgifter0.0025%
$ 1.9m
Ralph Giacobbe
Senior Vice President of Investor Relations4.5yrsinga uppgifteringa uppgifter
Andrea Nelson
EVP, General Counsel & Corporate Secretaryless than a yearinga uppgifteringa uppgifter
Melissa Skottegaard
Executive Vice Presidentless than a yearinga uppgifteringa uppgifter
Jason Sadler
President of International MArkets & President of International Health Cigna Healthcare12.1yrsUS$3.53m0.013%
$ 10.1m
Phil Austin
Head of Strategy & Global Business Development for Cigna International Markets6.3yrsinga uppgifteringa uppgifter
1.7yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder

Erfaren ledning: CI s ledningsgrupp anses inte vara erfaren ( 1.7 års genomsnittlig anställningstid), vilket föreslår ett nytt team.


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
David Cordani
Executive Chairman of the Board16.8yrsUS$22.87m0.25%
$ 191.6m
Brian Evanko
Presidentless than a yearUS$10.00m0.024%
$ 18.8m
Donna Zarcone
Independent Director21.4yrsUS$362.81k0.00073%
$ 562.0k
Eric Foss
Lead Independent Director15yrsUS$360.31k0.014%
$ 10.7m
Eric Wiseman
Independent Director19.3yrsUS$410.31k0.0018%
$ 1.4m
Kimberly Ross
Independent Director6.1yrsUS$362.81k0.0020%
$ 1.5m
Kathleen Mazzarella
Independent Director7.6yrsUS$360.31k0.0026%
$ 2.0m
Michael Hennigan
Independent Director1.1yrsUS$239.47k0.00051%
$ 392.6k
Mark McClellan
Independent Director7.6yrsUS$335.31k0.0026%
$ 2.0m
Philip Ozuah
Independent Director3.1yrsUS$335.31k0.00098%
$ 754.4k
George Kurian
Independent Director5.3yrsUS$335.31k0.0017%
$ 1.3m
Neesha Hathi
Independent Director4.8yrsUS$337.81k0.0016%
$ 1.2m
6.8yrs
Genomsnittlig anställningstid
62.5yo
Genomsnittlig ålder

Erfaren styrelse: CI s styrelse anses vara erfaren ( 6.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/28 03:08
Aktiekurs vid dagens slut2026/07/28 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

The Cigna Group bevakas av 37 analytiker. 17 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null nullArgus Research Company
Hua HaBaird
Andrew MokBarclays