Cigna Group Yönetim
Yönetim kriter kontrolleri 3/4
Cigna Group CEO'su Brian Evanko, Mar2025 tarihinde atandı, in görev süresi 1.33 yıldır. in toplam yıllık tazminatı $ 10.00M olup, şirket hissesi ve opsiyonları dahil olmak üzere 10.7% maaş ve 89.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.024% ine doğrudan sahiptir ve bu hisseler $ 19.10M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.7 yıl ve 6.8 yıldır.
Anahtar bilgiler
Brian Evanko
İcra Kurulu Başkanı
US$10.0m
Toplam tazminat
| CEO maaş yüzdesi | 10.73% |
| CEO görev süresi | 1.3yrs |
| CEO sahipliği | 0.02% |
| Yönetim ortalama görev süresi | 1.7yrs |
| Yönetim Kurulu ortalama görev süresi | 6.8yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • 1h
Cigna's Valuation Gap Still Stands Out
Summary Cigna maintains a Buy rating as valuation remains deeply discounted despite steady earnings growth and raised guidance. CI lifted 2026 adjusted EPS guidance to at least $30.45, targeting 10% EPS growth and mid-single-digit revenue growth through 2027. Capital returns continue with $6.3 billion in cash, ongoing buybacks, and a $1.56 per share dividend, supported by strong operating cash flow. Digital and AI initiatives drive $2,000 annual savings per member and 25% fewer PBM calls, but PBM margin stability and client retention remain critical. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$6b |
| Dec 31 2025 | US$10m | US$1m | 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$10m | US$994k | 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$8m | US$923k | 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$7m | US$837k | 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$5m | US$800k | US$5b |
Tazminat ve Piyasa: Brian 'nin toplam tazminatı ($USD 10.00M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.57M ).
Tazminat ve Kazançlar: Brian 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Brian Evanko (49 yo)
1.3yrs
Görev süresi
US$9,998,401
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Executive Chairman of the Board | 16.8yrs | US$22.87m | 0.25% $ 195.2m | |
| President | 1.3yrs | US$10.00m | 0.024% $ 19.1m | |
| Executive VP & CFO | 1.3yrs | US$4.69m | 0.0029% $ 2.3m | |
| Executive Vice President | 2.8yrs | US$5.96m | 0.013% $ 10.1m | |
| Executive VP & Special Advisor to the CEO | 2.5yrs | US$4.07m | 0.0021% $ 1.7m | |
| Senior VP & Tax and Global Chief Accounting Officer | 2yrs | Veri yok | 0.00090% $ 705.8k | |
| Executive Vice President & Global Chief Information Officer | less than a year | Veri yok | 0.0025% $ 1.9m | |
| Senior Vice President of Investor Relations | 4.5yrs | Veri yok | Veri yok | |
| EVP, General Counsel & Corporate Secretary | less than a year | Veri yok | Veri yok | |
| Executive Vice President | less than a year | Veri yok | Veri yok | |
| President of International MArkets & President of International Health Cigna Healthcare | 12.1yrs | US$3.53m | 0.013% $ 10.3m | |
| Head of Strategy & Global Business Development for Cigna International Markets | 6.3yrs | Veri yok | Veri yok |
1.7yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş
Deneyimli Yönetim: CI 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.7 yıl), bu da yeni bir ekibin varlığını gösteriyor.
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Executive Chairman of the Board | 16.8yrs | US$22.87m | 0.25% $ 195.2m | |
| President | less than a year | US$10.00m | 0.024% $ 19.1m | |
| Independent Director | 21.4yrs | US$362.81k | 0.00073% $ 572.5k | |
| Lead Independent Director | 15yrs | US$360.31k | 0.014% $ 10.9m | |
| Independent Director | 19.3yrs | US$410.31k | 0.0018% $ 1.4m | |
| Independent Director | 6.1yrs | US$362.81k | 0.0020% $ 1.6m | |
| Independent Director | 7.6yrs | US$360.31k | 0.0026% $ 2.0m | |
| Independent Director | 1.1yrs | US$239.47k | 0.00051% $ 400.0k | |
| Independent Director | 7.6yrs | US$335.31k | 0.0026% $ 2.0m | |
| Independent Director | 3.1yrs | US$335.31k | 0.00098% $ 768.6k | |
| Independent Director | 5.3yrs | US$335.31k | 0.0017% $ 1.3m | |
| Independent Director | 4.8yrs | US$337.81k | 0.0016% $ 1.2m |
6.8yrs
Ortalama Görev Süresi
62.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: CI 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 6.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/30 16:22 |
| Gün Sonu Hisse Fiyatı | 2026/07/30 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Cigna Group 37 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Hua Ha | Baird |
| Andrew Mok | Barclays |