TickerTalks
Browse all tickers →
TickerTalks›$CI
CICI

Cigna Corporation

$CI·$80B·Medical - Healthcare Plans·Healthcare
$298.50-1.3%YTD+8.0%1Y+3.9%
Price updated 1h ago·X counts updated 8d ago
CICI
$CICigna Corporation
$298.50-1.26%141 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

141X posts · last 7 days
Oct 1Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 50% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-07

Cigna posters note Goldman raised its price target to $352 from $340 (Buy) and Barclays adjusted to $310 from $304 (Equalweight). ChatGPT's Rallies AI Arena portfolio increased its CI position to 65 shares — the AI portfolio is up 77%+ YTD. One poster describes CI as an existing long thesis with earnings power sustainable and 'if investors don't buy the stock the company will.' Peers CLOV and OSCR are cited as challengers to UNH/HUM/CI.

Read what X is saying about $CI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Cigna at 12x earnings — Goldman upgraded to $352, Analyst Day reaffirmed outlook, insiders holding tight.

The Cigna Group is a diversified health insurer — Evernorth (pharmacy services, specialty pharmacy via Express Scripts) plus Cigna Healthcare (commercial and government). The stock is down 3% YTD, consolidating below the 50-day MA ahead of the Oct 29 print.

  • The P&L is firm: revenue grew 4.6% YoY to $68.5B last quarter at a 3.4% operating margin and EPS $6.30 — thin margins by healthcare-conglomerate standards, but the Evernorth PBM scale and Analytics-driven cost-management is the compounding driver.
  • The Analyst/Investor Day reaffirmed the 2026 outlook with a specific "complex care and AI-driven growth" framing — Goldman at $352 and Barclays Equalweight at $310 bracket the Street-level expectations.
  • No material insider selling (just Neville's $175K); director Josh Woods added to the Compensation committee — the governance signal is neutral-to-positive.

Stalled holds until Oct 29 earnings confirm Evernorth revenue growth above 10% YoY and commercial-medical-loss-ratio stabilization. A soft Evernorth print, or any specific regulatory challenge to the Express Scripts PBM structure, is what tips this toward breaking-down; a FY27 adjusted-EPS guide at $30+ with specific Evernorth growth is what breaks the stalled tape higher.

Agrees with X sentimentX bulls on Goldman's $352 PT, Barclays's Equalweight at $310, and the ChatGPT Rallies AI Arena position are reading the mechanics right — the AI-driven-growth framing from the Analyst Day validates the operational pivot, and the "company will buy it if investors don't" is a reasonable valuation anchor.

What to watch: Oct 29 earnings — Evernorth revenue growth above 10% YoY, commercial medical-loss-ratio, FY27 adjusted-EPS guide, and any PBM regulatory commentary. A soft Evernorth print or MLR expansion is what breaks the stalled tape lower.

On the calendar: 2026-10-29 — Q3 FY26 earnings

Read the AI verdict on $CI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Large health insurer and pharmacy-benefits manager operating Evernorth (PBM/care) and Cigna Healthcare segments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Plans sits in its cycle right now — and what that implies for $CI.

Medical - Healthcare Plans · Healthcare

Medicaid redeterminations (post-COVID eligibility reviews) have reduced Medicaid enrollment ~15M from peak, improving commercial insurance mix at managed care organizations; Medicare Advantage star ratings and benchmark rate adjustments are the primary 2026 earnings variable. MLR creep from utilization recovery and GLP-1 pharmacy costs are the key margin headwinds.

What this means for $CI

Partial — Large health insurer and pharmacy-benefits manager operating Evernorth (PBM/care) and Cigna Healthcare segments.

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+19.1%YTD
+16.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$7.78$7.60+2.4%
Q1 2026Apr 30, 2026$7.79$7.60+2.5%
Q4 2025Feb 5, 2026$8.08$7.88+2.5%
Q3 2025Oct 30, 2025$7.83$7.64+2.5%
Next earningsThu, Nov 5·consensus EPS $7.52

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$68.5B+4.6%9.4%3.4%$6.30$864.0M
Q4 FY25$72.5B+10.4%7.7%3.0%$4.64$5.8B
Q3 FY25$69.7B+9.5%8.5%3.7%$7.02$3.1B
Q2 FY25$67.2B+11.1%11.7%3.6%$5.76$-2.2B

Forward consensus

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$287.2B$281.0B – $289.8B$30.51$30.45 – $30.5813
FY27$299.9B$292.9B – $308.5B$33.48$33.13 – $33.8613
FY28$316.0B$305.9B – $323.8B$37.14$31.25 – $39.3516
FY29$335.4B$326.2B – $342.6B$41.37$39.88 – $42.5114
FY30$347.6B$338.0B – $355.0B$46.63$44.95 – $47.9214

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.87%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 262.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.305-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 3Everett NevilleSee Remarks617 sh$175KSellAug 18Nicole S JonesSee Remarks2.7K sh$749KSellAug 4Nicole S JonesSee Remarks19.4K sh$5.4MSellJun 12Jamie G KatesChief Accounting Officer899 sh$268KSellMay 12David CordaniCEO32.0K sh$9.2M
+ 21 other (16 awards · 5 exempts) in window

See when $CI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeOct 98-K — Item 5.02: Officer or director change
8-KPress release / Reg FDSep 308-K — Item 7.01: Press release / Reg FD
AI summary

The Cigna Group (CI) filed a Regulation FD disclosure (8-K Item 7.01) on 2026-09-30. The excerpt shows only the cover page; the actual disclosed material (typically investor presentation slides, a press release, or conference call transcript) is attached as an exhibit. Reg FD events can contain forward-looking statements or updated guidance material to investors.

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Bryan Holgerson, a newly reportable officer or director at The Cigna Group, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person effective July 1, 2026. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying officer or director role. No operational implications for the company.

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Adam Kautzner, a newly reportable officer or director at The Cigna Group, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person effective July 1, 2026. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying officer or director role. No operational implications for the company.

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Jason Sadler, a newly reportable officer or director at The Cigna Group, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person effective July 1, 2026. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying officer or director role. No operational implications for the company.

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Paul Sanford, a newly reportable officer or director at The Cigna Group, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person effective July 1, 2026. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying officer or director role. No operational implications for the company.

3New insider — initial holdingsJul 93
AI summary

Initial Form 3 ownership statement filed by Matthew Perlberg, a newly reportable officer or director at The Cigna Group, disclosing initial beneficial ownership of company securities upon becoming a Section 16 reporting person effective July 1, 2026. Routine Section 16(a) disclosure triggered by appointment or election to a qualifying officer or director role. No operational implications for the company.

8-KPress release / Reg FDMay 138-K — Item 7.01: Press release / Reg FD
AI summary

CI (CI) disclosed a dividend declaration or distribution announcement under 8-K Item 7.01. The dividend is $30.35 per share. Dividend announcements are material events that directly impact shareholder returns and signal management's view of the company's financial health and cash flow sustainability. Investors monitor dividend continuity and growth as indicators of long-term financial strength.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 1 11-K · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Critical Review: Quest Diagnostics (NYSE:DGX) & Cigna Group (NYSE:CI)defenseworld.net·2d agoA Look at The Cigna Group (CI) After 3.2% Gain -- GF Value $395.87 vs Price $298.81gurufocus.com·4d agoUnder the Hood: Strong Demand, Higher Real Rates, and What It Means for Portfoliosetftrends.com·5d agoHere's Why Cigna (CI) is a Strong Value Stockzacks.com·5d agoThe Cigna Group's Third Quarter 2026 Earnings Release Detailsprnewswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

More in Medical - Healthcare Plans

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$UNH$OSCR$HUM$CLOV$CVS$ALHC$CNC$ELV
Voices on X · last 7 days

No standout posts about $CI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport