Cigna Group offers a compelling value opportunity with strong long-term EPS growth prospects and robust financial health. CI's recent sell-off has created a 29% discount to fair value, with potential for a 40% total return by September 2026. The stock boasts a rising 2.3% dividend yield, low payout ratios, and high grades for dividend safety and growth potential.
Cigna is significantly oversold despite strong Q3 results, robust revenue growth, and management's reaffirmed guidance for 2025. CI's valuation is deeply discounted, with forward P/E and EV/EBITDA multiples well below sector averages, creating a compelling upside opportunity. Aggressive share buybacks and solid free cash flow support EPS growth and shareholder returns, with dividends as a supplementary benefit.
The Cigna Group ( CI ) UBS Global Healthcare Conference 2025 November 12, 2025 11:00 AM EST Company Participants Ann Dennison - Executive VP & CFO Adam Kautzner - President of Evernorth Care Management & Express Scripts Conference Call Participants Albert Rice - UBS Investment Bank, Research Division Presentation Albert Rice UBS Investment Bank, Research Division Hi, everyone. I'm A.J. Rice, the health care service analyst at UBS, and we're very pleased to have next up in this room, Cigna Group.
| - Industry | - Sector | David Michael Cordani CEO | XSTO Exchange | SE0017885379 ISIN |
| US Country | 71,295 Employees | 4 Dec 2025 Last Dividend | 5 Jun 2007 Last Split | 31 Mar 1982 IPO Date |
The Cigna Group, along with its subsidiaries, stands as a prominent provider of insurance and related products and services in the United States. The company has evolved through the years, notably changing its name from Cigna Corporation to The Cigna Group in February 2023, signifying a significant step in its long history since its inception in 1792. The Cigna Group is strategically headquartered in Bloomfield, Connecticut, positioning itself as a key player in the insurance industry. It operates through its main segments, Evernorth Health Services and Cigna Healthcare, offering a comprehensive range of health services and insurance products across various customer demographics, including health plans, employers, government organizations, health care providers, and individuals both domestically and internationally.
This segment provides a broad spectrum of coordinated and point solution health services comprising pharmacy benefits, home delivery pharmacy, specialty pharmacy distribution, and care delivery and management solutions. These are designed to cater to the needs of health plans, employers, government organizations, and health care providers, aiming at improving health outcomes and lowering costs through efficient service delivery.
Under the umbrella of Cigna Healthcare, the company offers:
The Cigna Group ensures its products and services are accessible through a variety of distribution channels, including insurance brokers and consultants; direct sales to employers, unions, and other groups or individuals; and via private and public exchanges. This diversified approach not only broadens its market reach but also enhances customer engagement by offering multiple touchpoints for service delivery.