$CI

17 stories mentioning CIUpdated 20d ago

Every FINWIRES story that references CI, newest first.

UnitedHealth, CVS, Cigna Seen Benefiting From Utilization Trends, AI Upside, Morgan Stanley Says

UnitedHealth (UNH), CVS Health (CVS) and Cigna (CI) are among the managed-care companies that could benefit from improving utilization trends and potential artificial intelligence-driven efficiency gains across the healthcare system, Morgan Stanley said in a note Thursday.The firm said early signs of softer utilization have supported recent gains in managed-care stocks. The group has delivered a series of medical-loss-ratio beats in Q1 and some companies raising guidance. However, it noted that investors are still awaiting clearer confirmation of underlying trends and utilization signals remaining mixed ahead of Q2 results.AI adoption is increasingly embedded across managed-care operations, including prior authorization, call centers, provider portals, care management, pharmacy utilization and payment integrity.Morgan Stanley said UnitedHealth stands out as a leading "AI enabler," particularly through Optum Insight initiatives, which support both efficiency gains and potential revenue upside.The firm's scenario analysis assumes 0.5% to 2.0% AI-driven insurance margin expansion, which could translate into an illustrative 18% to 71% EPS upside across managed-care companies. It added that administrative workflows, particularly prior authorization, remain key areas of automation potential.Morgan Stanley boosted its price targets on UnitedHealth, CVS Health, Elevance Health (ELV), Centene (CNC), Molina Healthcare (MOH), and Humana (HUM).Price: $399.90, Change: $+22.90, Percent Change: +6.07%

$CI$CNC$CVS$ELV$HUM$MOH$UNH

Sectors29d ago

Sector Update: Healthcare Stocks Decline Late Afternoon

Healthcare stocks were lower late Tuesday afternoon, with the NYSE Healthcare Index shedding 0.7% and the State Street Health Care Select Sector SPDR ETF (XLV) decreasing 0.7%.The iShares Biotechnology ETF (IBB) rose 0.5%.In corporate news, Cigna (CI) shares fell 1.6% after Barclays downgraded the stock to equalweight from overweight, and lowered its price target to $304 from $310.Brazil on Tuesday cleared pharmaceutical company EMS to sell the country's first generic version of Novo Nordisk's (NVO) Ozempic shot, Bloomberg reported. EMS plans to sell the generic version, called Ozivy, for 30% less than Ozempic, and it expects it to hit the market within 30 days, the report said. Novo shares were down 1.5%.Eli Lilly (LLY) said it has struck deals to buy three vaccine developers in all-cash deals with a combined value of up to $3.83 billion to build its infectious disease portfolio. Lilly shares rose 0.5%.CG Oncology (CGON) shares fell 3.8% after the firm said that Ambaw Bellete, its president and chief operating officer, will exit the company, effective June 30.

$CGON$CI$LLY$NVO

Sectors29d ago

Sector Update: Healthcare

$CI

Wire29d ago

Cigna Group Shares Fall After Barclays Downgrade

Cigna Group (CI) shares were down about 2% in afternoon trading on Tuesday after Barclays downgraded the stock to equalweight from overweight, and lowered its price target to $304 from $310.Trading volume stood at more than 720,000 shares, compared with a daily average of about 1.7 million.Price: $280.70, Change: $-5.54, Percent Change: -1.94%

$CI

Sectors35d ago

Sector Update: Healthcare Stocks Mixed Late Afternoon

Healthcare stocks were mixed late Wednesday afternoon, with the NYSE Healthcare Index up 0.1% and the State Street Health Care Select Sector SPDR ETF (XLV) down 0.2%.The iShares Biotechnology ETF (IBB) rose 1.9%.In corporate news, Cigna (CI) shares fell 2.5% after Deutsche Bank downgraded the stock to hold from buy and cut its price target to $302 from $303.Medtronic (MDT) said Wednesday it is planning to acquire medical technology firm SPR Therapeutics for an upfront cash payment of about $650 million. Shares were down 0.8%.Personalis (PSNL) shares jumped 12% after the company said its NeXT personal minimal residual disease test has been approved for expanded coverage by the US Centers for Medicare & Medicaid Services' Molecular Diagnostic Services Program.Immunovant (IMVT) shares surged 35% after the firm said its cash and cash equivalents were about $902.1 million as of March 31, providing runway for announced indications through the potential commercial launch of IMVT-1402 in Graves' disease.

$CI$IMVT$MDT$PSNL

Sectors35d ago

Sector Update: Healthcare

Healthcare stocks were lower late Wednesday afternoon, with the NYSE Healthcare Index and the State Street Health Care Select Sector SPDR ETF (XLV) each decreasing about 0.1%.The iShares Biotechnology ETF (IBB) rose 1.9%.In corporate news, Cigna (CI) shares fell 2.2% after Deutsche Bank downgraded the company's stock to hold from buy and adjusted its price target to $302 from $303.

$CI

Wire35d ago

Cigna Shares Fall After Deutsche Bank Downgrade

Cigna (CI) shares were down 2.3% in Wednesday trading after Deutsche Bank downgraded the company's stock to hold from buy and adjusted its price target to $302 from $303.Trading volume stood at about 552,000 shares compared with a daily average of over 1.7 million.Price: $284.26, Change: $-7.02, Percent Change: -2.41%

$CI

Research35d ago

Deutsche Bank Downgrades Cigna to Hold From Buy, Adjusts PT to $302 From $303

Cigna Group (CI) has an average rating of Buy and mean price target of $340.48, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$CI

Insider Trading41d ago

Cigna Insider Sold Shares Worth $59,114,186, According to a Recent SEC Filing

David Cordani, Director, Chairman & CEO, on May 12, 2026, sold 201,878 shares in Cigna (CI) for $59,114,186. Following the Form 4 filing with the SEC, Cordani has control over a total of 634,873 common shares of the company, with 34,337 shares held directly and 600,536 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1739940/000173994026000044/xslF345X05/wk-form4_1778791641.xml

$CI

Wire54d ago

Baird Adjusts Cigna Price Target to $337 From $306

Cigna Group (CI) has an average rating of Buy and mean price target of $340.96, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $284.03, Change: $-6.55, Percent Change: -2.25%

$CI

Wire54d ago

Barclays Adjusts Cigna Price Target to $310 From $303

$CI

Wire54d ago

Mizuho Securities Adjusts Cigna Price Target to $330 From $325

$CI

Wire54d ago

Cantor Fitzgerald Adjusts Cigna Price Target to $340 From $325

$CI

Wire54d ago

Wells Fargo Adjusts Cigna Price Target to $305 From $300

$CI

Wire54d ago

RBC Capital Adjusts Cigna Price Target to $337 From $333, Maintains Outperform Rating

Cigna (CI) has an average rating of Buy and mean price target of $340.96, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $284.55, Change: $-6.03, Percent Change: -2.08%

$CI

Research55d ago

Research Alert: CFRA Maintains Buy Rating On Shares Of The Cigna Group

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month price target to $330 from $320, based on a 10.9x multiple of our 2026 EPS estimate, near CI's five-year historical forward average of 11.2x. We think CI's multiple balances pharmaceutical business momentum in CI's Evernorth segment and a timely portfolio shift toward more commercial exposure, offset by near-term challenges around higher medical costs across the managed care space. We raise our 2026 EPS estimate by $0.01 to $30.35 and lower 2027's by $0.09 to $33.42. Following Q1 results that beat consensus views, CI's annual Medical Care Ratio (MCR) guidance was maintained at 83.7% to 84.7% for 2026, suggesting cost discipline within a challenging operating environment for managed care. The company plans to exit the Individual ACA Exchange market by year-end 2026, citing the relatively small exposure relative to other parts of CI's portfolio and challenges with meaningfully scaling operations.

$CI

Research55d ago

Research Alert: Cigna: Mcr Improvement Supports Q1 Eps Beat, Guidance Raise

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CI reported Q1 2026 adjusted EPS of $7.79 (+16% Y/Y), beating the $7.61 consensus and prompting a $0.10 raise to annual EPS guidance. Total revenues rose 5% Y/Y to $68.5B, due to Evernorth Health Services' growth of 9% Y/Y to $58.4B, while Cigna Healthcare's revenues fell 21% Y/Y reflecting the Medicare business divestiture. The strong Evernorth performance, including 11% Y/Y growth in Pharmacy Benefit Services due to favorable drug mix and 6% Y/Y growth in Specialty and Care Services, supports the company's strategic pivot toward higher-margin services. Management maintained Medical Care Ratio guidance at 83.7%-84.7% for 2026, demonstrating continued cost discipline amid operational improvements. Operational efficiency improved with its SG&A expense ratio declining 100bps to 5.4%, while Cigna Healthcare pre-tax margins expanded 430bps to 13.2% and the Medical Care Ratio improved to 79.8% from 82.2%, primarily benefiting from the Medicare divestiture.

$CI

Track with the FINWIRES app suite

FolioX

Track CI in your portfolio

WheelAI

Analyze CI options with the wheel strategy

StockInsider

See market sentiment on CI