Cigna's strategic position has improved through Medicare Advantage exit and Humana stake monetization, leaving the company more focused on commercial insurance and Evernorth services. Express Scripts PBM is the key earnings driver and faces the same regulatory scrutiny as peers. Specialty pharmacy growth durable. Capital allocation focused on Evernorth services growth. Less direct exposure to medical cost trend than Aetna/United.
Thesis reviewed May 29, 2026
The Cigna Group is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States48EARLYView United States risk detail →🏥Healthcare35NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| CVS | CVS Health Corporation | 38 | +15% | ↓3% | AVOID |
| DHR | Danaher Corporation | 38 | +11% | ↓3% | EARLY |
| HCA | HCA Healthcare Inc. | 38 | +9% | ↓3% | EARLY |
| CI | The Cigna Group | 38 | +9% | ↓3% | NEUTRAL |
| ELV | Elevance Health Inc. | 38 | +7% | ↓3% | NEUTRAL |
| TMO | Thermo Fisher Scientific Inc. | 38 | +11% | ↓3% | EARLY |
| UNH | UnitedHealth Group Inc. | 38 | +16% | ↓3% | AVOID |
Investors who hold CI may also have indirect exposure through these country funds.
Cigna fully exits Medicare Advantage, focused on commercial
Evernorth specialty pharmacy revenue growth +18%
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Jared MoskowitzFL | D | Buy | $1k–$15k | Mar 23, 26 | -4.5% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Mar 13, 26 | +1.1% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | +0.4% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | +2.6% |
| Julia LetlowLA | R | Buy | $1k–$15k | Apr 22, 25 | +2.6% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | +1.1% |