Livforsakringsbolaget Skandia, Omsesidigt 13F: Adds $2.3M to CI Stake
Key Points
- Livforsakringsbolaget Skandia grew its position in The Cigna Group by 76.9%, ending the period with 19,497 shares valued at about $5.3 million.
- The healthcare giant posts trailing twelve-month revenue of $282.4 billion and holds a P/E ratio of 12.7, with its next earnings report slated for November 5, 2026.
- Several major institutional investors adjusting holdings include Dodge & Cox and Brandes Investment Partners, while four insiders completed stock sales.
Since the filing, $CI is up 1.0% to date (from the $304.37 close on Oct 21, 2026).
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Livforsakringsbolaget Skandia, Omsesidigt lifted its stake in The Cigna Group $CI by 76.9%, according to a Form 13F filing with the SEC on October 21, 2026. The move follows active institutional portfolio adjustments across the healthcare sector earlier in the year.
CI
The Cigna Group
What Changed in Livforsakringsbolaget Skandia's The Cigna Group Position
The institutional investor added 8,480 shares of the healthcare provider during the period. That growth brought its total holdings to 19,497 shares. The updated position carried a reported value of $5,299,869 based on the filing details.
Other Institutional Activity in The Cigna Group
Dodge & Cox grew its holdings by 417,173 shares, ending with 11,555,787 shares worth about $3.44 billion. Brandes Investment Partners expanded its position by 64,607 shares, or 6.8%, holding 1,008,869 shares valued at roughly $278.1 million. Lido Advisors reduced its holdings by 13,519 shares, a 31.6% drop to 29,306 shares worth about $8.1 million. Dodge & Cox Inc. increased its stake by 618,227 shares to reach 12,173,875 shares valued at $3.74 billion. Massachusetts Financial Services Co. trimmed its position by 1,151,392 shares, a 9.9% decrease, leaving it with 10,443,691 shares worth about $3.21 billion.
The Cigna Group Stock Up 0.7%
The stock closed at $304.37 on October 21, 2026. Shares recently traded around $306.60 as of October 22, 2026, sitting up about 0.7% since that filing date. The company carries a market capitalization of roughly $81.3 billion and trades below its average analyst price target of $342.29.
Recent Earnings
The company generated $282.4 billion in revenue over the trailing twelve months, alongside basic earnings per share of $24.19. Profitability metrics include a net profit margin of 2.3% and a return on equity of 16.8%. The Cigna Group is scheduled to release its next financial results on November 5, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
6 target raises vs 3 cuts.
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EPS & revenue
EPS missed estimates by 0.7%. Revenue met estimates.
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Profit surprise
EBITDA met by 0 percent. Operating income met by 0 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
2 downgrades, 6 target raises, 3 target cuts.
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Earnings quality
Gross margin down 0.6 points. Positive free cash flow.
Earnings Call Summary
Cigna delivered strong first quarter results with $68.5 billion in revenue and $7.79 adjusted earnings per share, beating expectations. Specialty and Care Services drove growth at 20 percent earnings increase, while Cigna Healthcare achieved 18 percent year-over-year earnings growth. The company is exiting the individual exchange business at year end and exploring strategic alternatives for eviCore prior authorization service, sharpening focus on core high-growth platforms.
Guidance Management raised full year adjusted earnings per share guidance to at least $30.35, up from prior levels. The company plans continued investments in specialty pharmacy and new rebate-free pharmacy model called Signature, rolling out to external clients in 2028.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
The company pays an annual dividend rate of $6.24 per share, giving it a dividend yield of 2.05%. Its dividend payout ratio stands at 25.4%.
Insider Buying and Selling at The Cigna Group
Company insiders completed several stock sales leading up to the fall. Officer Jamie G Kates sold 899 shares on June 12, 2026, yielding $268,452. Officer Nicole S. Jones completed two transactions, selling 19,436 shares on August 4, 2026, for about $5.4 million, followed by 2,677 shares on August 18, 2026, worth $748,516. Officer Everett Neville sold 617 shares on September 3, 2026, totaling $175,259.
Analysts Set New Price Targets
Wells Fargo maintained an Equal-Weight rating with a target of $307 on July 31, 2026. Raymond James downgraded the stock to Outperform with a $320 target on August 3, 2026. Jefferies lowered its rating to Hold with a $307 target on August 4, 2026. RBC Capital reiterated an Outperform rating with a $337 target on October 1, 2026. Piper Sandler maintained an Overweight rating and raised its target to $370 on October 2, 2026. Overall, the stock holds a consensus buy rating across 24 analyst opinions.
About The Cigna Group
Headquartered in Bloomfield, Connecticut, The Cigna Group operates as a healthcare services organization across the United States. It runs through two primary segments, Evernorth Health Services and Cigna Healthcare, providing insurance, pharmacy services, and medical plans to millions of customers. Institutional interest remains steady as the firm approaches its upcoming autumn earnings release.
Bottom Line
Investors are closely watching the upcoming November 5 earnings report for updates on profit margins and revenue growth. Institutional ownership shifts continue to shape market sentiment around the healthcare provider.
Related Filing Alerts
Source: Livforsakringsbolaget Skandia, Omsesidigt's 13F filing on $CI (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts