Wolfe Research lowers Cigna stock price target to $325 from $345

Published 15/10/2025, 10:38
Wolfe Research lowers Cigna stock price target to $325 from $345

Investing.com - Wolfe Research has reduced its price target on Cigna (NYSE:CI) stock to $325.00 from $345.00 while maintaining an Outperform rating. The healthcare giant, currently valued at $80.65 billion, trades at 16.47x earnings and appears undervalued according to InvestingPro Fair Value metrics.

The research firm noted that despite moderating its numbers slightly, it still considers Cigna stock cheap at approximately 9 times its revised 2026 earnings per share estimate.

Wolfe Research believes Cigna is well-positioned to capitalize on margin recovery efforts in its Stop Loss business while continuing to expect solid performance from its Evernorth division.

The firm views the stock as relatively defensively positioned given current government and regulatory uncertainty in the healthcare sector.

Wolfe Research also highlighted Cigna’s significant free cash flow and capital deployment opportunities as positive factors supporting its continued Outperform rating. The company has maintained dividend payments for 44 consecutive years and management has been actively buying back shares, demonstrating strong shareholder returns.

In other recent news, Cigna Corporation has announced a significant $3.5 billion investment in Shields Health Solutions to expand its specialty pharmacy operations. This investment will be executed through Cigna’s Evernorth division using preferred stock, as noted by Bernstein SocGen Group, which continues to rate Cigna shares at Market Perform with a $346.00 price target. UBS has maintained its Buy rating on Cigna stock, setting a price target of $390.00, and highlighted the company as its top pick in the Healthcare Facilities & Managed Care sector. UBS emphasized Cigna’s potential for long-term earnings growth and noted its resilience to volatility in government businesses.

Cantor Fitzgerald has reiterated its Overweight rating on Cigna with a price target of $365.00, following the company’s exit from an Illinois county. Meanwhile, Guggenheim has adjusted its price target for Cigna to $350.00 from $388.00, maintaining a Buy rating despite sector pressures. This adjustment comes after a reported decline in Cigna shares since its second-quarter 2025 earnings release, although the company reported results that were in line with expectations.

In related developments, Cantor Fitzgerald also reiterated its Overweight rating on UnitedHealth Group, with a price target of $440.00, following the finalization of 2026 Marketplace rates in several states. The firm remains cautious about the 2026 marketplace environment despite some positive signs in rate negotiations. These updates reflect ongoing strategic moves and analyst perspectives in the healthcare sector.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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