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Here's Why Cigna Group (CI) Surged in Q1

Here's Why Cigna Group (CI) Surged in Q1

Yahoo4 days ago

Parnassus Investments, an investment management company, released the 'Parnassus Core Equity Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund (Investor Shares) fell -2.44% (net of fees) in the quarter, outperforming the S&P 500 Index's -4.27% return. U.S. equities fell in the first quarter, showing a shift from the robust gains of the previous quarter. In addition, please check the fund's top five holdings to know its best picks in 2025.
In its first-quarter 2025 investor letter, Parnassus Core Equity Fund highlighted stocks such as The Cigna Group (NYSE:CI). The Cigna Group (NYSE:CI) is a US-based insurance company that offers insurance and related products and services. The one-month return of The Cigna Group (NYSE:CI) was 1.27%, and its shares lost 5.43% of their value over the last 52 weeks. On June 25, 2025, The Cigna Group (NYSE:CI) stock closed at $316.00 per share, with a market capitalization of $84.417 billion.
Parnassus Core Equity Fund stated the following regarding The Cigna Group (NYSE:CI) in its Q1 2025 investor letter:
"The Cigna Group (NYSE:CI), a manager of health care plans, benefited from the market's perception that it is a more stable investment option than other health insurance companies in the current environment, given its minimal exposure to federal government spending and relatively low exposure to insurance risk."
A hospital technician using a laptop to review health benefit plans of a patient in the ward.
The Cigna Group (NYSE:CI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 74 hedge fund portfolios held The Cigna Group (NYSE:CI) at the end of the first quarter, which was 72 in the previous quarter. While we acknowledge the potential of The Cigna Group (NYSE:CI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.
In another article, we covered The Cigna Group (NYSE:CI) and shared billionaire Leon Cooperman's stock picks with huge upside potential. The Cigna Group (NYSE:CI) detracted from Parnassus Core Equity Fund's performance in the fourth quarter and 2024. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of CI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.
Disclosure: None. This article is originally published at Insider Monkey.

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The rise of AI in CEO communications—and the credibility threat it poses
The rise of AI in CEO communications—and the credibility threat it poses

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The rise of AI in CEO communications—and the credibility threat it poses

CEOs have become more than just corporate leaders—they're among the most valuable assets on the balance sheet. Great leadership can drive billions in market cap by shaping narratives and galvanizing stakeholders. But what happens when the communication tools they use to build credibility start to erode it? We're entering a new era in CEO communications, one where human messages increasingly filter through the lens of AI. Analysts and investors have long leaned on AI-powered language models and sentiment analysis to dissect earnings calls, parsing executive tone, word choice, and delivery for signals on strategy, risk, or future performance. Now, CEOs and their teams are flipping the script—crafting messages with the help of generative AI to appeal to the very same systems analyzing them. It's a feedback loop of machines talking to machines. And while the tech arms race might make earnings calls look polished and sentiment scores spike, it also risks creating a sentiment gap. 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