Waldron Private Wealth LLC Takes $491,000 Position in Citigroup Inc. $C

Waldron Private Wealth LLC purchased a new position in shares of Citigroup Inc. (NYSE:C) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 4,835 shares of the company’s stock, valued at approximately $491,000.

Several other institutional investors have also recently added to or reduced their stakes in C. Brookstone Capital Management raised its holdings in Citigroup by 31.5% in the third quarter. Brookstone Capital Management now owns 75,914 shares of the company’s stock worth $7,705,000 after purchasing an additional 18,176 shares in the last quarter. Permanent Capital Management LP purchased a new stake in shares of Citigroup in the 3rd quarter worth about $1,238,000. Penobscot Investment Management Company Inc. increased its stake in shares of Citigroup by 61.5% in the 3rd quarter. Penobscot Investment Management Company Inc. now owns 57,033 shares of the company’s stock worth $5,789,000 after acquiring an additional 21,720 shares in the last quarter. Perigon Wealth Management LLC lifted its position in Citigroup by 27.2% during the 3rd quarter. Perigon Wealth Management LLC now owns 75,566 shares of the company’s stock valued at $7,670,000 after acquiring an additional 16,171 shares during the period. Finally, Keystone Financial Services bought a new stake in Citigroup during the second quarter worth about $216,000. 71.72% of the stock is owned by institutional investors and hedge funds.

More Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Management update: Citi signaled stabilizing core businesses and progress on strategic streamlining, a direct fundamental positive that can support margins and investor confidence. Citigroup (C) Signals Stabilizing Core Businesses and Progress on Strategic Streamlining
• Positive Sentiment: Macro relief lifted risk assets: US equities rallied after President Trump dropped planned EU tariffs related to Greenland, which eased trade‑tension concerns and helped bank stocks broadly. That risk‑on move is bolstering Citi’s trading and capital‑markets outlook in the near term. Markets Rally As Trump Drops Greenland’s Tariff Threat
• Neutral Sentiment: Compensation review in the UK: JPMorgan and Citigroup are reportedly considering ending a fixed pay allowance for senior UK staff — that could reduce costs but also poses retention/operational considerations in a key market. JPMorgan and Citigroup consider fixed pay cuts for senior UK executives
• Neutral Sentiment: Regulatory/policy commentary: Citi’s CEO publicly opposed a proposed 10% cap on credit‑card rates, saying it would restrict access to credit — the stance defends card revenue but keeps Citi in the center of a political/regulatory debate. Citigroup CEO does not expect Congress to approve cap in credit card rates
• Neutral Sentiment: Analyst activity: Citi’s own research/coverage remains active (e.g., Citi upgraded Palantir in a separate analyst note), illustrating the bank’s advisory footprint — useful for fee income but not an immediate earnings driver for Citi itself. The One Metric Bulls Watch in Palantir Before Earnings (C)
• Negative Sentiment: Macro risk: A Danish pension fund said it will dump US Treasuries citing U.S. fiscal concerns — moves like this can increase Treasury yield volatility, pressure fixed‑income markets and widen funding costs that hurt banks’ trading and investment portfolios. Danish Pension Fund To Dump All US Treasuries Citing ‘Rising Credit Risk’
• Negative Sentiment: Market instability signal: Citi research flagged that Japan bond turmoil could trigger up to $130B of Treasury selling — a reminder that global fixed‑income stress could reverberate through trading revenues and risk exposures. Japan Bond Turmoil Risks Up to $130 Billion Treasury Selling, Citi Says

Analyst Ratings Changes

C has been the subject of a number of analyst reports. HSBC reaffirmed a “buy” rating and set a $87.00 target price on shares of Citigroup in a research note on Wednesday, January 7th. Truist Financial lifted their price objective on Citigroup from $123.00 to $129.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Keefe, Bruyette & Woods increased their target price on Citigroup from $118.00 to $131.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 17th. The Goldman Sachs Group lifted their price target on Citigroup from $113.00 to $127.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Finally, UBS Group reiterated a “neutral” rating and issued a $132.00 price target on shares of Citigroup in a research note on Thursday, January 15th. Fourteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $125.56.

Citigroup Trading Up 1.0%

Shares of NYSE:C opened at $113.88 on Thursday. The company has a debt-to-equity ratio of 1.63, a current ratio of 1.00 and a quick ratio of 0.99. Citigroup Inc. has a 1 year low of $55.51 and a 1 year high of $124.17. The company has a market cap of $203.76 billion, a P/E ratio of 16.34, a PEG ratio of 0.56 and a beta of 1.18. The stock’s fifty day moving average price is $111.47 and its 200-day moving average price is $101.74.

Citigroup (NYSE:C) last issued its earnings results on Wednesday, January 14th. The company reported $1.81 earnings per share for the quarter, topping analysts’ consensus estimates of $1.65 by $0.16. The business had revenue of $19.87 billion during the quarter, compared to analyst estimates of $20.99 billion. Citigroup had a return on equity of 8.28% and a net margin of 8.50%.Citigroup’s revenue was up 2.1% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.34 EPS. Sell-side analysts expect that Citigroup Inc. will post 7.53 earnings per share for the current year.

Citigroup Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Monday, February 2nd will be given a dividend of $0.60 per share. The ex-dividend date is Monday, February 2nd. This represents a $2.40 dividend on an annualized basis and a yield of 2.1%. Citigroup’s dividend payout ratio is 34.43%.

Citigroup Company Profile

Citigroup Inc is a global financial services company headquartered in New York City with roots tracing back to the City Bank of New York, founded in 1812. The modern Citigroup was created through the 1998 merger of Citicorp and Travelers Group and has since operated as a diversified bank holding company that provides a broad range of banking and financial products and services to consumers, corporations, governments and institutions worldwide.

Citi’s principal businesses include retail and commercial banking, credit card and consumer lending products, wealth management and private banking, and a full suite of institutional services.