Simplicity Wealth LLC Purchases Shares of 15,485 Citizens Financial Group, Inc. $CFG

Simplicity Wealth LLC acquired a new position in shares of Citizens Financial Group, Inc. (NYSE:CFG) in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 15,485 shares of the bank’s stock, valued at approximately $823,000.

Several other large investors have also made changes to their positions in the company. True Wealth Design LLC boosted its stake in Citizens Financial Group by 891.5% in the third quarter. True Wealth Design LLC now owns 585 shares of the bank’s stock valued at $31,000 after acquiring an additional 526 shares during the period. Trust Co. of Vermont lifted its holdings in shares of Citizens Financial Group by 177.5% in the 2nd quarter. Trust Co. of Vermont now owns 641 shares of the bank’s stock worth $29,000 after purchasing an additional 410 shares during the last quarter. GoalVest Advisory LLC lifted its holdings in shares of Citizens Financial Group by 16,900.0% in the 2nd quarter. GoalVest Advisory LLC now owns 680 shares of the bank’s stock worth $30,000 after purchasing an additional 676 shares during the last quarter. REAP Financial Group LLC boosted its position in Citizens Financial Group by 72.4% during the 2nd quarter. REAP Financial Group LLC now owns 736 shares of the bank’s stock valued at $33,000 after purchasing an additional 309 shares during the period. Finally, Capital A Wealth Management LLC grew its stake in Citizens Financial Group by 3,970.0% during the 2nd quarter. Capital A Wealth Management LLC now owns 814 shares of the bank’s stock worth $36,000 after buying an additional 794 shares during the last quarter. 94.90% of the stock is owned by hedge funds and other institutional investors.

Citizens Financial Group Stock Performance

CFG opened at $62.64 on Friday. The business has a 50 day moving average price of $57.82 and a two-hundred day moving average price of $53.05. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.85 and a quick ratio of 0.84. The company has a market capitalization of $26.90 billion, a price-to-earnings ratio of 16.19, a price-to-earnings-growth ratio of 0.55 and a beta of 0.72. Citizens Financial Group, Inc. has a 1-year low of $32.60 and a 1-year high of $65.88.

Citizens Financial Group (NYSE:CFG) last posted its quarterly earnings data on Wednesday, January 21st. The bank reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.11 by $0.02. The company had revenue of $2.16 billion for the quarter, compared to the consensus estimate of $2.16 billion. Citizens Financial Group had a return on equity of 7.89% and a net margin of 15.19%.The company’s quarterly revenue was up 8.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.85 EPS. Research analysts predict that Citizens Financial Group, Inc. will post 3.92 EPS for the current fiscal year.

Citizens Financial Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 18th. Shareholders of record on Wednesday, February 4th will be issued a $0.46 dividend. This represents a $1.84 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Wednesday, February 4th. Citizens Financial Group’s dividend payout ratio is presently 51.54%.

Trending Headlines about Citizens Financial Group

Here are the key news stories impacting Citizens Financial Group this week:

• Positive Sentiment: Q4 results: CFG reported Q4 net income of $528M (up ~32% YoY) and EPS $1.13 (up ~36% YoY), beating expectations and showing revenue/fee strength that supports earnings momentum. Citizens Financial Group Reports Fourth Quarter 2025 Net Income
• Positive Sentiment: Higher fee income and NII drove the profit jump and helped push shares to recent highs — an operational beat that underpins the bank’s improving revenue mix. Citizens Financial profit jumps on higher fee income, shares hit all-time high
• Positive Sentiment: Dividend declared: CFG announced a $0.46 quarterly dividend (annualized yield ~2.9%), payable Feb. 18 to holders of record Feb. 4 — supports income-focused buyers.
• Positive Sentiment: Analyst upgrades/target increases: multiple firms raised targets and reiterated buy/outperform (Bank of America to $78; Argus to $72; DA Davidson to $73; KBW to $70), signaling renewed sell‑side confidence in earnings trajectory and upside potential. Argus price target raise Benzinga coverage of analyst moves
• Neutral Sentiment: Business outlook/depth pieces: coverage highlights strategic moves — private bank expansion and technology initiatives that shape longer‑term growth but are not immediate catalysts. CFG Q4 Deep Dive: Private Bank Expansion and Strategic Tech Initiatives Shape Outlook
• Neutral Sentiment: Investor resources: earnings-call transcript and analyst write‑ups provide detail for modeling future quarters; useful for verifying management commentary vs. sell‑side assumptions. Q4 2025 earnings call transcript Seeking Alpha analysis
• Neutral Sentiment: Market reaction note: CFG reached a new one‑year high on the earnings beat, which is context for today’s intraday moves. CFG Reaches New 1-Year High After Better-Than-Expected Earnings
• Negative Sentiment: Profit‑taking/technical pullback: after the strong run and multiple bullish analyst notes, some investors are locking in gains — this likely explains the downward price move despite fundamentally positive news.

Analyst Ratings Changes

A number of equities research analysts have issued reports on CFG shares. Citigroup upgraded Citizens Financial Group from a “neutral” rating to an “overweight” rating in a research note on Monday, January 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of Citizens Financial Group in a research note on Monday, December 29th. Truist Financial upped their target price on shares of Citizens Financial Group from $56.00 to $63.00 and gave the stock a “hold” rating in a research report on Monday, December 22nd. Barclays set a $77.00 price target on Citizens Financial Group and gave the company an “overweight” rating in a report on Monday, January 5th. Finally, New Street Research set a $73.00 price objective on Citizens Financial Group in a report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, Citizens Financial Group presently has an average rating of “Moderate Buy” and an average target price of $66.91.

Citizens Financial Group Company Profile

Citizens Financial Group, Inc (NYSE: CFG) is a bank holding company that provides a broad range of banking and financial services to individuals, small and middle-market businesses, corporations and institutional clients. Headquartered in Providence, Rhode Island, Citizens conducts its banking operations principally through its primary banking subsidiary, Citizens Bank, and serves customers through a combination of branch locations, ATMs and digital channels. The company is publicly traded and operates under the regulatory framework applicable to U.S.