LSV Asset Management Has $612.42 Million Position in Citigroup Inc. $C

LSV Asset Management reduced its stake in Citigroup Inc. (NYSE:C) by 4.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,033,737 shares of the company’s stock after selling 268,125 shares during the quarter. Citigroup comprises 1.4% of LSV Asset Management’s holdings, making the stock its 4th largest position. LSV Asset Management owned 0.33% of Citigroup worth $612,424,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently made changes to their positions in C. FMB Wealth Management increased its stake in shares of Citigroup by 4.1% during the third quarter. FMB Wealth Management now owns 2,618 shares of the company’s stock worth $266,000 after purchasing an additional 103 shares during the period. Tritonpoint Wealth LLC grew its holdings in Citigroup by 2.1% in the 3rd quarter. Tritonpoint Wealth LLC now owns 4,989 shares of the company’s stock valued at $506,000 after buying an additional 104 shares in the last quarter. Onyx Bridge Wealth Group LLC grew its holdings in Citigroup by 3.6% in the 2nd quarter. Onyx Bridge Wealth Group LLC now owns 3,117 shares of the company’s stock valued at $265,000 after buying an additional 109 shares in the last quarter. Highline Wealth Partners LLC increased its position in Citigroup by 35.3% during the 3rd quarter. Highline Wealth Partners LLC now owns 418 shares of the company’s stock worth $42,000 after buying an additional 109 shares during the period. Finally, Fullcircle Wealth LLC lifted its holdings in shares of Citigroup by 0.9% during the second quarter. Fullcircle Wealth LLC now owns 13,097 shares of the company’s stock worth $1,206,000 after buying an additional 111 shares in the last quarter. Institutional investors own 71.72% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on C shares. Oppenheimer lifted their price objective on shares of Citigroup from $141.00 to $144.00 and gave the stock an “outperform” rating in a research note on Thursday, January 15th. UBS Group reissued a “neutral” rating and set a $132.00 price target on shares of Citigroup in a research report on Thursday, January 15th. Piper Sandler set a $135.00 price objective on Citigroup in a report on Thursday, January 15th. JPMorgan Chase & Co. upped their target price on Citigroup from $130.00 to $134.00 and gave the company an “overweight” rating in a research report on Monday. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $121.00 target price on shares of Citigroup in a report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $126.19.

Citigroup Stock Performance

NYSE:C opened at $117.50 on Thursday. Citigroup Inc. has a twelve month low of $55.51 and a twelve month high of $125.16. The company has a quick ratio of 0.99, a current ratio of 1.00 and a debt-to-equity ratio of 1.63. The stock’s 50-day simple moving average is $116.29 and its 200 day simple moving average is $104.50. The firm has a market capitalization of $210.24 billion, a PE ratio of 16.86, a price-to-earnings-growth ratio of 0.78 and a beta of 1.18.

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

Citigroup Announces Dividend

The company 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 2.0%. Citigroup’s payout ratio is currently 34.43%.

Key Stories Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Analyst upgrade / price‑target momentum — Citi was the subject of recent bullish analyst notes and an upgrade that helped push the stock to a one‑year high, creating fresh buy interest from both retail and institutional investors. Article Title
• Positive Sentiment: Management highlights credit‑card growth — Incoming CFO Gonzalo Luchetti emphasized continued card volume and scaling potential in Citi’s consumer business, a key driver of net interest and fee income growth for the bank. That commentary supports earnings upside expectations. Article Title
• Positive Sentiment: Fed supervision pivot could ease supervisory burden — Reports that the Fed will re‑classify some “matters requiring attention” to non‑binding observations may reduce near‑term regulatory overhead and compliance costs for large banks, which is supportive for Citi’s capital and operational flexibility. Article Title
• Neutral Sentiment: Investor conference disclosures — Citi’s recent presentations at Bank of America and UBS conferences (transcripts available) give more detail on strategy, capital allocation and consumer/card trajectories; useful for modeling but not an immediate catalyst on their own. Article Title
• Neutral Sentiment: Capital‑markets move: new preferred issuance — Citi issued a new 6.25% preferred instrument that analysts rate as a Hold; this impacts funding mix and yields but is not a clear directional signal for the common stock. Article Title
• Negative Sentiment: Regulatory / political risk from credit‑card rate‑cap debate — Management warned a cap on card rates would have “massive ripple effects”; the very public nature of the warning highlights regulatory risk that could meaningfully compress card yields if policy action gains traction. Article Title
• Negative Sentiment: Recent quarter: EPS beat but revenue shortfall — Citi’s latest report showed an EPS beat yet revenue missed consensus, which leaves some skepticism around top‑line momentum and could cap multiple expansion absent clearer revenue acceleration. Background: Citi Jan. 14 quarter

About Citigroup

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.