Brookwood Investment Group LLC Raises Stock Position in Citigroup Inc. $C

Brookwood Investment Group LLC boosted its stake in Citigroup Inc. (NYSE:C) by 204.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,121 shares of the company’s stock after purchasing an additional 6,799 shares during the period. Brookwood Investment Group LLC’s holdings in Citigroup were worth $1,027,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Brookstone Capital Management boosted its holdings in shares of Citigroup by 31.5% in the 3rd 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 during the period. Permanent Capital Management LP purchased a new stake in Citigroup in the 3rd quarter worth about $1,238,000. Keystone Financial Services purchased a new stake in Citigroup in the 2nd quarter worth about $216,000. Perigon Wealth Management LLC lifted its stake in Citigroup by 27.2% in the third quarter. Perigon Wealth Management LLC now owns 75,566 shares of the company’s stock worth $7,670,000 after purchasing an additional 16,171 shares during the last quarter. Finally, Brighton Jones LLC boosted its position in shares of Citigroup by 166.9% during the fourth quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock valued at $1,407,000 after buying an additional 12,499 shares during the period. 71.72% of the stock is currently owned by institutional investors.

Key Headlines Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Analyst bullishness — Piper Sandler projects upside for Citigroup shares, citing the bank’s positioning and outlook; analyst commentary is supporting buyer interest. Article Title
• Positive Sentiment: Fundamentals: Citigroup’s latest reported quarter beat consensus (EPS $2.24 vs $1.89 estimate and revenue $22.09B vs $20.92B), which underpins stronger earnings visibility and likely helps lift the stock.
• Positive Sentiment: Underwriting upside — markets are actively pricing the probability that Citigroup could be a lead underwriter for a major potential IPO (SpaceX), which would be a high-fee corporate win if it happens and supports speculative buying. Article Title
• Positive Sentiment: Management tone: Citi strategist Scott Chronert publicly framing current markets as a “boom” (not a bubble) may boost investor risk appetite toward banks and trading-related revenue. Article Title
• Neutral Sentiment: Sector backdrop: Market commentary suggests financials would benefit if rates ease (sector rotation into value/financial stocks). This macro theme helps bank multiples but depends on Fed moves. Article Title
• Neutral Sentiment: Trade policy noise eased marginally after the U.S. delayed some tariff increases (furniture/cabinets), reducing another source of macro uncertainty — limited direct impact on Citi but supportive for risk assets. Article Title
• Negative Sentiment: Russia exit cost — Citigroup finalized the sale of its remaining Russian unit at a loss. the exit reduces long‑term geopolitical exposure but produced a near-term charge that could weigh on short-term earnings. Article Title

Citigroup Trading Up 1.6%

Shares of NYSE:C opened at $118.61 on Friday. The company has a quick ratio of 0.99, a current ratio of 0.99 and a debt-to-equity ratio of 1.62. Citigroup Inc. has a 52-week low of $55.51 and a 52-week high of $122.84. The stock has a market cap of $212.22 billion, a price-to-earnings ratio of 16.66, a PEG ratio of 0.46 and a beta of 1.18. The business has a 50-day moving average price of $107.04 and a 200-day moving average price of $98.42.

Citigroup (NYSE:C) last issued its quarterly earnings results on Tuesday, October 14th. The company reported $2.24 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.35. The company had revenue of $22.09 billion for the quarter, compared to the consensus estimate of $20.92 billion. Citigroup had a net margin of 8.73% and a return on equity of 7.91%. Citigroup’s quarterly revenue was up 9.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.51 EPS. Equities analysts predict that Citigroup Inc. will post 7.53 EPS for the current year.

Citigroup Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, November 26th. Shareholders of record on Monday, November 3rd were issued a $0.60 dividend. This represents a $2.40 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Monday, November 3rd. Citigroup’s dividend payout ratio (DPR) is presently 33.71%.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Cowen reissued a “hold” rating on shares of Citigroup in a research report on Wednesday, December 10th. Dbs Bank downgraded shares of Citigroup from a “moderate buy” rating to a “hold” rating in a research report on Monday, September 22nd. Keefe, Bruyette & Woods increased their target price on shares of Citigroup from $118.00 to $131.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. TD Cowen lifted their price target on shares of Citigroup from $105.00 to $110.00 and gave the stock a “hold” rating in a report on Wednesday, October 15th. Finally, Zacks Research downgraded Citigroup from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 15th. Thirteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $115.25.

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.