Citigroup Inc. $C Shares Acquired by Donoghue Forlines LLC

Donoghue Forlines LLC boosted its position in shares of Citigroup Inc. (NYSE:C) by 100.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 37,715 shares of the company’s stock after buying an additional 18,917 shares during the quarter. Citigroup accounts for approximately 1.2% of Donoghue Forlines LLC’s investment portfolio, making the stock its 9th largest position. Donoghue Forlines LLC’s holdings in Citigroup were worth $3,828,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brookstone Capital Management grew its position 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 acquiring an additional 18,176 shares in the last quarter. Permanent Capital Management LP acquired a new stake in shares of Citigroup in the 3rd quarter valued at $1,238,000. Perigon Wealth Management LLC boosted its holdings 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 in the last quarter. Keystone Financial Services acquired a new position in Citigroup during the second quarter worth $216,000. Finally, Penobscot Investment Management Company Inc. increased its position in Citigroup by 61.5% during the third quarter. Penobscot Investment Management Company Inc. now owns 57,033 shares of the company’s stock worth $5,789,000 after buying an additional 21,720 shares during the last quarter. 71.72% of the stock is currently owned by institutional investors.

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Q4 EPS beat and dealmaking strength — Citi reported $1.81 EPS vs. $1.65 expected and management highlighted a rebound in investment banking and corporate client fees, which supports earnings momentum and valuation re-ratings. Citigroup profit beats estimates as dealmaking rebounds
• Positive Sentiment: Analyst support and price-target lifts — Several firms refreshed views after the quarter (Wolfe Research cited constructive subsector outlook; RBC reaffirmed an outperform). That analyst activity can provide near-term buy-side support. Wolfe Research Raises Citigroup PT RBC Reaffirms Outperform (Benzinga)
• Neutral Sentiment: Unusual options activity — Large call buying was observed (≈108,979 calls, ~34% above average). That’s a bullish short-term signal but could reflect hedging or speculative flow rather than firm fundamental conviction.
• Negative Sentiment: Revenue miss and one‑time Russia loss — Revenue missed Street estimates and reported profit was pulled down by a Russia‑unit sale; the WSJ noted the profit drop tied to that divestiture, which tempers the headline EPS beat. Citigroup’s Fourth Quarter Profit Drops After Russia Sale (WSJ)
• Negative Sentiment: Cost cuts and restructuring risk — CEO Jane Fraser signaled more job cuts and the firm is executing layoffs (1,000 announced this week; a broader plan targets many more), which could weigh on near‑term morale, execution risk and transition costs. Citigroup CEO Signals More Job Cuts (TipRanks)
• Negative Sentiment: Credit-card exposure and regulatory/sector headwinds — Commentaries flagged Citi’s consumer/credit-card exposures as a vulnerability and the broader bank sector saw selling after earnings amid valuation scrutiny and political talk of credit-rate caps, creating an ongoing overhang. Record earnings overshadowed by credit-card exposure (TipRanks) Bank Stocks Get Punished After Earnings (MarketBeat)

Citigroup Price Performance

NYSE:C opened at $118.21 on Friday. 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 one year low of $55.51 and a one year high of $124.17. The company has a fifty day moving average price of $110.67 and a 200 day moving average price of $101.17. The stock has a market cap of $211.51 billion, a P/E ratio of 16.96, a PEG ratio of 0.45 and a beta of 1.18.

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

Citigroup Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Monday, February 2nd will be issued a $0.60 dividend. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $2.40 annualized dividend and a yield of 2.0%. Citigroup’s dividend payout ratio is 34.43%.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. TD Cowen increased their price objective on Citigroup from $105.00 to $110.00 and gave the company a “hold” rating in a report on Wednesday, October 15th. JPMorgan Chase & Co. upgraded Citigroup from a “neutral” rating to an “overweight” rating and increased their price target for the company from $107.00 to $124.00 in a report on Friday, December 12th. Bank of America boosted their price objective on shares of Citigroup from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Wednesday, October 15th. Barclays raised their target price on shares of Citigroup from $115.00 to $146.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Finally, Wells Fargo & Company set a $150.00 target price on shares of Citigroup in a report on Monday, January 5th. Fourteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, Citigroup presently has a consensus rating of “Moderate Buy” and an average target price of $124.65.

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.