Brookwood Investment Group LLC Lowers Holdings in Citigroup Inc. $C

Brookwood Investment Group LLC reduced its position in Citigroup Inc. (NYSE:C) by 68.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,169 shares of the company’s stock after selling 6,952 shares during the period. Brookwood Investment Group LLC’s holdings in Citigroup were worth $370,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in C. Bank of New York Mellon Corp grew its stake in shares of Citigroup by 17.6% during the third quarter. Bank of New York Mellon Corp now owns 28,125,995 shares of the company’s stock valued at $2,854,788,000 after buying an additional 4,211,099 shares during the last quarter. Capital World Investors grew its stake in Citigroup by 6.5% in the third quarter. Capital World Investors now owns 47,262,626 shares of the company’s stock worth $4,797,292,000 after purchasing an additional 2,871,074 shares in the last quarter. Bessemer Group Inc. lifted its holdings in Citigroup by 6,172.0% during the third quarter. Bessemer Group Inc. now owns 2,904,795 shares of the company’s stock worth $294,838,000 after buying an additional 2,858,481 shares during the period. SG Americas Securities LLC lifted its holdings in Citigroup by 291.4% during the fourth quarter. SG Americas Securities LLC now owns 1,319,549 shares of the company’s stock worth $153,978,000 after buying an additional 2,008,946 shares during the period. Finally, Alliancebernstein L.P. lifted its holdings in Citigroup by 52.1% during the third quarter. Alliancebernstein L.P. now owns 5,304,324 shares of the company’s stock worth $538,389,000 after buying an additional 1,816,786 shares during the period. 71.72% of the stock is currently owned by hedge funds and other institutional investors.

More Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citi highlights cost and efficiency gains from AI: management says AI has cut account‑opening times (about 1 hour) and is being used to modernize legacy systems — a tangible cost/productivity catalyst that can support margins and customer onboarding growth. Citigroup using AI to speed account openings
• Positive Sentiment: Street support: Goldman Sachs recently raised its price target on C to $137 (Buy), signaling analyst optimism into the April earnings print and providing upside to sentiment/flows. Goldman Sachs Raises Citigroup (C) Target Ahead of Q1 Banking Readout
• Positive Sentiment: Research/product tailwind: Citi published a bullish ETF market outlook (U.S. ETF AUM could top $25T by 2030) — a thematic win for prime brokerage, markets, custody and fee pools where Citi participates. Citi sees US ETF assets topping $25 trillion by 2030 as active funds gain ground
• Neutral Sentiment: Q1 earnings calendar risk/reward: Citigroup reports Q1 results on April 14; consensus expectations and preview pieces highlight strong revenue/profit momentum but also flag items investors will watch (trading revenue, investment banking, expenses). Earnings are the immediate catalyst. Citigroup Set to Report Q1 Earnings: How to Approach the Stock Now?
• Neutral Sentiment: Price action context: the shares recently hit a 52‑week high — momentum that can amplify both buying and near‑term profit‑taking ahead of the print. Citigroup stock reaches 52-week high at 125.17 USD
• Neutral Sentiment: Analyst model tweaks: some firms (e.g., Erste Group) have nudged FY26 estimates higher, reflecting improved revenue mix and rate environment — supports the case for modest upward revisions but not guaranteed until earnings/guidance. Citigroup FY2026 EPS Estimate Raised by Erste Group Bank
• Negative Sentiment: Cyber/AI model risk flagged by regulators: U.S. Treasury and Fed held an “urgent” meeting with major banks about potential cyber threats tied to advanced AI models (Anthropic’s Mythos). Heightened regulatory scrutiny and security spend could raise costs and operational risk. Feds Warn Major Banks of Anthropic Mythos Cyber Threat
• Negative Sentiment: Macro and credit watch: previews and analyst notes flag rising costs and potential asset‑quality pressures (loan loss trends, regional exposures, and rate‑sensitive credit) as key downsides that could weigh on near‑term results and multiple expansion. What Can Investors Expect from Bank Earnings?

Insiders Place Their Bets

In related news, insider Cantu Ernesto Torres sold 43,173 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $111.09, for a total value of $4,796,088.57. Following the completion of the sale, the insider directly owned 45,835 shares of the company’s stock, valued at $5,091,810.15. The trade was a 48.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.08% of the stock is currently owned by company insiders.

Citigroup Stock Down 0.5%

Citigroup stock opened at $124.32 on Friday. Citigroup Inc. has a fifty-two week low of $59.92 and a fifty-two week high of $125.48. The company has a debt-to-equity ratio of 1.63, a quick ratio of 1.00 and a current ratio of 1.00. The firm has a 50 day moving average price of $113.39 and a 200 day moving average price of $109.27. The company has a market capitalization of $213.20 billion, a PE ratio of 17.84, a price-to-earnings-growth ratio of 0.64 and a beta of 1.11.

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

Citigroup Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Monday, May 4th will be given a $0.60 dividend. The ex-dividend date of this dividend is Monday, May 4th. This represents a $2.40 dividend on an annualized basis and a yield of 1.9%. Citigroup’s payout ratio is 34.43%.

Wall Street Analyst Weigh In

C has been the subject of several analyst reports. Piper Sandler set a $135.00 price objective on Citigroup in a report on Thursday, January 15th. Wolfe Research reaffirmed an “outperform” rating and set a $141.00 price target on shares of Citigroup in a research report on Wednesday, January 7th. Jefferies Financial Group initiated coverage on Citigroup in a research report on Thursday, March 26th. They set a “buy” rating and a $135.00 price target on the stock. Keefe, Bruyette & Woods raised their target price on Citigroup from $118.00 to $131.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. Finally, Morgan Stanley set a $152.00 target price on Citigroup in a research report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, Citigroup currently has an average rating of “Moderate Buy” and an average price target of $127.41.

Citigroup 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.