Clear Creek Financial Management LLC Takes $556,000 Position in Citigroup Inc. $C

Clear Creek Financial Management LLC bought a new stake in Citigroup Inc. (NYSE:C) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 4,762 shares of the company’s stock, valued at approximately $556,000.

A number of other hedge funds have also recently bought and sold shares of C. Brookstone Capital Management grew its stake in Citigroup by 31.5% in the third quarter. Brookstone Capital Management now owns 75,914 shares of the company’s stock valued at $7,705,000 after purchasing an additional 18,176 shares in the last quarter. Permanent Capital Management LP purchased a new position in Citigroup in the third quarter valued at about $1,238,000. Donaldson Capital Management LLC purchased a new position in Citigroup in the third quarter valued at about $58,994,000. Penobscot Investment Management Company Inc. lifted its position in shares of Citigroup by 61.5% in 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. Finally, Perigon Wealth Management LLC lifted its position in shares of 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 buying an additional 16,171 shares during the last quarter. Institutional investors and hedge funds own 71.72% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on C. Oppenheimer reduced their price target on Citigroup from $144.00 to $132.00 and set an “outperform” rating for the company in a research report on Friday, March 27th. Truist Financial boosted their price target on Citigroup from $123.00 to $129.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Zacks Research cut Citigroup from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 20th. Piper Sandler set a $135.00 price objective on Citigroup in a research report on Thursday, January 15th. Finally, Keefe, Bruyette & Woods boosted their price objective on Citigroup from $118.00 to $131.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $127.41.

Insider Buying and Selling at Citigroup

In other news, insider Cantu Ernesto Torres sold 43,173 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $111.09, for a total value of $4,796,088.57. Following the transaction, the insider owned 45,835 shares of the company’s stock, valued at $5,091,810.15. This represents a 48.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.11% of the stock is currently owned by company insiders.

Citigroup Trading Down 0.1%

Citigroup stock opened at $124.32 on Monday. Citigroup Inc. has a 12 month low of $59.92 and a 12 month high of $125.48. The stock has a market cap of $213.20 billion, a price-to-earnings ratio of 17.84, a price-to-earnings-growth ratio of 0.64 and a beta of 1.11. The business has a 50 day moving average price of $113.39 and a two-hundred day moving average price of $109.33. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 1.63.

Citigroup (NYSE:C) last released its quarterly earnings data 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 company had revenue of $19.87 billion for the quarter, compared to analyst estimates of $20.99 billion. Citigroup had a return on equity of 8.28% and a net margin of 8.50%.The company’s revenue was up 2.1% compared to the same quarter last year. During the same period in the prior year, the company posted $1.34 EPS. As a group, equities analysts forecast that Citigroup Inc. will post 7.53 EPS for the current year.

Citigroup Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Monday, May 4th will be paid 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 dividend yield of 1.9%. Citigroup’s dividend payout ratio is 34.43%.

Key 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?

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.