AE Wealth Management LLC Has $33.17 Million Stock Holdings in Citigroup Inc. $C

AE Wealth Management LLC decreased its position in Citigroup Inc. (NYSE:C) by 3.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 326,764 shares of the company’s stock after selling 11,851 shares during the period. AE Wealth Management LLC’s holdings in Citigroup were worth $33,167,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the company. Wolff Wiese Magana LLC lifted its position in Citigroup by 87.6% in the third quarter. Wolff Wiese Magana LLC now owns 257 shares of the company’s stock worth $26,000 after purchasing an additional 120 shares during the period. Howard Hughes Medical Institute acquired a new position in shares of Citigroup in the 2nd quarter valued at $34,000. DHJJ Financial Advisors Ltd. lifted its holdings in shares of Citigroup by 157.1% during the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 414 shares of the company’s stock worth $35,000 after acquiring an additional 253 shares during the period. Legacy Investment Solutions LLC acquired a new stake in shares of Citigroup during the 2nd quarter valued at about $38,000. Finally, Capital A Wealth Management LLC bought a new stake in Citigroup in the second quarter valued at about $38,000. Institutional investors own 71.72% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on the stock. Oppenheimer raised their price target 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. The Goldman Sachs Group raised their target price on Citigroup from $113.00 to $127.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Wells Fargo & Company set a $150.00 price target on Citigroup in a research report on Monday, January 5th. Royal Bank Of Canada reiterated an “outperform” rating and set a $121.00 price objective on shares of Citigroup in a research note on Thursday, January 15th. Finally, Keefe, Bruyette & Woods boosted their target price on shares of Citigroup from $118.00 to $131.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $125.56.

Key Headlines Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Reduced short interest — Short interest fell about 12.7% in January (to ~25.2M shares), which reduces one source of downside pressure and the risk of short-squeeze-driven volatility.
• Positive Sentiment: Workforce upskilling for AI — CEO Jane Fraser says Citigroup is training roughly 175,000 employees to adapt to AI-driven role changes; that signals management is investing in productivity and talent retention rather than only cutting staff. Citigroup CEO Jane Fraser says 175,000 employees are being trained
• Neutral Sentiment: Fed decision / macro backdrop — The Fed held rates steady amid sticky inflation and a tight jobs market; higher-for-longer rates are a mixed signal for banks (support for net interest margins but greater risk of market volatility). US Federal Reserve holds rates steady amid sticky inflation, resilient jobs market
• Neutral Sentiment: Participation/filings disclosure — Citigroup posted participation notifications (shareholding/regulated disclosure) today; routine but worth monitoring for large insider or investor moves. Participation notifications by Citigroup Inc.
• Negative Sentiment: Planned layoffs — Citigroup is moving ahead with a March round of cuts as part of a 20,000-job reduction through 2026; that helps cuts costs but signals near-term disruption and execution risk around the bank’s multi‑year overhaul. More Layoffs Are Coming at Citigroup in March
• Negative Sentiment: Legal & reputational risks — A former managing director has sued Citigroup alleging mishandled sexual‑harassment claims; the bank is pushing to move the case to arbitration. Ongoing litigation and management‑level allegations can trap management attention and create headline risk. Citigroup rejects harassment claims against top executive, seeks to move case into arbitration
• Negative Sentiment: Criminal conviction of ex-executive — A former Citigroup managing director pleaded guilty in a serious criminal case, adding reputational risk and potential regulatory scrutiny. Ex-Citi Managing Director Pleads Guilty
• Negative Sentiment: Volatility risk from rising rates — Citigroup warned about the potential for a market “volatility event” tied to rising rates, which could hurt trading revenue and create mark-to-market losses in certain businesses. Citigroup is worried about a ‘volatility event’ triggered by rising rates

Citigroup Stock Performance

NYSE C opened at $114.25 on Thursday. The firm has a 50-day moving average price of $112.98 and a two-hundred day moving average price of $102.72. Citigroup Inc. has a 12-month low of $55.51 and a 12-month high of $124.17. The company has a market capitalization of $204.42 billion, a P/E ratio of 16.39, a P/E/G ratio of 0.73 and a beta of 1.18. The company has a quick ratio of 0.99, a current ratio of 1.00 and a debt-to-equity ratio of 1.63.

Citigroup (NYSE:C) last released its quarterly earnings results on Wednesday, January 14th. The company reported $1.81 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.16. The company 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 quarterly revenue was up 2.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.34 earnings per share. Analysts anticipate that Citigroup Inc. will post 7.53 earnings per share for the current year.

Citigroup Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Monday, February 2nd will be given a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Monday, February 2nd. Citigroup’s dividend payout ratio is presently 34.43%.

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.