Atria Investments Inc Lowers Holdings in Citigroup Inc. $C

Atria Investments Inc reduced its stake in shares of Citigroup Inc. (NYSE:C) by 24.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 184,284 shares of the company’s stock after selling 59,175 shares during the quarter. Atria Investments Inc’s holdings in Citigroup were worth $18,705,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. Brookstone Capital Management lifted its position in shares of Citigroup by 31.5% during the 3rd quarter. Brookstone Capital Management now owns 75,914 shares of the company’s stock worth $7,705,000 after buying an additional 18,176 shares during the last quarter. Permanent Capital Management LP acquired a new stake in Citigroup during the 3rd quarter worth $1,238,000. Donaldson Capital Management LLC purchased a new stake in Citigroup in the third quarter valued at $58,994,000. Penobscot Investment Management Company Inc. boosted its stake in Citigroup by 61.5% in the third quarter. Penobscot Investment Management Company Inc. now owns 57,033 shares of the company’s stock valued at $5,789,000 after acquiring an additional 21,720 shares in the last quarter. Finally, Perigon Wealth Management LLC grew its holdings in shares of Citigroup by 27.2% during 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. Hedge funds and other institutional investors own 71.72% of the company’s stock.

Citigroup Price Performance

C opened at $117.50 on Thursday. The firm has a market capitalization of $210.24 billion, a P/E ratio of 16.86, a PEG ratio of 0.78 and a beta of 1.18. The stock has a fifty day moving average of $116.29 and a 200-day moving average of $104.50. 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 Inc. has a 12-month low of $55.51 and a 12-month high of $125.16.

Citigroup (NYSE:C) last posted its quarterly 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. Citigroup had a return on equity of 8.28% and a net margin of 8.50%.The firm had revenue of $19.87 billion for the quarter, compared to analyst estimates of $20.99 billion. During the same period in the previous year, the firm earned $1.34 earnings per share. Citigroup’s quarterly revenue was up 2.1% on a year-over-year basis. Equities analysts forecast that Citigroup Inc. will post 7.53 EPS for the current fiscal year.

Citigroup Dividend Announcement

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

Analysts Set New Price Targets

C has been the subject of several research reports. Zacks Research raised Citigroup from a “hold” rating to a “strong-buy” rating in a report on Thursday, January 22nd. Barclays increased their price objective on Citigroup from $115.00 to $146.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Bank of America upped their price target on shares of Citigroup from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Wednesday, October 15th. Oppenheimer lifted their price objective on shares of Citigroup from $141.00 to $144.00 and gave the company an “outperform” rating in a research note on Thursday, January 15th. Finally, HSBC reiterated a “buy” rating and set a $87.00 target price on shares of Citigroup in a research note on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $126.19.

Key Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Analyst upgrades and recent momentum — Citi recently hit a 52-week high after upward analyst moves and price-target lifts, which validated the stock’s rally and kept institutional interest elevated. Citigroup (NYSE:C) Sets New 1-Year High on Analyst Upgrade
• Positive Sentiment: Incoming CFO highlights credit-card growth — Gonzalo Luchetti flagged continued credit‑card volume expansion, which supports fee and interest-income upside for Citi’s U.S. consumer franchise. Citi incoming CFO sees credit card growth, warns rate cap would harm US economy
• Neutral Sentiment: Recent investor presentations — Citi management presented at the UBS and Bank of America financial‑services conferences, reiterating strategy and capital positioning; these were largely confirmation of existing plans rather than material new guidance. Citigroup Inc. (C) Presents at UBS Financial Services Conference 2026 Transcript Citigroup Inc. (C) Presents at Bank of America Financial Services Conference 2026 Transcript
• Neutral Sentiment: Preferred issuance announced — Citi issued a new 6.25% preferred, which can shore up capital but may modestly change the firm’s liability mix; the move was met with mixed analyst commentary (hold rating on the issue). Citigroup Issues New 6.25% Preferred: Hold Rated
• Negative Sentiment: Regulatory/political risk flagged — The incoming CFO warned that a cap on credit-card interest rates would have “massive ripple effects” on retailers and sectors of the economy; mention of this risk increases headline sensitivity and could pressure bank multiples if political momentum for a cap rises. Citi incoming CFO says credit-card rate cap would hurt retail, travel, hospitality
• Negative Sentiment: Earnings nuance — While Citi beat recent EPS estimates, revenue trailed consensus, leaving the story one of margin and cost execution rather than a clean top-line acceleration; that makes the stock more vulnerable to profit‑taking after a sharp run. (Earnings detail from Citi’s Jan. 14 release.)
• Negative Sentiment: Technical/profit‑taking pressure — After the multi‑week rally and fresh highs, some investors are locking gains; that rotation plus headline sensitivity (rate‑cap talk, preferred issuance) is consistent with today’s pullback.

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.