Advisors Asset Management Inc. Reduces Stake in Citigroup Inc. $C

Advisors Asset Management Inc. cut its position in shares of Citigroup Inc. (NYSE:C) by 10.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 66,216 shares of the company’s stock after selling 7,554 shares during the quarter. Advisors Asset Management Inc.’s holdings in Citigroup were worth $6,721,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in the stock. FMB Wealth Management raised its position in shares of Citigroup by 4.1% in the third quarter. FMB Wealth Management now owns 2,618 shares of the company’s stock valued at $266,000 after buying an additional 103 shares during the last quarter. Tritonpoint Wealth LLC grew its position in shares of Citigroup by 2.1% in the third quarter. Tritonpoint Wealth LLC now owns 4,989 shares of the company’s stock valued at $506,000 after purchasing an additional 104 shares during the period. Onyx Bridge Wealth Group LLC increased its stake in Citigroup by 3.6% in the second quarter. Onyx Bridge Wealth Group LLC now owns 3,117 shares of the company’s stock valued at $265,000 after purchasing an additional 109 shares during the last quarter. Highline Wealth Partners LLC increased its stake in Citigroup by 35.3% in the third quarter. Highline Wealth Partners LLC now owns 418 shares of the company’s stock valued at $42,000 after purchasing an additional 109 shares during the last quarter. Finally, Fullcircle Wealth LLC lifted its holdings in shares of Citigroup by 0.9% during the 2nd quarter. Fullcircle Wealth LLC now owns 13,097 shares of the company’s stock worth $1,206,000 after acquiring an additional 111 shares during the period. 71.72% of the stock is owned by institutional investors and hedge funds.

Citigroup Stock Down 5.3%

C stock opened at $111.12 on Friday. The firm has a market cap of $198.82 billion, a PE ratio of 15.94, a P/E/G ratio of 0.75 and a beta of 1.18. Citigroup Inc. has a 12 month low of $55.51 and a 12 month high of $125.16. The company has a debt-to-equity ratio of 1.63, a current ratio of 1.00 and a quick ratio of 0.99. The firm has a 50 day simple moving average of $116.35 and a 200 day simple moving average of $104.55.

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 firm 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 firm’s quarterly revenue was up 2.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.34 earnings per share. Equities research analysts forecast that Citigroup Inc. will post 7.53 earnings per share for the current fiscal year.

Citigroup Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Monday, February 2nd will be paid a dividend of $0.60 per share. This represents a $2.40 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Monday, February 2nd. Citigroup’s payout ratio is 34.43%.

Analysts Set New Price Targets

C has been the subject of a number of research analyst reports. UBS Group reissued a “neutral” rating and set a $132.00 target price on shares of Citigroup in a research report on Thursday, January 15th. Oppenheimer lifted their price objective on Citigroup from $141.00 to $144.00 and gave the stock an “outperform” rating in a report on Thursday, January 15th. Barclays upped their price objective on Citigroup from $115.00 to $146.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. HSBC reissued a “buy” rating and issued a $87.00 target price on shares of Citigroup in a report on Wednesday, January 7th. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $141.00 price objective on shares of Citigroup in a report on Wednesday, January 7th. One investment 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’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $126.19.

More Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citigroup’s rates desk warns markets are “too calm” about U.S. inflation — a view that implies higher‑for‑longer rates and could support banks’ net interest income (a key earnings driver). Read More.
• Positive Sentiment: Citi is expanding tokenized products to Solana, signaling growth in its digital‑assets and tokenization business — a potential revenue/fee diversification play if adoption rises. Read More.
• Positive Sentiment: Citi India management flagged trade‑deal driven investment opportunities — incremental international growth that could help long‑term revenue expansion. Read More.
• Positive Sentiment: The Fed is re‑calibrating supervision toward core financial stability and may ease some prior “matters requiring attention” (MRAs) — potentially lowering regulatory friction for large banks over time. Read More.
• Positive Sentiment: Citi’s incoming CFO publicly warned that a credit‑card rate cap would harm retail/travel/hospitality — a policy stance that, if it helps prevent restrictive caps, would protect card revenue and fees. Read More.
• Neutral Sentiment: Citi presented at major conferences (BoA, UBS); transcripts provide management commentary on strategy but no game‑changing guidance this round. Read More.
• Negative Sentiment: CEO Jane Fraser’s 2025 compensation was set at $42M (about $7.5M higher year‑over‑year). The pay increase — coming after layoffs — creates negative optics and shareholder pushback risk, which can weigh on sentiment. Read More.
• Negative Sentiment: Citi filed to create a new 6.5% Series JJ preferred stock — a capital‑raising tool that strengthens the balance sheet but can be seen as incremental claim senior to common equity and thus dilutive to common shareholders’ risk profile. Read More.

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.