Avior Wealth Management LLC Raises Stock Holdings in Citigroup Inc. $C

Avior Wealth Management LLC increased its holdings in shares of Citigroup Inc. (NYSE:C) by 295.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 55,883 shares of the company’s stock after acquiring an additional 41,747 shares during the quarter. Avior Wealth Management LLC’s holdings in Citigroup were worth $6,521,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Boltwood Capital Management increased its position in shares of Citigroup by 2.6% during the 4th quarter. Boltwood Capital Management now owns 3,893 shares of the company’s stock valued at $454,000 after purchasing an additional 98 shares during the last quarter. FMB Wealth Management boosted its holdings in shares of Citigroup by 4.1% in the 3rd quarter. FMB Wealth Management now owns 2,618 shares of the company’s stock worth $266,000 after buying an additional 103 shares during the last quarter. Tritonpoint Wealth LLC boosted its holdings in shares of Citigroup by 2.1% in the 3rd quarter. Tritonpoint Wealth LLC now owns 4,989 shares of the company’s stock worth $506,000 after buying an additional 104 shares during the last quarter. Highline Wealth Partners LLC grew its position in Citigroup by 35.3% during the third quarter. Highline Wealth Partners LLC now owns 418 shares of the company’s stock valued at $42,000 after buying an additional 109 shares during the period. Finally, Kozak & Associates Inc. increased its holdings in Citigroup by 12.3% during the third quarter. Kozak & Associates Inc. now owns 1,016 shares of the company’s stock worth $100,000 after buying an additional 111 shares during the last quarter. Hedge funds and other institutional investors own 71.72% of the company’s stock.

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citi could benefit if regulators ease capital requirements — the Fed’s proposal to relax some capital rules would improve return-on-equity and capital flexibility across big banks, supporting bank stocks including C. Fed proposes easing capital rules for major banks
• Positive Sentiment: Analyst/media pieces are highlighting Citigroup as a bank that can “thrive” in a choppy market — favorable coverage can attract buyers and support multiple expansion. Citigroup and 5 More Bank Stocks Set to Thrive in a Choppy Market
• Positive Sentiment: Citi’s own research activity (e.g., initiating coverage with upbeat ratings) signals ongoing franchise strength in institutional research/trading, which can support fee revenue and client flows. Citigroup initiates coverage on this electric vehicle manufacturer with a rare buy rating
• Neutral Sentiment: Citi’s research desk is recalibrating crypto outlooks (lower 12‑month crypto targets and trims across crypto stocks) — a prudent risk-management stance that could reduce trading volatility but also signals caution around crypto exposure. Citigroup quietly trims most crypto stocks, except one surprise pick
• Neutral Sentiment: Citi macro calls (e.g., predicting Brent crude at $110–$120/bbl) add market context — higher oil can pressure inflation and rates, which has mixed implications for bank earnings and trading revenue. Citi sees Brent rising to $110–120/bbl in the coming days
• Negative Sentiment: Executive turnover — reports that CFO Mark Mason plans to leave by year‑end create short‑term governance/transition uncertainty; investors often discount banks around senior leadership changes. Citi’s Mason plans to leave by year’s end, gunning for a CEO role – report
• Negative Sentiment: Macro headwinds persist — the Fed’s pause but “higher-for-longer” inflation messaging keeps pressure on near-term loan growth and trading; analysts flagged banks sliding after the Fed update, which could cap upside for C. Fed Keeps Rates Steady Amid Rising Inflation: What it Means for Banks

Wall Street Analyst Weigh In

C has been the topic of several research reports. Wolfe Research reaffirmed an “outperform” rating and issued a $141.00 price objective on shares of Citigroup in a research report on Wednesday, January 7th. HSBC reissued a “buy” rating and set a $87.00 target price on shares of Citigroup in a research report on Wednesday, January 7th. Keefe, Bruyette & Woods lifted their price target on shares of Citigroup from $118.00 to $131.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. The Goldman Sachs Group upped their price objective on Citigroup from $113.00 to $127.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Finally, UBS Group reissued a “neutral” rating and set a $132.00 price objective on shares of Citigroup in a report on Thursday, January 15th. Fourteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $127.25.

Citigroup Price Performance

Shares of NYSE:C opened at $109.85 on Friday. The firm has a market capitalization of $192.17 billion, a PE ratio of 15.76, a P/E/G ratio of 0.69 and a beta of 1.17. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 1.63. The company has a 50-day moving average price of $113.57 and a two-hundred day moving average price of $107.40. Citigroup Inc. has a twelve month low of $55.51 and a twelve 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 (EPS) 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 net margin of 8.50% and a return on equity of 8.28%. The company’s quarterly revenue was up 2.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.34 earnings per share. Equities analysts forecast that Citigroup Inc. will post 7.53 EPS for the current year.

Citigroup Announces Dividend

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

Insider Transactions at Citigroup

In other Citigroup 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 transaction of $4,796,088.57. Following the sale, the insider owned 45,835 shares in the company, valued at $5,091,810.15. This represents a 48.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.08% of the stock is owned by insiders.

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.