14,061 Shares in Citigroup Inc. $C Acquired by Ethos Capital Management Inc.

Ethos Capital Management Inc. acquired a new position in Citigroup Inc. (NYSE:C) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 14,061 shares of the company’s stock, valued at approximately $1,641,000. Citigroup accounts for 1.5% of Ethos Capital Management Inc.’s portfolio, making the stock its 20th largest holding.

Several other hedge funds also recently added to or reduced their stakes in the business. Brookstone Capital Management lifted its stake in Citigroup by 31.5% during the third quarter. Brookstone Capital Management now owns 75,914 shares of the company’s stock worth $7,705,000 after purchasing an additional 18,176 shares in the last quarter. Permanent Capital Management LP acquired a new position in Citigroup during the third quarter worth $1,238,000. Donaldson Capital Management LLC acquired a new position in Citigroup during the third quarter worth $58,994,000. Penobscot Investment Management Company Inc. lifted its stake in Citigroup by 61.5% during the third quarter. Penobscot Investment Management Company Inc. now owns 57,033 shares of the company’s stock worth $5,789,000 after purchasing an additional 21,720 shares in the last quarter. Finally, Perigon Wealth Management LLC raised its stake 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 valued at $7,670,000 after acquiring an additional 16,171 shares in the last quarter. 71.72% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Citigroup news, insider Cantu Ernesto Torres sold 43,173 shares of the firm’s 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 sale, the insider directly owned 45,835 shares in the company, valued at $5,091,810.15. This trade represents a 48.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.08% of the stock is currently owned by corporate insiders.

Citigroup Stock Down 0.4%

Citigroup stock opened at $116.84 on Wednesday. Citigroup Inc. has a 1-year low of $56.07 and a 1-year 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 1.00. The stock has a market cap of $204.40 billion, a PE ratio of 16.76, a P/E/G ratio of 0.74 and a beta of 1.11. The stock’s fifty day moving average is $112.83 and its two-hundred day moving average is $108.87.

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 analysts’ consensus estimates of $1.65 by $0.16. Citigroup had a return on equity of 8.28% and a net margin of 8.50%.The company had revenue of $19.87 billion for the quarter, compared to analysts’ expectations of $20.99 billion. During the same period last year, the firm earned $1.34 earnings per share. Citigroup’s quarterly revenue was up 2.1% on a year-over-year basis. On average, sell-side analysts expect that Citigroup Inc. will post 7.53 EPS for the current fiscal year.

Citigroup Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Monday, May 4th will be paid a $0.60 dividend. The ex-dividend date is Monday, May 4th. This represents a $2.40 dividend on an annualized basis and a yield of 2.1%. Citigroup’s dividend payout ratio (DPR) is currently 34.43%.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Citigroup in a research note on Wednesday, January 21st. Morgan Stanley set a $152.00 price objective on Citigroup in a research note on Tuesday, February 17th. Keefe, Bruyette & Woods increased their price objective on Citigroup from $118.00 to $131.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Wells Fargo & Company set a $150.00 price objective on Citigroup in a research note on Monday, January 5th. Finally, HSBC reiterated a “buy” rating and issued a $87.00 price objective on shares of Citigroup in a research note on Wednesday, January 7th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $127.41.

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Goldman Sachs raised its price target to $137 and kept a “buy” rating, signaling stronger sell‑side conviction and implying material upside if guidance/earnings beat expectations. Read More.
• Positive Sentiment: Citigroup declared a quarterly dividend of $0.60 (yield ~2.1%) with an upcoming ex‑dividend date in early May — supports income investors and reduces downside from headline volatility.
• Positive Sentiment: Market commentary highlights Citigroup’s sticky global treasury & trade services and its large international footprint as durable revenue drivers; that business could anchor a recovery and supports a valuation rerating if macro risk eases. Read More.
• Neutral Sentiment: Multiple previews (Seeking Alpha, Zacks) argue Citigroup has the setup to beat Q1 consensus — that can help shares if results and guidance are strong, but upside depends on revenue mix (IB vs. trading vs. TTS). Read More. | Read More.
• Neutral Sentiment: JPMorgan trimmed its price target slightly (from $134 to $131) but left an “overweight” rating — a modest adjustment that tempers near‑term upside but keeps institutional support intact. Read More.
• Neutral Sentiment: Citigroup research pushed back its Fed‑cut forecast (now expecting cuts starting in September). A later start to cuts can be a double‑edged sword for banks: it supports net interest margins longer but may signal persistent inflation and economic risk. Read More.
• Negative Sentiment: Escalating geopolitical risk in the Middle East (threats to power plants and infrastructure) is boosting oil and risk‑off flows — that broader market stress pressures trading volumes, capital markets activity and investor sentiment for big banks. Read More.
• Negative Sentiment: Fed officials warning that inflation risks remain and rate cuts are unlikely in the near term increases macro uncertainty. Elevated inflation and geopolitical shocks can reduce capital markets activity and raise credit/recession risk — negatives for bank revenue and stock multiples. Read More.

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.