World Equity Group Inc. Buys 4,395 Shares of Citigroup Inc. $C

World Equity Group Inc. grew its stake in shares of Citigroup Inc. (NYSE:C) by 31.2% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 18,489 shares of the company’s stock after buying an additional 4,395 shares during the period. World Equity Group Inc.’s holdings in Citigroup were worth $1,879,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Parnassus Investments LLC lifted its position in shares of Citigroup by 1.3% in the 3rd quarter. Parnassus Investments LLC now owns 1,034,942 shares of the company’s stock worth $105,047,000 after acquiring an additional 13,573 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in shares of Citigroup by 0.3% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 258,662 shares of the company’s stock valued at $26,254,000 after purchasing an additional 732 shares in the last quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its stake in shares of Citigroup by 39.8% in the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 10,887 shares of the company’s stock valued at $1,105,000 after purchasing an additional 3,099 shares in the last quarter. Valmark Advisers Inc. bought a new position in Citigroup in the third quarter worth $203,000. Finally, Pasadena Private Wealth LLC acquired a new stake in Citigroup during the third quarter worth $344,000. 71.72% of the stock is owned by institutional investors and hedge funds.

Citigroup Trading Up 0.6%

C stock opened at $121.33 on Friday. The business has a fifty day moving average price of $109.15 and a 200 day moving average price of $99.93. Citigroup Inc. has a fifty-two week low of $55.51 and a fifty-two week high of $124.17. The stock has a market capitalization of $217.08 billion, a price-to-earnings ratio of 17.04, a P/E/G ratio of 0.47 and a beta of 1.18. The company has a debt-to-equity ratio of 1.62, a current ratio of 0.99 and a quick ratio of 0.99.

Citigroup (NYSE:C) last posted its quarterly earnings data on Tuesday, October 14th. The company reported $2.24 EPS for the quarter, topping analysts’ consensus estimates of $1.89 by $0.35. Citigroup had a return on equity of 7.91% and a net margin of 8.73%.The company had revenue of $22.09 billion for the quarter, compared to analyst estimates of $20.92 billion. During the same quarter in the previous year, the firm earned $1.51 earnings per share. The business’s revenue was up 9.3% on a year-over-year basis. Analysts expect 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 was paid on Wednesday, November 26th. Shareholders of record on Monday, November 3rd were given a $0.60 dividend. This represents a $2.40 annualized dividend and a yield of 2.0%. The ex-dividend date was Monday, November 3rd. Citigroup’s dividend payout ratio (DPR) is presently 33.71%.

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Analysts have raised Q4 earnings forecasts ahead of Citigroup’s upcoming report, citing stronger revenue and improved fundamentals that could beat consensus and support multiple expansion. Citigroup Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Positive Sentiment: Large, bullish options activity shows institutional “smart money” positioning for an upside move in Citi, a sign of conviction ahead of earnings. Smart Money Is Betting Big In Citigroup Options
• Positive Sentiment: Market commentary highlights Citigroup’s turnaround — coverage notes that Citi has recovered from deep-value status as profitability and returns on capital have improved, reinforcing investor confidence in the franchise. Citigroup Earnings Preview: The ‘Mess’ That Paid 100% Returns
• Positive Sentiment: High-profile endorsements and coverage (including commentary from CNBC/TV personalities) are reinforcing the “resurrection” narrative and drawing buyer interest. Jim Cramer Says Citigroup Will “Continue Its Resurrection From the Dead”
• Positive Sentiment: Management commentary and regional notes point to stronger deal activity in Asia-Pacific for 2026, which would support fee revenue and investment banking growth. Citigroup predicts strong deal activity in 2026 in Asia Pacific
• Neutral Sentiment: Pre-earnings analysis pieces dig into metrics beyond EPS (credit trends, trading, fees), useful for assessing whether the quarter’s beat is durable or one-off. Investors remain focused on those details at the Jan. 14 print. Countdown to Citigroup (C) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
• Neutral Sentiment: Broader market notes (weekly market rundowns) emphasize that bank earnings season and potential Fed rate cuts are key macro drivers for bank stocks generally; Citi benefits if rates stay supportive for net interest income. MarketBeat Week in Review – 01/05 – 01/09
• Negative Sentiment: Geopolitical/market opportunity in Venezuela appears to favor banks with deeper on-the-ground trade finance histories (JPMorgan cited as advantaged), which could limit Citi’s share of new cross-border oil-related financing opportunities. Focus: Banks eye Venezuela investment, JPMorgan seen with advantage
• Negative Sentiment: After a strong rally in 2025, some coverage flags that Citi’s valuation has moved to fair levels versus peers, which may temper near-term upside absent clear earnings acceleration or beats. This Dividend Stock Gained 66% Last Year. Is The 2026 Forecast As Bright?

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on C shares. Keefe, Bruyette & Woods increased their price objective 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. Piper Sandler reissued an “overweight” rating on shares of Citigroup in a research report on Friday. HSBC reaffirmed a “buy” rating and set a $87.00 price objective on shares of Citigroup in a report on Wednesday. Weiss Ratings reissued a “buy (b)” rating on shares of Citigroup in a report on Wednesday, October 8th. Finally, Barclays raised their target price on Citigroup from $115.00 to $146.00 and gave the stock an “overweight” rating in a research report on Monday. Fourteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $118.94.

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.