LVW Advisors LLC Acquires 6,222 Shares of Citigroup Inc. $C

LVW Advisors LLC boosted its stake in shares of Citigroup Inc. (NYSE:C) by 268.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,540 shares of the company’s stock after purchasing an additional 6,222 shares during the quarter. LVW Advisors LLC’s holdings in Citigroup were worth $997,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of C. Brighton Jones LLC lifted its stake in shares of Citigroup by 166.9% during the 4th quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock worth $1,407,000 after buying an additional 12,499 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Citigroup by 20.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 9,805 shares of the company’s stock valued at $835,000 after buying an additional 1,669 shares during the last quarter. United Bank acquired a new position in Citigroup in the 2nd quarter valued at about $972,000. American Century Companies Inc. raised its holdings in Citigroup by 8.8% in the 2nd quarter. American Century Companies Inc. now owns 403,385 shares of the company’s stock valued at $34,336,000 after acquiring an additional 32,684 shares during the period. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in Citigroup by 342.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 643,642 shares of the company’s stock valued at $54,787,000 after acquiring an additional 498,330 shares during the period. 71.72% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Citigroup

In other news, insider Cantu Ernesto Torres sold 43,173 shares of the company’s 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 completion of the sale, the insider directly owned 45,835 shares in the company, valued at approximately $5,091,810.15. This represents a 48.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.08% of the company’s stock.

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citi’s push into London bullion custody and clearing is a strategic growth move that diversifies fee revenue and positions the bank in a recovering gold market; this expansion can lift non‑interest income over time. Read More.
• Positive Sentiment: Recent analyst actions are supportive: Jefferies initiated coverage with a buy/strong‑buy and Jefferies/Oppenheimer maintain above‑market targets ($135 and $132 noted), which can provide a floor for longer‑term investor demand. Read More. and Read More.
• Neutral Sentiment: Management/headcount moves in Asia (senior banker departures) are being reported; such changes can create short‑term noise but are not yet tied to Citi’s core U.S. earnings outlook. Read More.
• Neutral Sentiment: Citi commentary on payments, stablecoins and digital initiatives signals ongoing strategic investments in fee businesses; these are long‑lead revenue drivers rather than immediate EPS catalysts. Read More.
• Negative Sentiment: Bloomberg reported Citi is weighing a purchase of a large U.S. regional bank or brokerage — a high‑profile M&A rumor that triggered selling due to uncertainty over cost, regulatory scrutiny and potential execution risk. Citi later called the report “baseless speculation,” but the initial leak moved the tape. Read More. and Read More.
• Negative Sentiment: Broad weakness in financials amplified Citigroup’s decline today; the NYSE financial index dropped and traders rotated out of banking names on the headlines, increasing downside pressure. Read More.

Citigroup Stock Performance

Shares of NYSE:C opened at $107.40 on Friday. Citigroup Inc. has a 12-month low of $55.51 and a 12-month high of $125.16. The company’s 50 day moving average price is $112.90 and its two-hundred day moving average price is $108.13. The firm has a market cap of $187.87 billion, a PE ratio of 15.41, a PEG 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.

Citigroup (NYSE:C) last released 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. The company had revenue of $19.87 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the business earned $1.34 earnings per share. Equities research analysts predict that Citigroup Inc. will post 7.53 earnings per share for the current year.

Citigroup Announces Dividend

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

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on C shares. Truist Financial boosted their price objective on Citigroup from $123.00 to $129.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Barclays increased their target price on Citigroup from $115.00 to $146.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. HSBC reissued a “buy” rating and set a $87.00 price target on shares of Citigroup in a report on Wednesday, January 7th. Piper Sandler set a $135.00 price objective on Citigroup in a report on Thursday, January 15th. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $121.00 price objective on shares of Citigroup in a research report on Thursday, January 15th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $127.00.

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.