Shrier Wealth Management LLC Acquires New Position in Citigroup Inc. $C

Shrier Wealth Management LLC acquired a new stake in shares of Citigroup Inc. (NYSE:C) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 14,282 shares of the company’s stock, valued at approximately $1,667,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Royal Fund Management LLC increased its stake in shares of Citigroup by 18.5% in the fourth quarter. Royal Fund Management LLC now owns 11,159 shares of the company’s stock worth $1,284,000 after purchasing an additional 1,745 shares in the last quarter. Spirit of America Management Corp NY lifted its stake in shares of Citigroup by 1.0% during the 4th quarter. Spirit of America Management Corp NY now owns 20,950 shares of the company’s stock valued at $2,445,000 after buying an additional 200 shares in the last quarter. Motive Wealth Advisors purchased a new stake in shares of Citigroup during the 4th quarter valued at approximately $228,000. Orrstown Financial Services Inc. boosted its holdings in Citigroup by 29.8% in the 4th quarter. Orrstown Financial Services Inc. now owns 5,322 shares of the company’s stock worth $621,000 after buying an additional 1,221 shares during the period. Finally, Mn Services Vermogensbeheer B.V. boosted its holdings in Citigroup by 15.2% in the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 425,503 shares of the company’s stock worth $49,652,000 after buying an additional 56,103 shares during the period. Institutional investors own 71.72% of the company’s stock.

Insider Activity

In other news, insider Cantu Ernesto Torres sold 43,173 shares of the business’s stock in a transaction dated 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 transaction, the insider owned 45,835 shares of the company’s stock, valued at approximately $5,091,810.15. The trade was a 48.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.08% of the company’s stock.

Analyst Ratings Changes

C has been the topic of a number of analyst reports. Zacks Research cut shares of Citigroup from a “strong-buy” rating to a “hold” rating in a report on Friday, February 20th. The Goldman Sachs Group raised their price target on Citigroup from $113.00 to $127.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. TD Cowen reiterated a “hold” rating on shares of Citigroup in a research report on Wednesday, January 7th. Morgan Stanley set a $152.00 price objective on Citigroup in a research note on Tuesday, February 17th. Finally, Truist Financial increased 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. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $127.00.

Citigroup Stock Performance

NYSE C opened at $113.36 on Wednesday. The company’s 50 day simple moving average is $112.68 and its two-hundred day simple moving average is $108.36. The company has a debt-to-equity ratio of 1.63, a current ratio of 1.00 and a quick ratio of 1.00. Citigroup Inc. has a 1 year low of $55.51 and a 1 year high of $125.16. The stock has a market capitalization of $198.31 billion, a PE ratio of 16.26, a P/E/G ratio of 0.69 and a beta of 1.17.

Citigroup (NYSE:C) last released its quarterly earnings results on Wednesday, January 14th. The company reported $1.81 EPS for the quarter, beating analysts’ consensus estimates of $1.65 by $0.16. The firm had revenue of $19.87 billion during 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 business’s revenue for the quarter was up 2.1% on a year-over-year basis. During the same period in the previous year, the business earned $1.34 EPS. Analysts predict that Citigroup Inc. will post 7.53 earnings per share for the current fiscal year.

Citigroup Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Monday, February 2nd were given a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date was Monday, February 2nd. Citigroup’s dividend payout ratio (DPR) is 34.43%.

Key Headlines Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Market rumors that Citigroup was weighing a U.S. regional‑bank acquisition sparked a selloff but the bank publicly called the reports baseless; the denial and management’s reaffirmation of its organic‑growth strategy helped calm buyers and likely contributed to the rebound in the share price. QuiverQuant: Citigroup Stock Opinions
• Positive Sentiment: Analyst coverage remains constructive overall: the consensus of recent analyst notes shows multiple buy/overweight ratings and a median 12‑month target near ~$131, providing a supportive research backdrop even as price targets are being adjusted. (This helps explain why dips have found buyers.) QuiverQuant: Analyst & target summary
• Neutral Sentiment: Press reports note management is exploring next strategic moves under CEO Jane Fraser — including speculative interest in regional deals — which could be growth‑positive long term but would bring execution and regulatory risk if pursued. The Star: Citigroup eyes regional bank deal
• Neutral Sentiment: Small, technical disclosure: Citigroup group entities ceased to be substantial holders in Australia’s Mayne Pharma — a housekeeping/regulatory filing with negligible operational impact on Citi. TipRanks: Substantial holder notice
• Negative Sentiment: Insider selling (multiple exec sales reported) and large institutional reductions disclosed in recent filings are a cautionary signal for some investors—these disclosures have been highlighted in market commentary and can amplify short‑term downside on weak news. QuiverQuant: Insider & institutional activity
• Negative Sentiment: Oppenheimer trimmed its price target for Citigroup to $132 — a modest downtick that may temper upside for some investors and feed short‑term headlines, though the new target remains within the range of street estimates. AmericanBankingNews: Oppenheimer cuts target

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.