XML Financial LLC Purchases Shares of 3,813 Citigroup Inc. $C

XML Financial LLC acquired a new stake in Citigroup Inc. (NYSE:C) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 3,813 shares of the company’s stock, valued at approximately $445,000.

A number of other hedge funds have also made changes to their positions in the business. Brighton Jones LLC grew its stake in 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 increased its stake in shares of Citigroup by 20.5% during the second quarter. Sivia Capital Partners LLC now owns 9,805 shares of the company’s stock worth $835,000 after acquiring an additional 1,669 shares during the period. United Bank acquired a new position in Citigroup during the 2nd quarter worth approximately $972,000. Osterweis Capital Management Inc. boosted its stake in shares of Citigroup by 3,016.7% in the second quarter. Osterweis Capital Management Inc. now owns 935 shares of the company’s stock valued at $80,000 after buying an additional 905 shares in the last quarter. Finally, HUB Investment Partners LLC boosted its stake in shares of Citigroup by 26.9% in the second quarter. HUB Investment Partners LLC now owns 15,287 shares of the company’s stock valued at $1,301,000 after buying an additional 3,238 shares in the last quarter. Hedge funds and other institutional investors own 71.72% of the company’s stock.

Citigroup Price Performance

Shares of NYSE C opened at $133.34 on Tuesday. Citigroup Inc. has a 1-year low of $76.11 and a 1-year high of $135.82. The business has a 50-day moving average of $125.29 and a 200-day moving average of $117.13. The company has a debt-to-equity ratio of 1.59, a current ratio of 0.99 and a quick ratio of 0.99. The company has a market capitalization of $227.42 billion, a price-to-earnings ratio of 16.52, a PEG ratio of 0.59 and a beta of 1.12.

Citigroup (NYSE:C) last issued its earnings results on Tuesday, April 14th. The company reported $3.06 earnings per share for the quarter, topping the consensus estimate of $2.63 by $0.43. Citigroup had a return on equity of 9.19% and a net margin of 9.35%.The company had revenue of $24.63 billion during the quarter, compared to the consensus estimate of $22.96 billion. During the same quarter in the prior year, the business earned $1.96 earnings per share. The company’s revenue was up 14.1% compared to the same quarter last year. On average, equities analysts anticipate that Citigroup Inc. will post 10.68 EPS for the current fiscal year.

Citigroup declared that its board has approved a stock buyback program on Thursday, May 7th that allows the company to repurchase $30.00 billion in outstanding shares. This repurchase authorization allows the company to reacquire up to 13.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Citigroup Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, May 22nd. Stockholders of record on Monday, May 4th were given a $0.60 dividend. The ex-dividend date of this dividend was Monday, May 4th. This represents a $2.40 annualized dividend and a dividend yield of 1.8%. Citigroup’s dividend payout ratio is presently 29.74%.

Insider Activity

In other news, Director John Cunningham Dugan sold 2,117 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $125.30, for a total value of $265,260.10. Following the completion of the sale, the director owned 12,194 shares of the company’s stock, valued at $1,527,908.20. This represents a 14.79% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Edward Skyler sold 25,000 shares of the company’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $131.41, for a total value of $3,285,250.00. Following the completion of the sale, the insider directly owned 182,022 shares of the company’s stock, valued at $23,919,511.02. The trade was a 12.08% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.11% of the stock is owned by corporate insiders.

More Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citigroup strategists raised their year-end S&P 500 target to 8,100, saying strong earnings growth and continued AI-related spending are outweighing macroeconomic risks. That signals confidence in the broader market backdrop and Citi’s view that equities still have room to run. The Stock Market Just Got Crushed. Why Citi Is Raising Its S&P 500 Target.
• Positive Sentiment: Citigroup also highlighted an improving earnings outlook for its core banking business, saying it expects 5% to 6% year-over-year net interest income growth in 2026 as loan demand rises and deposit costs stabilize. That supports the case for stronger profitability ahead. Citigroup’s Path to 5-6% NII Rise in 2026: What’s Driving the Upside?
• Positive Sentiment: The bank is participating in a tokenized deposit network with other major lenders, a move that could help Citi compete in faster, blockchain-based payments as stablecoin adoption grows. Big Banks Eye Tokenized Deposits as Stablecoin Competition Heats Up
• Neutral Sentiment: Citigroup appointed Mehta as head of portfolio management in its Treasury unit, a routine leadership move that appears aimed at strengthening internal risk and liquidity oversight rather than signaling a major strategic shift. Mehta Joins Citigroup’s Treasury as Head of Portfolio Management
• Neutral Sentiment: Citigroup announced the full redemption of $3.15 billion in 2027-dated notes, which reduces outstanding debt but is mainly a normal capital-structure management action. Citigroup (C) Announces Full Redemption of $3.15B in Notes Due 2027
• Neutral Sentiment: Citigroup’s market commentary also reflected a more constructive stance on AI-driven equity spending and resilience in earnings, which is supportive for sentiment but not a direct operating update for the company itself. The Stock Market Just Got Crushed. Why Citi Is Raising Its S&P 500 Target.

Analyst Ratings Changes

A number of analysts recently weighed in on C shares. Weiss Ratings restated a “buy (b)” rating on shares of Citigroup in a research note on Monday, April 20th. Keefe, Bruyette & Woods boosted their price target on Citigroup from $140.00 to $153.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Wells Fargo & Company lifted their price objective on Citigroup from $160.00 to $162.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Morgan Stanley lifted their price objective on Citigroup from $140.00 to $144.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Finally, Evercore set a $139.00 price target on Citigroup in a research report on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $137.62.

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.