Simplicity Wealth LLC Invests $823,000 in Citizens Financial Group, Inc. $CFG

Simplicity Wealth LLC bought a new stake in Citizens Financial Group, Inc. (NYSE:CFG) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 15,485 shares of the bank’s stock, valued at approximately $823,000.

Other institutional investors also recently made changes to their positions in the company. StoneX Group Inc. raised its holdings in Citizens Financial Group by 0.4% during the second quarter. StoneX Group Inc. now owns 60,307 shares of the bank’s stock worth $2,699,000 after purchasing an additional 213 shares during the last quarter. Brookstone Capital Management increased its position in shares of Citizens Financial Group by 2.9% in the second quarter. Brookstone Capital Management now owns 7,497 shares of the bank’s stock valued at $336,000 after buying an additional 214 shares in the last quarter. Versant Capital Management Inc raised its stake in shares of Citizens Financial Group by 4.9% during the 3rd quarter. Versant Capital Management Inc now owns 4,821 shares of the bank’s stock worth $256,000 after buying an additional 224 shares during the last quarter. Lynx Investment Advisory boosted its position in shares of Citizens Financial Group by 2.8% in the 2nd quarter. Lynx Investment Advisory now owns 8,961 shares of the bank’s stock worth $401,000 after buying an additional 243 shares in the last quarter. Finally, Gries Financial LLC grew its stake in Citizens Financial Group by 3.4% in the 3rd quarter. Gries Financial LLC now owns 7,331 shares of the bank’s stock valued at $390,000 after acquiring an additional 243 shares during the last quarter. 94.90% of the stock is currently owned by hedge funds and other institutional investors.

Citizens Financial Group Stock Down 2.5%

CFG stock opened at $62.64 on Friday. The company has a 50 day moving average price of $57.82 and a two-hundred day moving average price of $53.05. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.84 and a current ratio of 0.85. The stock has a market capitalization of $26.90 billion, a P/E ratio of 16.19, a PEG ratio of 0.55 and a beta of 0.72. Citizens Financial Group, Inc. has a one year low of $32.60 and a one year high of $65.88.

Citizens Financial Group (NYSE:CFG) last issued its quarterly earnings results on Wednesday, January 21st. The bank reported $1.13 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.02. The company had revenue of $2.16 billion for the quarter, compared to analyst estimates of $2.16 billion. Citizens Financial Group had a return on equity of 7.89% and a net margin of 15.19%.The business’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.85 EPS. As a group, sell-side analysts expect that Citizens Financial Group, Inc. will post 3.92 EPS for the current year.

Citizens Financial Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 18th. Stockholders of record on Wednesday, February 4th will be paid a dividend of $0.46 per share. The ex-dividend date of this dividend is Wednesday, February 4th. This represents a $1.84 dividend on an annualized basis and a dividend yield of 2.9%. Citizens Financial Group’s dividend payout ratio is currently 51.54%.

More Citizens Financial Group News

Here are the key news stories impacting Citizens Financial Group this week:

• Positive Sentiment: Q4 results: CFG reported Q4 net income of $528M (up ~32% YoY) and EPS $1.13 (up ~36% YoY), beating expectations and showing revenue/fee strength that supports earnings momentum. Citizens Financial Group Reports Fourth Quarter 2025 Net Income
• Positive Sentiment: Higher fee income and NII drove the profit jump and helped push shares to recent highs — an operational beat that underpins the bank’s improving revenue mix. Citizens Financial profit jumps on higher fee income, shares hit all-time high
• Positive Sentiment: Dividend declared: CFG announced a $0.46 quarterly dividend (annualized yield ~2.9%), payable Feb. 18 to holders of record Feb. 4 — supports income-focused buyers.
• Positive Sentiment: Analyst upgrades/target increases: multiple firms raised targets and reiterated buy/outperform (Bank of America to $78; Argus to $72; DA Davidson to $73; KBW to $70), signaling renewed sell‑side confidence in earnings trajectory and upside potential. Argus price target raise Benzinga coverage of analyst moves
• Neutral Sentiment: Business outlook/depth pieces: coverage highlights strategic moves — private bank expansion and technology initiatives that shape longer‑term growth but are not immediate catalysts. CFG Q4 Deep Dive: Private Bank Expansion and Strategic Tech Initiatives Shape Outlook
• Neutral Sentiment: Investor resources: earnings-call transcript and analyst write‑ups provide detail for modeling future quarters; useful for verifying management commentary vs. sell‑side assumptions. Q4 2025 earnings call transcript Seeking Alpha analysis
• Neutral Sentiment: Market reaction note: CFG reached a new one‑year high on the earnings beat, which is context for today’s intraday moves. CFG Reaches New 1-Year High After Better-Than-Expected Earnings
• Negative Sentiment: Profit‑taking/technical pullback: after the strong run and multiple bullish analyst notes, some investors are locking in gains — this likely explains the downward price move despite fundamentally positive news.

Wall Street Analysts Forecast Growth

CFG has been the subject of a number of research reports. UBS Group lifted their target price on shares of Citizens Financial Group from $57.00 to $62.00 and gave the stock a “buy” rating in a research report on Tuesday, October 7th. New Street Research set a $73.00 price objective on shares of Citizens Financial Group in a research note on Thursday. Jefferies Financial Group restated a “buy” rating and set a $80.00 price objective on shares of Citizens Financial Group in a research report on Wednesday. Royal Bank Of Canada increased their target price on Citizens Financial Group from $60.00 to $67.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Robert W. Baird reissued a “neutral” rating and set a $60.00 price target on shares of Citizens Financial Group in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $66.91.

About Citizens Financial Group

Citizens Financial Group, Inc (NYSE: CFG) is a bank holding company that provides a broad range of banking and financial services to individuals, small and middle-market businesses, corporations and institutional clients. Headquartered in Providence, Rhode Island, Citizens conducts its banking operations principally through its primary banking subsidiary, Citizens Bank, and serves customers through a combination of branch locations, ATMs and digital channels. The company is publicly traded and operates under the regulatory framework applicable to U.S.