Citigroup Inc. $C Shares Purchased by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC increased its holdings in shares of Citigroup Inc. (NYSE:C) by 2.2% during the fourth quarter, HoldingsChannel reports. The fund owned 268,562 shares of the company’s stock after buying an additional 5,672 shares during the period. Sequoia Financial Advisors LLC’s holdings in Citigroup were worth $31,338,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Sigma Investment Counselors Inc. acquired a new stake in Citigroup in the fourth quarter valued at $210,000. Gateway Investment Advisers LLC grew its holdings in Citigroup by 24.8% in the fourth quarter. Gateway Investment Advisers LLC now owns 6,602 shares of the company’s stock valued at $770,000 after purchasing an additional 1,313 shares during the last quarter. D.B. Root & Company LLC grew its holdings in Citigroup by 2.8% in the fourth quarter. D.B. Root & Company LLC now owns 3,191 shares of the company’s stock valued at $372,000 after purchasing an additional 87 shares during the last quarter. Ponta Wealth Partners LLC acquired a new stake in Citigroup in the fourth quarter valued at $358,000. Finally, Indivisible Partners acquired a new stake in Citigroup in the fourth quarter valued at $507,000. Institutional investors and hedge funds own 71.72% of the company’s stock.

More Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Investor Day brings new profitability and capital targets plus strategy updates, lifting sentiment that Citi can push from turnaround to growth; management presentations are expected to outline higher profit targets, AI use and shareholder actions. Citi Announces 2026 Investor Day
• Positive Sentiment: Citi rolls out Citi Sky, an AI assistant for wealth clients built with Google Cloud/DeepMind — a tangible example of deploying generative AI in fee‑based businesses that could help revenue mix and margins in wealth management. Citi Sky AI Assistant Highlights Citigroup Wealth Push With Google Partnership
• Positive Sentiment: Analyst commentary is constructive — UBS says Citi should target a 14–15% return on tangible common equity in the medium term, supporting expectations for higher long‑run profitability and shareholder returns. Citigroup Should Aim for Return on Tangible Common Equity of 14% to 15% in Medium Term, UBS Says
• Neutral Sentiment: Citi increased the waterfall cap and pricing terms in offers to repurchase three series of its notes — an active liability‑management step that can tidy the balance sheet but has mixed near‑term cash/credit implications. Citi Announces Increasing the Waterfall Cap and Pricing Terms of Offers to Purchase Three Series of Outstanding Citigroup Inc. Notes
• Neutral Sentiment: Internal pay changes (new “partnership awards”) aim to boost cross‑selling between banking and wealth teams — positive for long‑term collaboration but neutral near term until results are visible. Citi changes referral pay for bankers and wealth advisers
• Negative Sentiment: High expectations from Investor Day create execution risk — outlets caution the event will test confidence in CEO Jane Fraser; failure to materially lift targets or demonstrate sustainable execution could reverse gains. Citi’s Investor Day Will Test Wall Street’s Confidence in CEO Jane Fraser

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $139.00 target price on shares of Citigroup in a report on Wednesday, April 15th. HSBC reissued a “buy” rating and issued a $87.00 target price on shares of Citigroup in a report on Wednesday, January 7th. The Goldman Sachs Group upped their target price on Citigroup from $137.00 to $151.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. Wolfe Research reissued an “outperform” rating and issued a $141.00 target price on shares of Citigroup in a report on Wednesday, January 7th. Finally, Truist Financial set a $147.00 target price on Citigroup in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $136.79.

Citigroup Stock Performance

NYSE C opened at $127.52 on Thursday. The business’s 50-day moving average price is $117.59 and its 200 day moving average price is $112.78. Citigroup Inc. has a twelve month low of $69.65 and a twelve month high of $135.29. The company has a market capitalization of $218.68 billion, a PE ratio of 15.80, a price-to-earnings-growth ratio of 0.57 and a beta of 1.14. The company has a current ratio of 0.99, a quick ratio of 1.00 and a debt-to-equity ratio of 1.59.

Citigroup (NYSE:C) last released 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. The firm had revenue of $24.63 billion for the quarter, compared to the consensus estimate of $22.96 billion. Citigroup had a return on equity of 9.19% and a net margin of 9.35%.The firm’s revenue for the quarter was up 14.1% compared to the same quarter last year. During the same period in the prior year, the business posted $1.96 earnings per share. On average, research analysts predict that Citigroup Inc. will post 10.66 earnings per share for the current year.

Citigroup Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Stockholders of record on Monday, May 4th will be issued a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Monday, May 4th. Citigroup’s dividend payout ratio (DPR) is 29.74%.

Insider Transactions at Citigroup

In other news, insider Edward Skyler sold 25,000 shares of the firm’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 transaction, the insider directly owned 182,022 shares in the company, valued at $23,919,511.02. This trade represents a 12.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Cantu Ernesto Torres sold 43,173 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $111.09, for a total value of $4,796,088.57. Following the completion of the transaction, the insider owned 45,835 shares in the company, valued at approximately $5,091,810.15. This trade represents a 48.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 92,318 shares of company stock worth $10,764,814. Company insiders own 0.11% of the company’s stock.

Citigroup 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.