MASTERINVEST Kapitalanlage GmbH Grows Position in Citigroup Inc. $C

MASTERINVEST Kapitalanlage GmbH raised its stake in shares of Citigroup Inc. (NYSE:C) by 21.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 41,684 shares of the company’s stock after purchasing an additional 7,483 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Citigroup were worth $4,727,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Brighton Jones LLC boosted its holdings in Citigroup by 166.9% in the fourth quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock valued at $1,407,000 after acquiring an additional 12,499 shares during the last quarter. Sivia Capital Partners LLC increased its stake in 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 last quarter. United Bank acquired a new stake in Citigroup during the second quarter worth about $972,000. Osterweis Capital Management Inc. raised its holdings in shares of Citigroup by 3,016.7% in the 2nd quarter. Osterweis Capital Management Inc. now owns 935 shares of the company’s stock worth $80,000 after purchasing an additional 905 shares during the period. Finally, HUB Investment Partners LLC raised its holdings in shares of Citigroup by 26.9% in the 2nd quarter. HUB Investment Partners LLC now owns 15,287 shares of the company’s stock worth $1,301,000 after purchasing an additional 3,238 shares during the period. Hedge funds and other institutional investors own 71.72% of the company’s stock.

Insider Activity at Citigroup

In other news, Director John Cunningham Dugan sold 2,117 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $125.30, for a total transaction of $265,260.10. Following the transaction, the director directly owned 12,194 shares of the company’s stock, valued at approximately $1,527,908.20. The trade was a 14.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.11% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on C. Jefferies Financial Group assumed coverage on Citigroup in a report on Thursday, March 26th. They set a “buy” rating and a $135.00 target price for the company. Barclays raised their price target on shares of Citigroup from $146.00 to $154.00 and gave the company an “overweight” rating in a report on Wednesday, April 15th. UBS Group lifted their price target on shares of Citigroup from $134.00 to $150.00 and gave the company a “neutral” rating in a research report on Tuesday, July 7th. JPMorgan Chase & Co. boosted their price objective on shares of Citigroup from $135.50 to $149.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Finally, Morgan Stanley raised their target price on shares of Citigroup from $154.00 to $164.00 and gave the company an “overweight” rating in a research note on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Citigroup currently has a consensus rating of “Moderate Buy” and a consensus target price of $145.00.

Citigroup Stock Performance

Shares of NYSE:C opened at $133.30 on Wednesday. The business’s 50-day simple moving average is $134.06 and its 200 day simple moving average is $123.11. The company has a market cap of $227.35 billion, a P/E ratio of 16.52, a PEG ratio of 0.66 and a beta of 1.11. The company has a debt-to-equity ratio of 1.59, a quick ratio of 0.99 and a current ratio of 0.99. Citigroup Inc. has a one year low of $87.94 and a one year high of $147.96.

Citigroup (NYSE:C) last released its quarterly earnings results on Tuesday, July 14th. The company reported $3.15 earnings per share for the quarter, topping analysts’ consensus estimates of $2.74 by $0.41. Citigroup had a return on equity of 9.19% and a net margin of 9.35%.The firm had revenue of $24.75 billion during the quarter, compared to analysts’ expectations of $23.74 billion. During the same quarter in the prior year, the business earned $1.96 EPS. Citigroup’s quarterly revenue was up 14.5% compared to the same quarter last year. On average, sell-side analysts forecast that Citigroup Inc. will post 10.89 earnings per share for the current fiscal year.

Citigroup announced that its board has initiated a stock buyback program on Thursday, May 7th that permits the company to buyback $30.00 billion in outstanding shares. This buyback authorization permits the company to buy up to 13.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board of directors believes its stock is undervalued.

Key Stories Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citigroup posted Q2 EPS of $3.15 and revenue of $24.77 billion, both above Wall Street estimates, driven by stronger fixed income trading and investment banking fees. Reuters: Citi results beat Wall St estimates on investment banking, trading strength
• Positive Sentiment: The company said quarterly profit rose 45% year over year, highlighting improving operating momentum across its core businesses. Yahoo Finance: Citigroup Q2 2026 earnings beat every analyst estimate
• Positive Sentiment: Management said Citi is moving closer to completing its transformation work, which supports the long-term turnaround thesis. Barrons: Citi Moves Toward Completing ‘Transformation’ Work, CFO Says
• Neutral Sentiment: Citi also emphasized continued investments in technology and other strategic initiatives as part of its broader remake, keeping the focus on execution rather than near-term margin expansion. Seeking Alpha: Citigroup stock slides after comments on investments, staff cuts
• Negative Sentiment: Shares fell after CEO Jane Fraser signaled the bank may speed up job cuts, with reports also pointing to about $800 million spent on the restructuring effort, raising concerns about costs and disruption. Newsbytes: Citigroup stock falls as Jane Fraser plans layoffs, $800 million spent

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.