Kovitz Investment Group Partners LLC Increases Holdings in Citigroup Inc. $C

Kovitz Investment Group Partners LLC increased its stake in Citigroup Inc. (NYSE:C) by 17.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 663,416 shares of the company’s stock after acquiring an additional 98,082 shares during the period. Kovitz Investment Group Partners LLC’s holdings in Citigroup were worth $67,337,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Wolff Wiese Magana LLC boosted its holdings in shares of Citigroup by 87.6% in the 3rd quarter. Wolff Wiese Magana LLC now owns 257 shares of the company’s stock worth $26,000 after purchasing an additional 120 shares during the period. Guerra Advisors Inc purchased a new stake in Citigroup during the 3rd quarter valued at $33,000. Howard Hughes Medical Institute purchased a new stake in Citigroup during the 2nd quarter valued at $34,000. Legacy Investment Solutions LLC bought a new stake in Citigroup in the second quarter worth $38,000. Finally, Capital A Wealth Management LLC purchased a new position in Citigroup during the second quarter worth $38,000. 71.72% of the stock is owned by institutional investors.

More Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citigroup completed the sale of its AO Citibank Russian unit, which management expects will deliver roughly a $4 billion CET1 capital benefit in Q1 — a tangible capital boost that helps support buybacks and dividends. Citigroup Stock Up on AO Citibank Sale, Sees $4B CET1 Gain in Q1
• Positive Sentiment: Citi is beefing up private-bank leadership in North America as it pushes to grow wealth-management revenue — a strategic effort that can lift fee income and client deposits over time. Citi bolsters private bank leadership in North America push
• Neutral Sentiment: Citigroup published investment guidance (its so‑called “AI survival plan”) recommending bonds and small-cap stocks as defensive positioning amid AI-driven market shifts — a signal of how the bank is advising clients but not a direct earnings driver. Citigroup (C) Reveals Its ‘AI Survival Plan:’ Buy Bonds and Small-Cap Stocks
• Neutral Sentiment: Citi acted as counterparty on an accelerated share-repurchase with eToro — a client/transaction highlight that underscores fee and custody flows but is not material to Citi’s core results by itself. eToro Launches $50 Million Accelerated Share Buyback With Citibank
• Negative Sentiment: Card delinquency rates rose in January versus December, which could pressure asset quality and provisioning if the trend continues — a direct credit risk metric investors watch for future charge-offs. C’s January Card Delinquencies Rise: How it Will Impact Asset Quality?
• Negative Sentiment: A Bloomberg report highlighting record pay for Citi’s CEO and peers in 2025 raises governance/PR scrutiny that can weigh on investor sentiment, especially around compensation versus performance. Citigroup, BofA CEOs and Peers Notch a Record Payout in 2025

Citigroup Trading Up 0.3%

C stock opened at $115.84 on Friday. Citigroup Inc. has a 12 month low of $55.51 and a 12 month high of $125.16. The firm’s 50-day moving average is $116.77 and its 200 day moving average is $105.48. The company has a market capitalization of $207.28 billion, a PE ratio of 16.62, a P/E/G ratio of 0.74 and a beta of 1.18. The company has a debt-to-equity ratio of 1.63, a current ratio of 1.00 and a quick ratio of 0.99.

Citigroup (NYSE:C) last released its quarterly earnings data on Wednesday, January 14th. The company reported $1.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.65 by $0.16. The company had revenue of $19.87 billion during the quarter, compared to analysts’ expectations of $20.99 billion. Citigroup had a net margin of 8.50% and a return on equity of 8.28%. The firm’s quarterly revenue was up 2.1% on a year-over-year basis. During the same period in the previous year, the company earned $1.34 EPS. On average, research analysts anticipate that Citigroup Inc. will post 7.53 EPS for the current year.

Citigroup Announces Dividend

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

Analyst Ratings Changes

Several equities research analysts have recently weighed in on C shares. Weiss Ratings reissued a “buy (b)” rating on shares of Citigroup in a research note on Wednesday, January 21st. Wells Fargo & Company set a $150.00 price target on shares of Citigroup in a report on Monday, January 5th. JPMorgan Chase & Co. increased their price objective on shares of Citigroup from $130.00 to $134.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Truist Financial raised their price objective on shares of Citigroup from $123.00 to $129.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Finally, Keefe, Bruyette & Woods boosted their target price on Citigroup from $118.00 to $131.00 and gave the company an “outperform” rating in a research report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, Citigroup currently has a consensus rating of “Moderate Buy” and an average price target of $127.25.

Insider Activity at Citigroup

In other news, insider Cantu Ernesto Torres sold 43,173 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $111.09, for a total value of $4,796,088.57. Following the completion of the sale, the insider owned 45,835 shares of the company’s stock, valued at approximately $5,091,810.15. This represents a 48.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.08% 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.