Meadowbrook Wealth Management LLC Makes New Investment in Citigroup Inc. $C

Meadowbrook Wealth Management LLC purchased a new stake in Citigroup Inc. (NYSE:C) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 6,338 shares of the company’s stock, valued at approximately $740,000.

Several other large investors also recently made changes to their positions in C. Wolff Wiese Magana LLC raised 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 in the last quarter. Dunhill Financial LLC boosted its holdings in Citigroup by 92.2% during the third quarter. Dunhill Financial LLC now owns 319 shares of the company’s stock worth $32,000 after buying an additional 153 shares in the last quarter. Guerra Advisors Inc bought a new stake in Citigroup during the third quarter worth approximately $33,000. GoalVest Advisory LLC grew its position in Citigroup by 57.2% in the fourth quarter. GoalVest Advisory LLC now owns 393 shares of the company’s stock worth $46,000 after buying an additional 143 shares during the last quarter. Finally, Cloud Capital Management LLC acquired a new position in Citigroup in the third quarter worth approximately $40,000. Institutional investors own 71.72% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the company. Zacks Research downgraded Citigroup from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 20th. Morgan Stanley set a $152.00 target price on Citigroup in a report on Tuesday, February 17th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $121.00 target price on shares of Citigroup in a research report on Thursday, January 15th. TD Cowen reiterated a “hold” rating on shares of Citigroup in a research report on Wednesday, January 7th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Citigroup in a research note on Wednesday, January 21st. Fourteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $127.25.

Citigroup Price Performance

C opened at $113.68 on Wednesday. The stock has a fifty day moving average of $113.17 and a 200-day moving average of $107.90. The firm has a market capitalization of $198.86 billion, a P/E ratio of 16.31, a PEG ratio of 0.71 and a beta of 1.17. Citigroup Inc. has a 12-month low of $55.51 and a 12-month high of $125.16. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 1.63.

Citigroup (NYSE:C) last issued its earnings results on Wednesday, January 14th. The company reported $1.81 EPS for the quarter, topping the consensus estimate of $1.65 by $0.16. Citigroup had a return on equity of 8.28% and a net margin of 8.50%.The business had revenue of $19.87 billion during the quarter, compared to analysts’ expectations of $20.99 billion. During the same quarter last year, the firm posted $1.34 earnings per share. Citigroup’s revenue was up 2.1% compared to the same quarter last year. Equities analysts forecast that Citigroup Inc. will post 7.53 EPS for the current fiscal year.

Citigroup Announces Dividend

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

Key Stories Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citi named two new co-heads of its Infrastructure Financing & Capital Solutions Group — Eric Farina and Rob Cascarino — a move that should strengthen deal execution and client coverage in a fee-generating business line tied to project finance and advisory activity. Citi appoints two new co-chiefs for infrastructure financing division
• Positive Sentiment: An interview with Shobhit Varshney (Citi) highlights the bank’s focus on scaling AI “with purpose and discipline,” signaling continued investment in technology to lift productivity and competitive positioning across corporate and consumer franchises. That narrative can support multiple-year efficiency gains and investor confidence in Citi’s digital transformation. Shobhit Varshney Of Citi On Scaling AI With Purpose And Discipline
• Neutral Sentiment: Analysts are re‑weighing Citi vs. regional peers (e.g., PNC) — a comparative piece that frames Citi’s restructuring and global footprint against PNC’s U.S. focus. This context influences relative valuation discussions but is not an immediate company-specific catalyst. Citigroup vs. PNC Financial: Which Stock Is a Better Buy Now?
• Neutral Sentiment: Citigroup-related entities notified Weebit Nano that Citi no longer meets substantial-holder thresholds — a routine portfolio/positioning update by Citi’s Australia trading arm that likely has only a small, idiosyncratic impact on Citi’s balance sheet or outlook. Citigroup entities exit substantial holder status in Weebit Nano
• Negative Sentiment: Credit-card metrics: February data show card delinquencies roughly stable but net charge-offs ticked higher, signaling some pressure on consumer credit performance that bears watching if the trend persists — a direct risk to loan-loss costs and near-term profitability. Citigroup’s Card Delinquencies Stable, Charge-Offs Rise in February

Insiders Place Their Bets

In other news, insider Cantu Ernesto Torres sold 43,173 shares of the company’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 transaction, the insider owned 45,835 shares in the company, valued at $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 available at this link. 0.08% of the stock is currently owned by company insiders.

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.