Waldron Private Wealth LLC Invests $491,000 in Citigroup Inc. $C

Waldron Private Wealth LLC bought a new stake in Citigroup Inc. (NYSE:C) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,835 shares of the company’s stock, valued at approximately $491,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. FMB Wealth Management increased its holdings in shares of Citigroup by 4.1% in the 3rd quarter. FMB Wealth Management now owns 2,618 shares of the company’s stock valued at $266,000 after acquiring an additional 103 shares during the last quarter. Tritonpoint Wealth LLC raised its holdings in Citigroup by 2.1% during the third quarter. Tritonpoint Wealth LLC now owns 4,989 shares of the company’s stock worth $506,000 after purchasing an additional 104 shares in the last quarter. Onyx Bridge Wealth Group LLC lifted its position in Citigroup by 3.6% in the second quarter. Onyx Bridge Wealth Group LLC now owns 3,117 shares of the company’s stock valued at $265,000 after acquiring an additional 109 shares during the last quarter. Highline Wealth Partners LLC lifted its holdings in shares of Citigroup by 35.3% in the 3rd quarter. Highline Wealth Partners LLC now owns 418 shares of the company’s stock valued at $42,000 after purchasing an additional 109 shares during the last quarter. Finally, Fullcircle Wealth LLC lifted its stake in Citigroup by 0.9% in the second quarter. Fullcircle Wealth LLC now owns 13,097 shares of the company’s stock valued at $1,206,000 after buying an additional 111 shares during the last quarter. 71.72% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Management update: Citi signaled stabilizing core businesses and progress on strategic streamlining, a direct fundamental positive that can support margins and investor confidence. Citigroup (C) Signals Stabilizing Core Businesses and Progress on Strategic Streamlining
• Positive Sentiment: Macro relief lifted risk assets: US equities rallied after President Trump dropped planned EU tariffs related to Greenland, which eased trade‑tension concerns and helped bank stocks broadly. That risk‑on move is bolstering Citi’s trading and capital‑markets outlook in the near term. Markets Rally As Trump Drops Greenland’s Tariff Threat
• Neutral Sentiment: Compensation review in the UK: JPMorgan and Citigroup are reportedly considering ending a fixed pay allowance for senior UK staff — that could reduce costs but also poses retention/operational considerations in a key market. JPMorgan and Citigroup consider fixed pay cuts for senior UK executives
• Neutral Sentiment: Regulatory/policy commentary: Citi’s CEO publicly opposed a proposed 10% cap on credit‑card rates, saying it would restrict access to credit — the stance defends card revenue but keeps Citi in the center of a political/regulatory debate. Citigroup CEO does not expect Congress to approve cap in credit card rates
• Neutral Sentiment: Analyst activity: Citi’s own research/coverage remains active (e.g., Citi upgraded Palantir in a separate analyst note), illustrating the bank’s advisory footprint — useful for fee income but not an immediate earnings driver for Citi itself. The One Metric Bulls Watch in Palantir Before Earnings (C)
• Negative Sentiment: Macro risk: A Danish pension fund said it will dump US Treasuries citing U.S. fiscal concerns — moves like this can increase Treasury yield volatility, pressure fixed‑income markets and widen funding costs that hurt banks’ trading and investment portfolios. Danish Pension Fund To Dump All US Treasuries Citing ‘Rising Credit Risk’
• Negative Sentiment: Market instability signal: Citi research flagged that Japan bond turmoil could trigger up to $130B of Treasury selling — a reminder that global fixed‑income stress could reverberate through trading revenues and risk exposures. Japan Bond Turmoil Risks Up to $130 Billion Treasury Selling, Citi Says

Citigroup Stock Performance

Shares of NYSE:C opened at $113.88 on Thursday. The business’s 50-day simple moving average is $111.47 and its 200 day simple moving average is $101.74. The company has a market cap of $203.76 billion, a P/E ratio of 16.34, a PEG ratio of 0.56 and a beta of 1.18. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.99 and a current ratio of 1.00. Citigroup Inc. has a one year low of $55.51 and a one year high of $124.17.

Citigroup (NYSE:C) last issued 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. Citigroup had a net margin of 8.50% and a return on equity of 8.28%. The company had revenue of $19.87 billion during the quarter, compared to the consensus estimate of $20.99 billion. During the same quarter last year, the company earned $1.34 earnings per share. Citigroup’s revenue for the quarter was up 2.1% on a year-over-year basis. On average, sell-side analysts forecast that Citigroup Inc. will post 7.53 earnings per share for the current fiscal year.

Citigroup Announces Dividend

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

Analysts Set New Price Targets

Several brokerages have recently weighed in on C. Oppenheimer lifted their target price on shares of Citigroup from $141.00 to $144.00 and gave the company an “outperform” rating in a report on Thursday, January 15th. Morgan Stanley boosted their price target on Citigroup from $134.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. UBS Group restated a “neutral” rating and issued a $132.00 price target on shares of Citigroup in a report on Thursday, January 15th. Wells Fargo & Company set a $150.00 price objective on Citigroup in a report on Monday, January 5th. Finally, Wolfe Research restated an “outperform” rating and issued a $141.00 price objective on shares of Citigroup in a research report on Wednesday, January 7th. Fourteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, Citigroup has a consensus rating of “Moderate Buy” and an average price target of $125.56.

About Citigroup

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.