Kercheville Advisors LLC Invests $491,000 in Citigroup Inc. $C

Kercheville Advisors LLC purchased a new position in Citigroup Inc. (NYSE:C) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 4,245 shares of the company’s stock, valued at approximately $491,000.

A number of other institutional investors have also recently made changes to their positions in C. Wolff Wiese Magana LLC boosted its stake in shares of Citigroup by 87.6% in the third quarter. Wolff Wiese Magana LLC now owns 257 shares of the company’s stock worth $26,000 after acquiring an additional 120 shares during the last quarter. Richards Merrill & Peterson Inc. acquired a new stake in shares of Citigroup in the fourth quarter worth approximately $28,000. Dunhill Financial LLC boosted its stake in shares of Citigroup by 92.2% in the third quarter. Dunhill Financial LLC now owns 319 shares of the company’s stock worth $32,000 after acquiring an additional 153 shares during the last quarter. Guerra Advisors Inc acquired a new position in Citigroup during the third quarter worth $33,000. Finally, MH & Associates Securities Management Corp ADV acquired a new position in Citigroup during the fourth quarter worth $35,000. 71.72% of the stock is owned by institutional investors and hedge funds.

Citigroup Price Performance

NYSE:C opened at $128.03 on Friday. Citigroup Inc. has a 52 week low of $66.72 and a 52 week high of $135.29. The company has a quick ratio of 1.00, a current ratio of 0.99 and a debt-to-equity ratio of 1.59. The company has a market capitalization of $219.56 billion, a P/E ratio of 15.86, a P/E/G ratio of 0.58 and a beta of 1.11. The stock’s fifty day moving average is $115.88 and its two-hundred day moving average is $111.27.

Citigroup (NYSE:C) last posted its earnings results on Tuesday, April 14th. The company reported $3.06 EPS for the quarter, beating analysts’ consensus estimates of $2.63 by $0.43. Citigroup had a return on equity of 9.19% and a net margin of 9.35%.The company had revenue of $24.63 billion for the quarter, compared to the consensus estimate of $22.96 billion. During the same quarter in the previous year, the business earned $1.96 earnings per share. The company’s revenue for the quarter was up 14.1% on a year-over-year basis. Equities analysts expect that Citigroup Inc. will post 10.62 EPS for the current year.

Citigroup Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Monday, May 4th will be given a $0.60 dividend. The ex-dividend date is Monday, May 4th. This represents a $2.40 dividend on an annualized basis and a yield of 1.9%. Citigroup’s payout ratio is currently 29.74%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on C. Barclays boosted their price objective on Citigroup from $146.00 to $154.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. Evercore set a $139.00 price objective on Citigroup in a research note on Wednesday, April 15th. Wolfe Research reissued an “outperform” rating and set a $141.00 price objective on shares of Citigroup in a research note on Wednesday, January 7th. UBS Group reissued a “neutral” rating and set a $132.00 price objective on shares of Citigroup in a research note on Thursday, January 15th. Finally, Wells Fargo & Company boosted their price objective on Citigroup from $150.00 to $160.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 15th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $135.94.

Insiders Place Their Bets

In other Citigroup news, insider Edward Skyler sold 25,000 shares of Citigroup stock in a transaction on 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 sale, the insider owned 182,022 shares in the company, valued at $23,919,511.02. The trade was a 12.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Cantu Ernesto Torres sold 43,173 shares of Citigroup stock in a transaction 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 in the company, valued at $5,091,810.15. This represents a 48.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 92,318 shares of company stock worth $10,764,814 in the last 90 days. Company insiders own 0.11% of the company’s stock.

Key Headlines Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Q1 beat and AI push: Citi reported stronger‑than‑expected Q1 results and has rolled out an AI advisor product that helped push the stock to a recent 52‑week high; that earnings momentum and tech/wealth strategy are supporting higher valuation expectations. Citigroup hits 52-week high after earnings beat, AI launch
• Positive Sentiment: Analyst upgrades and higher targets: Several sell‑side firms have raised price targets and reiterated constructive views on Citi’s turnaround and capital return potential, which is drawing buyer interest and supporting the stock. Zacks Analyst Blog
• Neutral Sentiment: Notes buyback offer announced: Citigroup Global Markets started offers to purchase several series of Citi notes — a balance‑sheet management action that could be neutral or modestly positive if it reduces interest cost/optimizes capital, but impact depends on execution and funding. Citi Announces Offers to Purchase Notes
• Neutral Sentiment: Exit of Citi entities as substantial holder in a small Australian lithium issuer — procedural/portfolio adjustment by Citi’s Australia unit; likely immaterial to Citi’s core earnings but noted by markets that track institutional flows. Citigroup Entities Exit Substantial Holder Status in Elevra Lithium
• Negative Sentiment: Insider selling: SEC disclosures show Edward Skyler sold 25,000 Citi shares (mid‑April), which can be interpreted as profit‑taking after the rally and may create short‑term selling pressure even if the sale is for personal liquidity. Edward Skyler Sells 25,000 Shares SEC Filing

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.