Schroder Investment Management Group Decreases Stake in Citigroup Inc. $C

Schroder Investment Management Group decreased its holdings in shares of Citigroup Inc. (NYSE:C) by 5.3% during the third quarter, HoldingsChannel reports. The fund owned 1,106,051 shares of the company’s stock after selling 61,314 shares during the quarter. Schroder Investment Management Group’s holdings in Citigroup were worth $112,264,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in C. Brookstone Capital Management lifted its position in shares of Citigroup by 31.5% in the third quarter. Brookstone Capital Management now owns 75,914 shares of the company’s stock valued at $7,705,000 after acquiring an additional 18,176 shares in the last quarter. Permanent Capital Management LP bought a new stake in Citigroup during the 3rd quarter valued at approximately $1,238,000. Donaldson Capital Management LLC bought a new stake in Citigroup during the 3rd quarter valued at approximately $58,994,000. Penobscot Investment Management Company Inc. lifted its holdings in Citigroup by 61.5% in the 3rd quarter. Penobscot Investment Management Company Inc. now owns 57,033 shares of the company’s stock worth $5,789,000 after purchasing an additional 21,720 shares in the last quarter. Finally, Perigon Wealth Management LLC boosted its stake in Citigroup by 27.2% in the 3rd quarter. Perigon Wealth Management LLC now owns 75,566 shares of the company’s stock worth $7,670,000 after purchasing an additional 16,171 shares during the period. Hedge funds and other institutional investors own 71.72% of the company’s stock.

Insider Buying and Selling

In related news, insider Cantu Ernesto Torres sold 43,173 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $111.09, for a total transaction of $4,796,088.57. Following the completion of the transaction, the insider owned 45,835 shares of the company’s stock, valued at $5,091,810.15. This trade represents a 48.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 0.08% of the company’s stock.

Citigroup Trading Up 0.1%

Shares of NYSE:C opened at $106.62 on Tuesday. Citigroup Inc. has a 12-month low of $55.51 and a 12-month high of $125.16. The business’s fifty day simple moving average is $115.45 and its 200-day simple moving average is $106.89. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 1.63. The company has a market capitalization of $186.52 billion, a PE ratio of 15.30, a P/E/G ratio of 0.68 and a beta of 1.17.

Citigroup (NYSE:C) last released its quarterly earnings results on Wednesday, January 14th. The company reported $1.81 earnings per share (EPS) for the quarter, topping 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 business had revenue of $19.87 billion for the quarter, compared to analyst estimates of $20.99 billion. During the same period in the previous year, the company earned $1.34 earnings per share. The business’s revenue for the quarter was up 2.1% on a year-over-year basis. As a group, equities research analysts predict that Citigroup Inc. will post 7.53 earnings per share for the current fiscal year.

Citigroup Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Monday, February 2nd were issued a dividend of $0.60 per share. The ex-dividend date of this dividend was Monday, February 2nd. This represents a $2.40 dividend on an annualized basis and a dividend yield of 2.3%. Citigroup’s payout ratio is 34.43%.

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Unusual bullish options flow: traders bought a large block of call options (93,383 contracts, ~25% above the daily average), signaling short-term bullish positioning or hedging by institutional players that can lift near-term demand for the shares.
• Positive Sentiment: Zacks upgraded Citigroup to a Rank #2 (Buy), citing improved earnings prospects — analyst upgrades can attract fresh inflows and support price momentum. All You Need to Know About Citigroup (C) Rating Upgrade to Buy
• Positive Sentiment: TradeSmith flagged Citigroup in its “Green Zone” for financial health, reinforcing investor perception of balance-sheet strength and supporting dividend/total-return narratives. 3 Non-Tech Stocks in TradeSmith’s Green Zone for Financial Health (C)
• Positive Sentiment: Product/technology innovation: Citi issued the first digitally native structured note on Euroclear’s D-FMI DLT platform — a signal that the bank is leveraging new infrastructure for capital-markets and wealth-management clients, which could support fee revenue growth. Citi Issues Inaugural Digitally Native Structured Note on Euroclear’s D-FMI DLT Platform
• Neutral Sentiment: Advisory role on M&A: Bloomberg reports Blackstone working with Citi on a revived sale of ShyaHsin Packaging — a recurring advisory engagement can boost fee income but is transaction-dependent. Blackstone Is Said to Work With Citi on Revived Sale of ShyaHsin Packaging
• Neutral Sentiment: Industry/regulatory backdrop: Reports that traditional banks may challenge OCC crypto charter approvals highlight ongoing regulatory friction in fintech/crypto policy — a sector-level risk that could influence Citi if it ramps crypto activity or advisory work. Traditional Banks Consider Lawsuit Against OCC Over Crypto Charter Approvals
• Neutral Sentiment: Stablecoin ecosystem funding: large raises for payments/crypto firms (e.g., Kast) show continued fintech competition and infrastructure build — both potential partners and competitors for bank services. Stablecoin payments firm Kast raises $80M at $600M valuation: Report
• Negative Sentiment: Reputational/ESG concern: Citi posted the largest fall among banks in a global gender ranking, which could draw investor scrutiny on diversity and governance metrics and pressure ESG-focused funds or corporate reputation. Citi suffers largest fall among banks in global gender ranking

Analyst Ratings Changes

Several analysts have commented on the stock. HSBC reiterated a “buy” rating and issued a $87.00 price target on shares of Citigroup in a research note on Wednesday, January 7th. Morgan Stanley set a $152.00 price target on shares of Citigroup in a research report on Tuesday, February 17th. Barclays upped their price target on shares of Citigroup from $115.00 to $146.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of Citigroup in a research report on Wednesday, January 21st. Finally, Oppenheimer lifted their price objective on shares of Citigroup from $141.00 to $144.00 and gave the stock an “outperform” rating in a research note on Thursday, January 15th. Fourteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Citigroup currently has an average rating of “Moderate Buy” and a consensus price target of $127.25.

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.