Citigroup Inc. $C Shares Sold by Pinkerton Wealth LLC

Pinkerton Wealth LLC trimmed its position in Citigroup Inc. (NYSE:C) by 8.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 66,771 shares of the company’s stock after selling 5,776 shares during the quarter. Citigroup accounts for approximately 0.7% of Pinkerton Wealth LLC’s portfolio, making the stock its 29th largest holding. Pinkerton Wealth LLC’s holdings in Citigroup were worth $6,777,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of C. Sienna Gestion acquired a new position in Citigroup during the third quarter valued at approximately $7,091,000. LGT Group Foundation increased its position in shares of Citigroup by 6.0% in the third quarter. LGT Group Foundation now owns 308,688 shares of the company’s stock worth $30,471,000 after acquiring an additional 17,496 shares in the last quarter. PFG Advisors purchased a new position in shares of Citigroup in the 3rd quarter valued at $346,000. Vinva Investment Management Ltd raised its stake in shares of Citigroup by 12.0% in the 3rd quarter. Vinva Investment Management Ltd now owns 157,534 shares of the company’s stock valued at $16,251,000 after acquiring an additional 16,908 shares during the period. Finally, Parallel Advisors LLC lifted its holdings in shares of Citigroup by 7.0% during the 3rd quarter. Parallel Advisors LLC now owns 30,004 shares of the company’s stock valued at $3,045,000 after acquiring an additional 1,972 shares in the last quarter. 71.72% of the stock is owned by institutional investors and hedge funds.

Citigroup Stock Performance

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

Citigroup (NYSE:C) last announced its earnings results on Wednesday, January 14th. The company reported $1.81 earnings per share for the quarter, beating 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 company had revenue of $19.87 billion during the quarter, compared to the consensus estimate of $20.99 billion. During the same period last year, the firm earned $1.34 earnings per share. The company’s revenue was up 2.1% on a year-over-year basis. On average, research analysts anticipate that Citigroup Inc. will post 7.53 earnings per share for the current fiscal year.

Citigroup Announces Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date was Monday, February 2nd. Citigroup’s dividend payout ratio (DPR) is 34.43%.

Key Stories Impacting Citigroup

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

Wall Street Analyst Weigh In

Several analysts recently issued reports on C shares. JPMorgan Chase & Co. increased their price target on Citigroup from $130.00 to $134.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $121.00 target price on shares of Citigroup in a research report on Thursday, January 15th. The Goldman Sachs Group increased their target price on Citigroup from $113.00 to $127.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. Wolfe Research reiterated an “outperform” rating and set a $141.00 target price on shares of Citigroup in a report on Wednesday, January 7th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Citigroup in a research report on Wednesday, January 21st. Fourteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $127.25.

Insider Transactions at Citigroup

In other Citigroup news, insider Cantu Ernesto Torres sold 43,173 shares of Citigroup stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $111.09, for a total transaction of $4,796,088.57. Following the sale, the insider directly owned 45,835 shares in the company, valued at $5,091,810.15. The trade was a 48.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.08% of the stock is owned by corporate insiders.

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.