Highland Capital Management LLC Grows Stock Holdings in Citigroup Inc. $C

Highland Capital Management LLC increased its position in shares of Citigroup Inc. (NYSE:C) by 6.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 217,753 shares of the company’s stock after purchasing an additional 12,764 shares during the period. Citigroup accounts for approximately 1.3% of Highland Capital Management LLC’s portfolio, making the stock its 16th largest position. Highland Capital Management LLC’s holdings in Citigroup were worth $25,410,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Richards Merrill & Peterson Inc. acquired a new position in shares of Citigroup during the 4th quarter worth about $28,000. Wolff Wiese Magana LLC raised its position in shares of Citigroup by 87.6% during the 3rd quarter. Wolff Wiese Magana LLC now owns 257 shares of the company’s stock worth $26,000 after acquiring an additional 120 shares in the last quarter. Maseco LLP purchased a new stake in Citigroup during the fourth quarter worth approximately $35,000. MH & Associates Securities Management Corp ADV purchased a new stake in Citigroup during the fourth quarter worth approximately $35,000. Finally, Bogart Wealth LLC boosted its holdings in Citigroup by 80.6% in the fourth quarter. Bogart Wealth LLC now owns 307 shares of the company’s stock valued at $36,000 after purchasing an additional 137 shares in the last quarter. Hedge funds and other institutional investors own 71.72% of the company’s stock.

Insiders Place Their Bets

In other news, insider Edward Skyler sold 25,000 shares of the firm’s stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $131.41, for a total value of $3,285,250.00. Following the completion of the sale, the insider owned 182,022 shares in the company, valued at approximately $23,919,511.02. This trade represents a 12.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Cantu Ernesto Torres sold 43,173 shares of Citigroup stock in a transaction dated 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 sale, the insider directly owned 45,835 shares in the company, valued at approximately $5,091,810.15. The trade was a 48.50% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 92,318 shares of company stock worth $10,764,814. 0.11% of the stock is currently owned by insiders.

Key Headlines Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citi is changing its incentives so employees are paid directly for generating banking and wealth referrals, a move designed to boost cross‑sell, simplify revenue attribution and align sales incentives across units. This could lift fee income and client origination if execution is smooth. Citigroup sets new rewards structure for banking and wealth referrals
• Positive Sentiment: Citi launched an internal platform to deploy AI agents across banking workflows — a potential efficiency and productivity lever that could reduce operating costs and speed client servicing and product rollouts. Citi Debuts Platform to Bring AI Agents to Banking Work
• Positive Sentiment: Citi hired Raj Rathi as head of M&A in India, signaling investment in deal origination and growth in a high‑potential market — supportive for future fee revenue in corporate banking and advisory. Citi Hires Raj Rathi From Dream Sports as Head of M&A in India
• Positive Sentiment: Analyst sentiment and targets remain constructive: a recent price‑target raise and bullish analyst writeups highlight expectations for continued earnings growth and multiple expansion as Citi executes. These inputs can support investor confidence over time. Citigroup (NYSE:C) Price Target Raised to $135.50
• Positive Sentiment: Zacks and other coverage point to Citi as a long‑term growth candidate based on style scores and recent performance, reinforcing the narrative that the bank can continue to outpace peers if margins and credit trends hold. Why Citigroup (C) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: A reported $52 million payment related to banker Viswas Raghavan draws headlines but is small relative to Citi’s scale; impact is likely limited to reputation/one‑off expense rather than fundamentals. Indian-origin banker Viswas Raghavan to receive $52 million from Citigroup
• Neutral Sentiment: Citi Wealth’s Investment Lab published research challenging common timing assumptions for investing at S&P highs — useful for thought leadership and client engagement but with uncertain direct revenue impact. Citi’s data could change how you invest at S&P 500 highs

Analyst Ratings Changes

Several equities analysts have commented on C shares. Morgan Stanley increased their price target on shares of Citigroup from $140.00 to $144.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. The Goldman Sachs Group increased their target price on shares of Citigroup from $137.00 to $151.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Keefe, Bruyette & Woods boosted their price target on shares of Citigroup from $131.00 to $140.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. Royal Bank Of Canada restated an “outperform” rating and issued a $139.00 price objective on shares of Citigroup in a research note on Wednesday, April 15th. Finally, Oppenheimer raised their price objective on Citigroup from $132.00 to $144.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $136.79.

Citigroup Stock Performance

Shares of C stock opened at $125.58 on Tuesday. The stock’s 50-day moving average price is $117.01 and its 200 day moving average price is $112.36. 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 stock has a market capitalization of $215.36 billion, a PE ratio of 15.56, a price-to-earnings-growth ratio of 0.57 and a beta of 1.14. Citigroup Inc. has a 52-week low of $69.17 and a 52-week high of $135.29.

Citigroup (NYSE:C) last posted its quarterly earnings data on Tuesday, April 14th. The company reported $3.06 earnings per share for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $22.96 billion. During the same period last year, the firm earned $1.96 EPS. The firm’s revenue for the quarter was up 14.1% on a year-over-year basis. As a group, equities research analysts forecast that Citigroup Inc. will post 10.66 EPS for the current year.

Citigroup Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Monday, May 4th will be issued a dividend of $0.60 per share. The ex-dividend date of this dividend is Monday, May 4th. This represents a $2.40 annualized dividend and a dividend yield of 1.9%. Citigroup’s dividend payout ratio (DPR) is currently 29.74%.

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.