Bluebird Wealth Management LLC Invests $2.66 Million in Citigroup Inc. $C

Bluebird Wealth Management LLC acquired a new position in Citigroup Inc. (NYSE:C - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 22,778 shares of the company's stock, valued at approximately $2,658,000. Citigroup comprises about 2.5% of Bluebird Wealth Management LLC's holdings, making the stock its 8th largest holding.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Donaldson Capital Management LLC purchased a new stake in Citigroup during the 3rd quarter worth approximately $58,994,000. Brighton Jones LLC grew its position in Citigroup by 166.9% during the 4th quarter. Brighton Jones LLC now owns 19,990 shares of the company's stock worth $1,407,000 after purchasing an additional 12,499 shares during the last quarter. Gunderson Capital Management Inc. purchased a new stake in Citigroup during the 4th quarter worth approximately $7,165,000. Kovitz Investment Group Partners LLC grew its position in Citigroup by 17.3% during the 3rd quarter. Kovitz Investment Group Partners LLC now owns 663,416 shares of the company's stock worth $67,337,000 after purchasing an additional 98,082 shares during the last quarter. Finally, Cerity Partners LLC grew its position in Citigroup by 3.4% during the 3rd quarter. Cerity Partners LLC now owns 1,029,530 shares of the company's stock worth $104,496,000 after purchasing an additional 34,184 shares during the last quarter. Hedge funds and other institutional investors own 71.72% of the company's stock.

Citigroup Stock Performance

C opened at $127.52 on Thursday. The company has a debt-to-equity ratio of 1.59, a current ratio of 0.99 and a quick ratio of 1.00. The firm has a fifty day moving average price of $117.59 and a 200 day moving average price of $112.78. Citigroup Inc. has a 1 year low of $69.65 and a 1 year high of $135.29. The stock has a market cap of $218.68 billion, a P/E ratio of 15.80, a P/E/G ratio of 0.57 and a beta of 1.14.

Citigroup (NYSE:C - Get Free Report) last posted its earnings results on Tuesday, April 14th. The company reported $3.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.63 by $0.43. Citigroup had a net margin of 9.35% and a return on equity of 9.19%. The firm had revenue of $24.63 billion during the quarter, compared to analysts' expectations of $22.96 billion. During the same period in the previous year, the business posted $1.96 EPS. The business's revenue was up 14.1% compared to the same quarter last year. Equities research analysts anticipate that Citigroup Inc. will post 10.66 earnings per share for the current year.

Citigroup Announces Dividend

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

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: UBS says Citigroup should target a 14%–15% return on tangible common equity in the medium term — a clear upward profitability goal that, if delivered, supports a higher valuation and stronger shareholder returns. Citigroup Should Aim for Return on Tangible Common Equity of 14% to 15% in Medium Term, UBS Says
• Positive Sentiment: Citi launched “Citi Sky,” an AI assistant for wealth clients built with Google Cloud/DeepMind — a proof point that management plans to monetize AI in fee‑based businesses (wealth) and could drive revenue/efficiency upside. Citi Sky AI Assistant Highlights Citigroup Wealth Push With Google Partnership
• Neutral Sentiment: Citi confirmed an Investor Day on May 7 where senior management will present strategy, updated profitability goals, risk controls, AI plans and compensation changes — this is the near‑term catalyst driving trading as investors await specifics. Citi Announces 2026 Investor Day
• Neutral Sentiment: Management previews and press coverage emphasize new medium‑term profit targets and AI deployment (valuation/strategy pieces) — these frames raise expectations but also set a higher bar that the company must meet to sustain the rally. Citigroup (C) Valuation Check As Investor Day And New AI Plans Draw Fresh Attention
• Neutral Sentiment: CGMI (Citigroup unit) updated pricing and raised the waterfall cap on offers to repurchase three series of Citigroup notes — shows active liability/capital management ahead of strategic announcements, but with limited immediate equity impact. Citi Announces Increasing the Waterfall Cap and Pricing Terms of Offers to Purchase Three Series of Outstanding Citigroup Inc. Notes
• Negative Sentiment: Coverage (Barron’s, Reuters) notes Investor Day is a test of CEO Jane Fraser’s ability to move Citi from turnaround to sustainable growth — that raises short‑term execution risk and could pressure the stock if management’s profit targets or AI/return guidance fall short of elevated expectations. Citi's Investor Day Will Test Wall Street's Confidence in CEO Jane Fraser

Analysts Set New Price Targets

C has been the subject of several research reports. Evercore set a $139.00 price objective on shares of Citigroup in a research note on Wednesday, April 15th. Jefferies Financial Group initiated coverage on shares of Citigroup in a research note on Thursday, March 26th. They set a "buy" rating and a $135.00 price objective for the company. Wells Fargo & Company lifted their price objective on shares of Citigroup from $160.00 to $162.00 and gave the company an "overweight" rating in a research note on Wednesday, April 29th. Wolfe Research restated an "outperform" rating and set a $141.00 price objective on shares of Citigroup in a research note on Wednesday, January 7th. Finally, Morgan Stanley lifted their price objective 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. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, Citigroup currently has a consensus rating of "Moderate Buy" and an average target price of $136.79.

Insider Buying and Selling at Citigroup

In related news, insider Cantu Ernesto Torres sold 43,173 shares of the business's 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 transaction, 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 SEC, which is available at the SEC website. Also, insider Edward Skyler sold 25,000 shares of the business's stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $131.41, for a total transaction of $3,285,250.00. Following the completion of the transaction, the insider owned 182,022 shares of the company's stock, valued at approximately $23,919,511.02. This represents a 12.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 92,318 shares of company stock valued at $10,764,814. Company insiders own 0.11% of the company's stock.

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.

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