CSM Advisors LLC Sells 69,456 Shares of Citigroup Inc. $C

Key Points

• CSM Advisors LLC cut its stake in Citigroup by 16%, selling 69,456 shares in Q3 and now holds 363,707 shares worth about $36.9M, making Citi its 17th-largest position (~1.0% of the firm's holdings).
• Citigroup's most recent quarter (reported Jan. 14) showed an EPS of $1.81 (above the $1.65 estimate) while revenue missed at $19.87B vs. $20.99B; the stock has a $184.8B market cap, P/E ~15.2, and pays a $0.60 quarterly dividend (~2.3% yield).
• Analysts are broadly positive (consensus rating " Moderate Buy" with a $127.25 average price target) even as insider Cantu sold 43,173 shares (~$4.8M) and Citi faces short-term operational risk after a Dubai evacuation tied to reported threats.

CSM Advisors LLC lowered its holdings in shares of Citigroup Inc. (NYSE:C - Free Report) by 16.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 363,707 shares of the company's stock after selling 69,456 shares during the period. Citigroup accounts for approximately 1.0% of CSM Advisors LLC's holdings, making the stock its 17th largest position. CSM Advisors LLC's holdings in Citigroup were worth $36,921,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. FMB Wealth Management raised its stake in Citigroup by 4.1% in the third quarter. FMB Wealth Management now owns 2,618 shares of the company's stock valued at $266,000 after buying an additional 103 shares during the period. Tritonpoint Wealth LLC boosted its stake in shares of Citigroup by 2.1% during the 3rd quarter. Tritonpoint Wealth LLC now owns 4,989 shares of the company's stock worth $506,000 after acquiring an additional 104 shares during the period. Highline Wealth Partners LLC increased its holdings in shares of Citigroup by 35.3% during the 3rd quarter. Highline Wealth Partners LLC now owns 418 shares of the company's stock worth $42,000 after acquiring an additional 109 shares during the last quarter. Arjuna Capital increased its holdings in shares of Citigroup by 0.7% during the 3rd quarter. Arjuna Capital now owns 16,587 shares of the company's stock worth $1,684,000 after acquiring an additional 112 shares during the last quarter. Finally, Binnacle Investments Inc lifted its holdings in Citigroup by 6.5% during the 2nd quarter. Binnacle Investments Inc now owns 1,847 shares of the company's stock valued at $157,000 after purchasing an additional 113 shares during the last quarter. Institutional investors and hedge funds own 71.72% of the company's stock.

Citigroup Stock Up 0.1%

C stock opened at $105.65 on Friday. 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 stock has a market capitalization of $184.82 billion, a price-to-earnings ratio of 15.16, a PEG ratio of 0.68 and a beta of 1.17. The business's fifty day moving average price is $114.66 and its two-hundred day moving average price is $107.15. Citigroup Inc. has a fifty-two week low of $55.51 and a fifty-two week high of $125.16.

Citigroup (NYSE:C - Get Free Report) last posted its earnings results on Wednesday, January 14th. The company reported $1.81 earnings per share for the quarter, topping analysts' consensus estimates of $1.65 by $0.16. The company had revenue of $19.87 billion during the quarter, compared to the consensus estimate of $20.99 billion. Citigroup had a return on equity of 8.28% and a net margin of 8.50%.The company's revenue was up 2.1% on a year-over-year basis. During the same quarter last year, the firm earned $1.34 earnings per share. On average, equities analysts anticipate that Citigroup Inc. will post 7.53 earnings per share for the current year.

Citigroup Dividend Announcement

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 $0.60 dividend. The ex-dividend date was Monday, February 2nd. This represents a $2.40 annualized dividend and a yield of 2.3%. Citigroup's payout ratio is 34.43%.

Analyst Upgrades and Downgrades

C has been the subject of a number of research analyst reports. The Goldman Sachs Group lifted their price objective on shares of Citigroup from $113.00 to $127.00 and gave the stock a "buy" rating in a research report on Tuesday, January 6th. Keefe, Bruyette & Woods raised their target price on shares of Citigroup from $118.00 to $131.00 and gave the stock an "outperform" rating in a research note on Wednesday, December 17th. Oppenheimer lifted their target price on shares of Citigroup from $141.00 to $144.00 and gave the stock an "outperform" rating in a report on Thursday, January 15th. TD Cowen reiterated a "hold" rating on shares of Citigroup in a research note on Wednesday, January 7th. Finally, Barclays increased their price target on shares of Citigroup from $115.00 to $146.00 and gave the company an "overweight" rating in a report on Monday, January 5th. Fourteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $127.25.

Citigroup News Roundup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Reported insider buying — Rep. Jonathan Jackson disclosed a purchase of up to ~$275K of Citigroup stock, which can be interpreted by some investors as a signal of confidence from an insider-related actor and may provide modest demand support. Recent Report Shows That Rep. Jonathan Jackson Bought Up to $275K Worth of Citigroup Stock
• Positive Sentiment: Execution/innovation milestone — Citi issued its first digitally native structured note via Euroclear’s D‑FMI platform, showcasing product innovation and potential fee/revenue opportunities in wholesale and wealth businesses. That can bolster investor sentiment around Citi’s capital markets capabilities. Citigroup (C) Issues First Digitally Native Structured Note via Euroclear
• Positive Sentiment: Research reputation — Citigroup ranked highly on growth-factor grades among S&P financial holdings and continues to publish influential calls (e.g., upgrades elsewhere). Strong research can support fee business and market influence. Citigroup and Goldman Sachs top growth factor grades among S&P financial holdings
• Neutral Sentiment: Analyst activity — Citi’s research team stuck by coverage/ratings on defense names amid the Iran war and upgraded names like LyondellBasell; these moves matter more to those specific sectors than to Citi’s immediate P&L, though they illustrate active deal and research flow. Citigroup sticks by three missile and defense companies as Iran war rages
• Neutral Sentiment: Talent/industry spinout — An ex‑Citi CIO has launched an AI‑driven wealth manager. Startup activity highlights Citi alumni influence but is unlikely to materially affect Citi’s near‑term earnings. David Bailin: Armed With AI, an Ex-Citi CIO Strives to Shake Up the Industry
• Negative Sentiment: Operational/security risk — Citi instructed staff to evacuate several Dubai/UAE buildings and move to remote work after reported Iranian threats to Western banks. That raises short‑term operational disruption risk, potential security costs, and investor concern about regional exposure. Citigroup Dubai Evacuation Puts Operational Risks And Valuation In Focus
• Negative Sentiment: Recent price weakness context — Coverage summarizing why Citi shares fell more than the market earlier this week points to sector pressure and geopolitical risk; that context still weighs on sentiment and can amplify volatility around Citi. Here's Why Citigroup (C) Fell More Than Broader Market

Insider Transactions at Citigroup

In other Citigroup news, insider Cantu Ernesto Torres sold 43,173 shares of the business's stock in a transaction dated 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 of the company's stock, 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. 0.08% of the stock is owned by corporate insiders.

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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