OFI Invest Asset Management Has $79.18 Million Stake in Citigroup Inc. $C

Key Points

• OFI Invest Asset Management boosted its Citigroup stake by 4,877.2% in Q4, adding 664,951 shares to hold 678,585 shares worth $79.18 million, making Citi ~1.0% of its portfolio and its 20th largest holding.
• Citigroup beat Q4 EPS estimates with $1.81 per share (vs. $1.65 est.), reported $19.87B in revenue, and announced a quarterly dividend of $0.60 (annualized $2.40, ~1.9% yield) payable May 22 with ex-dividend on May 4.
• Analyst sentiment is bullish with notable price-target raises (e.g., Goldman Sachs $137, Barclays $146) and a MarketBeat consensus target of $127.41, while the stock trades near its 52‑week high in the $123–125 range.

OFI Invest Asset Management lifted its holdings in shares of Citigroup Inc. (NYSE:C - Free Report) by 4,877.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 678,585 shares of the company's stock after buying an additional 664,951 shares during the quarter. Citigroup comprises approximately 1.0% of OFI Invest Asset Management's investment portfolio, making the stock its 20th biggest holding. OFI Invest Asset Management's holdings in Citigroup were worth $79,184,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of C. Wolff Wiese Magana LLC grew 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 buying an additional 120 shares during the period. Dunhill Financial LLC grew its position in shares of Citigroup by 92.2% during the 3rd quarter. Dunhill Financial LLC now owns 319 shares of the company's stock worth $32,000 after buying an additional 153 shares during the period. Guerra Advisors Inc acquired a new stake in shares of Citigroup during the 3rd quarter worth approximately $33,000. MH & Associates Securities Management Corp ADV acquired a new stake in shares of Citigroup during the 4th quarter worth approximately $35,000. Finally, Capital A Wealth Management LLC acquired a new stake in shares of Citigroup during the 2nd quarter worth approximately $38,000. Institutional investors and hedge funds own 71.72% of the company's stock.

Citigroup Stock Up 5.5%

Citigroup stock opened at $123.54 on Thursday. The company's 50 day simple moving average is $113.02 and its 200 day simple moving average is $108.97. Citigroup Inc. has a fifty-two week low of $56.07 and a fifty-two week high of $125.16. The firm has a market capitalization of $216.11 billion, a price-to-earnings ratio of 17.72, a PEG ratio of 0.74 and a beta of 1.11. The company has a debt-to-equity ratio of 1.63, a current ratio of 1.00 and a quick ratio of 1.00.

Citigroup (NYSE:C - Get Free Report) last released its quarterly earnings data on Wednesday, January 14th. The company reported $1.81 earnings per share 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 quarter last year, the firm earned $1.34 EPS. Citigroup's quarterly revenue was up 2.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that Citigroup Inc. will post 7.53 EPS for the current year.

Citigroup Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Shareholders of record on Monday, May 4th will be paid a $0.60 dividend. The ex-dividend date of this dividend is Monday, May 4th. This represents a $2.40 dividend on an annualized basis and a yield of 1.9%. Citigroup's payout ratio is presently 34.43%.

Insiders Place Their Bets

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 shares were sold at an average price of $111.09, for a total value of $4,796,088.57. Following the transaction, the insider owned 45,835 shares of the company's stock, valued at approximately $5,091,810.15. The trade was a 48.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.08% of the company's stock.

Key Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Goldman Sachs raised its price target on Citigroup to $137 (from $123) and kept a Buy rating, signaling fresh analyst confidence that could attract inflows and support the share price. Read More.
• Positive Sentiment: Citi says AI is already speeding account openings and systems upgrades (cutting onboarding times by roughly an hour). Operational automation lowers costs and can lift margins over time — a tangible efficiency story ahead of earnings. Read More.
• Positive Sentiment: Analyst estimate momentum: coverage notes and research (Zacks and others) point to improving bank fundamentals after recent macro relief (ceasefire), which supports expectations for better trading/loan margins in the quarter. Upward revisions can underpin multiple expansion. Read More.
• Neutral Sentiment: Event risk: Citigroup reports Q1 on April 14 with consensus roughly $2.61 EPS and $23.44B revenue — the print and management commentary (NII, trading, expense outlook, capital return) will determine near‑term direction. Volatility around the release is likely. Read More.
• Negative Sentiment: Some sell‑side moves cap upside: JPMorgan trimmed its price target slightly (from $134 to $131) while remaining constructive — such tweaks can temper momentum even if the rating stays positive. Read More.
• Negative Sentiment: Macro/geo risks remain: oil, rate expectations and Middle East volatility can swing trading revenue, loan demand and market sentiment quickly; ceasefire relief has helped banks, but the situation is fragile. Watch oil and Fed messaging. Read More.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Jefferies Financial Group assumed coverage on shares of Citigroup in a research report on Thursday, March 26th. They set a "buy" rating and a $135.00 price target for the company. Barclays lifted their price target on shares of Citigroup from $115.00 to $146.00 and gave the stock an "overweight" rating in a research report on Monday, January 5th. The Goldman Sachs Group lifted their price objective on shares of Citigroup from $123.00 to $137.00 and gave the stock a "buy" rating in a research note on Monday. UBS Group reissued a "neutral" rating and set a $132.00 price objective on shares of Citigroup in a research note on Thursday, January 15th. Finally, Wells Fargo & Company set a $150.00 price objective on shares of Citigroup in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, Citigroup currently has an average rating of "Moderate Buy" and a consensus price target of $127.41.

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.

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