Ritholtz Wealth Management Purchases 11,791 Shares of Citigroup Inc. $C

Key Points

• Ritholtz Wealth Management raised its Citigroup position 9.8% in Q4, buying 11,791 shares to hold 132,679 shares worth $15,482,000.
• Citigroup reported $1.81 EPS (beating estimates by $0.16) while revenue of $19.87B missed consensus; the stock sits near its 52‑week high, pays a $0.60 quarterly dividend (1.9% yield), and carries a consensus "Moderate Buy" target of $127.41.
• Insider Cantu Ernesto Torres sold 43,173 shares for roughly $4.8M (avg. $111.09), cutting his ownership by about 48.5%, and company insiders now hold just 0.08% of the stock.

Ritholtz Wealth Management raised its position in shares of Citigroup Inc. (NYSE:C - Free Report) by 9.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 132,679 shares of the company's stock after purchasing an additional 11,791 shares during the period. Ritholtz Wealth Management's holdings in Citigroup were worth $15,482,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of C. Wolff Wiese Magana LLC grew its holdings in Citigroup by 87.6% during the third quarter. Wolff Wiese Magana LLC now owns 257 shares of the company's stock valued at $26,000 after purchasing an additional 120 shares during the period. Dunhill Financial LLC grew its holdings in Citigroup by 92.2% during the third quarter. Dunhill Financial LLC now owns 319 shares of the company's stock valued at $32,000 after purchasing an additional 153 shares during the period. Guerra Advisors Inc bought a new position in shares of Citigroup in the third quarter worth $33,000. MH & Associates Securities Management Corp ADV bought a new position in shares of Citigroup in the fourth quarter worth $35,000. Finally, Maseco LLP bought a new position in shares of Citigroup in the fourth quarter worth $35,000. 71.72% of the stock is owned by institutional investors.

Citigroup Trading Down 0.5%

Shares of C stock opened at $124.32 on Friday. The company has a debt-to-equity ratio of 1.63, a quick ratio of 1.00 and a current ratio of 1.00. Citigroup Inc. has a 52-week low of $59.92 and a 52-week high of $125.48. The company has a market capitalization of $213.20 billion, a PE ratio of 17.84, a price-to-earnings-growth ratio of 0.64 and a beta of 1.11. The business's fifty day moving average is $113.39 and its 200 day moving average is $109.23.

Citigroup (NYSE:C - Get Free Report) last issued its quarterly earnings data on Wednesday, January 14th. The company reported $1.81 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to the consensus estimate of $20.99 billion. During the same quarter last year, the business posted $1.34 earnings per share. The firm's revenue was up 2.1% compared to the same quarter last year. On average, equities research analysts anticipate that Citigroup Inc. will post 7.53 EPS for the current fiscal year.

Citigroup Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Monday, May 4th will be given a $0.60 dividend. This represents a $2.40 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Monday, May 4th. Citigroup's dividend payout ratio (DPR) is 34.43%.

Insider Activity

In related news, insider Cantu Ernesto Torres sold 43,173 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $111.09, for a total value of $4,796,088.57. Following the sale, the insider owned 45,835 shares in the company, valued at approximately $5,091,810.15. This trade represents a 48.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.08% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. UBS Group reaffirmed a "neutral" rating and issued a $132.00 price target on shares of Citigroup in a report on Thursday, January 15th. Zacks Research lowered Citigroup from a "strong-buy" rating to a "hold" rating in a report on Friday, February 20th. Wolfe Research reaffirmed an "outperform" rating and issued a $141.00 price target on shares of Citigroup in a report on Wednesday, January 7th. JPMorgan Chase & Co. cut their price target on Citigroup from $134.00 to $131.00 and set an "overweight" rating for the company in a report on Tuesday. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $121.00 price target on shares of Citigroup in a report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Citigroup presently has a consensus rating of "Moderate Buy" and a consensus target price of $127.41.

Key Stories Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citi highlights cost and efficiency gains from AI: management says AI has cut account‑opening times (about 1 hour) and is being used to modernize legacy systems — a tangible cost/productivity catalyst that can support margins and customer onboarding growth. Citigroup using AI to speed account openings
• Positive Sentiment: Street support: Goldman Sachs recently raised its price target on C to $137 (Buy), signaling analyst optimism into the April earnings print and providing upside to sentiment/flows. Goldman Sachs Raises Citigroup (C) Target Ahead of Q1 Banking Readout
• Positive Sentiment: Research/product tailwind: Citi published a bullish ETF market outlook (U.S. ETF AUM could top $25T by 2030) — a thematic win for prime brokerage, markets, custody and fee pools where Citi participates. Citi sees US ETF assets topping $25 trillion by 2030 as active funds gain ground
• Neutral Sentiment: Q1 earnings calendar risk/reward: Citigroup reports Q1 results on April 14; consensus expectations and preview pieces highlight strong revenue/profit momentum but also flag items investors will watch (trading revenue, investment banking, expenses). Earnings are the immediate catalyst. Citigroup Set to Report Q1 Earnings: How to Approach the Stock Now?
• Neutral Sentiment: Price action context: the shares recently hit a 52‑week high — momentum that can amplify both buying and near‑term profit‑taking ahead of the print. Citigroup stock reaches 52-week high at 125.17 USD
• Neutral Sentiment: Analyst model tweaks: some firms (e.g., Erste Group) have nudged FY26 estimates higher, reflecting improved revenue mix and rate environment — supports the case for modest upward revisions but not guaranteed until earnings/guidance. Citigroup FY2026 EPS Estimate Raised by Erste Group Bank
• Negative Sentiment: Cyber/AI model risk flagged by regulators: U.S. Treasury and Fed held an “urgent” meeting with major banks about potential cyber threats tied to advanced AI models (Anthropic’s Mythos). Heightened regulatory scrutiny and security spend could raise costs and operational risk. Feds Warn Major Banks of Anthropic Mythos Cyber Threat
• Negative Sentiment: Macro and credit watch: previews and analyst notes flag rising costs and potential asset‑quality pressures (loan loss trends, regional exposures, and rate‑sensitive credit) as key downsides that could weigh on near‑term results and multiple expansion. What Can Investors Expect from Bank Earnings?

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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