Belpointe Asset Management LLC Decreases Stock Holdings in Citigroup Inc. $C

Belpointe Asset Management LLC reduced its position in Citigroup Inc. (NYSE:C) by 34.6% during the third quarter, Holdings Channel reports. The institutional investor owned 23,768 shares of the company’s stock after selling 12,590 shares during the quarter. Belpointe Asset Management LLC’s holdings in Citigroup were worth $2,413,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. CFS Investment Advisory Services LLC lifted its position in Citigroup by 1.5% during the third quarter. CFS Investment Advisory Services LLC now owns 20,347 shares of the company’s stock valued at $2,010,000 after acquiring an additional 304 shares during the last quarter. Vanguard Personalized Indexing Management LLC increased its position in shares of Citigroup by 0.3% during the third quarter. Vanguard Personalized Indexing Management LLC now owns 238,901 shares of the company’s stock worth $24,261,000 after purchasing an additional 625 shares in the last quarter. Patron Partners LLC purchased a new stake in shares of Citigroup during the 3rd quarter valued at $206,000. EWA LLC lifted its holdings in shares of Citigroup by 7.0% during the 3rd quarter. EWA LLC now owns 2,671 shares of the company’s stock valued at $271,000 after purchasing an additional 174 shares during the last quarter. Finally, Cullen Frost Bankers Inc. boosted its position in shares of Citigroup by 7.3% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 206,168 shares of the company’s stock worth $20,926,000 after purchasing an additional 14,008 shares in the last quarter. Institutional investors own 71.72% of the company’s stock.

Wall Street Analysts Forecast Growth

C has been the topic of several recent analyst reports. UBS Group reaffirmed a “neutral” rating and set a $132.00 target price on shares of Citigroup in a research report on Thursday, January 15th. HSBC restated a “buy” rating and set a $87.00 price objective on shares of Citigroup in a report on Wednesday, January 7th. Morgan Stanley lifted their target price on shares of Citigroup from $134.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Zacks Research raised shares of Citigroup from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. raised shares of Citigroup from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $107.00 to $124.00 in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $125.56.

More Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: CEO Jane Fraser says ~175,000 employees are being trained on AI to “reinvent themselves,” a large-scale upskilling push that could improve long‑term productivity, lower operating costs and support digital transformation across wealth, consumer and institutional businesses. Fortune: Citigroup CEO says 175,000 employees are being trained with AI
• Positive Sentiment: Citigroup joins peers in boosting investment banker bonuses (reported alongside UBS and Morgan Stanley), supporting front‑office retention and deal execution capacity — positive for fee‑revenue generation even if near‑term compensation costs tick up. MSN: UBS, Citigroup, Morgan Stanley boost bonuses
• Neutral Sentiment: Broader market themes (crypto holdings growth, energy price swings, AI-driven power demand) are moving institutional flows and sector rotations; these trends could indirectly affect Citi via client activity but the near‑term impact is unclear. Cointelegraph: Public companies grow Bitcoin holdings
• Negative Sentiment: A former managing director sued Citi alleging sexual harassment by wealth‑management chief Andy Sieg; Citigroup denies the claims and is seeking to move the matter to arbitration. The suit raises reputational risk and potential legal/disruption costs while investors await outcomes and any governance disclosures. Reuters: Citigroup rejects harassment claims, seeks arbitration
• Negative Sentiment: Management flagged the risk of a market “volatility event” driven by rising interest rates, a scenario that could hit trading revenues, mark‑to‑market positions and capital ratios if realized. Watch trading net interest margin and risk disclosures. CNBC: Citigroup worried about rate-driven volatility event

Citigroup Stock Performance

C opened at $114.77 on Wednesday. The company has a current ratio of 1.00, a quick ratio of 0.99 and a debt-to-equity ratio of 1.63. Citigroup Inc. has a 12-month low of $55.51 and a 12-month high of $124.17. The firm has a 50 day moving average of $112.70 and a two-hundred day moving average of $102.64. The firm has a market capitalization of $205.35 billion, a PE ratio of 16.47, a P/E/G ratio of 0.73 and a beta of 1.18.

Citigroup (NYSE:C) last released its quarterly earnings data on Wednesday, January 14th. The company reported $1.81 EPS for the quarter, beating 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 the consensus estimate of $20.99 billion. During the same period in the prior year, the firm earned $1.34 EPS. The business’s revenue for the quarter was up 2.1% on a year-over-year basis. On average, analysts anticipate that Citigroup Inc. will post 7.53 EPS for the current year.

Citigroup Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Monday, February 2nd will be issued a $0.60 dividend. This represents a $2.40 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, February 2nd. Citigroup’s payout ratio is 34.43%.

About Citigroup

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.