EFG Asset Management North America Corp. Makes New $1.19 Million Investment in Citigroup Inc. $C

EFG Asset Management North America Corp. purchased a new position in Citigroup Inc. (NYSE:C) in the third quarter, HoldingsChannel reports. The institutional investor purchased 11,684 shares of the company’s stock, valued at approximately $1,186,000.

A number of other large investors have also recently made changes to their positions in C. Brighton Jones LLC grew its stake in Citigroup by 166.9% during the 4th quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock valued at $1,407,000 after purchasing an additional 12,499 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Citigroup by 20.5% during the second quarter. Sivia Capital Partners LLC now owns 9,805 shares of the company’s stock worth $835,000 after purchasing an additional 1,669 shares during the period. V Square Quantitative Management LLC boosted its position in Citigroup by 7.6% in the second quarter. V Square Quantitative Management LLC now owns 10,915 shares of the company’s stock valued at $929,000 after buying an additional 768 shares during the last quarter. GC Wealth Management RIA LLC increased its holdings in Citigroup by 138.0% in the 2nd quarter. GC Wealth Management RIA LLC now owns 22,042 shares of the company’s stock worth $1,876,000 after buying an additional 12,782 shares during the period. Finally, Archford Capital Strategies LLC purchased a new position in Citigroup during the 2nd quarter worth approximately $236,000. 71.72% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently commented on C shares. TD Cowen reaffirmed a “hold” rating on shares of Citigroup in a report on Wednesday, January 7th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $121.00 price target on shares of Citigroup in a research report on Thursday, January 15th. HSBC reissued a “buy” rating and issued a $87.00 price objective on shares of Citigroup in a report on Wednesday, January 7th. Keefe, Bruyette & Woods raised their target price on Citigroup from $118.00 to $131.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. Finally, JPMorgan Chase & Co. upgraded Citigroup from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $107.00 to $124.00 in a research report on Friday, December 12th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price 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 Price Performance

NYSE:C opened at $114.77 on Wednesday. The company has a quick ratio of 0.99, a current ratio of 1.00 and a debt-to-equity ratio of 1.63. Citigroup Inc. has a 52 week low of $55.51 and a 52 week high of $124.17. The stock’s 50-day moving average price is $112.70 and its 200-day moving average price is $102.64. The stock has a market capitalization of $205.35 billion, a PE ratio of 16.47, a price-to-earnings-growth ratio of 0.73 and a beta of 1.18.

Citigroup (NYSE:C) last released its quarterly 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. Citigroup had a return on equity of 8.28% and a net margin of 8.50%.The company had revenue of $19.87 billion during the quarter, compared to analysts’ expectations of $20.99 billion. During the same quarter in the prior year, the firm posted $1.34 EPS. Citigroup’s quarterly revenue was up 2.1% compared to the same quarter last year. As a group, equities analysts expect that Citigroup Inc. will post 7.53 EPS for the current fiscal year.

Citigroup Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Investors of record on Monday, February 2nd will be paid a $0.60 dividend. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $2.40 dividend on an annualized basis and a yield of 2.1%. Citigroup’s dividend payout ratio (DPR) is currently 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.