Berkeley Capital Partners LLC Sells 4,353 Shares of Citigroup Inc. $C

Berkeley Capital Partners LLC trimmed its position in Citigroup Inc. (NYSE:C) by 19.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 17,591 shares of the company’s stock after selling 4,353 shares during the quarter. Berkeley Capital Partners LLC’s holdings in Citigroup were worth $1,785,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its stake in Citigroup by 0.7% in the second quarter. Vanguard Group Inc. now owns 165,851,890 shares of the company’s stock valued at $14,117,313,000 after buying an additional 1,148,451 shares during the period. Geode Capital Management LLC increased its holdings in shares of Citigroup by 1.0% during the 2nd quarter. Geode Capital Management LLC now owns 42,957,190 shares of the company’s stock worth $3,645,084,000 after acquiring an additional 411,894 shares during the last quarter. Franklin Resources Inc. raised its stake in Citigroup by 2.2% in the 2nd quarter. Franklin Resources Inc. now owns 32,290,532 shares of the company’s stock valued at $2,748,571,000 after acquiring an additional 679,967 shares during the period. Fisher Asset Management LLC lifted its holdings in Citigroup by 3.2% during the 2nd quarter. Fisher Asset Management LLC now owns 32,161,457 shares of the company’s stock valued at $2,737,583,000 after purchasing an additional 988,152 shares during the last quarter. Finally, Norges Bank acquired a new stake in Citigroup during the 2nd quarter valued at $2,455,929,000. 71.72% of the stock is currently owned by institutional investors and hedge funds.

Key Citigroup News

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Citigroup completed the sale of AO Citibank to Renaissance Capital, marking a full exit from Russia and a roughly $4 billion boost to CET1 capital — a direct capital-strengthening event that analysts flagged as supportive of the share price. Citigroup Stock Up on AO Citibank Sale, Sees $4B CET1 Gain in Q1
• Positive Sentiment: Reuters and other outlets confirmed the exit from Russia after the sale, which removes an operational and geopolitical overhang and improves capital flexibility. Citigroup exits Russia after sale of former subsidiary
• Positive Sentiment: Citigroup continues executing a strategic refocus under CEO Jane Fraser — accelerating exits, job cuts and asset sales with a target to lift returns (10–11% ROTCE by end-2026). That plan supports expectations for higher profitability and shareholder returns. Citigroup’s Strategic Refocus Targets Higher Returns by 2026
• Positive Sentiment: eToro launched a $50M accelerated share repurchase with Citibank, indicating transactional/custody activity and fee revenue opportunities tied to Citigroup’s corporate & markets franchise. Such merchant/custody deals can be modestly accretive to fees and client flows. eToro Launches $50 Million Accelerated Share Buyback With Citibank
• Neutral Sentiment: Citigroup’s Private Bank North America named Chad Reddy as market executive for the West — a routine leadership hire aimed at expanding wealth-management coverage; strategically useful but unlikely to move the stock materially on its own. Citi bolsters private bank leadership in North America push
• Neutral Sentiment: Commentary pieces note Citigroup is down from 2026 highs but offers a dividend yield (~2.1%) that some investors view as a buying opportunity; this frames longer-term income/valuation discussion rather than immediate price action. Is This Dividend Stock a Buy Now After Falling Over 11% from Its 2026 Highs?
• Negative Sentiment: Market pieces comparing Citigroup to peers note investors sold bank stocks even after solid Q4 results — a reminder that sector rotation or macro sentiment (rates, recession risk) can weigh on Citigroup’s share price despite company-specific positives. Citigroup vs Wells Fargo: Which Wins on Dividends, Buybacks, Interest Rate Exposure?

Wall Street Analyst Weigh In

C has been the topic of several research analyst reports. Wolfe Research reissued an “outperform” rating and issued a $141.00 price objective on shares of Citigroup in a research report on Wednesday, January 7th. Morgan Stanley set a $152.00 price target on shares of Citigroup in a report on Tuesday. Barclays boosted their price objective on Citigroup from $115.00 to $146.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. UBS Group reaffirmed a “neutral” rating and issued a $132.00 target price on shares of Citigroup in a research report on Thursday, January 15th. Finally, TD Cowen reissued a “hold” rating on shares of Citigroup in a report on Wednesday, January 7th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $127.25.

Citigroup Stock Down 0.6%

NYSE C opened at $115.57 on Friday. The company has a current ratio of 1.00, a quick ratio of 0.99 and a debt-to-equity ratio of 1.63. The company has a market cap of $206.79 billion, a price-to-earnings ratio of 16.58, a PEG ratio of 0.74 and a beta of 1.18. The company has a 50 day moving average of $116.69 and a 200-day moving average of $105.21. Citigroup Inc. has a 1-year low of $55.51 and a 1-year high of $125.16.

Citigroup (NYSE:C) last posted its quarterly earnings data on Wednesday, January 14th. The company reported $1.81 EPS for the quarter, topping analysts’ consensus estimates of $1.65 by $0.16. The firm had revenue of $19.87 billion for the quarter, compared to analyst estimates 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 company earned $1.34 EPS. On average, equities research analysts expect that Citigroup Inc. will post 7.53 earnings per share for the current fiscal year.

Citigroup Dividend Announcement

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. This represents a $2.40 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Monday, February 2nd. Citigroup’s payout ratio is 34.43%.

Insiders Place Their Bets

In other Citigroup news, insider Cantu Ernesto Torres sold 43,173 shares of the firm’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 transaction, the insider directly owned 45,835 shares of the company’s stock, valued at $5,091,810.15. This trade represents a 48.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.08% of the stock is owned by corporate insiders.

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.