Corient Private Wealth LP Boosts Stake in Citigroup Inc. $C

Corient Private Wealth LP increased its holdings in shares of Citigroup Inc. (NYSE:C) by 56.1% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 978,877 shares of the company’s stock after acquiring an additional 351,832 shares during the period. Corient Private Wealth LP owned approximately 0.06% of Citigroup worth $137,004,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of C. Brighton Jones LLC boosted its position in Citigroup by 166.9% during the fourth quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock worth $1,407,000 after purchasing an additional 12,499 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Citigroup by 20.5% in the second quarter. Sivia Capital Partners LLC now owns 9,805 shares of the company’s stock valued at $835,000 after buying an additional 1,669 shares in the last quarter. United Bank purchased a new stake in shares of Citigroup in the second quarter valued at approximately $972,000. Osterweis Capital Management Inc. raised its stake in shares of Citigroup by 3,016.7% during the 2nd quarter. Osterweis Capital Management Inc. now owns 935 shares of the company’s stock worth $80,000 after buying an additional 905 shares during the period. Finally, HUB Investment Partners LLC raised its stake in shares of Citigroup by 26.9% during the 2nd quarter. HUB Investment Partners LLC now owns 15,287 shares of the company’s stock worth $1,301,000 after buying an additional 3,238 shares during the period. Hedge funds and other institutional investors own 71.72% of the company’s stock.

Trending Headlines about Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: Capital-markets growth outlook: Citi expects Korea’s capital-issuance market to reach a record in 2026 as deal activity accelerates. This suggests potential support for investment-banking fees and reinforces the bank’s broader efforts to expand higher-return businesses. Citi Expects Record Korea Capital Issuance in 2026 as Deals Jump
• Positive Sentiment: Buyback support: Citigroup is executing an approximately $30 billion repurchase plan that could retire up to 13.7% of its outstanding shares. A reduced share count can lift earnings per share and provide support for the stock, assuming the bank maintains sufficient capital. Citigroup Stock Information
• Positive Sentiment: Solid operating backdrop: Citi’s latest quarter exceeded analyst expectations on both earnings and revenue, with revenue rising 14.5% year over year. That performance gives investors more confidence in the bank’s earnings momentum and turnaround initiatives.
• Neutral Sentiment: Housing and sustainability commitments: Citi announced expanded affordable-housing financing and updated 2030 sustainable-finance and operational targets. The initiatives may strengthen client relationships and long-term reputation, although their near-term effect on earnings is likely limited. Citigroup Affordable Housing and Sustainability Goals
• Negative Sentiment: SEC subpoena risk: Regulators are examining Citi and other prime brokers over the highly leveraged collapse of hedge fund Situational Awareness. The banks appear financially strong, but tighter margin rules, higher capital requirements or reduced financing activity could pressure trading revenue and market liquidity. SEC Subpoenas Banks Over Situational Awareness
• Negative Sentiment: Upside concerns: Analysts acknowledge Citi’s improvement but question how much additional appreciation remains, while comparisons with Goldman Sachs highlight stronger fee-driven growth at the rival. This could limit investor enthusiasm despite Citi’s relatively attractive valuation. Citigroup Has Improved, But Upside Is Limited

Citigroup Stock Performance

NYSE C opened at $133.47 on Thursday. The company has a debt-to-equity ratio of 1.71, a current ratio of 0.99 and a quick ratio of 0.99. The stock’s 50 day simple moving average is $136.62 and its 200-day simple moving average is $126.69. The company has a market cap of $227.64 billion, a PE ratio of 14.41, a price-to-earnings-growth ratio of 0.60 and a beta of 1.12. Citigroup Inc. has a 1-year low of $92.96 and a 1-year high of $147.96.

Citigroup (NYSE:C) last issued its quarterly earnings results on Tuesday, July 14th. The company reported $3.15 EPS for the quarter, topping the consensus estimate of $2.74 by $0.41. Citigroup had a return on equity of 10.15% and a net margin of 10.23%.The firm had revenue of $24.77 billion during the quarter, compared to analysts’ expectations of $23.74 billion. During the same period in the previous year, the business earned $1.96 earnings per share. The firm’s revenue for the quarter was up 14.5% on a year-over-year basis. As a group, equities research analysts anticipate that Citigroup Inc. will post 11.2 EPS for the current fiscal year.

Citigroup Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Monday, August 3rd will be paid a dividend of $0.67 per share. This is a boost from Citigroup’s previous quarterly dividend of $0.60. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $2.68 annualized dividend and a yield of 2.0%. Citigroup’s dividend payout ratio is presently 28.94%.

Citigroup declared that its board has authorized a stock buyback program on Thursday, May 7th that allows the company to repurchase $30.00 billion in outstanding shares. This repurchase authorization allows the company to repurchase up to 13.7% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s management believes its stock is undervalued.

Analysts Set New Price Targets

C has been the topic of a number of research analyst reports. Argus set a $150.00 price target on shares of Citigroup in a research note on Wednesday, July 15th. Royal Bank Of Canada restated an “outperform” rating and set a $150.00 price objective on shares of Citigroup in a research report on Wednesday, July 15th. Truist Financial decreased their price objective on shares of Citigroup from $158.00 to $154.00 and set a “buy” rating on the stock in a report on Wednesday, July 15th. Oppenheimer lowered shares of Citigroup from an “outperform” rating to a “market perform” rating in a research report on Tuesday, June 30th. Finally, Keefe, Bruyette & Woods lifted their target price on shares of Citigroup from $140.00 to $153.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Citigroup has an average rating of “Moderate Buy” and an average price target of $145.22.

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.