Navellier & Associates Inc. Lowers Holdings in Citigroup Inc. $C

Navellier & Associates Inc. trimmed its position in Citigroup Inc. (NYSE:C) by 32.6% in the 4th quarter, Holdings Channel reports. The firm owned 9,614 shares of the company’s stock after selling 4,650 shares during the quarter. Navellier & Associates Inc.’s holdings in Citigroup were worth $1,122,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in C. Brighton Jones LLC grew its holdings in shares of 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 raised its stake in 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 purchasing an additional 1,669 shares in the last quarter. United Bank purchased a new stake in Citigroup in the second quarter valued at approximately $972,000. Osterweis Capital Management Inc. lifted its position in Citigroup by 3,016.7% during the second quarter. Osterweis Capital Management Inc. now owns 935 shares of the company’s stock valued at $80,000 after purchasing an additional 905 shares during the last quarter. Finally, HUB Investment Partners LLC grew its stake in Citigroup by 26.9% in 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 in the last quarter. 71.72% of the stock is currently owned by hedge funds and other institutional investors.

Citigroup Trading Down 0.4%

Shares of C opened at $127.52 on Thursday. The stock has a market capitalization of $218.68 billion, a P/E ratio of 15.80, a PEG ratio of 0.57 and a beta of 1.14. Citigroup Inc. has a twelve month low of $69.65 and a twelve month high of $135.29. The company has a quick ratio of 1.00, a current ratio of 0.99 and a debt-to-equity ratio of 1.59. The firm has a fifty day simple moving average of $117.59 and a two-hundred day simple moving average of $112.78.

Citigroup (NYSE:C) last released its quarterly earnings data on Tuesday, April 14th. The company reported $3.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.63 by $0.43. The firm had revenue of $24.63 billion for the quarter, compared to analysts’ expectations of $22.96 billion. Citigroup had a net margin of 9.35% and a return on equity of 9.19%. The company’s revenue for the quarter was up 14.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.96 earnings per share. On average, research analysts anticipate that Citigroup Inc. will post 10.66 EPS for the current year.

Citigroup Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 22nd. Investors of record on Monday, May 4th will be issued a dividend of $0.60 per share. This represents a $2.40 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Monday, May 4th. Citigroup’s payout ratio is currently 29.74%.

Key Headlines Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: UBS says Citigroup should target a 14%–15% return on tangible common equity in the medium term — a clear upward profitability goal that, if delivered, supports a higher valuation and stronger shareholder returns. Citigroup Should Aim for Return on Tangible Common Equity of 14% to 15% in Medium Term, UBS Says
• Positive Sentiment: Citi launched “Citi Sky,” an AI assistant for wealth clients built with Google Cloud/DeepMind — a proof point that management plans to monetize AI in fee?based businesses (wealth) and could drive revenue/efficiency upside. Citi Sky AI Assistant Highlights Citigroup Wealth Push With Google Partnership
• Neutral Sentiment: Citi confirmed an Investor Day on May 7 where senior management will present strategy, updated profitability goals, risk controls, AI plans and compensation changes — this is the near?term catalyst driving trading as investors await specifics. Citi Announces 2026 Investor Day
• Neutral Sentiment: Management previews and press coverage emphasize new medium?term profit targets and AI deployment (valuation/strategy pieces) — these frames raise expectations but also set a higher bar that the company must meet to sustain the rally. Citigroup (C) Valuation Check As Investor Day And New AI Plans Draw Fresh Attention
• Neutral Sentiment: CGMI (Citigroup unit) updated pricing and raised the waterfall cap on offers to repurchase three series of Citigroup notes — shows active liability/capital management ahead of strategic announcements, but with limited immediate equity impact. Citi Announces Increasing the Waterfall Cap and Pricing Terms of Offers to Purchase Three Series of Outstanding Citigroup Inc. Notes
• Negative Sentiment: Coverage (Barron’s, Reuters) notes Investor Day is a test of CEO Jane Fraser’s ability to move Citi from turnaround to sustainable growth — that raises short?term execution risk and could pressure the stock if management’s profit targets or AI/return guidance fall short of elevated expectations. Citi’s Investor Day Will Test Wall Street’s Confidence in CEO Jane Fraser

Analyst Ratings Changes

A number of equities analysts have recently commented on C shares. Jefferies Financial Group assumed coverage on shares of Citigroup in a report on Thursday, March 26th. They issued a “buy” rating and a $135.00 price target on the stock. TD Cowen reaffirmed a “hold” rating on shares of Citigroup in a report on Wednesday, January 7th. Oppenheimer upped their target price on shares of Citigroup from $132.00 to $144.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group raised their price target on Citigroup from $137.00 to $151.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Finally, Truist Financial set a $147.00 price target on Citigroup in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $136.79.

Insider Buying and Selling

In other Citigroup news, insider Edward Skyler sold 25,000 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $131.41, for a total transaction of $3,285,250.00. Following the completion of the transaction, the insider owned 182,022 shares of the company’s stock, valued at $23,919,511.02. This represents a 12.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Cantu Ernesto Torres sold 43,173 shares of the stock in a transaction that occurred 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 completion of the sale, the insider owned 45,835 shares of the company’s stock, valued at approximately $5,091,810.15. This trade represents a 48.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 92,318 shares of company stock valued at $10,764,814 in the last ninety days. 0.11% of the stock is currently owned by corporate insiders.

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.