New Age Alpha Advisors LLC Sells 29,767 Shares of Citigroup Inc. $C

Posted by Max Byerly on May 25th, 2026

New Age Alpha Advisors LLC trimmed its holdings in Citigroup Inc. (NYSE:C – Free Report) by 21.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 108,083 shares of the company’s stock after selling 29,767 shares during the quarter. Citigroup comprises 0.5% of New Age Alpha Advisors LLC’s portfolio, making the stock its 28th biggest holding. New Age Alpha Advisors LLC’s holdings in Citigroup were worth $12,612,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Elmwood Wealth Management Inc. raised its holdings in Citigroup by 1.3% during the 4th quarter. Elmwood Wealth Management Inc. now owns 6,845 shares of the company’s stock worth $799,000 after purchasing an additional 85 shares during the last quarter. Park Place Capital Corp raised its holdings in Citigroup by 16.7% during the 4th quarter. Park Place Capital Corp now owns 595 shares of the company’s stock worth $69,000 after purchasing an additional 85 shares during the last quarter. D.B. Root & Company LLC raised its holdings in Citigroup by 2.8% during the 4th quarter. D.B. Root & Company LLC now owns 3,191 shares of the company’s stock worth $372,000 after purchasing an additional 87 shares during the last quarter. Cornerstone Wealth Management LLC raised its holdings in Citigroup by 0.8% during the 4th quarter. Cornerstone Wealth Management LLC now owns 10,393 shares of the company’s stock worth $1,213,000 after purchasing an additional 87 shares during the last quarter. Finally, N.E.W. Advisory Services LLC raised its holdings in Citigroup by 14.9% during the 4th quarter. N.E.W. Advisory Services LLC now owns 703 shares of the company’s stock worth $82,000 after purchasing an additional 91 shares during the last quarter. 71.72% of the stock is owned by institutional investors.

Citigroup Price Performance

Citigroup stock opened at $125.10 on Monday. The firm has a market capitalization of $213.36 billion, a P/E ratio of 15.50, a PEG ratio of 0.56 and a beta of 1.14. Citigroup Inc. has a 1 year low of $71.65 and a 1 year high of $135.29. The business has a 50-day moving average of $121.04 and a 200-day moving average of $114.93. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 1.59.

Citigroup (NYSE:C – Get Free Report) last issued its quarterly earnings data on Tuesday, April 14th. The company reported $3.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.63 by $0.43. Citigroup had a return on equity of 9.19% and a net margin of 9.35%.The business had revenue of $24.63 billion during the quarter, compared to analyst estimates of $22.96 billion. During the same period in the previous year, the firm earned $1.96 EPS. Citigroup’s quarterly revenue was up 14.1% compared to the same quarter last year. On average, equities analysts anticipate that Citigroup Inc. will post 10.65 EPS for the current year.

Citigroup declared that its Board of Directors has initiated a stock buyback plan on Thursday, May 7th that allows the company to repurchase $30.00 billion in shares. This repurchase authorization allows the company to repurchase up to 13.7% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Citigroup Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Investors of record on Monday, May 4th were given a $0.60 dividend. The ex-dividend date was Monday, May 4th. This represents a $2.40 annualized dividend and a dividend yield of 1.9%. Citigroup’s payout ratio is currently 29.74%.

Key Citigroup News

Here are the key news stories impacting Citigroup this week:

Positive Sentiment: Citigroup announced a private credit partnership with BlackRock’s HPS Investment Partners, a large €15 billion deal aimed at expanding direct lending across Europe, the U.K., and later the Middle East. The move could help Citi deepen its presence in private credit and generate new fee income. Citigroup (C) Forms Private Credit Partnership With BlackRock
Positive Sentiment: Citi’s wealth business is also expanding, with management saying a significant share of new global hiring will be focused on Asia, where the private bank is growing faster and producing better productivity. That supports the bank’s restructuring story and long-term profitability goals. Citi to boost Asia wealth business with ‘significant’ hires, global head says
Positive Sentiment: Citigroup shareholder approval of an expanded stock incentive plan suggests investors are backing management’s compensation and retention strategy, which can help support execution on the company’s turnaround plan. Citigroup Shareholders Approve Expanded Stock Incentive Plan
Positive Sentiment: Citigroup also continues to benefit from a broader favorable view from analysts, including comments that Q1 results confirmed improving earnings momentum. Citigroup Upgraded As Q1 Results Confirm Earnings Improvement Direction For Banking Giant
Neutral Sentiment: Separate commentary noted Citi expects India IPO activity to recover later this year, which is positive for capital markets activity but is more of a medium-term driver than an immediate stock catalyst. Citi sees India IPOs hitting fresh records despite challenges
Negative Sentiment: One potential overhang is governance pressure: a separate report said more Citi shareholders voted against the bank’s say-on-pay resolution, reflecting concern about executive compensation and Jane Fraser’s pay package. More Citi shareholders vote ‘no’ on say-on-pay

Insider Activity at Citigroup

In related news, insider Edward Skyler sold 25,000 shares of the business’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 value of $3,285,250.00. Following the completion of the transaction, the insider directly owned 182,022 shares in the company, valued at approximately $23,919,511.02. The trade was a 12.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director John Cunningham Dugan sold 2,117 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $125.30, for a total value of $265,260.10. Following the completion of the transaction, the director owned 12,194 shares of the company’s stock, valued at $1,527,908.20. This represents a 14.79% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.11% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Wells Fargo & Company boosted their price objective on Citigroup from $160.00 to $162.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. The Goldman Sachs Group boosted their price objective on Citigroup from $137.00 to $151.00 and gave the stock a “buy” rating in a report on Wednesday, April 15th. Zacks Research cut Citigroup from a “strong-buy” rating to a “hold” rating in a report on Friday, February 20th. Barclays boosted their price objective on Citigroup from $146.00 to $154.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. Finally, Morgan Stanley boosted their price objective on Citigroup from $140.00 to $144.00 and gave the stock an “overweight” rating in a report on Wednesday, April 15th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $137.62.

Check Out Our Latest Stock Report on C

Citigroup Profile

(Free Report)

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.