Citigroup Inc. $C Stake Boosted by Vest Financial LLC

23 Oct 2026, 09:21 by Danessa Lincoln · The Markets Daily

Vest Financial LLC increased its stake in Citigroup Inc. (NYSE:C – Free Report) by 6.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 181,705 shares of the company’s stock after acquiring an additional 11,757 shares during the period. Vest Financial LLC’s holdings in Citigroup were worth $23,527,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. CFS Investment Advisory Services LLC boosted its position in Citigroup by 0.4% during the 1st quarter. CFS Investment Advisory Services LLC now owns 20,596 shares of the company’s stock valued at $2,336,000 after acquiring an additional 79 shares in the last quarter. Grove Bank & Trust raised its position in shares of Citigroup by 1.8% in the 3rd quarter. Grove Bank & Trust now owns 4,549 shares of the company’s stock worth $589,000 after acquiring an additional 79 shares in the last quarter. American Trust raised its position in shares of Citigroup by 3.6% in the 2nd quarter. American Trust now owns 2,331 shares of the company’s stock worth $326,000 after acquiring an additional 80 shares in the last quarter. Invst LLC lifted its stake in shares of Citigroup by 0.8% in the 2nd quarter. Invst LLC now owns 9,601 shares of the company’s stock valued at $1,344,000 after purchasing an additional 80 shares during the period. Finally, Tsfg LLC lifted its stake in shares of Citigroup by 4.9% in the 2nd quarter. Tsfg LLC now owns 1,701 shares of the company’s stock valued at $238,000 after purchasing an additional 80 shares during the period. 71.72% of the stock is owned by institutional investors.

Trending Headlines about Citigroup

Here are the key news stories impacting Citigroup this week:

Positive Sentiment: Morgan Stanley reportedly said Citi’s post-earnings decline was unjustified and sees substantial upside, reinforcing the view that the stock’s valuation does not fully reflect its earnings potential. Citi recently exceeded quarterly EPS and revenue expectations, with revenue rising 7.9% year over year. Morgan Stanley says Citigroup’s post-earnings drop is unjustified
Positive Sentiment: Citi will provide Nebius Group with a $3.5 billion, 364-day senior secured bridge facility. The transaction should generate fee and lending income while strengthening Citi’s relationship with the rapidly growing AI-cloud sector; the secured structure helps limit credit risk. Nebius secures $3.5 billion financing facility with Citi
Positive Sentiment: Citi’s board elected James Flanagan as an independent director on October 21. The appointment may support governance and board oversight, although its immediate financial impact is limited. Citigroup elects James Flanagan as independent director
Neutral Sentiment: A Citi report found that wealthy Singapore clients increased their assets over the past year, indicating continued demand in the bank’s wealth-management business. The report is encouraging for growth but does not provide a material earnings forecast. Singapore’s wealthy clients see growing assets, Citi report says
Negative Sentiment: The stock remains below its 50-day and 200-day moving averages after investors reduced exposure following earnings. Although Citi beat estimates, the reaction suggests lingering concerns about profitability, capital efficiency and the pace of its broader turnaround.

Citigroup Stock Performance

Shares of NYSE C opened at $122.43 on Friday. The firm’s 50-day moving average price is $131.60 and its 200-day moving average price is $132.16. Citigroup Inc. has a 52-week low of $95.83 and a 52-week high of $147.96. The company has a market cap of $208.81 billion, a PE ratio of 11.94, a PEG ratio of 0.54 and a beta of 1.13. The company has a quick ratio of 0.99, a current ratio of 1.00 and a debt-to-equity ratio of 1.78.

Citigroup (NYSE:C – Get Free Report) last released its quarterly earnings data on Tuesday, October 13th. The company reported $2.85 earnings per share for the quarter, beating the consensus estimate of $2.66 by $0.19. Citigroup had a net margin of 10.97% and a return on equity of 10.57%. The firm had revenue of $23.84 billion during the quarter, compared to analysts’ expectations of $23.74 billion. During the same period in the previous year, the company earned $1.86 earnings per share. The firm’s quarterly revenue was up 7.9% on a year-over-year basis. As a group, analysts anticipate that Citigroup Inc. will post 11.42 EPS for the current year.

Citigroup Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, November 25th. Stockholders of record on Monday, November 2nd will be paid a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Monday, November 2nd. Citigroup’s dividend payout ratio (DPR) is 26.15%.

Analysts Set New Price Targets

C has been the topic of several research reports. JPMorgan Chase & Co. dropped their price target on Citigroup from $149.00 to $147.00 and set an “overweight” rating on the stock in a research report on Friday, October 2nd. Royal Bank Of Canada decreased their price objective on Citigroup from $150.00 to $135.00 and set an “outperform” rating for the company in a report on Wednesday, October 14th. Weiss Ratings lowered Citigroup from a “buy (b+)” rating to a “buy (b)” rating in a research report on Friday, October 2nd. Bank of America raised their price objective on Citigroup from $170.00 to $176.00 and gave the company a “buy” rating in a research report on Tuesday, July 7th. Finally, Wall Street Zen cut shares of Citigroup from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $150.79.

Read Our Latest Stock Report on C

About Citigroup

(Free Report)

Citigroup Inc is a global financial services company headquartered in New York City and operates under the Citi brand. The company provides banking, lending, investment, wealth management and other financial services to individuals, businesses, institutions and governments.