United Capital Financial Advisors LLC Purchases New Position in Citizens Financial Group, Inc. $CFG

Posted by Francis Steltz on Aug 30th, 2026

United Capital Financial Advisors LLC acquired a new position in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 24,039 shares of the bank’s stock, valued at approximately $1,684,000.

A number of other hedge funds have also recently modified their holdings of the stock. Elevation Wealth Partners LLC increased its position in shares of Citizens Financial Group by 319.8% during the second quarter. Elevation Wealth Partners LLC now owns 424 shares of the bank’s stock worth $30,000 after purchasing an additional 323 shares in the last quarter. University of Texas Texas AM Investment Management Co. purchased a new stake in Citizens Financial Group in the fourth quarter valued at approximately $26,000. Cedar Mountain Advisors LLC acquired a new stake in shares of Citizens Financial Group in the first quarter valued at approximately $27,000. Keating Financial Advisory Services Inc. purchased a new stake in Citizens Financial Group in the 2nd quarter valued at $35,000. Finally, Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in Citizens Financial Group during the 4th quarter worth $29,000. 94.90% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on CFG shares. Robert W. Baird boosted their target price on Citizens Financial Group from $72.00 to $75.00 and gave the company a “neutral” rating in a report on Friday, July 17th. Keefe, Bruyette & Woods lifted their target price on shares of Citizens Financial Group from $75.00 to $90.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Morgan Stanley increased their price target on shares of Citizens Financial Group from $73.00 to $79.00 and gave the stock an “overweight” rating in a report on Monday, June 29th. Cantor Fitzgerald lifted their price objective on Citizens Financial Group from $80.00 to $84.00 and gave the company an “overweight” rating in a report on Wednesday, August 19th. Finally, Jefferies Financial Group upped their price objective on Citizens Financial Group from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. Sixteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $79.25.

View Our Latest Research Report on CFG

Citizens Financial Group Stock Performance

Shares of NYSE CFG opened at $69.76 on Friday. The company has a 50-day simple moving average of $71.46 and a 200-day simple moving average of $65.69. The company has a debt-to-equity ratio of 0.63, a current ratio of 0.86 and a quick ratio of 0.85. The company has a market cap of $29.38 billion, a PE ratio of 15.13, a price-to-earnings-growth ratio of 0.53 and a beta of 0.67. Citizens Financial Group, Inc. has a 12 month low of $47.96 and a 12 month high of $75.33.

Citizens Financial Group (NYSE:CFG – Get Free Report) last announced its earnings results on Thursday, July 16th. The bank reported $1.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.25 by $0.05. Citizens Financial Group had a net margin of 17.18% and a return on equity of 8.85%. The firm had revenue of $2.28 billion for the quarter, compared to analyst estimates of $2.25 billion. During the same quarter last year, the business earned $0.92 earnings per share. Citizens Financial Group’s revenue was up 12.1% compared to the same quarter last year. On average, equities analysts anticipate that Citizens Financial Group, Inc. will post 5.3 earnings per share for the current year.

Citizens Financial Group Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, August 13th. Stockholders of record on Thursday, July 30th were given a $0.46 dividend. The ex-dividend date of this dividend was Thursday, July 30th. This represents a $1.84 annualized dividend and a dividend yield of 2.6%. Citizens Financial Group’s dividend payout ratio is presently 39.91%.

Insider Activity at Citizens Financial Group

In related news, CEO Saun Bruce Van sold 129,369 shares of the company’s stock in a transaction on Friday, July 24th. The shares were sold at an average price of $72.07, for a total transaction of $9,323,623.83. Following the completion of the sale, the chief executive officer directly owned 1,140,763 shares of the company’s stock, valued at approximately $82,214,789.41. This represents a 10.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.67% of the company’s stock.

Citizens Financial Group Profile

(Free Report)

Citizens Financial Group, Inc (NYSE: CFG) is a bank holding company that provides a broad range of banking and financial services to individuals, small and middle-market businesses, corporations and institutional clients. Headquartered in Providence, Rhode Island, Citizens conducts its banking operations principally through its primary banking subsidiary, Citizens Bank, and serves customers through a combination of branch locations, ATMs and digital channels. The company is publicly traded and operates under the regulatory framework applicable to U.S.