Gateway Wealth Partners LLC Makes New $625,000 Investment in Citizens Financial Group, Inc. $CFG

Posted by Brian Himes on Jul 31st, 2026

Gateway Wealth Partners LLC acquired a new position in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 10,428 shares of the bank’s stock, valued at approximately $625,000.

A number of other large investors have also recently made changes to their positions in the stock. Geode Capital Management LLC increased its holdings in Citizens Financial Group by 0.3% in the 4th quarter. Geode Capital Management LLC now owns 11,361,142 shares of the bank’s stock worth $661,052,000 after acquiring an additional 32,264 shares in the last quarter. Morgan Stanley raised its stake in Citizens Financial Group by 2.7% during the 4th quarter. Morgan Stanley now owns 11,217,975 shares of the bank’s stock worth $655,242,000 after acquiring an additional 298,779 shares during the period. Capital International Investors lifted its holdings in Citizens Financial Group by 32.3% during the fourth quarter. Capital International Investors now owns 8,000,750 shares of the bank’s stock valued at $467,389,000 after purchasing an additional 1,953,372 shares in the last quarter. AQR Capital Management LLC lifted its holdings in Citizens Financial Group by 56.9% during the fourth quarter. AQR Capital Management LLC now owns 7,722,559 shares of the bank’s stock valued at $451,075,000 after purchasing an additional 2,799,050 shares in the last quarter. Finally, Ninety One UK Ltd boosted its position in shares of Citizens Financial Group by 13.1% in the fourth quarter. Ninety One UK Ltd now owns 6,574,714 shares of the bank’s stock worth $384,029,000 after purchasing an additional 763,098 shares during the period. 94.90% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on CFG. Citigroup increased their price objective on shares of Citizens Financial Group from $78.00 to $84.00 and gave the stock a “buy” rating in a research note on Monday, July 20th. Evercore restated an “outperform” rating and set a $80.00 target price on shares of Citizens Financial Group in a research note on Monday, July 6th. Stephens upped their target price on shares of Citizens Financial Group from $68.00 to $70.00 and gave the stock an “equal weight” rating in a report on Friday, July 17th. Weiss Ratings upgraded Citizens Financial Group from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, May 6th. Finally, UBS Group increased their price target on Citizens Financial Group from $75.00 to $82.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. Seventeen research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, Citizens Financial Group presently has an average rating of “Moderate Buy” and a consensus price target of $79.05.

Get Our Latest Report on Citizens Financial Group

Insider Buying and Selling at Citizens Financial Group

In other Citizens Financial Group news, insider Michelle Moosally sold 6,050 shares of the business’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $62.16, for a total transaction of $376,068.00. Following the transaction, the insider owned 22,565 shares in the company, valued at $1,402,640.40. The trade was a 21.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Saun Bruce Van sold 129,369 shares of the business’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 transaction, the chief executive officer owned 1,140,763 shares in the company, valued at $82,214,789.41. This trade represents a 10.19% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.67% of the stock is owned by insiders.

Citizens Financial Group Trading Up 0.6%

CFG opened at $71.72 on Friday. The stock has a 50-day moving average of $68.26 and a 200 day moving average of $64.37. The company has a current ratio of 0.86, a quick ratio of 0.85 and a debt-to-equity ratio of 0.63. Citizens Financial Group, Inc. has a 12 month low of $45.90 and a 12 month high of $74.70. The firm has a market cap of $30.33 billion, a P/E ratio of 15.56, a P/E/G ratio of 0.55 and a beta of 0.67.

Citizens Financial Group (NYSE:CFG – Get Free Report) last issued its quarterly earnings data on Thursday, July 16th. The bank reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.25 by $0.05. The business had revenue of $2.28 billion for the quarter, compared to the consensus estimate of $2.25 billion. Citizens Financial Group had a return on equity of 8.85% and a net margin of 17.18%.The company’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same period in the prior year, the business posted $0.92 earnings per share. As a group, research analysts forecast that Citizens Financial Group, Inc. will post 5.3 EPS for the current year.

Citizens Financial Group Dividend Announcement

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

About Citizens Financial Group

(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.