Wellington Grp LLC Increases Stock Position in Citigroup Inc. $C

Posted by George Bondi on Aug 1st, 2026

Wellington Grp LLC raised its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 8,140.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,360 shares of the company’s stock after acquiring an additional 12,210 shares during the period. Wellington Grp LLC’s holdings in Citigroup were worth $1,402,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Truist Financial Corp raised its holdings in shares of Citigroup by 4.7% in the 4th quarter. Truist Financial Corp now owns 375,977 shares of the company’s stock valued at $43,873,000 after buying an additional 16,744 shares during the period. UniSuper Management Pty Ltd boosted its holdings in Citigroup by 38.8% during the 4th quarter. UniSuper Management Pty Ltd now owns 1,306,851 shares of the company’s stock valued at $152,496,000 after acquiring an additional 365,041 shares during the period. Brighton Jones LLC boosted its holdings in Citigroup by 166.9% during the 4th quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock valued at $1,407,000 after acquiring an additional 12,499 shares during the period. Merit Financial Group LLC grew its position in Citigroup by 15.6% in the 4th quarter. Merit Financial Group LLC now owns 96,453 shares of the company’s stock valued at $11,255,000 after acquiring an additional 13,046 shares in the last quarter. Finally, Ritholtz Wealth Management increased its stake in Citigroup by 9.8% during the fourth quarter. Ritholtz Wealth Management now owns 132,679 shares of the company’s stock worth $15,482,000 after purchasing an additional 11,791 shares during the period. 71.72% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

C has been the topic of several research reports. Barclays increased their price target on shares of Citigroup from $146.00 to $154.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 15th. Royal Bank Of Canada restated an “outperform” rating and issued a $150.00 price objective on shares of Citigroup in a report on Wednesday, July 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Citigroup in a research note on Friday, July 17th. Keefe, Bruyette & Woods increased their target price on shares of Citigroup from $140.00 to $153.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Finally, The Goldman Sachs Group raised their price target on shares of Citigroup from $137.00 to $151.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $145.67.

View Our Latest Analysis on Citigroup

Key Citigroup News

Here are the key news stories impacting Citigroup this week:

Positive Sentiment: Citigroup was added to Zacks’ Rank #1 “Strong Buy” list, including its income-stock recommendations. The upgrade-style attention may support demand for the shares, particularly given Citi’s dividend and valuation appeal. Best Income Stocks to Buy for July 31st
Positive Sentiment: Andrea Gacki, the outgoing director of the Treasury Department’s Financial Crimes Enforcement Network, will join Citi as global head of sanctions. Her regulatory and anti-money-laundering expertise could strengthen the bank’s compliance efforts and help manage one of its key execution risks. US Treasury anti-money laundering chief Gacki to join Citi as global head of sanctions
Positive Sentiment: Citi and Mastercard expanded their premium dining and entertainment program for Strata Elite cardholders. The initiative is not financially material on its own, but it supports Citi’s strategy of increasing premium-card engagement, loyalty and fee-generating business. Citi and Mastercard Expand The Curated Table Series for Fall 2026
Neutral Sentiment: The Federal Reserve’s decision to leave interest rates unchanged, amid persistent inflation concerns, creates a mixed backdrop for Citi. Stable rates reduce immediate policy uncertainty, but a prolonged higher-rate environment could pressure loan demand, credit quality and markets activity. Fed keeps interest rates unchanged, citing ongoing inflation concerns
Neutral Sentiment: The Treasury is considering investing some cash in the repurchase-agreement market, a move that could alter short-term funding conditions. The potential impact on Citi is uncertain but may affect liquidity and money-market dynamics. US Treasury Weighs Repo Entry That Could Reshape Funding Markets

Insider Transactions at Citigroup

In related news, Director John Cunningham Dugan sold 2,117 shares of Citigroup 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 in the company, valued at $1,527,908.20. The trade was a 14.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.11% of the stock is owned by corporate insiders.

Citigroup Price Performance

Shares of NYSE C opened at $132.67 on Friday. The company has a debt-to-equity ratio of 1.71, a current ratio of 0.99 and a quick ratio of 0.99. The company has a market cap of $226.29 billion, a price-to-earnings ratio of 14.33, a price-to-earnings-growth ratio of 0.60 and a beta of 1.11. The stock’s 50-day moving average is $135.82 and its two-hundred day moving average is $124.16. Citigroup Inc. has a 1-year low of $87.94 and a 1-year high of $147.96.

Citigroup (NYSE:C – Get Free Report) last announced its quarterly earnings data on Tuesday, July 14th. The company reported $3.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.74 by $0.41. Citigroup had a return on equity of 10.15% and a net margin of 10.23%.The business had revenue of $24.75 billion during the quarter, compared to analysts’ expectations of $23.74 billion. During the same quarter last year, the business posted $1.96 EPS. The business’s quarterly revenue was up 14.5% compared to the same quarter last year. Analysts forecast that Citigroup Inc. will post 11.21 EPS for the current fiscal year.

Citigroup Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Investors of record on Monday, August 3rd will be issued a $0.67 dividend. This represents a $2.68 annualized dividend and a yield of 2.0%. This is a positive change from Citigroup’s previous quarterly dividend of $0.60. The ex-dividend date of this dividend is Monday, August 3rd. Citigroup’s dividend payout ratio is 25.92%.

Citigroup announced that its Board of Directors has authorized a share buyback plan on Thursday, May 7th that permits the company to repurchase $30.00 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 13.7% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s management believes its shares are undervalued.

About Citigroup

(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.