Citigroup Inc. $C Shares Sold by Cooper Financial Group

Posted by Geri Gentry on Aug 7th, 2026

Cooper Financial Group decreased its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 22.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,649 shares of the company’s stock after selling 5,774 shares during the period. Cooper Financial Group’s holdings in Citigroup were worth $2,750,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Truist Financial Corp grew its position in shares of Citigroup by 4.7% during the fourth quarter. Truist Financial Corp now owns 375,977 shares of the company’s stock worth $43,873,000 after buying an additional 16,744 shares in the last quarter. UniSuper Management Pty Ltd boosted its stake 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 last quarter. Brighton Jones LLC grew its holdings in Citigroup by 166.9% during the 4th quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock worth $1,407,000 after acquiring an additional 12,499 shares in the last quarter. Ritholtz Wealth Management grew its holdings in Citigroup by 9.8% during the 4th quarter. Ritholtz Wealth Management now owns 132,679 shares of the company’s stock worth $15,482,000 after acquiring an additional 11,791 shares in the last quarter. Finally, Merit Financial Group LLC increased its position in shares of Citigroup by 15.6% in the 4th quarter. Merit Financial Group LLC now owns 96,453 shares of the company’s stock worth $11,255,000 after purchasing an additional 13,046 shares during the last quarter. Institutional investors and hedge funds own 71.72% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on C shares. Oppenheimer lowered shares of Citigroup from an “outperform” rating to a “market perform” rating in a research note on Tuesday, June 30th. Royal Bank Of Canada reissued an “outperform” rating and issued a $150.00 price objective on shares of Citigroup in a report on Wednesday, July 15th. Bank of America upped their price objective on Citigroup from $170.00 to $176.00 and gave the company a “buy” rating in a research note on Tuesday, July 7th. Argus set a $150.00 target price on Citigroup in a report on Wednesday, July 15th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Citigroup in a report on Friday, July 17th. Two 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $145.22.

Read Our Latest Report on C

Citigroup News Summary

Here are the key news stories impacting Citigroup this week:

Positive Sentiment: Citigroup reported its strongest quarterly revenue in roughly a decade. Second-quarter revenue benefited from broad-based growth across businesses, higher net interest income and efficiency gains, supporting a sharp increase in profitability. Citigroup’s Q2 Revenues Reach Decade High: What’s Fuelling Growth?
Positive Sentiment: Morgan Stanley argues that Citi’s planned investments and severance costs could obscure the benefits of its restructuring in the near term, but potentially produce a meaningful earnings payoff by 2028. Citi’s second-quarter net income rose 45% to $5.8 billion, reinforcing the long-term turnaround case. Morgan Stanley says Citi’s expense scare hides a 2028 payoff
Neutral Sentiment: Citigroup-related entities exited substantial-holder status in Predictive Discovery Limited. The disclosure appears to concern Citi’s investment position in another company and is unlikely to materially affect Citigroup’s earnings or valuation. Citigroup Entities Exit Substantial Holder Status in Predictive Discovery
Negative Sentiment: The main pressure on C is near-term cost guidance. Management’s warning that investments and severance expenses may rise during the second half of 2026 has led investors to question how quickly strong revenue growth will translate into sustainable earnings and returns. This concern previously outweighed the company’s earnings beat and remains an overhang on the stock. Morgan Stanley says Citi’s expense scare hides a 2028 payoff

Citigroup Stock Down 2.7%

Shares of Citigroup stock opened at $133.86 on Friday. The stock has a market capitalization of $228.31 billion, a price-to-earnings ratio of 14.46, a PEG ratio of 0.62 and a beta of 1.12. Citigroup Inc. has a twelve month low of $90.68 and a twelve month high of $147.96. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 1.71. The business’s 50 day simple moving average is $136.62 and its 200-day simple moving average is $124.76.

Citigroup (NYSE:C – Get Free Report) last released its quarterly earnings data on Tuesday, July 14th. The company reported $3.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.74 by $0.41. The business had revenue of $24.77 billion during the quarter, compared to analyst estimates of $23.74 billion. Citigroup had a return on equity of 10.15% and a net margin of 10.23%.The business’s revenue for the quarter was up 14.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.96 EPS. Equities research analysts forecast that Citigroup Inc. will post 11.2 earnings per share for the current year.

Citigroup Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Monday, August 3rd will be issued a dividend of $0.67 per share. This represents a $2.68 annualized dividend and a dividend 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 presently 28.94%.

Citigroup announced that its Board of Directors has authorized a stock 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 purchase up to 13.7% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s leadership believes its stock is 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.