Strategy Asset Managers LLC Makes New $710,000 Investment in Citizens Financial Group, Inc. $CFG

Posted by Stanley Muller on Oct 15th, 2026

Strategy Asset Managers LLC purchased a new position in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 11,141 shares of the bank’s stock, valued at approximately $710,000.

Other large investors also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in Citizens Financial Group during the 2nd quarter worth approximately $3,415,046,000. Dimensional Fund Advisors LP boosted its holdings in shares of Citizens Financial Group by 0.6% in the first quarter. Dimensional Fund Advisors LP now owns 4,719,160 shares of the bank’s stock valued at $282,927,000 after acquiring an additional 28,602 shares in the last quarter. Amundi lifted its position in Citizens Financial Group by 31.2% in the second quarter. Amundi now owns 3,685,819 shares of the bank’s stock valued at $258,265,000 after purchasing an additional 875,666 shares during the period. Bank of America Corp DE acquired a new stake in Citizens Financial Group in the second quarter valued at about $223,386,000. Finally, Legal & General Group Plc acquired a new position in Citizens Financial Group during the second quarter worth $207,234,000. Hedge funds and other institutional investors own 94.90% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Bruce Van Saun sold 129,369 shares of Citizens Financial Group stock in a transaction that occurred 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 sale, 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.67% of the stock is currently owned by corporate insiders.

Citizens Financial Group Stock Performance

NYSE:CFG opened at $62.51 on Thursday. The company has a quick ratio of 0.85, a current ratio of 0.86 and a debt-to-equity ratio of 0.63. The company has a market cap of $26.33 billion, a P/E ratio of 13.56, a P/E/G ratio of 0.58 and a beta of 0.72. Citizens Financial Group, Inc. has a fifty-two week low of $47.96 and a fifty-two week high of $75.33. The firm’s 50 day moving average is $68.40 and its two-hundred day moving average is $67.03.

Citizens Financial Group (NYSE:CFG – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The bank reported $1.30 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $2.28 billion during the quarter, compared to the consensus estimate of $2.25 billion. During the same period in the previous year, the firm earned $0.92 earnings per share. Citizens Financial Group’s revenue for the quarter was up 12.1% on a year-over-year basis. Analysts expect that Citizens Financial Group, Inc. will post 5.29 EPS for the current year.

Analysts Set New Price Targets

Several analysts recently commented on the stock. DA Davidson reiterated a “neutral” rating on shares of Citizens Financial Group in a research note on Friday, August 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Citizens Financial Group in a research note on Monday, August 3rd. Argus set a $80.00 price objective on shares of Citizens Financial Group in a research report on Wednesday, July 29th. Barclays increased their price objective on shares of Citizens Financial Group from $77.00 to $81.00 and gave the company an “overweight” rating in a research note on Friday, July 17th. Finally, Robert W. Baird raised their target price on shares of Citizens Financial Group from $72.00 to $75.00 and gave the company a “neutral” rating in a report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $79.08.

Check Out Our Latest Analysis on Citizens Financial Group

About Citizens Financial Group

(Free Report)

Citizens Financial Group, Inc is a bank holding company headquartered in Providence, Rhode Island. Its principal subsidiary, Citizens Bank, provides banking and financial services to individuals, families, businesses and institutions through branches, digital channels and other delivery platforms.

The company’s consumer banking activities include checking and savings accounts, residential mortgages, home equity lending, credit cards, personal loans and other lending products. Through its commercial banking operations, Citizens provides business loans, commercial real estate financing, treasury management, capital markets services and other solutions for companies and institutional clients.