New Age Alpha Advisors LLC Sells 10,659 Shares of Citigroup Inc. $C

New Age Alpha Advisors LLC trimmed its position in Citigroup Inc. (NYSE:C) by 7.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 137,850 shares of the company’s stock after selling 10,659 shares during the quarter. Citigroup accounts for 0.6% of New Age Alpha Advisors LLC’s holdings, making the stock its 21st largest holding. New Age Alpha Advisors LLC’s holdings in Citigroup were worth $13,992,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Wolff Wiese Magana LLC grew its holdings in Citigroup by 87.6% during the 3rd quarter. Wolff Wiese Magana LLC now owns 257 shares of the company’s stock worth $26,000 after acquiring an additional 120 shares in the last quarter. Dunhill Financial LLC boosted its stake in shares of Citigroup by 92.2% during the third quarter. Dunhill Financial LLC now owns 319 shares of the company’s stock valued at $32,000 after purchasing an additional 153 shares in the last quarter. Guerra Advisors Inc bought a new position in shares of Citigroup during the third quarter valued at approximately $33,000. Cloud Capital Management LLC purchased a new position in Citigroup during the third quarter valued at approximately $40,000. Finally, Howard Hughes Medical Institute bought a new position in Citigroup in the second quarter worth approximately $34,000. 71.72% of the stock is currently owned by institutional investors.

Key Stories Impacting Citigroup

Here are the key news stories impacting Citigroup this week:

• Positive Sentiment: BlackRock picked Citi Investor Services to provide select middle-office services for $4.0T of U.S. iShares ETFs — a meaningful client win that supports fee income and strengthens custody/servicing credibility. Article Title
• Positive Sentiment: Citi committed $60B to affordable housing, nearly doubling its sector investment pace — a large, multiyear deployment that positions the bank for stable lending and fee opportunities tied to policy and ESG flows. Article Title
• Positive Sentiment: Citi formed an AI infrastructure financing team to capture demand from data-center builds and related capex — a strategic play to originate large commercial loans and project-finance mandates as AI adoption ramps. Article Title
• Neutral Sentiment: Citi made a strategic investment in Japan’s Sakana AI (size undisclosed) — signals an effort to back AI partners but unclear near-term financial impact. Article Title
• Neutral Sentiment: Media and research outlets continue to spotlight Citi (trending coverage, analyst attention and higher targets from some firms), which can amplify both inflows and volatility depending on headline flow. (See recent Zacks/MarketBeat summaries.) Article Title
• Negative Sentiment: Macro/geopolitical risk is elevated today — headlines about heightened cross‑border conflict in South Asia and Israel/Iran tensions are driving risk‑off flows across markets, which typically pushes bank stocks lower on volatility and flight-to-safety moves. Article Title
• Negative Sentiment: Company fundamentals that can weigh on sentiment: Q4 showed an EPS beat but revenue missed estimates (reported Jan. 14), and today’s elevated volume suggests profit‑taking or institutional rebalancing; that combination often triggers sharper intraday declines. (See company Q4 results and trading stats.)

Analyst Upgrades and Downgrades

C has been the topic of a number of analyst reports. Truist Financial lifted their price target on Citigroup from $123.00 to $129.00 and gave the company a “buy” rating in a report on Tuesday, January 6th. Morgan Stanley set a $152.00 target price on Citigroup in a research note on Tuesday, February 17th. Barclays increased their price target on shares of Citigroup from $115.00 to $146.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Wells Fargo & Company set a $150.00 price objective on shares of Citigroup in a research report on Monday, January 5th. Finally, HSBC reissued a “buy” rating and set a $87.00 target price on shares of Citigroup in a research report on Wednesday, January 7th. Fourteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Citigroup presently has an average rating of “Moderate Buy” and an average price target of $127.25.

Citigroup Trading Down 5.2%

NYSE C opened at $110.11 on Friday. The company has a fifty day simple moving average of $116.72 and a two-hundred day simple moving average of $106.15. The stock has a market cap of $192.62 billion, a P/E ratio of 15.80, a P/E/G ratio of 0.70 and a beta of 1.18. Citigroup Inc. has a 12-month low of $55.51 and a 12-month high of $125.16. The company has a current ratio of 1.00, a quick ratio of 0.99 and a debt-to-equity ratio of 1.63.

Citigroup (NYSE:C) last announced its quarterly earnings data on Wednesday, January 14th. The company reported $1.81 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.16. Citigroup had a net margin of 8.50% and a return on equity of 8.28%. The firm had revenue of $19.87 billion for the quarter, compared to analyst estimates of $20.99 billion. During the same period in the previous year, the company earned $1.34 earnings per share. The business’s quarterly revenue was up 2.1% compared to the same quarter last year. On average, analysts forecast that Citigroup Inc. will post 7.53 earnings per share for the current year.

Citigroup Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Monday, February 2nd were issued a $0.60 dividend. The ex-dividend date of this dividend was Monday, February 2nd. This represents a $2.40 dividend on an annualized basis and a dividend yield of 2.2%. Citigroup’s dividend payout ratio is currently 34.43%.

Insider Activity

In other news, insider Cantu Ernesto Torres sold 43,173 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $111.09, for a total value of $4,796,088.57. Following the completion of the transaction, the insider directly owned 45,835 shares in the company, valued at $5,091,810.15. This trade represents a 48.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.08% of the stock is currently owned by insiders.

Citigroup Profile

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.