Spahn Wealth & Retirement LLC Has $5.38 Million Stake in Citigroup Inc. $C

Posted by Chris Copeland on Jul 24th, 2026

Spahn Wealth & Retirement LLC lessened its holdings in Citigroup Inc. (NYSE:C – Free Report) by 50.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 47,435 shares of the company’s stock after selling 47,753 shares during the quarter. Citigroup accounts for approximately 6.9% of Spahn Wealth & Retirement LLC’s investment portfolio, making the stock its 6th biggest position. Spahn Wealth & Retirement LLC’s holdings in Citigroup were worth $5,380,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Truist Financial Corp increased its position in Citigroup by 4.7% during the 4th quarter. Truist Financial Corp now owns 375,977 shares of the company’s stock worth $43,873,000 after purchasing an additional 16,744 shares in the last quarter. Gunderson Capital Management Inc. acquired a new position in Citigroup during the fourth quarter valued at approximately $7,165,000. Brighton Jones LLC grew its stake in Citigroup by 166.9% during the fourth quarter. Brighton Jones LLC now owns 19,990 shares of the company’s stock worth $1,407,000 after buying an additional 12,499 shares during the period. UniSuper Management Pty Ltd grew its stake in Citigroup by 38.8% during the fourth quarter. UniSuper Management Pty Ltd now owns 1,306,851 shares of the company’s stock worth $152,496,000 after buying an additional 365,041 shares during the period. Finally, Merit Financial Group LLC increased its position in shares of Citigroup by 15.6% in the fourth quarter. Merit Financial Group LLC now owns 96,453 shares of the company’s stock worth $11,255,000 after acquiring an additional 13,046 shares in the last quarter. Institutional investors and hedge funds own 71.72% of the company’s stock.

Citigroup Trading Down 0.2%

NYSE C opened at $131.94 on Friday. The stock has a market cap of $225.03 billion, a P/E ratio of 14.25, a PEG ratio of 0.59 and a beta of 1.11. The company’s fifty day simple moving average is $134.84 and its 200-day simple moving average is $123.76. The company has a current ratio of 0.99, a quick ratio of 0.99 and a debt-to-equity ratio of 1.71. Citigroup Inc. has a 52 week low of $87.94 and a 52 week high of $147.96.

Citigroup (NYSE:C – Get Free Report) last released its quarterly earnings results on Tuesday, July 14th. The company reported $3.15 earnings per share for the quarter, beating analysts’ consensus estimates of $2.74 by $0.41. Citigroup had a net margin of 10.23% and a return on equity of 10.15%. The business had revenue of $24.75 billion during the quarter, compared to analyst estimates of $23.74 billion. During the same period last year, the business earned $1.96 EPS. The business’s revenue was up 14.5% on a year-over-year basis. Equities research analysts predict that Citigroup Inc. will post 11.22 EPS for the current fiscal year.

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

Citigroup Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 28th. Shareholders of record on Monday, August 3rd will be given a $0.67 dividend. This represents a $2.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Monday, August 3rd. This is an increase from Citigroup’s previous quarterly dividend of $0.60. Citigroup’s dividend payout ratio is currently 25.92%.

Insider Buying and Selling at Citigroup

In other news, Director John Cunningham Dugan sold 2,117 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $125.30, for a total transaction of $265,260.10. Following the completion of the sale, the director directly owned 12,194 shares in the company, valued at $1,527,908.20. This trade represents 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 at this hyperlink. 0.11% of the stock is owned by corporate insiders.

Citigroup News Summary

Here are the key news stories impacting Citigroup this week:

Positive Sentiment: Citigroup priced an $817 million multifamily CMBS deal, its largest post-GFC multifamily-only securitization, underscoring continued strength in Citi’s commercial real estate capital markets franchise and demand for apartment-backed debt. Citigroup (C) Sets Post GFC Record With $817 Million Multifamily CMBS Deal
Positive Sentiment: Several brokerages remain constructive on Citigroup after its strong second quarter, with analysts pointing to solid earnings, improving outlooks and rising estimates for the bank. Buy 3 Top-Ranked Big Investment Banks Amid Solid Q2 Earnings & Outlook
Positive Sentiment: Citigroup raised its quarterly dividend to $0.67 per share from $0.60, signaling confidence in capital strength and offering a more attractive income profile for shareholders. Dividend announcement
Neutral Sentiment: Citigroup was also in the news for hiring five U.S. tech investment banking executives, a move that could support franchise growth over time but is unlikely to move the stock immediately. Citigroup hires five US tech investment banking executives from rivals
Negative Sentiment: Citi’s downgrade of agilon health to Sell shows the bank is still making cautious calls on certain sectors, but this is more relevant to agilon than to Citigroup’s own earnings outlook. Why agilon health (AGL) Shares Are Falling Today

Wall Street Analyst Weigh In

A number of brokerages have recently commented on C. Wells Fargo & Company raised their target price on shares of Citigroup from $162.00 to $165.00 and gave the company an “overweight” rating in a research note on Thursday, June 18th. Royal Bank Of Canada reiterated an “outperform” rating and issued a $150.00 price target on shares of Citigroup in a report on Wednesday, July 15th. Barclays raised their price objective on Citigroup from $146.00 to $154.00 and gave the company an “overweight” rating in a research report on Wednesday, April 15th. Truist Financial reduced their price objective on Citigroup from $158.00 to $154.00 and set a “buy” rating on the stock in a research note on Wednesday, July 15th. Finally, Piper Sandler reaffirmed an “overweight” rating and issued a $145.00 target price (up from $125.00) on shares of Citigroup in a research report on Wednesday, April 15th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $145.67.

Get Our Latest Stock Report on C

Citigroup Profile

(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.