Regional Bank Buyout Rumors: Social media erupted following reports that Citigroup's top executives are contemplating the acquisition of a U.S. regional bank, a notion long deemed unlikely amid regulatory scrutiny. Shares plunged over 4% on the news, reflecting investor surprise and concerns over integration risks. The bank swiftly labeled the speculation baseless, reaffirming its focus on organic growth.
Strategic Denial Resonates: Conversations underscored Citigroup's ongoing transformation under CEO Jane Fraser, with many questioning the timing of such a bold move. Some highlighted the firm's recent expansions, like a new gold vault near London Heathrow, as signs of diversification. Overall, sentiment remains mixed, blending caution with intrigue over potential next steps.
Note: This discussion summary was generated from an AI condensation of post data.
Citigroup Insider Trading Activity
Citigroup insiders have traded $C stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $C stock by insiders over the last 6 months:
- CANTU ERNESTO TORRES (Head of International) has made 0 purchases and 2 sales selling 67,318 shares for an estimated $7,479,679.
- GONZALO LUCHETTI (Head of U.S. Personal Banking) sold 19,974 shares for an estimated $2,297,523
- MARK MASON (Chief Financial Officer) has made 0 purchases and 2 sales selling 3,627 shares for an estimated $416,045.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Citigroup Revenue
Citigroup had revenues of $19.9B in Q4 2025. This is a decrease of -0.06% from the same period in the prior year.
You can track C financials on Quiver Quantitative's C stock page.
Citigroup Congressional Stock Trading
Members of Congress have traded $C stock 7 times in the past 6 months. Of those trades, 7 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $C stock by members of Congress over the last 6 months:
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 4 times. They made 4 purchases worth up to $180,000 on 02/11, 02/05, 02/04, 01/30 and 0 sales.
- SENATOR MARKWAYNE MULLIN has traded it 3 times. They made 3 purchases worth up to $150,000 on 02/04, 01/05 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Citigroup Hedge Fund Activity
We have seen 1,155 institutional investors add shares of Citigroup stock to their portfolio, and 1,073 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 36,765,641 shares (-76.3%) from their portfolio in Q4 2025, for an estimated $4,290,182,648
- BANK OF AMERICA CORP /DE/ removed 8,362,590 shares (-24.2%) from their portfolio in Q4 2025, for an estimated $975,830,627
- VANGUARD GROUP INC added 4,938,923 shares (+3.1%) to their portfolio in Q4 2025, for an estimated $576,322,924
- NORGES BANK removed 4,849,264 shares (-16.8%) from their portfolio in Q4 2025, for an estimated $565,860,616
- BANK OF NEW YORK MELLON CORP removed 4,573,995 shares (-16.3%) from their portfolio in Q4 2025, for an estimated $533,739,476
- HARRIS ASSOCIATES L P removed 3,772,338 shares (-27.3%) from their portfolio in Q4 2025, for an estimated $440,194,121
- BARCLAYS PLC removed 3,155,661 shares (-41.7%) from their portfolio in Q4 2025, for an estimated $368,234,082
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Citigroup Analyst Ratings
Wall Street analysts have issued reports on $C in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 01/06/2026
- Goldman Sachs issued a "Buy" rating on 01/06/2026
- Barclays issued a "Overweight" rating on 01/05/2026
- Piper Sandler issued a "Overweight" rating on 12/30/2025
- JP Morgan issued a "Overweight" rating on 12/12/2025
- Oppenheimer issued a "Outperform" rating on 11/19/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/17/2025
To track analyst ratings and price targets for Citigroup, check out Quiver Quantitative's $C forecast page.
Citigroup Price Targets
Multiple analysts have issued price targets for $C recently. We have seen 13 analysts offer price targets for $C in the last 6 months, with a median target of $131.0.
Here are some recent targets:
- Chris Kotowski from Oppenheimer set a target price of $132.0 on 03/27/2026
- David Chiaverini from Jefferies set a target price of $135.0 on 03/26/2026
- Vivek Juneja from JP Morgan set a target price of $134.0 on 02/09/2026
- Gerard Cassidy from RBC Capital set a target price of $121.0 on 01/15/2026
- Betsy Graseck from Morgan Stanley set a target price of $135.0 on 01/15/2026
- John McDonald from Truist Securities set a target price of $129.0 on 01/06/2026
- Richard Ramsden from Goldman Sachs set a target price of $127.0 on 01/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
