Q1 Earnings Surge: Citizens Financial Group shares drew keen attention on social media following the release of first-quarter 2026 earnings, showcasing net income of $517 million, a 39% year-over-year increase, and earnings per share of $1.13, up 47%. Discussion highlighted positive operating leverage of 7.2% and net interest margin expansion to 3.14%.
Private Bank Momentum: Users praised the rapid scaling of the Private Bank segment, which contributed significantly to EPS growth through deposit inflows and fee income. Net charge-offs declined to 0.39%, signaling improving credit quality amid broader banking sector scrutiny.
Balanced Outlook: While optimism centered on strategic initiatives like AI-driven efficiencies, some noted lingering pressures in commercial real estate and mortgage banking. Sentiment leaned positive, with focus on sustained NIM gains and robust capital returns.
Note: This discussion summary was generated from an AI condensation of post data.
Citizens Financial Group Insider Trading Activity
Citizens Financial Group insiders have traded $CFG stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CFG stock by insiders over the last 6 months:
- SUSAN LAMONICA (Chief Human Resources Officer) sold 13,258 shares for an estimated $769,494
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Citizens Financial Group Revenue
Citizens Financial Group had revenues of $2.2B in Q1 2026. This is an increase of 12.04% from the same period in the prior year.
You can track CFG financials on Quiver Quantitative's CFG stock page.
Citizens Financial Group Hedge Fund Activity
We have seen 489 institutional investors add shares of Citizens Financial Group stock to their portfolio, and 375 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 10,505,964 shares (-78.3%) from their portfolio in Q4 2025, for an estimated $613,653,357
- FULLER & THALER ASSET MANAGEMENT, INC. removed 6,638,063 shares (-97.6%) from their portfolio in Q4 2025, for an estimated $387,729,259
- AQR CAPITAL MANAGEMENT LLC added 2,799,050 shares (+56.9%) to their portfolio in Q4 2025, for an estimated $163,492,510
- VICTORY CAPITAL MANAGEMENT INC added 2,232,806 shares (+89.4%) to their portfolio in Q4 2025, for an estimated $130,418,198
- AMUNDI added 2,027,255 shares (+136.4%) to their portfolio in Q4 2025, for an estimated $118,411,964
- CAPITAL INTERNATIONAL INVESTORS added 1,953,372 shares (+32.3%) to their portfolio in Q4 2025, for an estimated $114,096,458
- WELLINGTON MANAGEMENT GROUP LLP removed 1,903,978 shares (-40.2%) from their portfolio in Q4 2025, for an estimated $111,211,354
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Citizens Financial Group Analyst Ratings
Wall Street analysts have issued reports on $CFG in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 01/22/2026
- TD Cowen issued a "Buy" rating on 01/22/2026
- Morgan Stanley issued a "Overweight" rating on 01/22/2026
To track analyst ratings and price targets for Citizens Financial Group, check out Quiver Quantitative's $CFG forecast page.
Citizens Financial Group Price Targets
Multiple analysts have issued price targets for $CFG recently. We have seen 16 analysts offer price targets for $CFG in the last 6 months, with a median target of $70.5.
Here are some recent targets:
- Vivek Juneja from JP Morgan set a target price of $68.0 on 04/07/2026
- John Pancari from Evercore ISI Group set a target price of $70.0 on 04/06/2026
- Manan Gosalia from Morgan Stanley set a target price of $73.0 on 03/31/2026
- Brian Foran from Truist Securities set a target price of $63.0 on 03/23/2026
- David George from Baird set a target price of $65.0 on 03/09/2026
- Dave Rochester from Cantor Fitzgerald set a target price of $75.0 on 03/03/2026
- Keith Horowitz from Citigroup set a target price of $71.0 on 01/26/2026
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.
