Hbw Advisory Services 13F: Cuts Citigroup (C) Stake by $1.1M

Hbw Advisory Services lowered its stake in Citigroup Inc. (NYSE:C) by 31.4% during the period, according to a Form 13F filing with the SEC. The filing reflects holdings as of the reporting period and may not represent the investor's current position.

What Changed in Hbw Advisory Services's Citigroup Position

Hbw Advisory Services trimmed its holdings in Citigroup by selling 8,827 shares. The fund owned 28,104 shares previously and wrapped up the period with 19,277 shares. The remaining position held an approximate value of $2.5 million based on the market price at the time.

Other Institutional Activity in Citigroup

Other large investors adjusted their positions in the banking giant around the same time. Blackrock Inc. grew its holdings by -4,275,206 shares, ending with 149,509,189 shares worth about $18.5 billion. Vanguard Capital Management LLC grew its holdings by -2,423,343 shares, ending with 107,230,182 shares worth about $13.3 billion. State Street Corporation grew its holdings by -132,670 shares, ending with 77,908,419 shares worth about $9.7 billion. Geode Capital Management, LLC grew its holdings by -1,256,652 shares, ending with 41,054,866 shares worth about $5.1 billion. Fisher Asset Management, LLC grew its holdings by 1,236,220 shares, ending with 36,456,162 shares worth about $4.5 billion.

Citigroup Inc. Stock Up 1.5%

Citigroup shares trade around $123.59, sitting comfortably above the 200-day moving average of $126.35. The stock has traded between a 52-week low of $95.00 and a 52-week high of $147.96. The company carries a market capitalization of roughly $206.7 billion and a trailing P/E ratio of 12.0.

Recent Earnings

Citigroup reported $83.3 billion in revenue over the trailing period, alongside an 8.0% revenue growth rate. The company generated earnings of $10.26 per share, supporting a net margin of 23.2% and a return on equity of 9.4%. The bank's next earnings report is scheduled for release on January 14, 2027.

Dividend

Citigroup pays an annual dividend yielding 2.18%, backed by a payout ratio of 25.9%.

Insider Buying and Selling at Citigroup Inc.

Company insiders executed several stock transactions earlier in the year. On May 8, 2026, Director Dugan John Cunningham sold 2,117 shares at an average price of $125.30 for a total value of $265,260. Officer Skyler Edward sold 25,000 shares on April 15, 2026, at $131.41 per share, totaling $3.3 million. Officer Giles Nicole M. sold 12,732 shares on April 15, 2026, at $131.80 per share, worth roughly $1.7 million. Chief Financial Officer Mason Mark A.L. sold 3,627 shares on February 20, 2026, valued at $416,045.

Analysts Set New Price Targets

Analyst firms updated their outlooks on Citigroup through mid-October. On October 14, 2026, Evercore ISI Group maintained its In-Line rating and set a $135.00 price target. On October 14, 2026, TD Cowen maintained its Buy rating and lowered its price target to $148.00. On October 14, 2026, RBC Capital maintained its Outperform rating and set a $135.00 price target. On October 5, 2026, UBS maintained its Neutral rating and set a $139.00 price target. On October 2, 2026, JP Morgan maintained its Overweight rating with a $147.00 price target. Across 21 analyst opinions, the consensus recommendation sits at a buy with a mean price target of $150.71.

About Citigroup

Citigroup Inc. is a large financial services holding company headquartered in New York. The bank delivers banking, wealth management, and market services to consumers, corporations, and governments globally across multiple operating segments.

Bottom Line

Institutional adjustments like this provide a look at how professional managers handle their portfolios. Investors will monitor upcoming earnings in January for further clarity on the bank's operational momentum.