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Benzinga
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Citigroup's Massive Overhaul Under Jane Fraser Shows Signs Of Paying Off

1. BofA reaffirms Buy rating, raises price target to $100 for Citigroup. 2. All business segments show improved profitability, indicating a turnaround. 3. Citi aims for 15%-20% ROTCE in wealth by 2026, up from ~10% FY25. 4. Share repurchases forecasted at $2.4 billion per quarter from H2 2025. 5. Economic outlook predicts stronger GDP growth, aiding credit cost management.

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FAQ

Why Bullish?

BofA's upgraded rating and price forecast suggest increased confidence in C's performance, similar to prior positive adjustments that led to price appreciation.

How important is it?

The upgrade by BofA and positive profitability signals could significantly sway investor sentiment, driving demand for C's shares.

Why Long Term?

Strategic goals set for 2026 point to sustained profitability growth over time, with historical precedents showing long-term benefits following such improvements.

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