C CITIGROUP INC

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 9d 9h ago SEC analyst-C-jpmorgan-20251212
6 firms acted on C: Jefferies, JP Morgan, Freedom Broker, Truist Securities, Barclays, Keefe, Bruyette & Woods
Final — all horizons settled through T+60d ⚠ clustered
C ▼ -5.56% at T+60d
LONG call ✗ call lost -5.56% · α vs SPY -3.30% · entry $111.81 → $105.59
Last close $133.28 (close Jun 8) · +19.21% from $111.81 entry
Entry anchored
Dec 12, 09:15 AM ET
via Databento tick
T+1d
+0.89%
call +0.89% · α +1.03%
$112.80
settled 6mo ago
T+5d
+2.69%
call +2.69% · α +2.90%
$114.82
settled 6mo ago
T+20d
+4.03%
call +4.03% · α +2.27%
$116.32
settled 5mo ago
T+60d
-5.56%
call -5.56% · α -3.30%
$105.59
settled 3mo ago

Price Chart

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Executive Summary

6 firms acted on C: Jefferies, JP Morgan, Freedom Broker, Truist Securities, Barclays, Keefe, Bruyette & Woods

Impact Score

Base Score
2/7
LLM Adjustment
+0
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
26 (87%)
Hold
4
Sell / Strong Sell
0
Total Analysts
21
Mean PT
$146.93
Median PT
$147.00
High PT
$170.00
Low PT
$125.00
Current Price
$125.90
Implied Upside
+16.7%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-08 Keefe, Bruyette & Woods maintain Outperform $153.00
2026-04-30 JP Morgan maintain Overweight $135.50
2026-04-29 Wells Fargo maintain Overweight $162.00
2026-04-15 Morgan Stanley maintain Overweight $144.00
2026-04-15 Goldman Sachs maintain Buy $151.00
2026-04-15 Piper Sandler reiterate Overweight $145.00
2026-04-15 Keefe, Bruyette & Woods maintain Outperform $140.00
2026-04-15 Oppenheimer maintain Outperform $144.00
2026-04-15 Evercore ISI Group maintain In-Line $139.00
2026-04-15 Wells Fargo maintain Overweight $160.00

Firm Track Record — JP Morgan

JP Morgan accuracy: 55% on 5703 calls | avg return: 5.6%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 14 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
TD Cowen 100% 2/2 13% top tier
Oppenheimer 83% 10/12 13.1% top tier
Wells Fargo 80% 4/5 6.6% top tier
Morgan Stanley 75% 9/12 9.4% top tier
B of A Securities 75% 6/8 10.9% top tier
Barclays 75% 3/4 7.5% top tier
Truist Securities 75% 6/8 16.3% top tier
Evercore ISI Group 67% 4/6 6.4% top tier
Goldman Sachs 63% 5/8 5.1% top tier
Piper Sandler 63% 5/8 8.6% top tier

Earnings Estimates

Next earnings: Jul 13, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $2.60 $2.38 — $2.74 $23.2B ↑0 ↓0
+1q $2.65 $2.45 — $2.85 $23.2B ↑1 ↓0
0y $10.84 $10.26 — $11.32 $93.5B ↑2 ↓0
+1y $12.53 $11.25 — $13.13 $96.9B ↑4 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 3 sells
Congressional
Maria Elvira Salazar (republican) — buy $15,001 - $50,000
Congressional
Maria Elvira Salazar (republican) — buy $1,001 - $15,000
Institutional
BANK OF AMERICA CORP /DE/ — trim (-33.3%)
Institutional
NORGES BANK — new
Institutional
CAUSEWAY CAPITAL MANAGEMENT LLC — trim (-30.1%)
Short Interest
Short: 846,972 | Exempt: 519 | Total: 2,995,664 | Ratio: 28.3%

Documents Analyzed

Report based on filing metadata.

9 reports for C
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for C — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$111.81 $116.32▲ +4.03%▲ +2.27%$133.28 (+19.21%)
May 1, 2026
5w ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$111.81 $116.32▲ +4.03%▲ +2.27%$133.28 (+19.21%)
Apr 15, 2026
8w ago
Insider Cluster
MIXED ★ 5/10
$131.62 $126.44▼ −3.93%▼ −9.98%$133.28 (+1.26%)
Apr 15, 2026
8w ago
Insider Cluster
MIXED ★ 6/10
$131.62 $126.44▼ −3.93%▼ −9.98%$133.28 (+1.26%)
Apr 10, 2026
8w ago
Court Ruling
NEUTRAL ★ 2/10
$124.30 $129.09▲ +3.86%▼ −4.67%$133.28 (+7.23%)
Feb 28, 2026
14w ago
Institutional Cluster
MIXED ★ 6/10
$111.42 $107.24▼ −3.75%▲ +4.19%$133.28 (+19.62%)
Feb 26, 2026
14w ago
Court Ruling
NEUTRAL ★ 2/10
$116.20 $112.38▼ −3.29%▲ +3.11%$133.28 (+14.70%)
Jan 22, 2026
19w ago
Court Ruling
BULLISH ★ 5/10
$115.61 $116.02▲ +0.35%▲ +0.30%$133.28 (+15.29%)
Dec 4, 2025
26w ago
Court Ruling
NEUTRAL ★ 1/10
$106.74 awaiting T+20awaiting T+20$133.28 (+24.86%)
Showing 9 of 9

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