Keefe, Bruyette & Woods Issues Positive Forecast for Citizens Financial Group (NYSE:CFG) Stock Price

Citizens Financial Group (NYSE:CFG) had its price objective boosted by Keefe, Bruyette & Woods from $68.00 to $70.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has an “outperform” rating on the bank’s stock. Keefe, Bruyette & Woods’ price target suggests a potential upside of 9.36% from the stock’s previous close.

Other research analysts have also issued reports about the stock. DA Davidson reissued a “buy” rating and set a $59.00 target price on shares of Citizens Financial Group in a research note on Thursday, October 16th. TD Cowen reissued a “buy” rating on shares of Citizens Financial Group in a report on Monday, December 1st. Weiss Ratings restated a “buy (b-)” rating on shares of Citizens Financial Group in a research report on Monday, December 29th. Jefferies Financial Group reissued a “buy” rating and set a $80.00 price target on shares of Citizens Financial Group in a report on Wednesday. Finally, Raymond James Financial cut shares of Citizens Financial Group from a “strong-buy” rating to an “outperform” rating and lifted their price objective for the company from $62.00 to $66.00 in a research note on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $61.95.

Citizens Financial Group Trading Up 7.0%

Shares of NYSE CFG opened at $64.01 on Thursday. The company has a market cap of $27.49 billion, a price-to-earnings ratio of 17.93, a price-to-earnings-growth ratio of 0.52 and a beta of 0.72. The stock’s 50 day simple moving average is $57.35 and its 200 day simple moving average is $52.86. The company has a current ratio of 0.85, a quick ratio of 0.84 and a debt-to-equity ratio of 0.44. Citizens Financial Group has a 12-month low of $32.60 and a 12-month high of $64.27.

Citizens Financial Group (NYSE:CFG) last posted its earnings results on Wednesday, January 21st. The bank reported $1.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.11 by $0.02. Citizens Financial Group had a return on equity of 7.48% and a net margin of 14.17%.The company had revenue of $2.16 billion for the quarter, compared to analysts’ expectations of $2.16 billion. During the same period last year, the business posted $0.85 earnings per share. The firm’s quarterly revenue was up 8.6% compared to the same quarter last year. Equities research analysts expect that Citizens Financial Group will post 3.92 EPS for the current year.

Institutional Trading of Citizens Financial Group

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. True Wealth Design LLC lifted its position in shares of Citizens Financial Group by 891.5% during the 3rd quarter. True Wealth Design LLC now owns 585 shares of the bank’s stock valued at $31,000 after acquiring an additional 526 shares during the last quarter. Trust Co. of Vermont raised its position in shares of Citizens Financial Group by 177.5% during the second quarter. Trust Co. of Vermont now owns 641 shares of the bank’s stock worth $29,000 after purchasing an additional 410 shares during the period. GoalVest Advisory LLC lifted its holdings in shares of Citizens Financial Group by 16,900.0% during the second quarter. GoalVest Advisory LLC now owns 680 shares of the bank’s stock valued at $30,000 after purchasing an additional 676 shares during the last quarter. Fortitude Family Office LLC boosted its position in shares of Citizens Financial Group by 632.0% in the 4th quarter. Fortitude Family Office LLC now owns 710 shares of the bank’s stock valued at $41,000 after purchasing an additional 613 shares during the period. Finally, REAP Financial Group LLC increased its stake in Citizens Financial Group by 72.4% in the 2nd quarter. REAP Financial Group LLC now owns 736 shares of the bank’s stock worth $33,000 after purchasing an additional 309 shares in the last quarter. 94.90% of the stock is owned by institutional investors and hedge funds.

Key Citizens Financial Group News

Here are the key news stories impacting Citizens Financial Group this week:

• Positive Sentiment: Q4 results beat expectations — EPS $1.13 (+36% YoY) and revenue roughly in line with estimates; net income rose ~32% YoY, driven by higher NII and fee income, giving the quarter credibility. Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income of $528 million, up 32% YoY, and EPS of $1.13, up 36% YoY
• Positive Sentiment: Market reaction: coverage and headlines note the beat on NII and fees and the stock climbed, with reports that shares reached an all-time high after the results. This signals strong investor demand on the operational beat. Citizens Financial profit jumps on higher fee income, shares hit all- time high
• Positive Sentiment: Dividend declared — board approved a quarterly payout of $0.46 per share (ex-dividend Feb 4; payable Feb 18), a ~2.9% yield that supports income-focused investors and may underpin valuation. (Company announcement)
• Positive Sentiment: Analyst/valuation momentum — recent coverage and a cited analyst target upgrade contributed to post-earnings upside and investor re-rating discussions. Citizens Financial Group (CFG) Valuation Check After Recent Share Price Momentum And Analyst Target Upgrade
• Neutral Sentiment: Investor materials and transparency — the company posted its press release, slide deck and hosted an earnings call/transcript (useful for details on margin drivers, capital plans and guidance). Citizens Financial Group, Inc. (CFG) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Upcoming investor engagement — Commercial banking leaders will present at the UBS Financial Services Conference (Feb 10), offering an additional venue for guidance clarity and Q&A. Citizens Financial Group to Participate at the UBS Financial Services Conference
• Negative Sentiment: Outlook caveat — some commentary questions whether higher projected NII will be offset by rising expenses, which could temper margin expansion and investor expectations if cost growth outpaces revenue. Monitor management’s expense-control commentary and forward guidance. Did Citizens’ 2025 Outlook of Higher NII and Expenses Just Shift CFG’s Investment Narrative?

About Citizens Financial Group

Citizens Financial Group, Inc (NYSE: CFG) is a bank holding company that provides a broad range of banking and financial services to individuals, small and middle-market businesses, corporations and institutional clients. Headquartered in Providence, Rhode Island, Citizens conducts its banking operations principally through its primary banking subsidiary, Citizens Bank, and serves customers through a combination of branch locations, ATMs and digital channels. The company is publicly traded and operates under the regulatory framework applicable to U.S.