New Wave Wealth Advisors LLC Makes New Investment in Citizens Financial Group, Inc. $CFG

New Wave Wealth Advisors LLC acquired a new stake in Citizens Financial Group, Inc. (NYSE:CFG) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 9,192 shares of the bank’s stock, valued at approximately $489,000.

Other large investors have also recently bought and sold shares of the company. True Wealth Design LLC grew its stake in shares of Citizens Financial Group by 891.5% in the third quarter. True Wealth Design LLC now owns 585 shares of the bank’s stock worth $31,000 after purchasing an additional 526 shares during the last quarter. Trust Co. of Vermont grew its position in Citizens Financial Group by 177.5% in the 2nd quarter. Trust Co. of Vermont now owns 641 shares of the bank’s stock worth $29,000 after purchasing an additional 410 shares in the last quarter. GoalVest Advisory LLC increased its position in shares of Citizens Financial Group by 16,900.0% during the 2nd 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. REAP Financial Group LLC raised its stake in shares of Citizens Financial Group by 72.4% in the second quarter. REAP Financial Group LLC now owns 736 shares of the bank’s stock valued at $33,000 after buying an additional 309 shares during the period. Finally, Capital A Wealth Management LLC boosted its holdings in Citizens Financial Group by 3,970.0% in the 2nd quarter. Capital A Wealth Management LLC now owns 814 shares of the bank’s stock worth $36,000 after buying an additional 794 shares during the period. 94.90% of the stock is currently owned by institutional investors and hedge funds.

Citizens Financial Group Stock Up 0.3%

Shares of CFG stock opened at $64.25 on Friday. The stock’s 50-day simple moving average is $57.60 and its 200-day simple moving average is $52.94. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.84 and a current ratio of 0.85. The firm has a market capitalization of $27.59 billion, a PE ratio of 16.60, a P/E/G ratio of 0.55 and a beta of 0.72. Citizens Financial Group, Inc. has a fifty-two week low of $32.60 and a fifty-two week high of $65.88.

Citizens Financial Group (NYSE:CFG) last posted its quarterly earnings data on Wednesday, January 21st. The bank reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.11 by $0.02. The business had revenue of $2.16 billion for the quarter, compared to the consensus estimate of $2.16 billion. Citizens Financial Group had a net margin of 15.19% and a return on equity of 7.89%. The company’s revenue was up 8.6% compared to the same quarter last year. During the same period last year, the firm posted $0.85 earnings per share. Equities analysts expect that Citizens Financial Group, Inc. will post 3.92 earnings per share for the current year.

Citizens Financial Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, February 18th. Investors of record on Wednesday, February 4th will be issued a $0.46 dividend. The ex-dividend date of this dividend is Wednesday, February 4th. This represents a $1.84 annualized dividend and a yield of 2.9%. Citizens Financial Group’s dividend payout ratio (DPR) is 51.54%.

More Citizens Financial Group News

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

• Positive Sentiment: Q4 results beat: CFG reported EPS of $1.13 (vs. ~$1.11 consensus) and revenue roughly in line at $2.16B; net income rose ~32% YoY and EPS jumped ~36% YoY — the quarter was driven by higher net interest income and fee growth. Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income
• Positive Sentiment: Profit and momentum headlines: coverage highlights CFG’s profit jump on fee income and notes the stock recently hit an all?time high as investors price in improving core performance. MSN Profit Jumps / Shares Hit All?Time High
• Positive Sentiment: Analyst upgrades lift sentiment: Bank of America raised its target to $78 (buy), DA Davidson to $73 (buy) and Keefe, Bruyette & Woods to $70 (outperform) — each implies mid- to high?teens upside vs. the current price level and signal stronger consensus expectations. Benzinga
• Positive Sentiment: Strategic outlook: a deep?dive piece cites expansion of the private bank and targeted tech initiatives as drivers of medium?term growth and efficiency gains, supporting the bullish case. CFG Q4 Deep Dive: Private Bank Expansion and Strategic Tech Initiatives
• Positive Sentiment: Dividend and shareholder return: CFG declared a quarterly dividend of $0.46/share (ex?div Feb 4; pay Feb 18), implying an annualized yield near 2.8% — supportive for income?oriented investors.
• Neutral Sentiment: Market write?ups and transcripts: multiple earnings call transcripts and analyst note roundups (Seeking Alpha, InsiderMonkey, Zacks) are available — useful for digging into management’s commentary on margins, capital and loan activity but contain no obvious surprises beyond the headline beat. Seeking Alpha: Patience Continuing To Pay Off
• Neutral Sentiment: Upcoming investor events: CFG will present at the UBS Financial Services Conference (Feb 10), which could provide additional color on commercial banking trends and capital deployment but is routine. Business Wire: UBS Conference

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Stephens reaffirmed an “overweight” rating and issued a $60.00 target price on shares of Citizens Financial Group in a research note on Thursday, October 16th. Evercore ISI reiterated an “outperform” rating and issued a $69.00 target price on shares of Citizens Financial Group in a research note on Tuesday, January 6th. Bank of America increased their target price on Citizens Financial Group from $70.00 to $78.00 and gave the company a “buy” rating in a report on Thursday. Citigroup upgraded shares of Citizens Financial Group from a “neutral” rating to an “overweight” rating in a research note on Monday, January 5th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $73.00 price objective on shares of Citizens Financial Group in a research note on Tuesday, January 6th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $65.68.

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.