Citigroup (C) Surged as Its Restructuring and Turnaround Plan Surpassed Expectations

15 hours ago 1

Soumya Eswaran

Thu, November 20, 2025 astatine 7:01 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. The US equity marketplace continued the rally successful the 3rd quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The worth equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) successful the quarter, portion the Russell 1000 Value and S&P 500 returned 5.3% and 8.1%, respectively, during the aforesaid period. The strategy returned 13.0% (gross), YTD, compared to the Russell 1000 Value’s +11.7% instrumentality and the S&P 500’s +14.8% return. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, SCCM Value Equity Strategy highlighted stocks specified arsenic Citigroup Inc. (NYSE:C). Citigroup Inc. (NYSE:C) is simply a diversified fiscal services holding company. The one-month instrumentality of Citigroup Inc. (NYSE:C) was 3.25%, and its shares gained 44.79% of their worth implicit the past 52 weeks. On November 19, 2025, Citigroup Inc. (NYSE:C) banal closed astatine $99.83 per share, with a marketplace capitalization of $183.777 billion.

SCCM Value Equity Strategy stated the pursuing regarding Citigroup Inc. (NYSE:C) successful its 3rd 4th 2025 capitalist letter:

"Our beardown banal enactment wrong Financials made the assemblage the largest contributor to comparative show for the quarter. Citigroup Inc.'s (NYSE:C) (+20.0%) restructuring and turnaround program has exceeded expectations truthful far, and absorption said connected their 2Q net telephone that definite priorities are present mostly complete. The accrued ratio is starring to improved returns, with ROTCE rising 150 bps y/y to 8.7%. The banal has re-rated higher, present trading supra 1.0x tangible publication value, an important inflection constituent for capitalist sentiment."

Citigroup Inc. (NYSE:C) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 102 hedge money portfolios held Citigroup Inc. (NYSE:C) astatine the extremity of the 2nd quarter, up from 96 successful the erstwhile quarter. While we admit the imaginable of Citigroup Inc. (NYSE:C) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.