Fed Minutes Reveal Division Among Officials—Rate Increases Considered Again

Written by Emily J. Thompson, Senior Investment Analyst

Source: Barron's

Updated: 1 day ago

0mins

C+2.19%

MS+2.94%

CME-0.22%

Should l Buy C?

Source: Barron's

Federal Reserve Rate Decision: The Federal Reserve decided to keep the federal-funds rate unchanged during their late January policy meeting.
Previous Rate Cuts: This decision follows three rate cuts that occurred late last year, indicating a pause in monetary policy adjustments.
Committee Division: Minutes from the meeting reveal that there is a division among committee members regarding the next steps for monetary policy.
Future Outlook: The differing opinions within the committee suggest uncertainty about future rate changes and the economic outlook.

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Analyst Views on C

Wall Street analysts forecast C stock price to rise

18 Analyst Rating

15 Buy

3 Hold

0 Sell

Strong Buy

Current: 113.780

Low

87.00

Averages

131.00

High

150.00

Current: 113.780

Low

87.00

Averages

131.00

High

150.00

Morgan Stanley

Manan Gosalia

Overweight

initiated

$152

2026-02-17

New

Reason

Morgan Stanley

Manan Gosalia

Price Target

$152

AI Analysis

2026-02-17

New

initiated

Overweight

Reason

Morgan Stanley analyst Manan Gosalia assumed coverage of Citi with an Overweight rating and $152 price target while naming the stock as the firm's Top Pick among its Large Cap Banks coverage. Citi has "a variety of levers for a mid-teens ROTCE," says the analyst, who expect the company to outlines such a path by 2030 at its investor day upcoming on May 7. The current valuation, which "underappreciates" Citi's ability to keep improving ROTCE over time, is "most attractive in our coverage," the analyst added while assuming coverage of U.S. Large Cap Banks at the firm.

JPMorgan

Overweight

maintain

$130 -> $134

2026-02-09

Reason

JPMorgan

Price Target

$130 -> $134

2026-02-09

maintain

Overweight

Reason

JPMorgan raised the firm's price target on Citi to $134 from $130 and keeps an Overweight rating on the shares. The firm adjusted targets in the large cap bank space, saying the market continues to expect two rate cuts and long term rates to "remain sticky with inflation concerns." The regulatory environment remains favorable and bank consolidation is up and should continue, the analyst tells investors in a research note. JPMorgan sees bank stocks holding up on sector rotation, good economic trends, and steady fundamentals.

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About C

Citigroup Inc. is a global diversified financial services holding company. The Company’s segments include Services, Markets, Banking, Wealth and U.S. Personal Banking (USPB). The Services segment includes Treasury and Trade Solutions (TTS) and securities services. TTS provides an integrated suite of tailored cash management, trade and working capital solutions to multinational corporations, financial institutions and public sector organizations. The Markets segment provides corporate, institutional and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products and commodities. The Banking segment includes investment banking, which supports client capital-raising needs to help strengthen and grow their businesses. The Wealth segment includes Private Bank, Wealth at Work and Citigold and provides financial services to a range of client segments. USPB segment includes branded cards and retail services.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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