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Citizens Financial Beats Forecasts as Stock Hits Record and Analysts Raise Targets

The beat prompted fresh price-target hikes following management's focus on improving margins.

Overview

  • Fourth-quarter EPS came in at $1.13 versus the $1.11 consensus on revenue of $2.157 billion, with net income up 33% to $489 million.
  • For 2025, net income available to shareholders rose 23% to $1.688 billion as total revenue increased 5.6% to $8.247 billion.
  • Net interest income climbed to $5.853 billion for the year and $1.537 billion in Q4, reflecting improved net interest margins and supported by fee growth in Capital Markets and Wealth.
  • Shares reached a new intraday high of $64.27 after the results and finished the session higher after trimming gains.
  • Citizens declared a $0.46 dividend payable Feb. 18 to holders of record Feb. 4, and KBW, RBC, DA Davidson and TD Cowen raised price targets, including TD Cowen to $78.