The Dow is in correction territory. Oil has surged past $110 a barrel.
With the big banks about to kick off the new earnings-reporting season, this is a good moment to ask what three of the most influential financial institutions have delivered for long-term investors.
Citigroup remains a 'Buy' as its multi-year transformation drives improved efficiency, higher margins, and sustainable revenue momentum. C's Project Bora Bora has reduced complexity, expanded EBIT margin to 35.3%, and positioned the bank to compete with top-tier U.S. peers. Analysts project normalized EPS to exceed $10 in 2026, with ROTCE targets of 10%-11% and a probability-weighted price target of $141 per share.
Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 32nd on the Fortune 500 list of the largest U.S.
Citigroup has modestly outperformed U.S. financial peers so far in 2026, benefiting from its attractive valuation. Even so, the market gives Citigroup little credit for expected earnings growth post-2026, presenting a buying opportunity for long-term investors. Q1 2026 EPS should increase substantially Y/Y thanks to share buybacks, a normalization in provisioning, business growth, and lower losses in the All Other segment.
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Citigroup is considering acquiring a major U.S. regional bank or a brokerage, Bloomberg reported Friday (March 27), citing unnamed sources and adding that Citigroup said the report was “baseless speculation.
Can PNC stand out as the better buy, driven by solid U.S. banking operations and expansion efforts despite C's restructuring push? Let us find out.
C's credit card delinquencies hold steady in February, but net charge-offs tick up amid a slight drop in lending activity.
The sector has taken a hit this year. Now the stocks are starting to look like bargains.
Mark Mason has spent more than 20 years trying to bring the unwieldy megabank under control. Now, he's ready to call the shots at a new shop.
Is Citigroup's stock worth buying now as it sees growth in IB fees and market revenues given progress in transformation plan? Let us find out.