New York, Feb 14, 2026, 14:39 EST — Market closed.
- Citigroup shares were last down about 0.3% on Friday, near $111.
- New filings on pay and insider trading kept Citi in the headlines into the long weekend.
- Investors turn to a holiday-shortened week and fresh U.S. data for the next catalyst.
Citigroup Inc shares were last down 0.3% at $110.86 on Friday, leaving the stock in a holding pattern into the weekend as investors digested new disclosures around pay and insider trading.
U.S. markets are closed on Monday for Presidents Day, and the long break comes after a week in which investors rotated defensively and stayed jumpy around big tech. “Large cap tech stocks continue to be an anchor on the market,” said Michael James, managing director at Rosenblatt Securities. (Reuters)
Citi added its own corporate headlines late in the week after it said it approved $42 million in total compensation for CEO Jane Fraser for 2025, up nearly 22% from the prior year. The bank pointed to record revenues across core businesses and regulatory progress, and the disclosure comes as Wall Street boards have raised pay for bosses at rivals including JPMorgan, Wells Fargo and Goldman Sachs. (Reuters)
Outside the U.S., Citi’s planned Russia exit also moved a step forward. Its former Russian unit, AO Citibank, said it would change its name to RenCap Bank following its planned sale to Renaissance Capital. (Reuters)
A separate filing showed insider selling by Ernesto Torres Cantu, Citi’s head of International. He reported a deferred stock award dated Feb. 11 and sales on Feb. 13 at an average price a touch above $111 a share, including transactions tied to shares held by his spouse. (SEC)
Citi’s Feb. 12 filing on Fraser’s pay laid out a package split between cash and deferred incentives, including performance share units — stock awards that vest if targets are hit — and other deferred stock that vests over multiple years. The bank also highlighted capital strength, including a Common Equity Tier 1 ratio — a key measure of a bank’s loss-absorbing capital — and said it returned more than $17.5 billion to common shareholders in 2025 through dividends and buybacks. (SEC)
Bank stocks also have a regulatory overhang building again. U.S. bank regulators moved closer to proposing a new version of the “Basel endgame” rules, the long-running rewrite of how large banks measure risk and set required capital against risk-weighted assets, according to regulatory filings posted this week. (Reuters)
The backdrop has not been calm. On Thursday, Wall Street slid hard as technology shares sank and investors stayed cautious ahead of inflation data, with Treasury yields also falling. “You still have this anti-AI trade going on,” said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder, pointing to a defensive rotation. (Reuters)
That “anti-AI” mood has spilled well beyond software, Reuters reporting showed on Friday, with investors increasingly asking which industries might be next to face disruption. “With fear driving market sentiment, investors remain in ‘sell first think later’ mode,” Barclays equity strategist Emmanual Cau wrote. (Reuters)
But Citi’s shares can still get whipsawed by forces that have little to do with its internal cleanup — rate expectations, sudden risk-off moves, and any sign that regulators are slowing (or speeding up) the pace of big-bank rule changes. The insider sales and pay headlines add noise, too, at a time when investors are quick to read signals into management actions.
The next session is Tuesday, and the week is stacked with potential market movers, including the release of minutes from the Fed’s latest meeting on Wednesday and a heavy Friday that includes the Fed’s preferred inflation gauge (core PCE) and an advance estimate of U.S. fourth-quarter GDP, alongside global flash PMI business surveys. (S&P Global)
For Citi itself, the next clear dates on the calendar are its first-quarter 2026 earnings call on April 14 and an investor day on May 7, according to the bank’s investor events schedule. (Citi)
