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Citigroup Weighs U.S. Regional Bank or Brokerage Deal as Shares Slip

Fresh divestiture proceeds give Citi room to pursue a deal.

Overview

  • Citigroup, which Bloomberg reported Friday is evaluating targets, is exploring buying a large U.S. regional bank or a brokerage to grow deposits, branches, and lending.
  • Reported discussions have focused on institutions near $500 billion in assets and on brokerages such as Stifel or Raymond James, with the talks described as exploratory.
  • Any purchase would need regulator approval because Citi remains under consent orders, which are enforcement agreements that require fixes to risk and control systems before big moves proceed.
  • In February 2026, Citi freed about $6.5 billion for expansion after selling its Russian unit to Renaissance Capital and a 49% stake in its Mexican bank Banamex.
  • Shares fell about 3.9% to roughly $108 Friday as investors weighed deal uncertainty, while Citi also advances Bitcoin custody, digital wallets, and tests of stablecoins and deposit tokens to speed cross-border payments.