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Citigroup’s Large-Scale Restructuring Targets Stock Recovery and Lower Compensation Ratio

EditorVenkatesh Jartarkar
Published 09/29/2023, 10:29 AM
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Citigroup Inc (NYSE:C)., a prominent player in the Banks industry according to InvestingPro Tips, is undergoing its most substantial restructuring in two decades, aiming to address a 40% decline in its stock value and a reduced market worth of $79 billion. This strategic move, initiated by CEO Jane Fraser in collaboration with Boston Consulting Group, was revealed on Friday.

The restructuring strategy includes a focus on five key business areas, the enforcement of stringent return-to-office policies, and workforce downsizing. The bank has already eliminated 5,000 positions, resulting in $400 million in severance charges.

Another key aspect of the restructuring is the effort to reduce the company's compensation ratio from its current level of 37%. To achieve this, Ernesto Torres Cantu has been appointed to oversee international business operations.

Fraser has also implemented measures aimed at mitigating 'Zoom (NASDAQ:ZM) fatigue' among employees. One such initiative is the introduction of "Take Time To Breathe" hours. This move comes as part of her broader efforts to manage the impacts of the ongoing restructuring on the company's workforce.

According to InvestingPro data, Citigroup's current P/E ratio stands at 6.53, indicating it is trading at a low earnings multiple. This aligns with one of the InvestingPro Tips that suggests the company is quickly burning through cash, which may be a contributing factor to the restructuring efforts. The company's revenue growth has also been declining, with a -1.13% reduction in the last twelve months leading up to the second quarter of 2023.

Despite the challenges, Citigroup has maintained dividend payments for 13 consecutive years, with a dividend yield of 5.15% as of 2023. This is a noteworthy point for potential investors. The InvestingPro Fair Value of Citigroup is estimated at $56.21, which is significantly higher than the previous closing price of $41.2, suggesting potential for growth.

For more insights like these, consider exploring the InvestingPro product that includes additional tips. There are 13 more tips available that can provide a deeper understanding of the company's performance and potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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