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Cerity Partners Increases Investment in NatWest Group by 91.4%

Cerity Partners LLC has significantly increased its stake in NatWest Group plc, according to a recent Form 13F filing with the Securities and Exchange Commission. The institutional investor raised its holdings by an impressive 91.4% during the first quarter, now owning 219,648 shares valued at approximately $2.6 million.

This substantial acquisition involved an additional 104,886 shares purchased during the quarter. The increase in Cerity Partners’ investment reflects broader trends among institutional investors toward NatWest Group, as several others have also adjusted their positions in the bank’s stock.

Bessemer Group Inc. expanded its stake by an astounding 374.5% in the same quarter, acquiring 2,102 shares valued at $25,000 after purchasing an additional 1,659 shares. Pinnacle Bancorp Inc. also entered the fray, acquiring a new position worth $30,000, while Wayfinding Financial LLC purchased shares valued at $39,000.

Other notable acquisitions include Whittier Trust Co. and Lazard Asset Management LLC, which entered positions worth approximately $42,000 and $44,000 respectively. Currently, institutional and hedge funds collectively own 1.27% of NatWest Group’s stock.

NatWest Group’s Stock Performance

On the trading floor, NatWest Group shares opened at $13.34 on Friday, with the company boasting a market capitalization of $53.98 billion. The stock’s price-to-earnings ratio stands at 8.95, with a price-to-earnings-growth ratio of 0.78 and a beta of 1.01. The 50-day moving average is $13.83, while the 200-day moving average sits at $12.32. Over the past year, NatWest Group has experienced a low of $8.08 and a high of $14.55.

The company also maintains a debt-to-equity ratio of 0.17, with a current ratio and quick ratio both at 1.06.

Analysts’ Outlook on NatWest Group

In a separate development, Citigroup reaffirmed its “buy” rating for NatWest Group shares in a report released on April 28, 2024. Market analysis indicates a favorable outlook, as one equity research analyst has assigned a hold rating, while four analysts issued buy ratings, and one provided a strong buy rating. According to data from MarketBeat.com, NatWest Group currently holds an average rating of “Buy,” highlighting the positive sentiment surrounding the company’s financial prospects.

NatWest Group plc, along with its subsidiaries, offers a broad range of banking and financial products and services to personal, commercial, corporate, and institutional customers, both in the United Kingdom and internationally. The company operates through various segments, including Retail Banking, Private Banking, and Commercial & Institutional services.

For those interested in tracking institutional holdings in NatWest Group, platforms such as HoldingsChannel.com provide the latest updates on 13F filings and insider trades related to the stock.

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