Citigroup expects 2026 NII, excluding markets, to rise in mid-to-high 6% range
C•Citigroup expects 2026 net interest income excluding markets to rise in the mid-to-high 6% range. It is targeting above 11% return on tangible common equity in 2026 and expects to realize about $9 billion of CTA losses when Banamex meets criteria for held-for-sale classification.
1. 2026 outlook
Citigroup expects full-year 2026 net interest income excluding markets to increase in the mid-to-high 6% range and is targeting return on tangible common equity above 11%. It expects near-term ROTCE of about 11% to 13%, excluding notable items, and medium-term ROTCE of about 14% to 15%.
2. Banamex plans
Citigroup expects to realize about $9 billion of CTA losses when Banamex meets criteria for held-for-sale classification. The Banamex deconsolidation process is expected to occur in early 2027.
