{"id":5039,"date":"2026-07-10T14:43:55","date_gmt":"2026-07-10T14:43:55","guid":{"rendered":"https:\/\/capitaliststoday.com\/index.php\/2026\/07\/10\/josh-brown-reveals-the-best-bank-stock-to-own-heading-into-q2-earnings\/"},"modified":"2026-07-10T14:43:55","modified_gmt":"2026-07-10T14:43:55","slug":"josh-brown-reveals-the-best-bank-stock-to-own-heading-into-q2-earnings","status":"publish","type":"post","link":"https:\/\/capitaliststoday.com\/index.php\/2026\/07\/10\/josh-brown-reveals-the-best-bank-stock-to-own-heading-into-q2-earnings\/","title":{"rendered":"Josh Brown reveals the best bank stock to own heading into Q2 earnings"},"content":{"rendered":"
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NY-headquartered Citigroup has been the perennial laggard of Wall Street for years, burdened by the legacy of the global financial crisis and an unmanageable corporate structure.<\/p>\n

However, the narrative has flipped, with a renowned wealth manager, Josh Brown, recently calling Citi \u201cone of the top bank stocks\u201d to own \u2013 driven by a profound operational turnaround engineered by CEO Jane Fraser.<\/p>\n

By aggressively divesting non-core international consumer operations and removing management layers, the bank has unlocked significant capital efficiency, he told CNBC<\/em>.<\/p>\n

Heading into its Q2 release, Citi shares C are up more than 30% versus its year-to-date low.<\/p>\n

Why is Brown bullish on Citi stock<\/h2>\n

Brown\u2019s bullish view on Citi stock is based on a combination of technical momentum and corporate restructuring.<\/p>\n

According to him, the catalyst for change has been Fraser\u2019s \u201cshrinking to grow<\/a>\u201d strategy \u2013 exiting over a dozen overseas retail markets to focus on high-margin corporate services.<\/p>\n

Brown particularly favours Citigroup\u2019s global treasury and trade solutions franchise, which serves as the fundamental plumbing of international commerce.<\/p>\n

Fraser\u2019s visionary leadership has even helped Citi outperform its larger peers, JPMorgan and Bank of America, in the trailing 12 months.<\/p>\n

A healthy 1.72% dividend yield makes Citigroup even more attractive to own in 2026.<\/p>\n

Citi shares to rally after Q2 earnings<\/h2>\n

In the near-term, Citi\u2019s upcoming earnings could prove a tailwind that unlocks the next leg higher.<\/p>\n

Expectations are for the investment bank to report $23.4 billion in revenue \u2013 up 7.8% on a year-over-year basis \u2013 on as much as $2.72 a share of earnings, which will represent 39% growth over last year’s figure.<\/p>\n

Crucially, options pricing is bullish heading into the company\u2019s quarterly report. The put-to-call ratio on contracts expiring July 17, just days after the print, sits at 0.42 currently.<\/p>\n

And the upper price on those contracts<\/a> is set at about $145, indicating potential for a 4.2% increase in Citi shares from current levels.<\/p>\n

How to play Citigroup at current levels?<\/h2>\n

Sentiment is structurally supported by the massive $30 billion share buyback program announced at Citi’s May Investor Day.<\/p>\n

The aggressive compression of shares outstanding is mechanically lifting the EPS trajectory faster than organic growth alone.<\/p>\n

Ultimately, Citigroup\u2019s transformation is proving that sometimes a giant must lean down to leap forward.<\/p>\n

By shedding the dead weight of its legacy structure and focusing squarely on its core strengths, the bank has successfully shifted market sentiment from skepticism to strong optimism.<\/p>\n

If the upcoming Q2 earnings report validates these aggressive restructuring efforts and meets Wall Street’s heightened expectations, it will solidify the bank’s new trajectory.<\/p>\n

For investors who once viewed Citi as a value trap, the combination of technical momentum, a robust buyback program, and disciplined leadership makes the stock a compelling comeback story for the rest of 2026.<\/p>\n

The post Josh Brown reveals the best bank stock to own heading into Q2 earnings<\/a> appeared first on Invezz<\/a><\/p>\n

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