Analysts Set Expectations for Cullen/Frost Bankers, Inc.’s FY2026 Earnings (NYSE:CFR)

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Wedbush issued their FY2026 earnings per share estimates for Cullen/Frost Bankers in a report released on Tuesday, September 24th. Wedbush analyst D. Chiaverini forecasts that the bank will post earnings per share of $9.15 for the year. Wedbush has a “Neutral” rating and a $123.00 price objective on the stock. The consensus estimate for Cullen/Frost Bankers’ current full-year earnings is $8.62 per share.

A number of other equities analysts have also recently issued reports on CFR. Morgan Stanley cut Cullen/Frost Bankers from an “equal weight” rating to an “underweight” rating and increased their price target for the stock from $112.00 to $121.00 in a report on Monday, August 5th. Stephens raised their price target on shares of Cullen/Frost Bankers from $116.00 to $131.00 and gave the stock an “equal weight” rating in a report on Friday, July 26th. DA Davidson upped their price objective on shares of Cullen/Frost Bankers from $127.00 to $134.00 and gave the company a “buy” rating in a report on Friday, July 26th. Royal Bank of Canada raised their target price on Cullen/Frost Bankers from $119.00 to $120.00 and gave the company a “sector perform” rating in a research note on Friday, July 26th. Finally, Maxim Group upped their price target on Cullen/Frost Bankers from $132.00 to $138.00 and gave the stock a “buy” rating in a research note on Friday, July 26th. Four analysts have rated the stock with a sell rating, eight have issued a hold rating and three have issued a buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $119.64.

Cullen/Frost Bankers Trading Down 0.0 %

NYSE CFR opened at $112.51 on Wednesday. The stock has a market capitalization of $7.20 billion, a P/E ratio of 13.30, a P/E/G ratio of 1.37 and a beta of 1.00. The business has a 50 day simple moving average of $110.90 and a 200 day simple moving average of $106.90. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.64 and a quick ratio of 0.64. Cullen/Frost Bankers has a one year low of $82.25 and a one year high of $123.17.

Cullen/Frost Bankers (NYSE:CFR) last issued its quarterly earnings results on Thursday, July 25th. The bank reported $2.21 earnings per share for the quarter, topping analysts’ consensus estimates of $2.07 by $0.14. The firm had revenue of $528.81 million during the quarter, compared to the consensus estimate of $506.83 million. Cullen/Frost Bankers had a return on equity of 17.43% and a net margin of 19.51%. During the same period last year, the business posted $2.47 EPS.

Cullen/Frost Bankers Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, September 13th. Shareholders of record on Friday, August 30th were given a dividend of $0.95 per share. The ex-dividend date was Friday, August 30th. This represents a $3.80 annualized dividend and a dividend yield of 3.38%. This is a boost from Cullen/Frost Bankers’s previous quarterly dividend of $0.92. Cullen/Frost Bankers’s dividend payout ratio (DPR) is currently 44.92%.

Insider Transactions at Cullen/Frost Bankers

In other Cullen/Frost Bankers news, EVP Howard L. Kasanoff sold 3,000 shares of the business’s stock in a transaction on Wednesday, July 31st. The stock was sold at an average price of $119.20, for a total value of $357,600.00. Following the transaction, the executive vice president now owns 1,598 shares of the company’s stock, valued at $190,481.60. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. In other news, EVP Howard L. Kasanoff sold 3,000 shares of Cullen/Frost Bankers stock in a transaction on Wednesday, July 31st. The stock was sold at an average price of $119.20, for a total transaction of $357,600.00. Following the sale, the executive vice president now directly owns 1,598 shares in the company, valued at approximately $190,481.60. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Candace K. Wolfshohl sold 5,000 shares of the business’s stock in a transaction dated Friday, July 26th. The stock was sold at an average price of $119.65, for a total transaction of $598,250.00. Following the completion of the transaction, the executive vice president now directly owns 18,753 shares in the company, valued at $2,243,796.45. The disclosure for this sale can be found here. Company insiders own 2.89% of the company’s stock.

Institutional Investors Weigh In On Cullen/Frost Bankers

Large investors have recently modified their holdings of the stock. Champlain Investment Partners LLC raised its position in shares of Cullen/Frost Bankers by 18.4% in the first quarter. Champlain Investment Partners LLC now owns 3,192,486 shares of the bank’s stock valued at $359,378,000 after purchasing an additional 495,215 shares during the period. Deprince Race & Zollo Inc. bought a new position in shares of Cullen/Frost Bankers in the second quarter worth $37,813,000. Strategic Financial Concepts LLC grew its position in shares of Cullen/Frost Bankers by 7,109.7% in the second quarter. Strategic Financial Concepts LLC now owns 250,896 shares of the bank’s stock valued at $255,000 after purchasing an additional 247,416 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in Cullen/Frost Bankers by 44.1% during the 4th quarter. Goldman Sachs Group Inc. now owns 798,403 shares of the bank’s stock worth $86,619,000 after purchasing an additional 244,197 shares in the last quarter. Finally, Janus Henderson Group PLC raised its position in Cullen/Frost Bankers by 18.8% during the first quarter. Janus Henderson Group PLC now owns 1,021,559 shares of the bank’s stock valued at $114,994,000 after purchasing an additional 161,580 shares in the last quarter. Hedge funds and other institutional investors own 86.90% of the company’s stock.

About Cullen/Frost Bankers

Cullen/Frost Bankers, Inc operates as the bank holding company for Frost Bank that provides commercial and consumer banking services in Texas. The company offers commercial banking services to corporations, including financing for industrial and commercial properties, interim construction related to industrial and commercial properties, equipment, inventories and accounts receivables, and acquisitions; and treasury management services, as well as originates commercial leasing services.