Cullen/Frost Bankers, Inc. Forecasted to Earn FY2026 Earnings of $9.15 Per Share (NYSE:CFR)

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

Several other analysts have also issued reports on the stock. Jefferies Financial Group reduced their price objective on shares of Cullen/Frost Bankers from $117.00 to $108.00 and set a “hold” rating on the stock in a report on Wednesday, July 3rd. Evercore ISI dropped their target price on shares of Cullen/Frost Bankers from $109.00 to $100.00 and set an “underperform” rating for the company in a report on Tuesday, June 25th. Maxim Group raised their price target on Cullen/Frost Bankers from $132.00 to $138.00 and gave the stock a “buy” rating in a research report on Friday, July 26th. JPMorgan Chase & Co. cut their price objective on Cullen/Frost Bankers from $140.00 to $130.00 and set an “overweight” rating on the stock in a report on Thursday, June 27th. Finally, Royal Bank of Canada lifted their target price on Cullen/Frost Bankers from $119.00 to $120.00 and gave the company a “sector perform” rating in a research report on Friday, July 26th. Four equities research analysts have rated the stock with a sell rating, eight have issued a hold rating and three have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $119.64.

Cullen/Frost Bankers Price Performance

CFR stock opened at $111.80 on Wednesday. Cullen/Frost Bankers has a 52-week low of $82.25 and a 52-week high of $123.17. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.06. The stock has a market cap of $7.18 billion, a price-to-earnings ratio of 13.22, a price-to-earnings-growth ratio of 1.37 and a beta of 1.00. The business has a fifty day moving average of $110.83 and a two-hundred day moving average of $106.97.

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

Cullen/Frost Bankers Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, September 13th. Shareholders of record on Friday, August 30th were paid a $0.95 dividend. This represents a $3.80 annualized dividend and a yield of 3.40%. The ex-dividend date was Friday, August 30th. This is an increase from Cullen/Frost Bankers’s previous quarterly dividend of $0.92. Cullen/Frost Bankers’s dividend payout ratio is currently 44.92%.

Insiders Place Their Bets

In related news, EVP Howard L. Kasanoff sold 3,000 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president now 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 this link. In related news, EVP Howard L. Kasanoff sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, July 31st. The stock was sold at an average price of $119.20, for a total transaction 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 filing with the SEC, which is accessible through this link. Also, EVP Candace K. Wolfshohl sold 5,000 shares of the business’s stock in a transaction that occurred on Friday, July 26th. The shares were sold at an average price of $119.65, for a total value 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 approximately $2,243,796.45. The disclosure for this sale can be found here. Corporate insiders own 2.89% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the company. Wells Fargo & Company MN raised its stake in shares of Cullen/Frost Bankers by 12.6% during the 4th quarter. Wells Fargo & Company MN now owns 129,721 shares of the bank’s stock worth $14,073,000 after buying an additional 14,553 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of Cullen/Frost Bankers by 68.5% during the 4th quarter. Corient Private Wealth LLC now owns 16,723 shares of the bank’s stock worth $1,814,000 after purchasing an additional 6,796 shares in the last quarter. US Bancorp DE grew its stake in shares of Cullen/Frost Bankers by 57.2% during the 4th quarter. US Bancorp DE now owns 5,713 shares of the bank’s stock worth $620,000 after purchasing an additional 2,078 shares during the period. Commerce Bank increased its holdings in shares of Cullen/Frost Bankers by 1.0% in the 4th quarter. Commerce Bank now owns 13,047 shares of the bank’s stock valued at $1,415,000 after purchasing an additional 128 shares in the last quarter. Finally, Hsbc Holdings PLC lifted its stake in shares of Cullen/Frost Bankers by 6.6% in the fourth quarter. Hsbc Holdings PLC now owns 15,071 shares of the bank’s stock valued at $1,641,000 after purchasing an additional 930 shares during the period. 86.90% of the stock is owned by hedge funds and other institutional investors.

Cullen/Frost Bankers Company Profile

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.