Equities Analysts Offer Predictions for Cullen/Frost Bankers, Inc.'s Q1 2026 Earnings (NYSE:CFR)

Cullen/Frost Bankers, Inc. (NYSE:CFR - Free Report) - Equities research analysts at Wedbush issued their Q1 2026 EPS estimates for shares of Cullen/Frost Bankers in a note issued to investors on Wednesday, October 9th. Wedbush analyst D. Chiaverini forecasts that the bank will earn $2.09 per share for the quarter. 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 $8.59 per share.

Several other analysts also recently commented on the stock. Evercore ISI cut their price objective on shares of Cullen/Frost Bankers from $123.00 to $115.00 and set an "underperform" rating on the stock in a research report on Wednesday, October 2nd. Morgan Stanley cut their price objective on shares of Cullen/Frost Bankers from $121.00 to $117.00 and set an "underweight" rating on the stock in a research report on Monday, September 30th. JPMorgan Chase & Co. cut their price objective on shares of Cullen/Frost Bankers from $140.00 to $130.00 and set an "overweight" rating on the stock in a research report on Thursday, June 27th. Truist Financial cut their price objective on shares of Cullen/Frost Bankers from $126.00 to $123.00 and set a "hold" rating on the stock in a research report on Friday, September 20th. Finally, Royal Bank of Canada increased their price objective on shares of 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 investment analysts have rated the stock with a sell rating, eight have given a hold rating and three have issued a buy rating to the stock. According to MarketBeat, Cullen/Frost Bankers currently has an average rating of "Hold" and an average target price of $121.31.

Cullen/Frost Bankers Stock Up 2.6 %

Shares of NYSE:CFR traded up $2.98 during midday trading on Friday, reaching $118.80. The company's stock had a trading volume of 378,627 shares, compared to its average volume of 441,912. Cullen/Frost Bankers has a 12-month low of $82.25 and a 12-month high of $123.17. The firm has a 50 day moving average of $110.20 and a 200-day moving average of $107.42. The firm has a market capitalization of $7.61 billion, a P/E ratio of 14.49, a PEG ratio of 1.43 and a beta of 1.00. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.06.

Cullen/Frost Bankers (NYSE:CFR - Get Free Report) last released its 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 for the quarter, compared to the consensus estimate 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 period in the prior year, the firm earned $2.47 EPS.

Hedge Funds Weigh In On Cullen/Frost Bankers

Several large investors have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC lifted its holdings in Cullen/Frost Bankers by 7.0% during the second quarter. Allspring Global Investments Holdings LLC now owns 1,473 shares of the bank's stock valued at $150,000 after purchasing an additional 97 shares in the last quarter. First National Bank of Hutchinson raised its position in shares of Cullen/Frost Bankers by 1.6% during the first quarter. First National Bank of Hutchinson now owns 6,336 shares of the bank's stock valued at $713,000 after buying an additional 102 shares during the last quarter. CWM LLC raised its position in shares of Cullen/Frost Bankers by 46.5% during the first quarter. CWM LLC now owns 334 shares of the bank's stock valued at $38,000 after buying an additional 106 shares during the last quarter. GAMMA Investing LLC raised its position in shares of Cullen/Frost Bankers by 18.5% during the third quarter. GAMMA Investing LLC now owns 678 shares of the bank's stock valued at $76,000 after buying an additional 106 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its position in Cullen/Frost Bankers by 6.2% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,333 shares of the bank's stock worth $237,000 after purchasing an additional 137 shares during the last quarter. Hedge funds and other institutional investors own 86.90% of the company's stock.

Insider Transactions at Cullen/Frost Bankers

In other news, EVP Howard L. Kasanoff sold 3,000 shares of the stock in a transaction that occurred on Wednesday, July 31st. The shares were 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 in the company, valued at $190,481.60. This represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. In other Cullen/Frost Bankers news, EVP Howard L. Kasanoff sold 3,000 shares of the firm's stock in a transaction that occurred on Wednesday, July 31st. The shares were sold at an average price of $119.20, for a total transaction of $357,600.00. Following the sale, the executive vice president now owns 1,598 shares in the company, valued at approximately $190,481.60. This trade represents a 0.00 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Candace K. Wolfshohl sold 5,000 shares of Cullen/Frost Bankers stock in a transaction that occurred on Friday, July 26th. The shares were sold at an average price of $119.65, for a total transaction of $598,250.00. Following the transaction, the executive vice president now directly owns 18,753 shares in the company, valued at $2,243,796.45. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Company insiders own 2.89% of the company's stock.

Cullen/Frost Bankers Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 13th. Stockholders of record on Friday, August 30th were paid a $0.95 dividend. This represents a $3.80 annualized dividend and a dividend yield of 3.20%. The ex-dividend date of this dividend was Friday, August 30th. This is a boost from Cullen/Frost Bankers's previous quarterly dividend of $0.92. Cullen/Frost Bankers's dividend payout ratio is 46.34%.

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.