Zacks Research Has Bullish Estimate for CFR Q2 Earnings

Cullen/Frost Bankers, Inc. (NYSE:CFR - Free Report) - Stock analysts at Zacks Research lifted their Q2 2025 earnings estimates for Cullen/Frost Bankers in a research report issued to clients and investors on Wednesday, April 16th. Zacks Research analyst R. Department now anticipates that the bank will earn $2.13 per share for the quarter, up from their prior estimate of $2.03. The consensus estimate for Cullen/Frost Bankers' current full-year earnings is $8.85 per share. Zacks Research also issued estimates for Cullen/Frost Bankers' Q3 2025 earnings at $2.21 EPS, Q4 2025 earnings at $2.08 EPS, FY2025 earnings at $8.58 EPS, Q1 2026 earnings at $2.17 EPS, Q2 2026 earnings at $2.38 EPS, Q4 2026 earnings at $2.16 EPS, Q1 2027 earnings at $2.18 EPS and FY2027 earnings at $9.63 EPS.

Several other equities research analysts have also weighed in on the stock. Keefe, Bruyette & Woods upped their target price on shares of Cullen/Frost Bankers from $140.00 to $148.00 and gave the stock a "market perform" rating in a report on Monday, February 3rd. Evercore ISI lifted their target price on shares of Cullen/Frost Bankers from $136.00 to $144.00 and gave the company an "underperform" rating in a research note on Monday, February 10th. DA Davidson lowered Cullen/Frost Bankers from a "buy" rating to a "neutral" rating and raised their target price for the company from $138.00 to $143.00 in a research note on Monday, February 3rd. Royal Bank of Canada reiterated a "sector perform" rating and set a $144.00 price target on shares of Cullen/Frost Bankers in a research report on Friday, January 31st. Finally, Barclays initiated coverage on shares of Cullen/Frost Bankers in a research note on Tuesday, April 1st. They issued an "equal weight" rating and a $130.00 target price for the company. Four research analysts have rated the stock with a sell rating, nine have issued a hold rating and two have assigned a buy rating to the company. According to MarketBeat, Cullen/Frost Bankers has a consensus rating of "Hold" and an average price target of $132.57.

Cullen/Frost Bankers Price Performance

NYSE:CFR traded up $1.98 during mid-day trading on Friday, hitting $115.36. The company's stock had a trading volume of 179,157 shares, compared to its average volume of 466,958. The company has a market capitalization of $7.42 billion, a price-to-earnings ratio of 13.01, a P/E/G ratio of 6.46 and a beta of 0.82. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.06. Cullen/Frost Bankers has a fifty-two week low of $94.09 and a fifty-two week high of $147.64. The stock has a fifty day moving average of $123.68 and a 200-day moving average of $131.06.

Cullen/Frost Bankers (NYSE:CFR - Get Free Report) last issued its earnings results on Thursday, January 30th. The bank reported $2.36 EPS for the quarter, beating analysts' consensus estimates of $2.17 by $0.19. Cullen/Frost Bankers had a return on equity of 15.95% and a net margin of 20.44%.

Cullen/Frost Bankers Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, March 14th. Investors of record on Friday, February 28th were paid a $0.95 dividend. This represents a $3.80 dividend on an annualized basis and a yield of 3.29%. The ex-dividend date of this dividend was Friday, February 28th. Cullen/Frost Bankers's dividend payout ratio (DPR) is presently 42.84%.

Insider Buying and Selling at Cullen/Frost Bankers

In other Cullen/Frost Bankers news, insider Paul Bracher sold 11,500 shares of the company's stock in a transaction on Friday, January 31st. The stock was sold at an average price of $139.45, for a total value of $1,603,675.00. Following the transaction, the insider now directly owns 102,946 shares of the company's stock, valued at $14,355,819.70. This represents a 10.05 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Corporate insiders own 1.20% of the company's stock.

Institutional Trading of Cullen/Frost Bankers

A number of institutional investors have recently bought and sold shares of the business. Oppenheimer Asset Management Inc. raised its position in shares of Cullen/Frost Bankers by 1.8% in the first quarter. Oppenheimer Asset Management Inc. now owns 7,682 shares of the bank's stock valued at $962,000 after buying an additional 134 shares in the last quarter. Boston Trust Walden Corp raised its holdings in Cullen/Frost Bankers by 5.7% in the 1st quarter. Boston Trust Walden Corp now owns 1,112,477 shares of the bank's stock valued at $139,282,000 after acquiring an additional 60,187 shares in the last quarter. State of Alaska Department of Revenue lifted its position in shares of Cullen/Frost Bankers by 2.9% during the 1st quarter. State of Alaska Department of Revenue now owns 7,524 shares of the bank's stock valued at $942,000 after acquiring an additional 210 shares during the period. Cardinal Capital Management grew its holdings in shares of Cullen/Frost Bankers by 5.0% during the 1st quarter. Cardinal Capital Management now owns 17,743 shares of the bank's stock worth $2,221,000 after purchasing an additional 851 shares in the last quarter. Finally, M.E. Allison & CO. Inc. increased its position in shares of Cullen/Frost Bankers by 2.3% in the first quarter. M.E. Allison & CO. Inc. now owns 6,464 shares of the bank's stock worth $809,000 after purchasing an additional 145 shares during the period. Institutional investors own 86.90% of the company's stock.

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.