Zacks Research Issues Positive Forecast for CFR Earnings

Cullen/Frost Bankers, Inc. (NYSE:CFR - Free Report) - Analysts at Zacks Research upped their Q2 2025 earnings per share estimates for shares of Cullen/Frost Bankers in a research report issued on Thursday, May 22nd. Zacks Research analyst R. Department now expects that the bank will earn $2.16 per share for the quarter, up from their previous forecast of $2.13. 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 $2.26 EPS, Q4 2025 earnings at $2.11 EPS, FY2025 earnings at $8.83 EPS, Q2 2026 earnings at $2.54 EPS, Q3 2026 earnings at $2.20 EPS, Q4 2026 earnings at $2.17 EPS, FY2026 earnings at $9.07 EPS, Q1 2027 earnings at $2.40 EPS and FY2027 earnings at $9.60 EPS.

Cullen/Frost Bankers (NYSE:CFR - Get Free Report) last released its earnings results on Thursday, May 1st. The bank reported $2.30 earnings per share for the quarter, topping analysts' consensus estimates of $2.17 by $0.13. Cullen/Frost Bankers had a net margin of 20.44% and a return on equity of 15.95%. The firm had revenue of $560.42 million for the quarter, compared to analyst estimates of $540.57 million. During the same period in the prior year, the firm earned $2.15 earnings per share.

Other equities analysts have also issued research reports about the company. Royal Bank of Canada dropped their target price on Cullen/Frost Bankers from $147.00 to $140.00 and set a "sector perform" rating on the stock in a report on Friday, May 2nd. Stephens increased their price objective on Cullen/Frost Bankers from $138.00 to $141.00 and gave the company an "equal weight" rating in a report on Friday, May 2nd. Evercore ISI raised Cullen/Frost Bankers from an "underperform" rating to an "in-line" rating and set a $132.00 price target for the company in a report on Friday, May 2nd. Jefferies Financial Group started coverage on shares of Cullen/Frost Bankers in a research report on Wednesday, May 21st. They issued an "underperform" rating and a $105.00 target price on the stock. Finally, Keefe, Bruyette & Woods boosted their price target on shares of Cullen/Frost Bankers from $140.00 to $148.00 and gave the company a "market perform" rating in a research report on Monday, February 3rd. Three investment analysts have rated the stock with a sell rating, nine have issued a hold rating and two have given a buy rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $131.93.

Cullen/Frost Bankers Stock Down 0.4%

Shares of NYSE:CFR traded down $0.58 during trading hours on Friday, reaching $129.27. The stock had a trading volume of 129,083 shares, compared to its average volume of 464,413. Cullen/Frost Bankers has a 1 year low of $94.09 and a 1 year high of $147.64. The firm's 50 day moving average is $119.86 and its 200-day moving average is $130.92. The stock has a market capitalization of $8.31 billion, a price-to-earnings ratio of 14.57, a P/E/G ratio of 6.46 and a beta of 0.67. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.68 and a current ratio of 0.68.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of CFR. Alpine Bank Wealth Management acquired a new position in shares of Cullen/Frost Bankers during the 1st quarter worth $30,000. UMB Bank n.a. grew its position in Cullen/Frost Bankers by 45.8% during the fourth quarter. UMB Bank n.a. now owns 245 shares of the bank's stock worth $33,000 after buying an additional 77 shares during the period. Blue Trust Inc. increased its holdings in Cullen/Frost Bankers by 239.0% in the fourth quarter. Blue Trust Inc. now owns 339 shares of the bank's stock valued at $46,000 after buying an additional 239 shares in the last quarter. Geneos Wealth Management Inc. lifted its position in shares of Cullen/Frost Bankers by 40.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 366 shares of the bank's stock valued at $46,000 after acquiring an additional 106 shares during the period. Finally, BI Asset Management Fondsmaeglerselskab A S acquired a new stake in shares of Cullen/Frost Bankers during the 1st quarter valued at approximately $57,000. Hedge funds and other institutional investors own 86.90% of the company's stock.

Insiders Place Their Bets

In other Cullen/Frost Bankers news, CAO Matthew Bradley Henson bought 1,870 shares of the business's stock in a transaction dated Friday, May 2nd. The stock was acquired at an average cost of $16.93 per share, with a total value of $31,659.10. Following the purchase, the chief accounting officer now owns 5,545 shares in the company, valued at approximately $93,876.85. This represents a 50.88% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.20% of the stock is owned by insiders.

Cullen/Frost Bankers Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 13th. Shareholders of record on Friday, May 30th will be paid a $1.00 dividend. This is a boost from Cullen/Frost Bankers's previous quarterly dividend of $0.95. This represents a $4.00 annualized dividend and a yield of 3.09%. The ex-dividend date is Friday, May 30th. Cullen/Frost Bankers's payout ratio is currently 43.91%.

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.