Q2 EPS Forecast for Cullen/Frost Bankers Boosted by Analyst

Cullen/Frost Bankers, Inc. (NYSE:CFR - Free Report) - Research analysts at Zacks Research upped their Q2 2025 EPS estimates for shares of Cullen/Frost Bankers in a note issued to investors on Monday, June 9th. Zacks Research analyst R. Department now forecasts that the bank will post earnings of $2.17 per share for the quarter, up from their previous forecast of $2.16. 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 $2.28 EPS, Q4 2025 earnings at $2.13 EPS, FY2025 earnings at $8.88 EPS, Q1 2026 earnings at $2.21 EPS, Q3 2026 earnings at $2.34 EPS, Q4 2026 earnings at $2.26 EPS, FY2026 earnings at $9.29 EPS and Q1 2027 earnings at $2.36 EPS.

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

A number of other brokerages also recently commented on CFR. Stephens raised their target price on shares of Cullen/Frost Bankers from $138.00 to $141.00 and gave the company an "equal weight" rating in a research note on Friday, May 2nd. Jefferies Financial Group assumed coverage on Cullen/Frost Bankers in a research report on Wednesday, May 21st. They issued an "underperform" rating and a $105.00 price objective on the stock. Evercore ISI raised Cullen/Frost Bankers from an "underperform" rating to an "in-line" rating and set a $132.00 target price for the company in a research report on Friday, May 2nd. Barclays raised their target price on Cullen/Frost Bankers from $130.00 to $135.00 and gave the company an "equal weight" rating in a report on Friday, May 2nd. Finally, Royal Bank of Canada decreased their price target on Cullen/Frost Bankers from $147.00 to $140.00 and set a "sector perform" rating for the company in a report on Friday, May 2nd. Three analysts have rated the stock with a sell rating, nine have given a hold rating and two have assigned a buy rating to the stock. According to data from MarketBeat.com, Cullen/Frost Bankers presently has a consensus rating of "Hold" and a consensus target price of $131.93.

Cullen/Frost Bankers Trading Down 1.3%

Shares of NYSE CFR traded down $1.63 during midday trading on Wednesday, hitting $126.16. The stock had a trading volume of 70,537 shares, compared to its average volume of 461,994. Cullen/Frost Bankers has a 1-year low of $94.09 and a 1-year high of $147.64. The company has a fifty day moving average price of $121.21 and a 200 day moving average price of $130.07. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.06. The company has a market capitalization of $8.11 billion, a price-to-earnings ratio of 14.22, a PEG ratio of 6.46 and a beta of 0.68.

Cullen/Frost Bankers Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 13th. Shareholders of record on Friday, May 30th will be issued a dividend of $1.00 per share. This is a positive change from Cullen/Frost Bankers's previous quarterly dividend of $0.95. This represents a $4.00 annualized dividend and a yield of 3.17%. The ex-dividend date of this dividend is Friday, May 30th. Cullen/Frost Bankers's dividend payout ratio (DPR) is currently 43.91%.

Insider Transactions at Cullen/Frost Bankers

In other Cullen/Frost Bankers news, CAO Matthew Bradley Henson purchased 1,870 shares of the firm'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 acquisition, the chief accounting officer now owns 5,545 shares of the company's stock, valued at approximately $93,876.85. This represents a 50.88% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Insiders own 2.89% of the company's stock.

Institutional Investors Weigh In On Cullen/Frost Bankers

Several institutional investors and hedge funds have recently bought and sold shares of CFR. Alpine Bank Wealth Management bought a new position in shares of Cullen/Frost Bankers during the first quarter valued at approximately $30,000. eCIO Inc. acquired a new position in Cullen/Frost Bankers during the 1st quarter valued at approximately $36,000. Blue Trust Inc. grew its stake in Cullen/Frost Bankers by 239.0% during the 4th quarter. Blue Trust Inc. now owns 339 shares of the bank's stock worth $46,000 after buying an additional 239 shares during the last quarter. Geneos Wealth Management Inc. increased its position in Cullen/Frost Bankers by 40.8% in the first quarter. Geneos Wealth Management Inc. now owns 366 shares of the bank's stock worth $46,000 after buying an additional 106 shares during the period. Finally, UMB Bank n.a. lifted its stake in Cullen/Frost Bankers by 59.6% in the first quarter. UMB Bank n.a. now owns 391 shares of the bank's stock valued at $49,000 after buying an additional 146 shares during the last quarter. Institutional investors and hedge funds 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.