Q2 EPS Forecast for Cullen/Frost Bankers Lifted by Analyst

Cullen/Frost Bankers, Inc. (NYSE:CFR - Free Report) - Research analysts at Zacks Research boosted their Q2 2025 earnings per share estimates for shares of Cullen/Frost Bankers in a report released on Monday, June 9th. Zacks Research analyst R. Department now expects that the bank will earn $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 released its earnings results on Thursday, May 1st. The bank reported $2.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.17 by $0.13. Cullen/Frost Bankers had a return on equity of 15.95% and a net margin of 20.44%. The company had revenue of $560.42 million during the quarter, compared to analyst estimates of $540.57 million. During the same period in the prior year, the company posted $2.15 earnings per share.

A number of other equities research analysts also recently issued reports on CFR. Evercore ISI upgraded Cullen/Frost Bankers from an "underperform" rating to an "in-line" rating and set a $132.00 price objective on the stock in a research report on Friday, May 2nd. Barclays boosted their target price on Cullen/Frost Bankers from $130.00 to $135.00 and gave the company an "equal weight" rating in a research note on Friday, May 2nd. Stephens lifted their price target on Cullen/Frost Bankers from $138.00 to $141.00 and gave the company an "equal weight" rating in a research report on Friday, May 2nd. 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. Finally, Morgan Stanley lowered their price target on Cullen/Frost Bankers from $132.00 to $120.00 and set an "underweight" rating on the stock in a report on Thursday, March 13th. Three investment analysts have rated the stock with a sell rating, nine have assigned a hold rating and two have assigned a buy rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $131.93.

Cullen/Frost Bankers Stock Performance

Shares of Cullen/Frost Bankers stock traded down $2.78 during trading hours on Wednesday, reaching $123.79. The company had a trading volume of 283,387 shares, compared to its average volume of 462,895. Cullen/Frost Bankers has a one year low of $94.55 and a one year high of $147.64. The business has a fifty day simple moving average of $121.98 and a 200 day simple moving average of $129.73. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.68 and a quick ratio of 0.68. The firm has a market cap of $7.96 billion, a PE ratio of 13.96, a price-to-earnings-growth ratio of 6.46 and a beta of 0.68.

Cullen/Frost Bankers Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 13th. Stockholders of record on Friday, May 30th were given a $1.00 dividend. The ex-dividend date of this dividend was Friday, May 30th. This is a positive change from Cullen/Frost Bankers's previous quarterly dividend of $0.95. This represents a $4.00 dividend on an annualized basis and a dividend yield of 3.23%. Cullen/Frost Bankers's dividend payout ratio is 43.91%.

Insider Activity

In related news, CAO Matthew Bradley Henson purchased 1,870 shares of the business's stock in a transaction on Friday, May 2nd. The shares were bought at an average price of $16.93 per share, for a total transaction of $31,659.10. Following the acquisition, the chief accounting officer now directly owns 5,545 shares in the company, valued at $93,876.85. This trade represents a 50.88% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Company insiders own 2.89% of the company's stock.

Hedge Funds Weigh In On Cullen/Frost Bankers

Several institutional investors have recently added to or reduced their stakes in CFR. eCIO Inc. purchased a new position in shares of Cullen/Frost Bankers during the 1st quarter worth $36,000. Strs Ohio acquired a new stake in shares of Cullen/Frost Bankers in the first quarter valued at approximately $8,230,000. Geneos Wealth Management Inc. increased its stake in shares of Cullen/Frost Bankers by 40.8% during the first 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. Bayforest Capital Ltd acquired a new position in Cullen/Frost Bankers in the first quarter worth approximately $241,000. Finally, SCS Capital Management LLC acquired a new position in Cullen/Frost Bankers in the 1st quarter worth approximately $205,000. 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.