Cullen/Frost Bankers (CFR) News Today

Cullen/Frost Bankers, Inc. (CFR) — shares are trading higher today. Recent news is mixed: a positive dividend-oriented feature and a small lift to a 2027 quarterly estimate contrast with several near-term cuts from Zacks Research to 2025–2026 quarterly and full‑year EPS forecasts. The bank also has a recent track record of beating quarterly estimates, which helps underpin the rally.

• Positive Sentiment: Zacks published a dividend-focused piece saying Cullen/Frost could be a strong choice for income investors — this may increase investor interest from dividend-seeking buyers. Cullen/Frost Bankers (CFR) Could Be a Great Choice
• Positive Sentiment: Zacks Research raised its Q3 2027 EPS estimate to $2.38 (from $2.35), a small upward revision that signals some improving longer‑run expectations for the bank’s earnings momentum. CFR Free Report
• Neutral Sentiment: Analyst consensus for current full‑year earnings remains in a tight range (Zacks cites both an $8.85 consensus and Zacks’ FY2026 view near $9.45), reflecting disagreement among models and keeping forward multiples and valuation ambiguous. Zacks Research Brokers Decrease Earnings Estimates for CFR
• Negative Sentiment: Zacks Research issued multiple downward revisions to near‑term EPS: Q2/Q3/Q4 2026 and portions of 2027 were trimmed (examples: Q3 2026 to ~$2.34, Q2 2026 to ~$2.36, FY2026 trimmed slightly), which could pressure the share price if investors focus on deteriorating short‑term earnings momentum. Zacks Research Brokers Decrease Earnings Estimates for CFR

What to watch: upcoming quarterly reports and guidance (to confirm or refute Zacks’ cuts), dividend policy updates, and any commentary on net interest margin and loan growth — these will likely drive near‑term moves for CFR.