Zacks Research Issues Optimistic Forecast for CFR Earnings

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Analysts at Zacks Research upped their Q1 2026 EPS estimates for Cullen/Frost Bankers in a report issued on Tuesday, January 21st. Zacks Research analyst R. Department now forecasts that the bank will post earnings per share of $2.00 for the quarter, up from their prior estimate of $1.97. The consensus estimate for Cullen/Frost Bankers’ current full-year earnings is $8.76 per share. Zacks Research also issued estimates for Cullen/Frost Bankers’ Q2 2026 earnings at $2.13 EPS, Q3 2026 earnings at $1.98 EPS, Q4 2026 earnings at $1.83 EPS and FY2026 earnings at $7.94 EPS.

A number of other analysts have also recently weighed in on CFR. Citigroup raised their price objective on Cullen/Frost Bankers from $104.00 to $113.00 and gave the stock a “sell” rating in a research report on Monday, November 4th. Keefe, Bruyette & Woods raised their price target on Cullen/Frost Bankers from $120.00 to $140.00 and gave the stock a “market perform” rating in a report on Wednesday, December 4th. Morgan Stanley cut their price objective on shares of Cullen/Frost Bankers from $121.00 to $117.00 and set an “underweight” rating on the stock in a report on Monday, September 30th. Evercore ISI lowered their target price on shares of Cullen/Frost Bankers from $123.00 to $115.00 and set an “underperform” rating for the company in a research note on Wednesday, October 2nd. Finally, Compass Point upped their price target on shares of Cullen/Frost Bankers from $122.00 to $145.00 and gave the company a “neutral” rating in a research note on Tuesday, December 10th. Four investment analysts have rated the stock with a sell rating, eight have given a hold rating and three have assigned a buy rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $127.07.

Cullen/Frost Bankers Price Performance

Shares of CFR opened at $140.33 on Friday. The company has a 50 day moving average of $137.78 and a two-hundred day moving average of $123.05. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.06. Cullen/Frost Bankers has a twelve month low of $94.09 and a twelve month high of $147.64. The company has a market cap of $9.00 billion, a price-to-earnings ratio of 17.41, a price-to-earnings-growth ratio of 1.73 and a beta of 1.00.

Cullen/Frost Bankers (NYSE:CFR) last announced its earnings results on Thursday, October 31st. The bank reported $2.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.17 by $0.07. The business had revenue of $518.04 million for the quarter, compared to analysts’ expectations of $517.25 million. Cullen/Frost Bankers had a return on equity of 15.82% and a net margin of 18.81%. The business’s revenue for the quarter was up 5.4% on a year-over-year basis. During the same quarter last year, the firm earned $2.38 EPS.

Hedge Funds Weigh In On Cullen/Frost Bankers

A number of large investors have recently added to or reduced their stakes in the stock. Boston Trust Walden Corp purchased a new stake in shares of Cullen/Frost Bankers during the third quarter worth about $107,166,000. Vaughan Nelson Investment Management L.P. purchased a new stake in Cullen/Frost Bankers during the 3rd quarter worth approximately $54,012,000. Deprince Race & Zollo Inc. acquired a new position in shares of Cullen/Frost Bankers during the second quarter valued at approximately $37,813,000. The Manufacturers Life Insurance Company lifted its position in shares of Cullen/Frost Bankers by 117.4% in the third quarter. The Manufacturers Life Insurance Company now owns 568,730 shares of the bank’s stock valued at $63,618,000 after acquiring an additional 307,129 shares in the last quarter. Finally, Barclays PLC lifted its position in shares of Cullen/Frost Bankers by 234.5% in the third quarter. Barclays PLC now owns 436,393 shares of the bank’s stock valued at $48,814,000 after acquiring an additional 305,921 shares in the last quarter. 86.90% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Cullen/Frost Bankers

In other Cullen/Frost Bankers news, CEO Phillip D. Green sold 14,358 shares of the stock in a transaction that occurred on Tuesday, November 19th. The stock was sold at an average price of $137.96, for a total transaction of $1,980,829.68. Following the transaction, the chief executive officer now owns 94,423 shares in the company, valued at approximately $13,026,597.08. This represents a 13.20 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Bobby Berman sold 3,506 shares of the business’s stock in a transaction that occurred on Friday, November 1st. The shares were sold at an average price of $126.31, for a total value of $442,842.86. Following the completion of the sale, the executive vice president now owns 26,661 shares of the company’s stock, valued at $3,367,550.91. This trade represents a 11.62 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 21,864 shares of company stock valued at $2,977,033 in the last ninety days. 2.89% of the stock is currently owned by corporate insiders.

Cullen/Frost Bankers Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, December 13th. Shareholders of record on Friday, November 29th were given a $0.95 dividend. The ex-dividend date was Friday, November 29th. This represents a $3.80 dividend on an annualized basis and a dividend yield of 2.71%. Cullen/Frost Bankers’s dividend payout ratio (DPR) is currently 47.15%.

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.