Equities Analysts Set Expectations for CFR FY2026 Earnings

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Equities researchers at Zacks Research dropped their FY2026 earnings per share estimates for Cullen/Frost Bankers in a research note issued on Friday, September 4th. Zacks Research analyst Team now forecasts that the bank will post earnings per share of $10.77 for the year, down from their previous estimate of $10.82. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for Cullen/Frost Bankers’ current full-year earnings is $10.91 per share. Zacks Research also issued estimates for Cullen/Frost Bankers’ Q4 2026 earnings at $2.68 EPS.

CFR has been the topic of several other research reports. Cantor Fitzgerald lifted their price target on Cullen/Frost Bankers from $158.00 to $175.00 and gave the stock a “neutral” rating in a report on Wednesday, August 19th. TD Cowen raised their price objective on shares of Cullen/Frost Bankers from $169.00 to $185.00 and gave the stock a “buy” rating in a research report on Monday, August 3rd. Royal Bank Of Canada lifted their target price on shares of Cullen/Frost Bankers from $168.00 to $176.00 and gave the stock a “sector perform” rating in a research note on Friday, July 31st. Citigroup boosted their target price on shares of Cullen/Frost Bankers from $131.00 to $145.00 and gave the company a “sell” rating in a report on Tuesday, June 30th. Finally, Keefe, Bruyette & Woods increased their price target on shares of Cullen/Frost Bankers from $165.00 to $175.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. Five research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Cullen/Frost Bankers presently has a consensus rating of “Hold” and an average target price of $166.67.

Cullen/Frost Bankers Stock Up 0.7%

Shares of NYSE:CFR opened at $163.78 on Wednesday. Cullen/Frost Bankers has a 52-week low of $119.00 and a 52-week high of $170.80. The stock has a market cap of $10.18 billion, a P/E ratio of 15.48, a PEG ratio of 2.49 and a beta of 0.52. The business has a fifty day moving average of $162.66 and a two-hundred day moving average of $148.20. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 0.05.

Cullen/Frost Bankers (NYSE:CFR) last announced its quarterly earnings data on Thursday, July 30th. The bank reported $2.70 EPS for the quarter, topping analysts’ consensus estimates of $2.55 by $0.15. The firm had revenue of $576.01 million for the quarter, compared to the consensus estimate of $589.72 million. Cullen/Frost Bankers had a return on equity of 15.55% and a net margin of 23.34%.During the same quarter last year, the business posted $2.39 earnings per share.

Institutional Trading of Cullen/Frost Bankers

Several institutional investors and hedge funds have recently bought and sold shares of the stock. California State Teachers Retirement System boosted its stake in Cullen/Frost Bankers by 14,678.3% during the second quarter. California State Teachers Retirement System now owns 10,701,283 shares of the bank’s stock worth $1,653,562,000 after buying an additional 10,628,871 shares during the period. BlackRock Inc. acquired a new stake in shares of Cullen/Frost Bankers during the second quarter valued at about $1,133,453,000. Norges Bank purchased a new stake in shares of Cullen/Frost Bankers in the 4th quarter valued at approximately $92,904,000. Jupiter Topco LLC purchased a new stake in shares of Cullen/Frost Bankers in the 2nd quarter valued at approximately $94,297,000. Finally, William Blair Investment Management LLC acquired a new position in shares of Cullen/Frost Bankers in the 2nd quarter worth approximately $89,425,000. 86.90% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Cullen/Frost Bankers

In other news, EVP Carol Severyn sold 837 shares of the stock in a transaction on Friday, June 12th. The stock was sold at an average price of $148.29, for a total transaction of $124,118.73. Following the completion of the transaction, the executive vice president directly owned 12,712 shares in the company, valued at approximately $1,885,062.48. This represents a 6.18% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 1.14% of the company’s stock.

Cullen/Frost Bankers Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be paid a $1.03 dividend. This represents a $4.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend is Monday, August 31st. Cullen/Frost Bankers’s dividend payout ratio is 38.94%.

About Cullen/Frost Bankers

Cullen/Frost Bankers, Inc is the holding company for Frost Bank, a Texas-chartered financial institution whose origins date back to 1868 in San Antonio. As one of the oldest banking organizations in the state, it offers a broad range of services to individuals, small and large businesses, and institutional clients. Core banking activities include commercial lending, deposit services, cash management and trade finance, while consumer products cover residential mortgages, personal lines of credit and home equity loans.

Beyond traditional banking, the company provides comprehensive treasury and equipment leasing solutions tailored to support working capital and capital expenditure requirements.