Q1 EPS Estimate for Cullen/Frost Bankers Raised by Analyst

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Equities research analysts at Zacks Research boosted their Q1 2026 earnings estimates for shares of Cullen/Frost Bankers in a report issued on Tuesday, January 21st. Zacks Research analyst R. Department now anticipates that the bank will earn $2.00 per share for the quarter, up from their previous 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.

Several other equities research analysts have also recently issued reports on the stock. Morgan Stanley reduced 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 research report on Monday, September 30th. Stephens lifted their price target on shares of Cullen/Frost Bankers from $125.00 to $136.00 and gave the company an “equal weight” rating in a report on Friday, November 1st. Evercore ISI dropped their price objective on shares of Cullen/Frost Bankers from $123.00 to $115.00 and set an “underperform” rating for the company in a report on Wednesday, October 2nd. Keefe, Bruyette & Woods raised their price objective on Cullen/Frost Bankers from $120.00 to $140.00 and gave the company a “market perform” rating in a research report on Wednesday, December 4th. Finally, Citigroup boosted their target price 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. Four equities research analysts have rated the stock with a sell rating, eight have issued a hold rating and three have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $127.07.

Cullen/Frost Bankers Stock Down 0.9 %

NYSE CFR opened at $138.96 on Friday. Cullen/Frost Bankers has a 12 month low of $94.09 and a 12 month high of $147.64. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.06. The stock has a market cap of $8.91 billion, a PE ratio of 17.24, a P/E/G ratio of 1.73 and a beta of 1.00. The stock’s 50 day moving average is $137.79 and its 200 day moving average is $123.63.

Cullen/Frost Bankers (NYSE:CFR) last released its quarterly earnings data on Thursday, October 31st. The bank reported $2.24 earnings per share for the quarter, topping analysts’ consensus estimates of $2.17 by $0.07. Cullen/Frost Bankers had a return on equity of 15.82% and a net margin of 18.81%. The firm had revenue of $518.04 million during the quarter, compared to analyst estimates of $517.25 million. During the same quarter in the prior year, the company posted $2.38 earnings per share. The business’s quarterly revenue was up 5.4% compared to the same quarter last year.

Cullen/Frost Bankers Dividend Announcement

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 dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a yield of 2.73%. The ex-dividend date was Friday, November 29th. Cullen/Frost Bankers’s dividend payout ratio (DPR) is 47.15%.

Insider Buying and Selling

In other news, CEO Phillip D. Green sold 14,358 shares of the business’s stock in a transaction on Tuesday, November 19th. The shares were sold at an average price of $137.96, for a total transaction of $1,980,829.68. Following the completion of the sale, the chief executive officer now directly owns 94,423 shares of the company’s stock, valued at approximately $13,026,597.08. The trade was a 13.20 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Howard L. Kasanoff sold 4,000 shares of the firm’s stock in a transaction dated Friday, November 8th. The stock was sold at an average price of $138.34, for a total transaction of $553,360.00. Following the completion of the transaction, the executive vice president now directly owns 2,888 shares in the company, valued at $399,525.92. This represents a 58.07 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 21,864 shares of company stock valued at $2,977,033 in the last ninety days. 2.89% of the stock is owned by company insiders.

Institutional Trading of Cullen/Frost Bankers

Institutional investors and hedge funds have recently modified their holdings of the stock. Ballentine Partners LLC increased its stake in shares of Cullen/Frost Bankers by 3.7% during the fourth quarter. Ballentine Partners LLC now owns 2,164 shares of the bank’s stock valued at $291,000 after buying an additional 77 shares during the period. UMB Bank n.a. raised its stake in Cullen/Frost Bankers by 45.8% in the fourth quarter. UMB Bank n.a. now owns 245 shares of the bank’s stock worth $33,000 after buying an additional 77 shares in the last quarter. Keene & Associates Inc. lifted its holdings in Cullen/Frost Bankers by 1.7% during the third quarter. Keene & Associates Inc. now owns 5,240 shares of the bank’s stock worth $586,000 after buying an additional 89 shares during the period. First Dallas Securities Inc. boosted its position in Cullen/Frost Bankers by 2.5% during the 4th quarter. First Dallas Securities Inc. now owns 4,028 shares of the bank’s stock valued at $541,000 after acquiring an additional 100 shares in the last quarter. Finally, Asset Dedication LLC increased its holdings in shares of Cullen/Frost Bankers by 63.3% in the 3rd quarter. Asset Dedication LLC now owns 271 shares of the bank’s stock valued at $30,000 after acquiring an additional 105 shares during the period. Institutional investors 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.