Q1 EPS Estimate for Cullen/Frost Bankers Reduced by Analyst

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Investment analysts at Zacks Research lowered their Q1 2026 earnings estimates for shares of Cullen/Frost Bankers in a research note issued on Thursday, November 21st. Zacks Research analyst R. Department now forecasts that the bank will earn $1.97 per share for the quarter, down from their previous estimate of $1.99. The consensus estimate for Cullen/Frost Bankers’ current full-year earnings is $8.71 per share. Zacks Research also issued estimates for Cullen/Frost Bankers’ Q3 2026 earnings at $1.95 EPS and FY2026 earnings at $7.71 EPS.

Several other equities research analysts also recently weighed in on CFR. Royal Bank of Canada raised their target price on shares of Cullen/Frost Bankers from $118.00 to $130.00 and gave the company a “sector perform” rating in a research note on Friday, November 1st. Stephens raised their target price on shares of Cullen/Frost Bankers from $125.00 to $136.00 and gave the company an “equal weight” rating in a research note on Friday, November 1st. Citigroup raised their target price on shares of Cullen/Frost Bankers from $104.00 to $113.00 and gave the company a “sell” rating in a research note on Monday, November 4th. Compass Point lifted their price objective on shares of Cullen/Frost Bankers from $111.00 to $122.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 5th. Finally, Evercore ISI lowered 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 research note on Wednesday, October 2nd. 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 stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $123.86.

Cullen/Frost Bankers Price Performance

Shares of CFR opened at $142.91 on Monday. The company has a market cap of $9.17 billion, a price-to-earnings ratio of 17.73, a price-to-earnings-growth ratio of 1.72 and a beta of 0.98. Cullen/Frost Bankers has a twelve month low of $94.09 and a twelve month high of $147.64. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.06. The company has a 50 day moving average of $124.74 and a two-hundred day moving average of $112.39.

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

Cullen/Frost Bankers Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, December 13th. Investors of record on Friday, November 29th will be given a dividend of $0.95 per share. The ex-dividend date of this dividend is Friday, November 29th. This represents a $3.80 dividend on an annualized basis and a yield of 2.66%. Cullen/Frost Bankers’s dividend payout ratio is presently 47.15%.

Insider Activity at Cullen/Frost Bankers

In other Cullen/Frost Bankers news, CEO Phillip D. Green sold 14,358 shares of Cullen/Frost Bankers stock in a transaction on Tuesday, November 19th. The shares were sold at an average price of $137.96, for a total value of $1,980,829.68. Following the completion of the transaction, the chief executive officer now 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Howard L. Kasanoff sold 4,000 shares of Cullen/Frost Bankers stock in a transaction on Friday, November 8th. The shares were 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 of the company’s stock, valued at $399,525.92. The trade was a 58.07 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 21,864 shares of company stock worth $2,977,033 over the last three months. Company insiders own 2.89% of the company’s stock.

Institutional Trading of Cullen/Frost Bankers

A number of institutional investors and hedge funds have recently modified their holdings of CFR. 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 shares of Cullen/Frost Bankers during the third quarter worth about $54,012,000. Deprince Race & Zollo Inc. purchased a new stake in shares of Cullen/Frost Bankers during the second quarter worth about $37,813,000. The Manufacturers Life Insurance Company increased its stake in shares of Cullen/Frost Bankers by 117.4% during the third quarter. The Manufacturers Life Insurance Company now owns 568,730 shares of the bank’s stock worth $63,618,000 after purchasing an additional 307,129 shares in the last quarter. Finally, Barclays PLC increased its stake in shares of Cullen/Frost Bankers by 234.5% during the third quarter. Barclays PLC now owns 436,393 shares of the bank’s stock worth $48,814,000 after purchasing an additional 305,921 shares in the last quarter. Hedge funds and other institutional investors own 86.90% of the company’s stock.

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.