Q1 EPS Estimate for Cullen/Frost Bankers Lowered by Analyst

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Stock analysts at Zacks Research dropped their Q1 2025 earnings per share estimates for Cullen/Frost Bankers in a research report issued to clients and investors on Tuesday, April 1st. Zacks Research analyst R. Department now expects that the bank will post earnings per share of $2.09 for the quarter, down from their prior forecast of $2.10. The consensus estimate for Cullen/Frost Bankers’ current full-year earnings is $8.85 per share. Zacks Research also issued estimates for Cullen/Frost Bankers’ Q4 2025 earnings at $2.07 EPS, Q3 2026 earnings at $2.04 EPS and FY2027 earnings at $9.97 EPS.

A number of other equities research analysts also recently commented on CFR. Evercore ISI upped their price objective on Cullen/Frost Bankers from $136.00 to $144.00 and gave the company an “underperform” rating in a report on Monday, February 10th. Morgan Stanley cut their price target on shares of Cullen/Frost Bankers from $132.00 to $120.00 and set an “underweight” rating on the stock in a research report on Thursday, March 13th. Barclays began coverage on shares of Cullen/Frost Bankers in a report on Tuesday. They set an “equal weight” rating and a $130.00 price objective for the company. Keefe, Bruyette & Woods increased their target price on shares of Cullen/Frost Bankers from $140.00 to $148.00 and gave the stock a “market perform” rating in a report on Monday, February 3rd. Finally, Compass Point boosted their price target on shares of Cullen/Frost Bankers from $122.00 to $145.00 and gave the company a “neutral” rating in a report on Tuesday, December 10th. Four analysts have rated the stock with a sell rating, nine have assigned a hold rating and two have assigned a buy rating to the stock. According to data from MarketBeat.com, Cullen/Frost Bankers has an average rating of “Hold” and an average price target of $132.57.

Cullen/Frost Bankers Stock Performance

Shares of Cullen/Frost Bankers stock opened at $123.62 on Wednesday. The firm has a fifty day moving average of $133.67 and a two-hundred day moving average of $131.41. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a market capitalization of $7.95 billion, a price-to-earnings ratio of 13.94, a PEG ratio of 6.46 and a beta of 0.97. Cullen/Frost Bankers has a 52 week low of $94.09 and a 52 week high of $147.64.

Cullen/Frost Bankers (NYSE:CFR) last issued its quarterly earnings results on Thursday, January 30th. The bank reported $2.36 EPS for the quarter, topping the consensus estimate of $2.17 by $0.19. Cullen/Frost Bankers had a net margin of 20.44% and a return on equity of 15.95%.

Hedge Funds Weigh In On Cullen/Frost Bankers

Several hedge funds have recently modified their holdings of CFR. Norges Bank bought a new position in Cullen/Frost Bankers in the fourth quarter valued at approximately $69,591,000. Madison Investment Advisors LLC bought a new position in shares of Cullen/Frost Bankers in the fourth quarter valued at $46,223,000. Barclays PLC raised its position in 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 acquiring an additional 305,921 shares in the last quarter. Strategic Financial Concepts LLC lifted its stake in Cullen/Frost Bankers by 13,334.7% in the fourth quarter. Strategic Financial Concepts LLC now owns 281,860 shares of the bank’s stock valued at $37,840,000 after acquiring an additional 279,762 shares during the last quarter. Finally, Northern Trust Corp grew its position in shares of Cullen/Frost Bankers by 33.7% in the 4th quarter. Northern Trust Corp now owns 973,576 shares of the bank’s stock valued at $130,703,000 after acquiring an additional 245,458 shares during the period. Institutional investors own 86.90% of the company’s stock.

Insider Activity

In other Cullen/Frost Bankers news, insider Paul Bracher sold 11,500 shares of Cullen/Frost Bankers stock in a transaction on Friday, January 31st. The shares were sold at an average price of $139.45, for a total value of $1,603,675.00. Following the sale, the insider now directly owns 102,946 shares in the company, valued at approximately $14,355,819.70. The trade was a 10.05 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 2.89% of the stock is owned by corporate insiders.

Cullen/Frost Bankers Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, March 14th. Stockholders of record on Friday, February 28th were paid a dividend of $0.95 per share. The ex-dividend date of this dividend was Friday, February 28th. This represents a $3.80 annualized dividend and a dividend yield of 3.07%. Cullen/Frost Bankers’s dividend payout ratio is currently 42.84%.

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.