Cullen/Frost Bankers, Inc. to Post Q1 2026 Earnings of $2.09 Per Share, Wedbush Forecasts (NYSE:CFR)

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Stock analysts at Wedbush issued their Q1 2026 earnings estimates for Cullen/Frost Bankers in a research report issued to clients and investors on Wednesday, October 9th. Wedbush analyst D. Chiaverini anticipates that the bank will earn $2.09 per share for the quarter. Wedbush currently has a “Neutral” rating and a $123.00 target price on the stock. The consensus estimate for Cullen/Frost Bankers’ current full-year earnings is $8.59 per share.

Cullen/Frost Bankers (NYSE:CFR) last posted its quarterly earnings results on Thursday, July 25th. The bank reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.07 by $0.14. Cullen/Frost Bankers had a net margin of 19.51% and a return on equity of 17.43%. The firm had revenue of $528.81 million during the quarter, compared to analyst estimates of $506.83 million. During the same quarter in the prior year, the business posted $2.47 earnings per share.

Several other research firms have also weighed in on CFR. Maxim Group raised their price objective on shares of Cullen/Frost Bankers from $132.00 to $138.00 and gave the stock a “buy” rating in a report on Friday, July 26th. 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. Truist Financial dropped their price objective on shares of Cullen/Frost Bankers from $126.00 to $123.00 and set a “hold” rating for the company in a report on Friday, September 20th. Royal Bank of Canada raised their price target on shares of Cullen/Frost Bankers from $119.00 to $120.00 and gave the company a “sector perform” rating in a report on Friday, July 26th. Finally, Morgan Stanley lowered their target price on shares of Cullen/Frost Bankers from $121.00 to $117.00 and set an “underweight” rating for the company in a report on Monday, September 30th. Four analysts have rated the stock with a sell rating, eight have given a hold rating and three have issued a buy rating to the company. Based on data from MarketBeat.com, Cullen/Frost Bankers presently has an average rating of “Hold” and an average target price of $121.31.

Cullen/Frost Bankers Stock Performance

NYSE:CFR opened at $118.80 on Friday. Cullen/Frost Bankers has a 12-month low of $82.25 and a 12-month high of $123.17. The company has a quick ratio of 0.64, a current ratio of 0.64 and a debt-to-equity ratio of 0.06. The firm has a market capitalization of $7.61 billion, a PE ratio of 14.49, a price-to-earnings-growth ratio of 1.43 and a beta of 1.00. The firm has a 50-day moving average price of $110.20 and a 200 day moving average price of $107.42.

Cullen/Frost Bankers Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, September 13th. Shareholders of record on Friday, August 30th were given a $0.95 dividend. This is a boost from Cullen/Frost Bankers’s previous quarterly dividend of $0.92. This represents a $3.80 annualized dividend and a yield of 3.20%. The ex-dividend date of this dividend was Friday, August 30th. Cullen/Frost Bankers’s dividend payout ratio is 46.34%.

Insider Buying and Selling at Cullen/Frost Bankers

In other news, EVP Candace K. Wolfshohl sold 5,000 shares of the stock in a transaction on Friday, July 26th. The shares were sold at an average price of $119.65, for a total transaction of $598,250.00. Following the completion of the sale, the executive vice president now directly owns 18,753 shares in the company, valued at $2,243,796.45. This represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. In other news, EVP Howard L. Kasanoff sold 3,000 shares of the stock in a transaction on Wednesday, July 31st. The shares were sold at an average price of $119.20, for a total transaction of $357,600.00. Following the completion of the sale, the executive vice president now directly owns 1,598 shares in the company, valued at $190,481.60. This represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Candace K. Wolfshohl sold 5,000 shares of the stock in a transaction on Friday, July 26th. The stock was sold at an average price of $119.65, for a total transaction of $598,250.00. Following the sale, the executive vice president now owns 18,753 shares of the company’s stock, valued at approximately $2,243,796.45. This trade represents a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 2.89% of the company’s stock.

Institutional Investors Weigh In On Cullen/Frost Bankers

Large investors have recently bought and sold shares of the stock. Tidal Investments LLC grew its holdings in Cullen/Frost Bankers by 125.2% in the first quarter. Tidal Investments LLC now owns 11,888 shares of the bank’s stock worth $1,338,000 after purchasing an additional 6,610 shares during the period. Oak Harvest Investment Services bought a new position in shares of Cullen/Frost Bankers in the first quarter valued at $2,972,000. Goldman Sachs Group Inc. lifted its stake in shares of Cullen/Frost Bankers by 44.1% in the fourth quarter. Goldman Sachs Group Inc. now owns 798,403 shares of the bank’s stock valued at $86,619,000 after buying an additional 244,197 shares in the last quarter. Natixis bought a new position in shares of Cullen/Frost Bankers in the first quarter valued at $957,000. Finally, Norden Group LLC bought a new position in shares of Cullen/Frost Bankers in the first quarter valued at $1,062,000. 86.90% of the stock is currently owned by institutional investors and hedge funds.

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.