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

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Stock analysts at Wedbush issued their Q1 2026 earnings estimates for Cullen/Frost Bankers in a research note issued on Wednesday, October 9th. Wedbush analyst D. Chiaverini expects that the bank will post earnings per share of $2.09 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 announced its earnings results on Thursday, July 25th. The bank reported $2.21 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 business had revenue of $528.81 million during the quarter, compared to analysts’ expectations of $506.83 million. During the same quarter in the prior year, the company posted $2.47 earnings per share.

Several other equities research analysts also recently issued reports on CFR. Truist Financial cut their price target on Cullen/Frost Bankers from $126.00 to $123.00 and set a “hold” rating for the company in a report on Friday, September 20th. JPMorgan Chase & Co. cut their target price on shares of Cullen/Frost Bankers from $140.00 to $130.00 and set an “overweight” rating for the company in a research note on Thursday, June 27th. Evercore ISI decreased their price target on shares of Cullen/Frost Bankers from $123.00 to $115.00 and set an “underperform” rating on the stock in a research note on Wednesday, October 2nd. Royal Bank of Canada increased 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, Jefferies Financial Group reduced their price objective on Cullen/Frost Bankers from $117.00 to $108.00 and set a “hold” rating for the company in a report on Wednesday, July 3rd. Four investment 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. According to data from MarketBeat.com, Cullen/Frost Bankers presently has a consensus rating of “Hold” and an average price target of $121.31.

Cullen/Frost Bankers Stock Performance

Shares of CFR opened at $115.88 on Friday. The company has a debt-to-equity ratio of 0.06, a current ratio of 0.64 and a quick ratio of 0.64. The firm has a 50-day moving average of $110.00 and a 200-day moving average of $107.33. The company has a market cap of $7.42 billion, a PE ratio of 14.13, a price-to-earnings-growth ratio of 1.43 and a beta of 1.00. Cullen/Frost Bankers has a one year low of $82.25 and a one year high of $123.17.

Cullen/Frost Bankers Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, September 13th. Shareholders of record on Friday, August 30th were paid a dividend of $0.95 per share. This represents a $3.80 dividend on an annualized basis and a dividend yield of 3.28%. The ex-dividend date of this dividend was Friday, August 30th. This is a boost from Cullen/Frost Bankers’s previous quarterly dividend of $0.92. Cullen/Frost Bankers’s payout ratio is presently 46.34%.

Insider Transactions at Cullen/Frost Bankers

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

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC grew its stake in Cullen/Frost Bankers by 7.0% during the second quarter. Allspring Global Investments Holdings LLC now owns 1,473 shares of the bank’s stock worth $150,000 after purchasing an additional 97 shares during the period. First National Bank of Hutchinson grew its position in shares of Cullen/Frost Bankers by 1.6% during the 1st quarter. First National Bank of Hutchinson now owns 6,336 shares of the bank’s stock worth $713,000 after buying an additional 102 shares during the period. CWM LLC increased its stake in shares of Cullen/Frost Bankers by 46.5% in the 1st quarter. CWM LLC now owns 334 shares of the bank’s stock valued at $38,000 after acquiring an additional 106 shares in the last quarter. GAMMA Investing LLC lifted its position in shares of Cullen/Frost Bankers by 18.5% during the 3rd quarter. GAMMA Investing LLC now owns 678 shares of the bank’s stock valued at $76,000 after acquiring an additional 106 shares during the period. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in Cullen/Frost Bankers by 6.2% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 2,333 shares of the bank’s stock worth $237,000 after acquiring an additional 137 shares in the last quarter. 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.