234,824 Shares in Cullen/Frost Bankers, Inc. $CFR Purchased by Fiera Capital Corp

Fiera Capital Corp bought a new stake in Cullen/Frost Bankers, Inc. (NYSE:CFR) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 234,824 shares of the bank’s stock, valued at approximately $29,769,000. Fiera Capital Corp owned about 0.37% of Cullen/Frost Bankers at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in CFR. Root Financial Partners LLC acquired a new position in Cullen/Frost Bankers in the 3rd quarter valued at $26,000. GoalVest Advisory LLC acquired a new stake in shares of Cullen/Frost Bankers during the third quarter worth $28,000. Hantz Financial Services Inc. boosted its position in shares of Cullen/Frost Bankers by 8,800.0% in the second quarter. Hantz Financial Services Inc. now owns 267 shares of the bank’s stock valued at $34,000 after acquiring an additional 264 shares during the period. Farther Finance Advisors LLC grew its stake in shares of Cullen/Frost Bankers by 105.2% in the third quarter. Farther Finance Advisors LLC now owns 355 shares of the bank’s stock valued at $45,000 after acquiring an additional 182 shares in the last quarter. Finally, Geneos Wealth Management Inc. grew its stake in shares of Cullen/Frost Bankers by 40.8% in the first quarter. Geneos Wealth Management Inc. now owns 366 shares of the bank’s stock valued at $46,000 after acquiring an additional 106 shares in the last quarter. 86.90% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Cullen/Frost Bankers in a report on Monday, December 29th. Citigroup lifted their price target on shares of Cullen/Frost Bankers from $114.00 to $125.00 and gave the company a “sell” rating in a research report on Monday, February 2nd. Royal Bank Of Canada increased their price target on Cullen/Frost Bankers from $144.00 to $150.00 and gave the stock a “sector perform” rating in a research report on Friday, January 30th. Barclays raised their price objective on Cullen/Frost Bankers from $140.00 to $150.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Finally, Keefe, Bruyette & Woods upped their target price on Cullen/Frost Bankers from $150.00 to $160.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Three investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Cullen/Frost Bankers presently has a consensus rating of “Hold” and a consensus price target of $140.92.

Insiders Place Their Bets

In other news, EVP Bobby Berman sold 1,000 shares of the firm’s stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $137.07, for a total value of $137,070.00. Following the completion of the sale, the executive vice president directly owned 28,406 shares in the company, valued at $3,893,610.42. This trade represents a 3.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Coolidge E. Rhodes, Jr. sold 700 shares of the business’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $127.00, for a total value of $88,900.00. Following the completion of the sale, the executive vice president directly owned 3,795 shares of the company’s stock, valued at $481,965. The trade was a 15.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,700 shares of company stock valued at $225,970 over the last 90 days. Corporate insiders own 2.89% of the company’s stock.

Cullen/Frost Bankers News Roundup

Here are the key news stories impacting Cullen/Frost Bankers this week:

• Positive Sentiment: Zacks lifted its FY2026 estimate to $9.83 (from $9.68), raised FY2027 to $10.16 (from $9.72) and set FY2028 at $11.09 — sizable multi-year upward revisions that can support a higher valuation for CFR. Zacks estimate updates
• Positive Sentiment: Zacks also bumped several quarterly EPS forecasts across 2026–2027 (examples: Q1–Q4 2026 raised to ~$2.38–$2.59 range; Q2–Q4 2027 and Q3 2027 notably higher). These recurring quarter upgrades suggest the firm expects continued earnings momentum. Zacks quarterly detail
• Neutral Sentiment: Consensus and valuation context: consensus full‑year EPS on some services still sits near $8.85, so Zacks is noticeably more bullish; CFR trades at a mid‑teens P/E (~14.7) with a low debt/equity profile, meaning earnings upgrades can be meaningful for price if validated. Company snapshot
• Negative Sentiment: Recall the last quarter: CFR beat EPS estimates but reported revenue slightly below expectations — a reminder that top‑line growth and margin drivers still matter; future beats will be needed to sustain multiple expansion. Recent earnings

Cullen/Frost Bankers Stock Performance

NYSE:CFR opened at $145.54 on Friday. The stock’s 50-day moving average is $136.70 and its 200-day moving average is $129.56. Cullen/Frost Bankers, Inc. has a 1-year low of $100.31 and a 1-year high of $148.97. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 0.05. The stock has a market cap of $9.20 billion, a P/E ratio of 14.67, a price-to-earnings-growth ratio of 5.32 and a beta of 0.65.

Cullen/Frost Bankers (NYSE:CFR) last issued its quarterly earnings results on Thursday, January 29th. The bank reported $2.56 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.09. The company had revenue of $562.58 million for the quarter, compared to analyst estimates of $578.05 million. Cullen/Frost Bankers had a net margin of 22.21% and a return on equity of 15.49%. During the same quarter in the previous year, the business earned $2.36 earnings per share. Equities research analysts anticipate that Cullen/Frost Bankers, Inc. will post 8.85 earnings per share for the current year.

Cullen/Frost Bankers Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be issued a $1.00 dividend. This represents a $4.00 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date is Friday, February 27th. Cullen/Frost Bankers’s dividend payout ratio (DPR) is presently 40.32%.

About Cullen/Frost Bankers

Cullen/Frost Bankers, Inc is the holding company for Frost Bank, a Texas-chartered financial institution whose origins date back to 1868 in San Antonio. As one of the oldest banking organizations in the state, it offers a broad range of services to individuals, small and large businesses, and institutional clients. Core banking activities include commercial lending, deposit services, cash management and trade finance, while consumer products cover residential mortgages, personal lines of credit and home equity loans.

Beyond traditional banking, the company provides comprehensive treasury and equipment leasing solutions tailored to support working capital and capital expenditure requirements.