Cullen/Frost Bankers (CFR) Expected to Announce Earnings on Thursday

Cullen/Frost Bankers (NYSE:CFR) is expected to be announcing its Q2 2026 results before the market opens on Thursday, July 30th. Analysts expect Cullen/Frost Bankers to post earnings of $2.55 per share and revenue of $589.7150 million for the quarter. Interested persons may review the information on the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, July 30, 2026 at 2:00 PM ET.

Cullen/Frost Bankers (NYSE:CFR) last issued its quarterly earnings data on Thursday, April 30th. The bank reported $2.65 EPS for the quarter, topping analysts’ consensus estimates of $2.49 by $0.16. The company had revenue of $574.84 million during the quarter, compared to the consensus estimate of $587.28 million. Cullen/Frost Bankers had a net margin of 22.86% and a return on equity of 15.58%. During the same quarter in the previous year, the firm posted $2.30 earnings per share. On average, analysts expect Cullen/Frost Bankers to post $11 EPS for the current fiscal year and $11 EPS for the next fiscal year.

Cullen/Frost Bankers Stock Down 0.3%

Cullen/Frost Bankers stock opened at $163.75 on Tuesday. The company has a quick ratio of 0.65, a current ratio of 0.65 and a debt-to-equity ratio of 0.05. The firm has a market cap of $10.28 billion, a P/E ratio of 15.94, a P/E/G ratio of 2.93 and a beta of 0.54. The business has a fifty day moving average of $149.34 and a two-hundred day moving average of $142.82. Cullen/Frost Bankers has a twelve month low of $119.00 and a twelve month high of $166.25.

Cullen/Frost Bankers Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 29th were given a $1.03 dividend. This represents a $4.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date of this dividend was Friday, May 29th. This is a positive change from Cullen/Frost Bankers’s previous quarterly dividend of $1.00. Cullen/Frost Bankers’s dividend payout ratio is presently 40.12%.

Insider Transactions at Cullen/Frost Bankers

In other Cullen/Frost Bankers news, EVP Carol Jean Severyn sold 837 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $148.29, for a total value of $124,118.73. Following the completion of the sale, the executive vice president directly owned 12,712 shares in the company, valued at approximately $1,885,062.48. This trade represents a 6.18% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 1.14% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Cullen/Frost Bankers

Several hedge funds and other institutional investors have recently modified their holdings of CFR. Advisory Services Network LLC purchased a new stake in Cullen/Frost Bankers during the 3rd quarter worth approximately $28,000. Geneos Wealth Management Inc. raised its holdings 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 worth $46,000 after buying an additional 106 shares during the last quarter. Danske Bank A S acquired a new stake in shares of Cullen/Frost Bankers during the third quarter worth $63,000. Los Angeles Capital Management LLC acquired a new stake in shares of Cullen/Frost Bankers during the fourth quarter worth $66,000. Finally, Quarry LP grew its holdings in shares of Cullen/Frost Bankers by 231.3% during the fourth quarter. Quarry LP now owns 772 shares of the bank’s stock valued at $98,000 after buying an additional 539 shares during the last quarter. 86.90% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

CFR has been the subject of a number of analyst reports. Cantor Fitzgerald upped their price objective on Cullen/Frost Bankers from $154.00 to $158.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cullen/Frost Bankers in a report on Wednesday, July 15th. DA Davidson raised their price target on shares of Cullen/Frost Bankers from $143.00 to $144.00 and gave the company a “neutral” rating in a report on Monday, May 4th. Citigroup boosted their price objective on shares of Cullen/Frost Bankers from $131.00 to $145.00 and gave the stock a “sell” rating in a research note on Tuesday, June 30th. Finally, Jefferies Financial Group raised shares of Cullen/Frost Bankers from an “underperform” rating to a “hold” rating and increased their target price for the company from $135.00 to $160.00 in a research report on Monday, July 6th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Cullen/Frost Bankers currently has a consensus rating of “Hold” and a consensus target price of $152.42.

Cullen/Frost Bankers Company Profile

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.