25,364 Shares in Cullen/Frost Bankers, Inc. $CFR Acquired by TRB Wealth Management LLC

TRB Wealth Management LLC acquired a new stake in Cullen/Frost Bankers, Inc. (NYSE:CFR) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 25,364 shares of the bank’s stock, valued at approximately $3,919,000. Cullen/Frost Bankers accounts for 0.5% of TRB Wealth Management LLC’s holdings, making the stock its 22nd largest holding.

Other large investors have also bought and sold shares of the company. Goldman Sachs Group Inc. boosted its stake in Cullen/Frost Bankers by 61.6% in the first quarter. Goldman Sachs Group Inc. now owns 605,697 shares of the bank’s stock valued at $75,833,000 after acquiring an additional 230,993 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Cullen/Frost Bankers by 9.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 166,900 shares of the bank’s stock valued at $20,896,000 after acquiring an additional 15,063 shares during the last quarter. Geneos Wealth Management Inc. raised its position in shares of Cullen/Frost Bankers by 40.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 366 shares of the bank’s stock valued at $46,000 after acquiring an additional 106 shares during the last quarter. Invesco Ltd. lifted its stake in shares of Cullen/Frost Bankers by 12.2% in the 2nd quarter. Invesco Ltd. now owns 126,040 shares of the bank’s stock valued at $16,201,000 after purchasing an additional 13,718 shares during the period. Finally, EverSource Wealth Advisors LLC lifted its stake in shares of Cullen/Frost Bankers by 82.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,174 shares of the bank’s stock valued at $151,000 after purchasing an additional 532 shares during the period. 86.90% of the stock is currently owned by institutional investors and hedge funds.

Key Cullen/Frost Bankers News

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

• Positive Sentiment: Zacks raised its earnings outlook across several periods. The firm increased its FY2026 EPS estimate to $10.82 from $10.15 and its FY2027 forecast to $10.45 from $10.22. It also lifted estimates for Q3 2026, Q4 2026, Q1 2027, Q2 2027, Q3 2027 and Q1 2028. These revisions indicate improving expectations for Cullen/Frost’s profitability. Zacks maintained a “Strong-Buy” rating. Zacks earnings estimate revisions
• Positive Sentiment: Cantor Fitzgerald expects CFR shares to rise. The analyst’s constructive view adds to the positive research sentiment surrounding the regional bank and may encourage investor interest. Cullen/Frost Bankers stock price expected to rise
• Neutral Sentiment: A value comparison with Prosperity Bancshares provides context but no clear new catalyst. Investors are evaluating whether CFR or Prosperity Bancshares offers the better value opportunity. CFR trades at roughly 15.5 times earnings, while its shares remain above their 50-day and 200-day moving averages, suggesting the stock may not be viewed as deeply discounted after its strong yearly performance. PB versus CFR value comparison
• Neutral Sentiment: One estimate was trimmed. Zacks lowered its Q4 2027 EPS forecast to $2.75 from $2.80, a modest negative adjustment that is outweighed by the broader set of upward revisions. Cullen/Frost Bankers estimate update

Insider Activity

In other news, EVP Carol Jean Severyn sold 837 shares of the firm’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $148.29, for a total transaction of $124,118.73. Following the sale, the executive vice president owned 12,712 shares of the company’s stock, valued at $1,885,062.48. This trade represents a 6.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.14% of the stock is owned by company insiders.

Cullen/Frost Bankers Trading Down 0.4%

Shares of NYSE CFR opened at $164.07 on Friday. Cullen/Frost Bankers, Inc. has a twelve month low of $119.00 and a twelve month high of $170.80. The stock has a market cap of $10.20 billion, a price-to-earnings ratio of 15.51, a P/E/G ratio of 2.53 and a beta of 0.53. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 0.05. The company’s fifty day moving average is $159.63 and its 200-day moving average is $146.64.

Cullen/Frost Bankers (NYSE:CFR) last released its quarterly earnings data on Thursday, July 30th. The bank reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $2.55 by $0.15. The business had revenue of $576.01 million during the quarter, compared to analysts’ expectations of $589.72 million. Cullen/Frost Bankers had a net margin of 23.34% and a return on equity of 15.55%. During the same quarter in the prior year, the company earned $2.39 EPS. Equities research analysts predict that Cullen/Frost Bankers, Inc. will post 10.9 EPS for the current year.

Cullen/Frost Bankers Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a $1.03 dividend. This represents a $4.12 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Monday, August 31st. Cullen/Frost Bankers’s dividend payout ratio is 38.94%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Jefferies Financial Group raised Cullen/Frost Bankers from an “underperform” rating to a “hold” rating and lifted their price objective for the stock from $135.00 to $160.00 in a research note on Monday, July 6th. Keefe, Bruyette & Woods increased their target price on Cullen/Frost Bankers from $165.00 to $175.00 and gave the company an “outperform” rating in a research note on Friday, July 31st. TD Cowen raised their target price on Cullen/Frost Bankers from $169.00 to $185.00 and gave the stock a “buy” rating in a report on Monday, August 3rd. Morgan Stanley boosted their target price on Cullen/Frost Bankers from $133.00 to $141.00 and gave the stock an “underweight” rating in a research report on Monday, June 29th. Finally, Barclays upped their price target on Cullen/Frost Bankers from $155.00 to $160.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 7th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, seven have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Cullen/Frost Bankers has an average rating of “Hold” and an average price target of $161.75.

Cullen/Frost Bankers 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.