Q2 EPS Forecast for Cullen/Frost Bankers Raised by Analyst

Cullen/Frost Bankers, Inc. (NYSE:CFR) – Stock analysts at Zacks Research boosted their Q2 2025 earnings estimates for shares of Cullen/Frost Bankers in a research note issued on Thursday, May 22nd. Zacks Research analyst R. Department now anticipates that the bank will earn $2.16 per share for the quarter, up from their prior forecast of $2.13. The consensus estimate for Cullen/Frost Bankers’ current full-year earnings is $8.85 per share. Zacks Research also issued estimates for Cullen/Frost Bankers’ Q3 2025 earnings at $2.26 EPS, Q4 2025 earnings at $2.11 EPS, FY2025 earnings at $8.83 EPS, Q2 2026 earnings at $2.54 EPS, Q3 2026 earnings at $2.20 EPS, Q4 2026 earnings at $2.17 EPS, FY2026 earnings at $9.07 EPS, Q1 2027 earnings at $2.40 EPS and FY2027 earnings at $9.60 EPS.

Other equities research analysts have also issued reports about the company. Keefe, Bruyette & Woods lifted their target price on Cullen/Frost Bankers from $140.00 to $148.00 and gave the company a “market perform” rating in a research report on Monday, February 3rd. DA Davidson downgraded Cullen/Frost Bankers from a “buy” rating to a “neutral” rating and lifted their price target for the company from $138.00 to $143.00 in a report on Monday, February 3rd. Royal Bank of Canada dropped their target price on Cullen/Frost Bankers from $147.00 to $140.00 and set a “sector perform” rating on the stock in a research note on Friday, May 2nd. Morgan Stanley dropped their target price on Cullen/Frost Bankers from $132.00 to $120.00 and set an “underweight” rating on the stock in a research note on Thursday, March 13th. Finally, Barclays lifted their price target on Cullen/Frost Bankers from $130.00 to $135.00 and gave the stock an “equal weight” rating in a research report on Friday, May 2nd. Three investment analysts have rated the stock with a sell rating, nine have issued a hold rating and two have issued a buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $131.93.

Cullen/Frost Bankers Price Performance

Shares of CFR stock opened at $127.23 on Friday. Cullen/Frost Bankers has a 52-week low of $94.09 and a 52-week high of $147.64. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.68 and a current ratio of 0.68. The firm has a market capitalization of $8.18 billion, a P/E ratio of 14.34, a P/E/G ratio of 6.46 and a beta of 0.67. The stock has a 50 day moving average price of $119.59 and a 200 day moving average price of $131.15.

Cullen/Frost Bankers (NYSE:CFR) last issued its quarterly earnings results on Thursday, May 1st. The bank reported $2.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.17 by $0.13. Cullen/Frost Bankers had a return on equity of 15.95% and a net margin of 20.44%. The firm had revenue of $560.42 million during the quarter, compared to analyst estimates of $540.57 million. During the same period last year, the company earned $2.15 EPS.

Institutional Investors Weigh In On Cullen/Frost Bankers

Several large investors have recently bought and sold shares of the company. Vanguard Group Inc. increased its stake in Cullen/Frost Bankers by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 6,375,303 shares of the bank’s stock worth $855,884,000 after buying an additional 66,243 shares in the last quarter. Boston Trust Walden Corp increased its stake in Cullen/Frost Bankers by 5.7% during the 1st quarter. Boston Trust Walden Corp now owns 1,112,477 shares of the bank’s stock worth $139,282,000 after buying an additional 60,187 shares in the last quarter. Dimensional Fund Advisors LP increased its stake in Cullen/Frost Bankers by 3.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,057,294 shares of the bank’s stock worth $132,365,000 after buying an additional 30,709 shares in the last quarter. Northern Trust Corp grew its position in shares of Cullen/Frost Bankers by 8.0% in the first quarter. Northern Trust Corp now owns 1,051,168 shares of the bank’s stock valued at $131,606,000 after purchasing an additional 77,592 shares in the last quarter. Finally, GAMMA Investing LLC grew its position in shares of Cullen/Frost Bankers by 122,282.2% in the first quarter. GAMMA Investing LLC now owns 1,005,982 shares of the bank’s stock valued at $125,949,000 after purchasing an additional 1,005,160 shares in the last quarter. 86.90% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CAO Matthew Bradley Henson acquired 1,870 shares of the business’s stock in a transaction on Friday, May 2nd. The stock was bought at an average cost of $16.93 per share, for a total transaction of $31,659.10. Following the purchase, the chief accounting officer now owns 5,545 shares in the company, valued at approximately $93,876.85. This represents a 50.88% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this hyperlink. 2.89% of the stock is currently owned by insiders.

Cullen/Frost Bankers Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 13th. Investors of record on Friday, May 30th will be issued a $1.00 dividend. This is a boost from Cullen/Frost Bankers’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Friday, May 30th. This represents a $4.00 dividend on an annualized basis and a yield of 3.14%. Cullen/Frost Bankers’s dividend payout ratio is presently 43.91%.

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.