Cadence Bank (NYSE:CADE) Trading Down 3.8% – Here’s Why

Shares of Cadence Bank (NYSE:CADE) fell 3.8% during mid-day trading on Thursday . The company traded as low as $43.66 and last traded at $44.6780. 1,503,606 shares were traded during mid-day trading, a decline of 46% from the average session volume of 2,782,746 shares. The stock had previously closed at $46.46.

Cadence Bank News Summary

Here are the key news stories impacting Cadence Bank this week:

• Positive Sentiment: Q4 earnings beat — Cadence reported $0.85 EPS vs. $0.79 estimate and revenue of $528.4M, driven by solid loan growth, which supports core earnings strength. Cadence Bank beats Q4 expectations, reports strong loan growth
• Positive Sentiment: Company press release and full results available — management confirmed the quarterly and annual 2025 results, giving investors official detail on revenue, margins and ROE. Cadence Bank Announces Fourth Quarter and Annual 2025 Financial Results
• Positive Sentiment: Dividend boost — the board increased the common quarterly dividend by 25% (new quarterly payout announced), which supports income investors and signals confidence in capital generation. View Press Release
• Neutral Sentiment: Revenue details and coverage — multiple outlets note revenue slightly topped estimates, and analyst write‑ups (Zacks, Yahoo) break down key metric comparisons and trends for analysts to update models. Cadence Bank’s (NYSE:CADE) Q4 CY2025 Sales Top Estimates
• Neutral Sentiment: Analyst notes and metric comparisons — Zacks and other services provide context on loan growth, margins and ROE versus Street expectations, useful for revising near‑term earnings forecasts. Cadence (CADE) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Industry context — a peer (Huntington Bancshares) reported a revenue miss amid acquisition activity; such peer results can shift relative sentiment in regional bank stocks. Huntington Bancshares Q4 earnings, revenue miss, amid acquisition activity
• Negative Sentiment: Valuation concerns — coverage notes a P/E premium vs. DCF discount for Cadence, which may prompt investors to trim positions despite the beat if they see limited upside. Cadence Bank (CADE) Valuation Check As P/E Premium Contrasts With DCF Discount
• Negative Sentiment: Market reaction/profit‑taking — despite the beat, shares are lower on higher-than-average volume, suggesting some investors are locking in gains; this dynamic can amplify short‑term downside.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on CADE shares. Piper Sandler set a $40.00 target price on Cadence Bank and gave the company a “neutral” rating in a research note on Monday, October 27th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Cadence Bank in a report on Wednesday, October 8th. Royal Bank Of Canada upgraded shares of Cadence Bank from a “hold” rating to a “moderate buy” rating in a report on Monday, October 27th. Morgan Stanley downgraded shares of Cadence Bank from an “overweight” rating to a “sell” rating in a research note on Tuesday, October 28th. Finally, Keefe, Bruyette & Woods cut Cadence Bank from a “moderate buy” rating to a “hold” rating and raised their target price for the company from $41.00 to $49.00 in a research note on Monday, November 3rd. Two equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, Cadence Bank presently has a consensus rating of “Hold” and a consensus target price of $42.33.

Cadence Bank Stock Down 5.9%

The firm has a fifty day moving average price of $42.33 and a two-hundred day moving average price of $38.66. The stock has a market capitalization of $7.97 billion, a P/E ratio of 15.84 and a beta of 0.95.

Cadence Bank (NYSE:CADE) last issued its earnings results on Thursday, January 22nd. The company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. The firm had revenue of $528.41 million for the quarter, compared to the consensus estimate of $525.15 million. Cadence Bank had a net margin of 18.15% and a return on equity of 9.97%. During the same quarter in the prior year, the firm posted $0.70 earnings per share. Sell-side analysts anticipate that Cadence Bank will post 2.94 earnings per share for the current fiscal year.

Cadence Bank Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Shareholders of record on Friday, January 30th will be issued a $0.3438 dividend. This represents a $1.38 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date of this dividend is Friday, January 30th. This is a positive change from Cadence Bank’s previous quarterly dividend of $0.28. Cadence Bank’s dividend payout ratio is 39.86%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of CADE. Gamco Investors INC. ET AL lifted its position in Cadence Bank by 77.1% during the second quarter. Gamco Investors INC. ET AL now owns 148,550 shares of the company’s stock valued at $4,751,000 after purchasing an additional 64,690 shares during the period. Arrowstreet Capital Limited Partnership bought a new stake in Cadence Bank in the 2nd quarter worth approximately $8,835,000. Nordea Investment Management AB raised its stake in Cadence Bank by 1.6% during the 2nd quarter. Nordea Investment Management AB now owns 101,585 shares of the company’s stock valued at $3,266,000 after buying an additional 1,560 shares during the last quarter. Capital Fund Management S.A. bought a new position in shares of Cadence Bank during the 2nd quarter valued at $561,000. Finally, First Trust Advisors LP lifted its holdings in shares of Cadence Bank by 11.5% during the 2nd quarter. First Trust Advisors LP now owns 2,587,221 shares of the company’s stock valued at $82,739,000 after buying an additional 266,621 shares during the period. 84.61% of the stock is owned by institutional investors.

About Cadence Bank

Cadence Bank (NYSE: CADE) is a regional commercial bank that offers a full suite of financial services to individuals, businesses and government entities. Through its network of branches and digital platforms, the bank provides deposit accounts, treasury management solutions, commercial and industrial lending, equipment finance, residential and consumer mortgages, and wealth management services. Cadence Bank serves a mix of small and mid-size companies as well as retail customers in its core markets.

The institution traces its heritage to Cadence Bancorporation, which was established in 1987 in Tupelo, Mississippi.