Cullen/Frost Bankers (NYSE:CFR) Given New $150.00 Price Target at Barclays

Cullen/Frost Bankers (NYSE:CFR) had its price target lifted by Barclays from $140.00 to $150.00 in a research report report published on Friday morning,Benzinga reports. The brokerage currently has an equal weight rating on the bank’s stock.

Other research analysts also recently issued research reports about the stock. Weiss Ratings restated a “hold (c)” rating on shares of Cullen/Frost Bankers in a report on Monday, December 29th. Royal Bank Of Canada raised their target price on Cullen/Frost Bankers from $144.00 to $150.00 and gave the company a “sector perform” rating in a report on Friday. Keefe, Bruyette & Woods boosted their price target on Cullen/Frost Bankers from $150.00 to $160.00 and gave the stock an “outperform” rating in a research report on Friday. Finally, Citigroup increased their price objective on Cullen/Frost Bankers from $112.00 to $114.00 and gave the company a “sell” rating in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Cullen/Frost Bankers currently has a consensus rating of “Hold” and an average price target of $138.18.

Cullen/Frost Bankers Stock Down 0.8%

Shares of Cullen/Frost Bankers stock opened at $137.69 on Friday. The firm has a market cap of $8.80 billion, a price-to-earnings ratio of 13.88, a P/E/G ratio of 2.74 and a beta of 0.63. The stock has a 50-day simple moving average of $131.25 and a 200-day simple moving average of $128.49. Cullen/Frost Bankers has a 52-week low of $100.31 and a 52-week high of $145.53. The company has a debt-to-equity ratio of 0.05, a current ratio of 0.65 and a quick ratio of 0.65.

Cullen/Frost Bankers (NYSE:CFR) last issued its quarterly earnings data on Thursday, January 29th. The bank reported $2.56 earnings per share for the quarter, beating the consensus estimate of $2.47 by $0.09. The firm had revenue of $1.05 billion for the quarter, compared to analyst estimates of $578.05 million. Cullen/Frost Bankers had a net margin of 21.99% and a return on equity of 15.79%. During the same quarter last year, the firm earned $2.36 earnings per share. On average, equities research analysts expect that Cullen/Frost Bankers will post 8.85 earnings per share for the current fiscal year.

Cullen/Frost Bankers Announces Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Friday, February 27th. This represents a $4.00 dividend on an annualized basis and a yield of 2.9%. Cullen/Frost Bankers’s dividend payout ratio (DPR) is 41.15%.

Insider Activity at Cullen/Frost Bankers

In other news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of the stock in a transaction that occurred on Tuesday, December 9th. The stock was 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 approximately $481,965. This represents a 15.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 2.89% of the stock is currently owned by company insiders.

Institutional Trading of Cullen/Frost Bankers

Hedge funds have recently bought and sold shares of the stock. Champlain Investment Partners LLC grew its position in Cullen/Frost Bankers by 1.0% in the 2nd quarter. Champlain Investment Partners LLC now owns 1,734,222 shares of the bank’s stock worth $222,917,000 after purchasing an additional 16,771 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of Cullen/Frost Bankers by 6.9% in the third quarter. Dimensional Fund Advisors LP now owns 1,187,406 shares of the bank’s stock valued at $150,529,000 after buying an additional 77,028 shares during the period. Geode Capital Management LLC grew its position in Cullen/Frost Bankers by 0.8% during the second quarter. Geode Capital Management LLC now owns 1,154,566 shares of the bank’s stock worth $149,558,000 after buying an additional 9,332 shares in the last quarter. Bank of America Corp DE increased its stake in Cullen/Frost Bankers by 8.5% during the third quarter. Bank of America Corp DE now owns 1,129,673 shares of the bank’s stock valued at $143,209,000 after acquiring an additional 88,080 shares during the period. Finally, Northern Trust Corp raised its holdings in Cullen/Frost Bankers by 2.3% in the 3rd quarter. Northern Trust Corp now owns 965,821 shares of the bank’s stock valued at $122,437,000 after acquiring an additional 21,793 shares in the last quarter. 86.90% of the stock is owned by institutional investors.

Key Headlines Impacting Cullen/Frost Bankers

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

• Positive Sentiment: Q4 earnings beat — Cullen/Frost reported roughly $2.56–$2.57 EPS, topping expectations, with revenue of ~$1.05B (well above consensus) driven by year‑over‑year net interest income and fee‑income growth. This outperformance is the main fundamental positive supporting the stock. Cullen/Frost Q4 Earnings Beat
• Positive Sentiment: Shareholder returns boosted — the board declared a $1.00 quarterly dividend and authorized a $300M stock‑repurchase program, which supports EPS and investor demand. Q4 & Annual Results / Buyback
• Positive Sentiment: Analyst optimism — several firms raised price targets this morning (Keefe, Bruyette & Woods to $160; Barclays to $150; RBC to $150), implying notable upside (~9–16%) from current levels and signaling improved analyst conviction. Keefe PT Raise Barclays PT Raise RBC PT Raise
• Neutral Sentiment: Board refresh — two new directors (Marsha M. Shields and Jeff Rummel) were elected and longtime director Chris Avery will retire; governance update but not an earnings driver. Board Announcement
• Neutral Sentiment: DA Davidson raised its price target (to $144) but kept a “neutral” rating, so the move is modestly supportive but not a clear buy signal. DA Davidson PT Raise
• Negative Sentiment: Expense pressure — management noted higher non‑interest expenses remain a drag on margins, which could cap near‑term upside despite revenue strength. Expense Headwinds

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.