Cullen/Frost Bankers (NYSE:CFR) Price Target Raised to $144.00

Cullen/Frost Bankers (NYSE:CFR) had its target price raised by DA Davidson from $136.00 to $144.00 in a research report sent to investors on Friday morning,Benzinga reports. They currently have a neutral rating on the bank’s stock.

Several other analysts also recently weighed in on CFR. Keefe, Bruyette & Woods boosted their price target on Cullen/Frost Bankers from $150.00 to $160.00 and gave the company an “outperform” rating in a report on Friday. Royal Bank Of Canada lifted their target price on Cullen/Frost Bankers from $144.00 to $150.00 and gave the company a “sector perform” rating in a research note on Friday. Citigroup upped their price target on Cullen/Frost Bankers from $112.00 to $114.00 and gave the stock a “sell” rating in a research report on Friday, October 31st. Barclays boosted their price target on Cullen/Frost Bankers from $140.00 to $150.00 and gave the stock an “equal weight” rating in a research note on Friday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Cullen/Frost Bankers in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $138.18.

Cullen/Frost Bankers Stock Performance

Shares of NYSE:CFR opened at $137.69 on Friday. Cullen/Frost Bankers has a 12 month low of $100.31 and a 12 month high of $145.53. The firm’s 50-day moving average is $131.25 and its 200 day moving average is $128.41. The company has a market capitalization of $8.80 billion, a price-to-earnings ratio of 13.88, a PEG ratio of 2.69 and a beta of 0.64. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 0.05.

Cullen/Frost Bankers (NYSE:CFR) last issued its quarterly earnings results on Thursday, January 29th. The bank reported $2.56 earnings per share for the quarter, topping the consensus estimate of $2.47 by $0.09. The firm had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $578.05 million. Cullen/Frost Bankers had a return on equity of 15.79% and a net margin of 21.99%.During the same period in the prior year, the business posted $2.36 earnings per share. Research analysts predict that Cullen/Frost Bankers will post 8.85 EPS for the current year.

Cullen/Frost Bankers Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be given a dividend of $1.00 per share. The ex-dividend date 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 is currently 41.15%.

Insider Buying and Selling

In other Cullen/Frost Bankers news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of the company’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $127.00, for a total transaction of $88,900.00. Following the completion of the transaction, the executive vice president directly owned 3,795 shares in the company, 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 SEC, which is accessible through this hyperlink. Insiders own 1.20% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of CFR. M.E. Allison & CO. Inc. raised its position in shares of Cullen/Frost Bankers by 35.1% in the second quarter. M.E. Allison & CO. Inc. now owns 8,734 shares of the bank’s stock valued at $1,123,000 after buying an additional 2,270 shares during the last quarter. Cullen Frost Bankers Inc. grew its position in Cullen/Frost Bankers by 62.0% in the third quarter. Cullen Frost Bankers Inc. now owns 38,734 shares of the bank’s stock worth $4,910,000 after acquiring an additional 14,831 shares during the period. Arrowstreet Capital Limited Partnership increased its position in shares of Cullen/Frost Bankers by 3,892.4% during the second quarter. Arrowstreet Capital Limited Partnership now owns 100,368 shares of the bank’s stock valued at $12,901,000 after acquiring an additional 97,854 shares during the last quarter. Legal & General Group Plc grew its stake in shares of Cullen/Frost Bankers by 3.4% in the second quarter. Legal & General Group Plc now owns 100,690 shares of the bank’s stock valued at $12,943,000 after buying an additional 3,313 shares in the last quarter. Finally, Russell Investments Group Ltd. grew its holdings in shares of Cullen/Frost Bankers by 30.2% in the second quarter. Russell Investments Group Ltd. now owns 102,234 shares of the bank’s stock valued at $13,141,000 after purchasing an additional 23,714 shares in the last quarter. 86.90% of the stock is owned by hedge funds and other institutional investors.

More Cullen/Frost Bankers News

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

About Cullen/Frost Bankers

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.