Customers Bancorp (NYSE:CUBI) Downgraded to Hold Rating by Wall Street Zen

Wall Street Zen cut shares of Customers Bancorp (NYSE:CUBI) from a buy rating to a hold rating in a report published on Sunday.

A number of other research analysts also recently weighed in on the stock. Raymond James Financial reiterated a “strong-buy” rating and issued a $95.00 price objective on shares of Customers Bancorp in a research report on Tuesday, January 6th. Hovde Group upped their price target on Customers Bancorp from $70.00 to $75.00 and gave the stock a “market perform” rating in a report on Thursday, October 30th. B. Riley reiterated a “buy” rating on shares of Customers Bancorp in a research report on Monday, October 27th. Stephens raised their price objective on Customers Bancorp from $62.00 to $68.00 and gave the company an “equal weight” rating in a report on Tuesday, October 28th. Finally, Zacks Research downgraded Customers Bancorp from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Customers Bancorp presently has an average rating of “Moderate Buy” and a consensus target price of $84.80.

Customers Bancorp Price Performance

Shares of NYSE CUBI opened at $74.67 on Friday. The stock has a market capitalization of $2.55 billion, a price-to-earnings ratio of 12.04 and a beta of 1.61. Customers Bancorp has a 12 month low of $40.75 and a 12 month high of $82.56. The firm’s 50 day simple moving average is $73.42 and its 200-day simple moving average is $68.65. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.00 and a quick ratio of 1.00.

Customers Bancorp (NYSE:CUBI) last posted its earnings results on Thursday, January 22nd. The bank reported $2.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.04 by $0.02. Customers Bancorp had a net margin of 15.15% and a return on equity of 14.05%. The firm had revenue of $236.90 million during the quarter, compared to analysts’ expectations of $200.38 million. During the same period in the previous year, the business posted $1.36 EPS. Analysts expect that Customers Bancorp will post 6.45 EPS for the current year.

Insiders Place Their Bets

In other Customers Bancorp news, Director Bernard Bennett Banks sold 9,000 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $66.93, for a total transaction of $602,370.00. Following the completion of the sale, the director owned 7,524 shares of the company’s stock, valued at $503,581.32. This trade represents a 54.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Jay S. Sidhu sold 128,185 shares of the firm’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $69.43, for a total value of $8,899,884.55. Following the sale, the chief executive officer directly owned 790,031 shares of the company’s stock, valued at $54,851,852.33. The trade was a 13.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 211,900 shares of company stock valued at $14,595,664 in the last three months. 6.92% of the stock is currently owned by insiders.

Institutional Trading of Customers Bancorp

Several hedge funds have recently added to or reduced their stakes in CUBI. Assenagon Asset Management S.A. boosted its holdings in shares of Customers Bancorp by 29.0% in the third quarter. Assenagon Asset Management S.A. now owns 290,919 shares of the bank’s stock valued at $19,017,000 after acquiring an additional 65,382 shares in the last quarter. Envestnet Portfolio Solutions Inc. acquired a new position in Customers Bancorp during the second quarter worth $418,000. First Eagle Investment Management LLC lifted its holdings in Customers Bancorp by 15.8% in the second quarter. First Eagle Investment Management LLC now owns 99,717 shares of the bank’s stock valued at $5,857,000 after acquiring an additional 13,600 shares during the period. Allspring Global Investments Holdings LLC boosted its position in shares of Customers Bancorp by 7.8% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 398,723 shares of the bank’s stock worth $25,718,000 after purchasing an additional 28,928 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC purchased a new position in shares of Customers Bancorp in the 2nd quarter valued at about $239,000. Institutional investors and hedge funds own 89.29% of the company’s stock.

Customers Bancorp News Summary

Here are the key news stories impacting Customers Bancorp this week:

• Positive Sentiment: Quarterly EPS slightly beat expectations — CUBI reported $2.06 EPS vs. consensus ~$2.04, showing year-over-year improvement. MarketBeat: Earnings report
• Positive Sentiment: Multiple outlets (including Yahoo and Zacks) flagged that reported revenue exceeded some analyst models — headlines noted revenue of ~$236.9M versus consensus in the ~$200M area, which on the face of it is a top-line beat. Yahoo: Beats sales expectations
• Neutral Sentiment: The company issued its formal press release and slide deck with full Q4 / FY-2025 figures; investors will parse loan growth, deposit trends and margin commentary from the materials. BusinessWire: Press release
• Neutral Sentiment: The earnings call transcript provides management color on credit quality, capital and outlook — key for assessing sustainability of the quarter’s results. Investors should review the call for any guidance shifts. Seeking Alpha: Earnings call transcript
• Negative Sentiment: At least one outlet reported the revenue as a miss (or highlighted weaker revenue components), and that narrative appears to have triggered the selloff as traders focused on top-line composition rather than the headline EPS. Investing.com: Shares fall as revenue misses
• Negative Sentiment: Trading shows elevated volume and volatility post‑report — suggesting rapid re‑pricing as investors debate the quality of earnings and outlook. The market reaction has driven the stock lower despite the EPS beat. SeattlePI: Q4 snapshot

Customers Bancorp Company Profile

Customers Bancorp, Inc (NYSE: CUBI) is a bank holding company headquartered in Phoenixville, Pennsylvania, and the parent of Customers Bank, a federally chartered institution. The company offers a full suite of commercial and consumer banking services, combining traditional deposit and lending products with modern digital banking platforms. As a publicly traded entity, Customers Bancorp focuses on delivering tailored financial solutions to mid‐market companies, small businesses, professionals and individuals across the United States.

Through its commercial banking division, the company provides term loans, lines of credit, real estate financing, asset‐based lending and treasury management services.