Cullen/Frost Bankers (NYSE:CFR) Price Target Raised to $160.00 at Keefe, Bruyette & Woods

Cullen/Frost Bankers (NYSE:CFR) had its price objective hoisted by Keefe, Bruyette & Woods from $150.00 to $160.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the bank’s stock. Keefe, Bruyette & Woods’ price objective suggests a potential upside of 15.53% from the stock’s previous close.

CFR has been the topic of several other reports. Barclays lowered their price target on shares of Cullen/Frost Bankers from $145.00 to $140.00 and set an “equal weight” rating on the stock in a research note on Friday, December 19th. Citigroup raised 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. Royal Bank Of Canada upped their target price on Cullen/Frost Bankers from $140.00 to $144.00 and gave the stock a “sector perform” rating in a report on Friday, October 10th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Cullen/Frost Bankers in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $136.64.

Cullen/Frost Bankers Trading Up 2.4%

NYSE:CFR opened at $138.50 on Friday. Cullen/Frost Bankers has a twelve month low of $100.31 and a twelve month high of $146.44. The company has a quick ratio of 0.65, a current ratio of 0.65 and a debt-to-equity ratio of 0.05. The business has a 50 day moving average price of $130.97 and a two-hundred day moving average price of $128.49. The company has a market cap of $8.86 billion, a P/E ratio of 14.25, a price-to-earnings-growth ratio of 2.67 and a beta of 0.63.

Cullen/Frost Bankers (NYSE:CFR) last posted its quarterly earnings data on Thursday, January 29th. The bank reported $2.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.47 by $0.09. The company had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $578.05 million. Cullen/Frost Bankers had a net margin of 21.99% and a return on equity of 15.84%. During the same period last year, the company earned $2.36 earnings per share. As a group, analysts expect that Cullen/Frost Bankers will post 8.85 EPS for the current fiscal year.

Insider Activity

In other news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of Cullen/Frost Bankers stock in a transaction that occurred on Tuesday, December 9th. The stock was 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. The trade was a 15.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 2.89% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Cullen/Frost Bankers

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. M.E. Allison & CO. Inc. raised its holdings in Cullen/Frost Bankers by 35.1% in the 2nd quarter. M.E. Allison & CO. Inc. now owns 8,734 shares of the bank’s stock valued at $1,123,000 after acquiring an additional 2,270 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Cullen/Frost Bankers by 3,892.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 100,368 shares of the bank’s stock worth $12,901,000 after acquiring an additional 97,854 shares during the period. Cullen Frost Bankers Inc. raised its position in Cullen/Frost Bankers by 62.0% during the third quarter. Cullen Frost Bankers Inc. now owns 38,734 shares of the bank’s stock valued at $4,910,000 after purchasing an additional 14,831 shares in the last quarter. Legal & General Group Plc lifted its stake in Cullen/Frost Bankers by 3.4% during the second quarter. Legal & General Group Plc now owns 100,690 shares of the bank’s stock worth $12,943,000 after purchasing an additional 3,313 shares during the last quarter. Finally, Russell Investments Group Ltd. boosted its holdings in shares of Cullen/Frost Bankers by 30.2% in the 2nd 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 institutional investors.

Key Headlines Impacting Cullen/Frost Bankers

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

• Positive Sentiment: Q4 results beat expectations — Cullen/Frost reported roughly $2.56–$2.57 EPS (above the ~$2.47 consensus) and net income rose ~7.4% year-over-year; management also reported strong profitability metrics (ROE ~15.8%, net margin ~22%). These beats are the primary driver of the stock’s strength. CULLEN/FROST REPORTS FOURTH QUARTER AND 2025 ANNUAL RESULTS
• Positive Sentiment: Revenue surprise — reported revenue (~$1.05 billion) materially exceeded the consensus estimate cited by the street, reinforcing that the beat was broad-based rather than EPS-only. Listen to Conference Call / Press Release
• Positive Sentiment: Shareholder returns — the board declared a quarterly dividend ($1.00 per share) and authorized a $300 million stock repurchase program, which supports EPS and signals confidence in capital position. These actions tend to be viewed positively by income and total-return investors. CULLEN/FROST REPORTS FOURTH QUARTER AND 2025 ANNUAL RESULTS
• Neutral Sentiment: Earnings call / transcript available — the full Q4 2025 earnings call transcript and related commentary are published (useful for assessing management’s tone on loan growth, NIM, reserves and 2026 outlook). Investors should listen/read for guidance and any one-time items that influenced revenue. Earnings Call Transcript
• Neutral Sentiment: Analyst commentary & outlook — recent rundowns (Benzinga, Yahoo, Zacks) summarize the beat and discuss key metrics and analyst models; these pieces help frame expectations but contain mixed forward signals that will be updated as management provides 2026 guidance. Earnings Outlook For Cullen/Frost Bankers

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.