DA Davidson Boosts Cullen/Frost Bankers (NYSE:CFR) Price Target to $144.00

Cullen/Frost Bankers (NYSE:CFR) had its price target upped by research analysts at DA Davidson from $136.00 to $144.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the bank’s stock. DA Davidson’s price objective would indicate a potential upside of 4.60% from the company’s current price.

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

Cullen/Frost Bankers Stock Performance

CFR traded down $1.10 on Friday, hitting $137.67. 350,223 shares of the company’s stock were exchanged, compared to its average volume of 541,338. Cullen/Frost Bankers has a twelve month low of $100.31 and a twelve month high of $145.53. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 0.05. The firm has a market cap of $8.80 billion, a PE ratio of 14.16, a P/E/G ratio of 2.67 and a beta of 0.63. The stock has a fifty day moving average of $130.97 and a two-hundred day moving average of $128.49.

Cullen/Frost Bankers (NYSE:CFR) last released its earnings results on Thursday, January 29th. The bank reported $2.56 EPS for the quarter, beating the consensus estimate of $2.47 by $0.09. Cullen/Frost Bankers had a net margin of 21.99% and a return on equity of 15.84%. The business had revenue of $1.05 billion during the quarter, compared to analyst estimates of $578.05 million. During the same period in the prior year, the business earned $2.36 earnings per share. On average, research analysts anticipate that Cullen/Frost Bankers will post 8.85 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of the 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 transaction, the executive vice president owned 3,795 shares of the company’s stock, valued at approximately $481,965. This trade represents a 15.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 2.89% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the company. Root Financial Partners LLC purchased a new stake in shares of Cullen/Frost Bankers in the third quarter valued at approximately $26,000. Advisory Services Network LLC acquired a new stake in Cullen/Frost Bankers during the 3rd quarter worth $28,000. GoalVest Advisory LLC purchased a new position in Cullen/Frost Bankers during the 3rd quarter worth $28,000. Blue Trust Inc. increased its stake in Cullen/Frost Bankers by 252.1% in the 4th quarter. Blue Trust Inc. now owns 257 shares of the bank’s stock valued at $33,000 after buying an additional 184 shares during the period. Finally, Hantz Financial Services Inc. raised its position in Cullen/Frost Bankers by 8,800.0% in the second quarter. Hantz Financial Services Inc. now owns 267 shares of the bank’s stock worth $34,000 after acquiring an additional 264 shares in the last quarter. Hedge funds and other institutional investors own 86.90% of the company’s stock.

Key Headlines Impacting Cullen/Frost Bankers

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

• Positive Sentiment: Q4 results beat expectations — EPS of $2.56 (vs. ~$2.47 consensus) and revenue of ~$1.05B well above estimates; net income rose year-over-year, ROE and margins remained healthy. These fundamentals support earnings momentum. CULLEN/FROST REPORTS FOURTH QUARTER AND 2025 ANNUAL RESULTS
• Positive Sentiment: Shareholder returns boosted — board declared a $1.00 quarterly dividend (ex-div Feb. 27) and authorized a $300M stock repurchase program, both of which are supportive of the share price and signal capital-return confidence. CULLEN/FROST REPORTS FOURTH QUARTER AND 2025 ANNUAL RESULTS
• Positive Sentiment: Analyst price-target lifts — Keefe, Bruyette & Woods, RBC and Barclays raised targets (Keefe to $160, RBC/Barclays to $150), reflecting renewed analyst confidence and offering stated upside from current levels. This can support buying interest among model-driven investors. Analyst coverage roundup
• Neutral Sentiment: Board changes announced — two new directors (Marsha M. Shields and Jeff Rummel) were elected and longtime director Chris Avery will retire. Governance refresh can be neutral-to-positive but is unlikely to move the stock materially on its own. CULLEN/FROST BANKERS ANNOUNCES TWO ADDITIONS TO BOARD OF DIRECTORS; AVERY TO RETIRE
• Neutral Sentiment: Full earnings call/transcripts available — detailed commentary is out (transcripts on Seeking Alpha/InsiderMonkey); read for specifics on margin drivers, loan growth and capital deployment but no major forward guidance shifts were highlighted in headlines. Earnings call transcript
• Negative Sentiment: Shares fell despite the positives — likely short-term profit-taking, rotation within the regional bank space, or investors already having priced much of the good news in prior gains. Lower-than-average intraday volume suggests the move may be temporary; monitor buyback timing and any forward commentary for catalysts. No link

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.