Cullen/Frost Bankers (NYSE:CFR) Stock Price Expected to Rise, Barclays Analyst Says

Cullen/Frost Bankers (NYSE:CFR) had its target price hoisted by equities research analysts at Barclays from $140.00 to $150.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the bank’s stock. Barclays‘s target price would suggest a potential upside of 8.94% from the company’s previous close.

Several other research firms also recently weighed in on CFR. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Cullen/Frost Bankers in a report on Monday, December 29th. Royal Bank Of Canada upped their price target on shares of Cullen/Frost Bankers from $144.00 to $150.00 and gave the stock a “sector perform” rating in a research note on Friday. Keefe, Bruyette & Woods raised their price objective on shares of Cullen/Frost Bankers from $150.00 to $160.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Citigroup boosted their target price on Cullen/Frost Bankers from $112.00 to $114.00 and gave the stock a “sell” rating in a report on Friday, October 31st. One investment 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 assigned a Sell rating to the company’s 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

Shares of CFR stock 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 company has a debt-to-equity ratio of 0.05, a current ratio of 0.65 and a quick ratio of 0.65. The firm has a market capitalization of $8.80 billion, a price-to-earnings ratio of 13.88, a price-to-earnings-growth ratio of 2.74 and a beta of 0.63. The business has a 50 day simple moving average of $131.25 and a 200 day simple moving average of $128.46.

Cullen/Frost Bankers (NYSE:CFR) last announced its earnings results 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. Cullen/Frost Bankers had a return on equity of 15.79% and a net margin of 21.99%.The firm had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $578.05 million. During the same quarter in the previous year, the business earned $2.36 EPS. On average, equities research analysts anticipate that Cullen/Frost Bankers will post 8.85 EPS for the current year.

Insider Activity

In other news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of the stock in a transaction 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 sale, the executive vice president owned 3,795 shares in the company, valued at approximately $481,965. This represents a 15.57% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 2.89% of the company’s stock.

Hedge Funds Weigh In On Cullen/Frost Bankers

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

Cullen/Frost Bankers News Summary

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.