Keefe, Bruyette & Woods Forecasts Strong Price Appreciation for Cullen/Frost Bankers (NYSE:CFR) Stock

Cullen/Frost Bankers (NYSE:CFR) had its price target lifted by stock analysts at Keefe, Bruyette & Woods from $150.00 to $160.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “outperform” rating on the bank’s stock. Keefe, Bruyette & Woods’ target price points to a potential upside of 16.21% from the company’s current price.

Several other equities analysts have also recently issued reports on the company. Barclays reduced their price objective on Cullen/Frost Bankers from $145.00 to $140.00 and set an “equal weight” rating for the company in a report on Friday, December 19th. Citigroup lifted their price target on Cullen/Frost Bankers from $112.00 to $114.00 and gave the stock a “sell” rating in a research note on Friday, October 31st. Royal Bank Of Canada increased their price objective on shares of Cullen/Frost Bankers from $140.00 to $144.00 and gave the company a “sector perform” rating in a research note on Friday, October 10th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Cullen/Frost Bankers in a report on Monday, December 29th. One 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. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $138.18.

Cullen/Frost Bankers Stock Down 0.8%

CFR stock opened at $137.69 on Friday. 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 company’s 50-day moving average price is $131.25 and its 200 day moving average price is $128.46. Cullen/Frost Bankers has a 52 week low of $100.31 and a 52 week high of $145.53. The company has a market cap of $8.80 billion, a P/E ratio of 13.88, a P/E/G ratio of 2.74 and a beta of 0.63.

Cullen/Frost Bankers (NYSE:CFR) last issued its earnings results 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 during the quarter, compared to analysts’ expectations of $578.05 million. Cullen/Frost Bankers had a net margin of 21.99% and a return on equity of 15.79%. During the same period last year, the company posted $2.36 earnings per share. On average, research analysts expect that Cullen/Frost Bankers will post 8.85 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 3,795 shares in the company, valued at approximately $481,965. This trade represents a 15.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 2.89% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. State of New Jersey Common Pension Fund D boosted its holdings in shares of Cullen/Frost Bankers by 6.2% during the fourth quarter. State of New Jersey Common Pension Fund D now owns 17,901 shares of the bank’s stock worth $2,267,000 after purchasing an additional 1,050 shares during the last quarter. Cardinal Capital Management boosted its stake in Cullen/Frost Bankers by 0.5% in the 4th quarter. Cardinal Capital Management now owns 18,134 shares of the bank’s stock worth $2,296,000 after buying an additional 98 shares during the last quarter. Vest Financial LLC grew its holdings in Cullen/Frost Bankers by 16.3% in the 4th quarter. Vest Financial LLC now owns 45,963 shares of the bank’s stock valued at $5,820,000 after buying an additional 6,442 shares during the period. Mitsubishi UFJ Trust & Banking Corp increased its stake in shares of Cullen/Frost Bankers by 109.7% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 6,123 shares of the bank’s stock valued at $775,000 after acquiring an additional 3,203 shares during the last quarter. Finally, Pictet Asset Management Holding SA lifted its holdings in shares of Cullen/Frost Bankers by 5.0% during the 4th quarter. Pictet Asset Management Holding SA now owns 8,564 shares of the bank’s stock worth $1,084,000 after acquiring an additional 405 shares during the period. Hedge funds and other institutional investors own 86.90% of the company’s stock.

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

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.