Royal Bank Of Canada Forecasts Strong Price Appreciation for Cullen/Frost Bankers (NYSE:CFR) Stock

Cullen/Frost Bankers (NYSE:CFR) had its target price lifted by equities researchers at Royal Bank Of Canada from $144.00 to $150.00 in a research note issued on Friday,Benzinga reports. The firm presently has a “sector perform” rating on the bank’s stock. Royal Bank Of Canada’s price objective points to a potential upside of 8.94% from the company’s previous close.

A number of other brokerages have also recently commented on CFR. Keefe, Bruyette & Woods raised their price target on shares of Cullen/Frost Bankers from $150.00 to $160.00 and gave the stock an “outperform” rating in a research note on Friday. Barclays dropped their target price 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 raised their target price on Cullen/Frost Bankers from $112.00 to $114.00 and gave the stock a “sell” rating in a research report on Friday, October 31st. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Cullen/Frost Bankers in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $138.18.

Cullen/Frost Bankers Stock Down 0.8%

CFR opened at $137.69 on Friday. The company has a market capitalization 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. 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’s fifty day moving average price is $131.25 and its two-hundred day moving average price is $128.46. Cullen/Frost Bankers has a fifty-two week low of $100.31 and a fifty-two week high of $145.53.

Cullen/Frost Bankers (NYSE:CFR) last released its quarterly earnings data on Thursday, January 29th. The bank reported $2.56 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.09. Cullen/Frost Bankers had a net margin of 21.99% and a return on equity of 15.79%. The company had revenue of $1.05 billion during the quarter, compared to the consensus estimate of $578.05 million. During the same period last year, the firm earned $2.36 EPS. On average, analysts anticipate that Cullen/Frost Bankers will post 8.85 EPS for the current year.

Insider Buying and Selling

In other Cullen/Frost Bankers news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of Cullen/Frost Bankers stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $127.00, for a total value of $88,900.00. Following the completion of the transaction, the executive vice president 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 document filed with the SEC, which can be accessed through this hyperlink. 2.89% of the stock is currently owned by company insiders.

Institutional Trading of Cullen/Frost Bankers

Hedge funds and other institutional investors have recently made changes to their positions in the business. Goldman Sachs Group Inc. raised its holdings in shares of Cullen/Frost Bankers by 61.6% in the first quarter. Goldman Sachs Group Inc. now owns 605,697 shares of the bank’s stock valued at $75,833,000 after buying an additional 230,993 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Cullen/Frost Bankers by 9.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 166,900 shares of the bank’s stock valued at $20,896,000 after acquiring an additional 15,063 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in shares of Cullen/Frost Bankers by 40.8% in the first quarter. Geneos Wealth Management Inc. now owns 366 shares of the bank’s stock worth $46,000 after acquiring an additional 106 shares during the last quarter. Janney Montgomery Scott LLC raised its stake in shares of Cullen/Frost Bankers by 46.8% in the second quarter. Janney Montgomery Scott LLC now owns 24,347 shares of the bank’s stock worth $3,130,000 after acquiring an additional 7,761 shares during the last quarter. Finally, HB Wealth Management LLC grew its stake in shares of Cullen/Frost Bankers by 18.9% during the second quarter. HB Wealth Management LLC now owns 2,255 shares of the bank’s stock valued at $290,000 after purchasing an additional 358 shares during the last quarter. 86.90% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Cullen/Frost Bankers

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.