Cullen/Frost Bankers, Inc. $CFR Stock Position Lifted by Assetmark Inc.

Assetmark Inc. raised its stake in Cullen/Frost Bankers, Inc. (NYSE:CFR) by 23,543.6% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,221 shares of the bank’s stock after buying an additional 9,182 shares during the quarter. Assetmark Inc.’s holdings in Cullen/Frost Bankers were worth $1,169,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of CFR. Goldman Sachs Group Inc. raised its holdings in shares of Cullen/Frost Bankers by 61.6% during the first quarter. Goldman Sachs Group Inc. now owns 605,697 shares of the bank’s stock worth $75,833,000 after acquiring an additional 230,993 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in Cullen/Frost Bankers by 9.9% in the first 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 purchasing 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% during the 1st quarter. Geneos Wealth Management Inc. now owns 366 shares of the bank’s stock worth $46,000 after purchasing an additional 106 shares in the last quarter. CWM LLC lifted its holdings in shares of Cullen/Frost Bankers by 4.1% during the 2nd quarter. CWM LLC now owns 4,928 shares of the bank’s stock valued at $633,000 after buying an additional 192 shares during the last quarter. Finally, Stephens Inc. AR grew its stake in shares of Cullen/Frost Bankers by 33.0% in the 2nd quarter. Stephens Inc. AR now owns 6,911 shares of the bank’s stock valued at $888,000 after buying an additional 1,715 shares in the last quarter. Institutional investors and hedge funds own 86.90% of the company’s stock.

Insider Buying and Selling at Cullen/Frost Bankers

In other news, EVP Coolidge E. Rhodes, Jr. sold 700 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were 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 owned 3,795 shares of the company’s stock, valued at approximately $481,965. This represents a 15.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Bobby Berman sold 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were sold at an average price of $137.07, for a total transaction of $137,070.00. Following the completion of the sale, the executive vice president owned 28,406 shares of the company’s stock, valued at approximately $3,893,610.42. The trade was a 3.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,700 shares of company stock valued at $225,970. Corporate insiders own 2.89% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the stock. Keefe, Bruyette & Woods lifted their target price 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, January 30th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Cullen/Frost Bankers in a research note on Monday, December 29th. TD Cowen reissued a “positive” rating on shares of Cullen/Frost Bankers in a research report on Monday, February 2nd. Citigroup boosted their price target on Cullen/Frost Bankers from $114.00 to $125.00 and gave the stock a “sell” rating in a research report on Monday, February 2nd. Finally, Barclays upped their price target on Cullen/Frost Bankers from $140.00 to $150.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Three investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, Cullen/Frost Bankers currently has a consensus rating of “Hold” and an average target price of $140.92.

Key Cullen/Frost Bankers News

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

• Positive Sentiment: Zacks lifted its FY2026 estimate to $9.83 (from $9.68), raised FY2027 to $10.16 (from $9.72) and set FY2028 at $11.09 — sizable multi-year upward revisions that can support a higher valuation for CFR. Zacks estimate updates
• Positive Sentiment: Zacks also bumped several quarterly EPS forecasts across 2026–2027 (examples: Q1–Q4 2026 raised to ~$2.38–$2.59 range; Q2–Q4 2027 and Q3 2027 notably higher). These recurring quarter upgrades suggest the firm expects continued earnings momentum. Zacks quarterly detail
• Neutral Sentiment: Consensus and valuation context: consensus full‑year EPS on some services still sits near $8.85, so Zacks is noticeably more bullish; CFR trades at a mid‑teens P/E (~14.7) with a low debt/equity profile, meaning earnings upgrades can be meaningful for price if validated. Company snapshot
• Negative Sentiment: Recall the last quarter: CFR beat EPS estimates but reported revenue slightly below expectations — a reminder that top‑line growth and margin drivers still matter; future beats will be needed to sustain multiple expansion. Recent earnings

Cullen/Frost Bankers Trading Up 0.5%

Cullen/Frost Bankers stock opened at $145.54 on Friday. Cullen/Frost Bankers, Inc. has a 52 week low of $100.31 and a 52 week high of $148.97. The company has a debt-to-equity ratio of 0.05, a quick ratio of 0.67 and a current ratio of 0.67. The firm has a market capitalization of $9.20 billion, a PE ratio of 14.67, a PEG ratio of 5.32 and a beta of 0.65. The business’s 50-day simple moving average is $136.70 and its 200-day simple moving average is $129.56.

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 15.49% and a net margin of 22.21%.The firm had revenue of $562.58 million during the quarter, compared to the consensus estimate of $578.05 million. During the same quarter in the prior year, the company earned $2.36 EPS. Equities research analysts forecast that Cullen/Frost Bankers, Inc. will post 8.85 earnings per share for the current year.

Cullen/Frost Bankers Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be given a dividend of $1.00 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $4.00 dividend on an annualized basis and a yield of 2.7%. Cullen/Frost Bankers’s payout ratio is 40.32%.

Cullen/Frost Bankers 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.