Emerald Mutual Fund Advisers Trust Boosts Holdings in Cadence Bank $CADE

Emerald Mutual Fund Advisers Trust boosted its holdings in Cadence Bank (NYSE:CADE) by 125.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 209,194 shares of the company’s stock after purchasing an additional 116,491 shares during the quarter. Emerald Mutual Fund Advisers Trust owned approximately 0.11% of Cadence Bank worth $7,853,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. FNY Investment Advisers LLC purchased a new position in shares of Cadence Bank in the second quarter worth $25,000. Mather Group LLC. bought a new stake in Cadence Bank in the 3rd quarter valued at $26,000. Wilmington Savings Fund Society FSB bought a new stake in Cadence Bank in the 3rd quarter valued at $38,000. Osaic Holdings Inc. lifted its stake in Cadence Bank by 24.4% in the 2nd quarter. Osaic Holdings Inc. now owns 1,442 shares of the company’s stock worth $46,000 after purchasing an additional 283 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. boosted its holdings in shares of Cadence Bank by 47.2% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 1,870 shares of the company’s stock valued at $60,000 after purchasing an additional 600 shares during the last quarter. 84.61% of the stock is owned by hedge funds and other institutional investors.

Cadence Bank Price Performance

NYSE:CADE opened at $43.72 on Friday. The firm has a market capitalization of $7.97 billion, a price-to-earnings ratio of 15.84 and a beta of 0.95. The business has a 50 day simple moving average of $42.43 and a 200-day simple moving average of $38.69. Cadence Bank has a 1 year low of $25.22 and a 1 year high of $46.74.

Cadence Bank (NYSE:CADE) last released its earnings results on Thursday, January 22nd. The company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.06. Cadence Bank had a return on equity of 9.97% and a net margin of 18.15%.The firm had revenue of $528.41 million for the quarter, compared to the consensus estimate of $525.15 million. During the same quarter in the previous year, the company posted $0.70 EPS. As a group, analysts expect that Cadence Bank will post 2.94 earnings per share for the current fiscal year.

Cadence Bank Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 20th. Stockholders of record on Friday, January 30th will be paid a $0.3438 dividend. This is an increase from Cadence Bank’s previous quarterly dividend of $0.28. This represents a $1.38 annualized dividend and a dividend yield of 3.1%. The ex-dividend date of this dividend is Friday, January 30th. Cadence Bank’s payout ratio is currently 39.86%.

Analyst Upgrades and Downgrades

CADE has been the topic of several research reports. Morgan Stanley cut Cadence Bank from an “overweight” rating to a “sell” rating in a report on Tuesday, October 28th. Stephens cut Cadence Bank from an “overweight” rating to an “equal weight” rating in a report on Tuesday, October 28th. Piper Sandler set a $40.00 price objective on Cadence Bank and gave the stock a “neutral” rating in a report on Monday, October 27th. Keefe, Bruyette & Woods downgraded Cadence Bank from a “moderate buy” rating to a “hold” rating and increased their target price for the company from $41.00 to $49.00 in a research report on Monday, November 3rd. Finally, Barclays lowered shares of Cadence Bank from an “overweight” rating to a “hold” rating in a report on Tuesday, October 28th. Two equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, Cadence Bank currently has a consensus rating of “Hold” and a consensus target price of $42.33.

Key Stories Impacting Cadence Bank

Here are the key news stories impacting Cadence Bank this week:

• Positive Sentiment: Q4 beat on both EPS and revenue, driven by solid loan growth and deposit expansion — core operating drivers that support earnings momentum. Cadence Bank beats Q4 expectations, reports strong loan growth
• Positive Sentiment: Board raised the quarterly dividend 25% to $0.3438 (ex-div Jan 30), implying a ~3.0% yield — a shareholder-friendly move that supports income investors. Cadence Bank Announces Fourth Quarter and Annual 2025 Financial Results
• Neutral Sentiment: Key metrics versus Street: CADE’s ROE (~9.97%) and net margin (~18.15%) improved year-over-year but remain middling for some bank investors — worth watching as management discusses capital deployment and efficiency. Cadence (CADE) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Forward commentary and valuation checks are mixed — previews and analysis note growth potential but also point to differing valuation conclusions (P/E premium vs. DCF signals). Monitor guidance and analyst revisions. Cadence Bank (CADE) Valuation Check As P/E Premium Contrasts With DCF Discount A Peek at Cadence Bank’s Future Earnings
• Negative Sentiment: Share price weakness reflects investor profit-taking and valuation concerns despite the beat — higher-than-average volume suggests selling pressure; watch for analyst target changes. Cadence Bank’s (NYSE:CADE) Q4 CY2025 Sales Top Estimates
• Negative Sentiment: Broader regional banking headlines and peers’ results (e.g., Huntington Bancshares) are adding caution to the sector, which can amplify swings in CADE’s stock even after solid company-level results. Huntington Bancshares Q4 earnings, revenue miss, amid acquisition activity

About Cadence Bank

Cadence Bank (NYSE: CADE) is a regional commercial bank that offers a full suite of financial services to individuals, businesses and government entities. Through its network of branches and digital platforms, the bank provides deposit accounts, treasury management solutions, commercial and industrial lending, equipment finance, residential and consumer mortgages, and wealth management services. Cadence Bank serves a mix of small and mid-size companies as well as retail customers in its core markets.

The institution traces its heritage to Cadence Bancorporation, which was established in 1987 in Tupelo, Mississippi.