Customers Bancorp (NYSE:CUBI) Cut to “Hold” at Wall Street Zen

Customers Bancorp (NYSE:CUBI) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research note issued on Sunday.

A number of other analysts have also weighed in on CUBI. Zacks Research lowered shares of Customers Bancorp from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. DA Davidson boosted their price target on shares of Customers Bancorp from $77.00 to $88.00 and gave the stock a “buy” rating in a report on Monday, October 27th. Keefe, Bruyette & Woods increased their price objective on shares of Customers Bancorp from $76.00 to $82.00 and gave the company a “market perform” rating in a research report on Monday, October 27th. Morgan Stanley initiated coverage on shares of Customers Bancorp in a report on Monday, December 8th. They issued an “equal weight” rating and a $90.00 price objective on the stock. Finally, TD Cowen reiterated a “buy” rating on shares of Customers Bancorp in a research note on Monday, October 27th. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $84.80.

Customers Bancorp Stock Performance

Shares of CUBI stock opened at $74.67 on Friday. The firm has a 50 day moving average of $73.42 and a two-hundred day moving average of $68.61. The stock has a market capitalization of $2.55 billion, a PE ratio of 12.04 and a beta of 1.61. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.67. Customers Bancorp has a 52 week low of $40.75 and a 52 week high of $82.56.

Customers Bancorp (NYSE:CUBI) last posted its quarterly earnings data on Thursday, January 22nd. The bank reported $2.06 earnings per share for the quarter, topping analysts’ consensus estimates of $2.04 by $0.02. The business had revenue of $236.90 million for the quarter, compared to analyst estimates of $200.38 million. Customers Bancorp had a return on equity of 14.56% and a net margin of 15.15%.During the same quarter in the prior year, the company earned $1.36 earnings per share. On average, research analysts predict that Customers Bancorp will post 6.45 EPS for the current fiscal year.

Insider Buying and Selling

In other Customers Bancorp news, EVP Philip Watkins sold 2,900 shares of the stock in a transaction that occurred on Monday, November 24th. The stock was sold at an average price of $65.04, for a total transaction of $188,616.00. Following the completion of the sale, the executive vice president directly owned 50,849 shares of the company’s stock, valued at approximately $3,307,218.96. This trade represents a 5.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Bernard Bennett Banks sold 9,000 shares of Customers Bancorp stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $66.93, for a total value of $602,370.00. Following the completion of the transaction, the director owned 7,524 shares in the company, valued at $503,581.32. This trade represents a 54.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 211,900 shares of company stock worth $14,595,664 in the last 90 days. Company insiders own 8.69% of the company’s stock.

Hedge Funds Weigh In On Customers Bancorp

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Assenagon Asset Management S.A. boosted its holdings in Customers Bancorp by 29.0% during the third quarter. Assenagon Asset Management S.A. now owns 290,919 shares of the bank’s stock worth $19,017,000 after buying an additional 65,382 shares in the last quarter. Envestnet Portfolio Solutions Inc. purchased a new stake in Customers Bancorp in the 2nd quarter worth approximately $418,000. First Eagle Investment Management LLC lifted its position in Customers Bancorp by 15.8% during the second quarter. First Eagle Investment Management LLC now owns 99,717 shares of the bank’s stock worth $5,857,000 after buying an additional 13,600 shares during the period. Allspring Global Investments Holdings LLC increased its holdings in shares of Customers Bancorp by 7.8% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 398,723 shares of the bank’s stock worth $25,718,000 after buying an additional 28,928 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC acquired a new position in shares of Customers Bancorp in the 2nd quarter valued at about $239,000. 89.29% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Customers Bancorp

Here are the key news stories impacting Customers Bancorp this week:

• Positive Sentiment: Quarterly EPS slightly beat expectations — CUBI reported $2.06 EPS vs. consensus ~$2.04, showing year-over-year improvement. MarketBeat: Earnings report
• Positive Sentiment: Multiple outlets (including Yahoo and Zacks) flagged that reported revenue exceeded some analyst models — headlines noted revenue of ~$236.9M versus consensus in the ~$200M area, which on the face of it is a top-line beat. Yahoo: Beats sales expectations
• Neutral Sentiment: The company issued its formal press release and slide deck with full Q4 / FY-2025 figures; investors will parse loan growth, deposit trends and margin commentary from the materials. BusinessWire: Press release
• Neutral Sentiment: The earnings call transcript provides management color on credit quality, capital and outlook — key for assessing sustainability of the quarter’s results. Investors should review the call for any guidance shifts. Seeking Alpha: Earnings call transcript
• Negative Sentiment: At least one outlet reported the revenue as a miss (or highlighted weaker revenue components), and that narrative appears to have triggered the selloff as traders focused on top-line composition rather than the headline EPS. Investing.com: Shares fall as revenue misses
• Negative Sentiment: Trading shows elevated volume and volatility post‑report — suggesting rapid re‑pricing as investors debate the quality of earnings and outlook. The market reaction has driven the stock lower despite the EPS beat. SeattlePI: Q4 snapshot

About Customers Bancorp

Customers Bancorp, Inc (NYSE: CUBI) is a bank holding company headquartered in Phoenixville, Pennsylvania, and the parent of Customers Bank, a federally chartered institution. The company offers a full suite of commercial and consumer banking services, combining traditional deposit and lending products with modern digital banking platforms. As a publicly traded entity, Customers Bancorp focuses on delivering tailored financial solutions to mid‐market companies, small businesses, professionals and individuals across the United States.

Through its commercial banking division, the company provides term loans, lines of credit, real estate financing, asset‐based lending and treasury management services.