Cullen/Frost Bankers, Inc. $CFR Shares Sold by King Luther Capital Management Corp
King Luther Capital Management Corp has reduced its stake in Cullen/Frost Bankers (NYSE:CFR) by 3.7%, selling over 51,000 shares but still holding a significant position valued at $171.7 million. Despite some analysts raising price targets, the consensus remains a "Hold" rating, with the company recently declaring a quarterly dividend of $1.00 per share. Other institutional investors have also made various adjustments to their holdings in the bank.
Alberta Investment Management Corp Has $41.83 Million Stock Position in Cullen/Frost Bankers, Inc. $CFR
Alberta Investment Management Corp increased its stake in Cullen/Frost Bankers (CFR) by 10% to 330,000 shares, valuing its position at $41.83 million. The bank reported quarterly earnings per share of $2.56, beating consensus estimates, and announced a quarterly dividend of $1.00. Institutional investors own a significant portion of CFR, and analysts maintain an average "Hold" rating with a price target of $140.92.
Cullen Frost Bankers Inc. Buys 32,478 Shares of NVIDIA Corporation $NVDA
Cullen Frost Bankers Inc. increased its stake in NVIDIA Corporation by 2.1% in the third quarter, purchasing an additional 32,478 shares to reach a total of 1,591,188 shares valued at $296.88 million. Other institutional investors also adjusted their holdings in NVIDIA, reflecting ongoing interest in the computer hardware maker. Despite some insider selling and competitive concerns, analysts generally maintain a "Buy" rating on NVIDIA with a consensus target price of $264.20, driven by strong AI data-center demand.
Regional Banks Stocks Q4 In Review: Frost Bank (NYSE:CFR) Vs Peers
This article reviews the Q4 performance of several regional banks, highlighting Frost Bank (NYSE:CFR) which reported revenues of $581.6 million, an 8.4% increase year-on-year, meeting analyst expectations. It also identifies Merchants Bancorp (NASDAQ:MBIN) as the strongest performer with a 35.3% stock increase since reporting, and The Bancorp (NASDAQ:TBBK) as the weakest, with its stock down 20.3%. The report generally concludes that regional banks had a satisfactory Q4, with revenues collectively beating estimates by 1.5%.
Cullen/Frost Well Positioned for Continued Growth Despite Increasing Competition in Texas
Cullen/Frost, a regional bank operating solely in Texas, is well-positioned for continued growth despite increasing competition. The bank has a history of navigating economic downturns and has demonstrated solid growth through branch expansion, with a guided slowdown in expenses for 2026. Its organic expansion strategy is driving strong loan growth.
(CFR) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily discusses Cullen/Frost Bankers Inc. (NYSE: CFR) as an input for quantitative signal sets, noting prevailing positive sentiment and various trading strategies. It highlights key findings such as strong near and mid-term sentiment, elevated downside risk, and provides detailed institutional trading strategies for different risk profiles. The piece also includes multi-timeframe signal analysis and information on accessing real-time AI-generated signals.
Evercore ISI Group Raises Price Target for CFR to $155 | CFR Sto
Evercore ISI Group has raised its price target for Cullen/Frost Bankers (CFR) to $155 from $137, while maintaining an "In-Line" rating. This adjustment aligns with a trend of upward price target revisions from various analysts, indicating growing confidence in the regional bank. CFR, with $53 billion in assets, primarily operates in Texas and focuses on small to medium-sized commercial clients, showing expansion into key Texas markets.
Alphabet Inc. $GOOGL Shares Sold by Cullen Frost Bankers Inc.
Cullen Frost Bankers Inc. reduced its stake in Alphabet (NASDAQ:GOOGL) by 2.4% in Q3 2025, selling 15,610 shares. Despite this, Alphabet remains the firm's 12th largest holding, valued at $153.2 million. The article notes that Alphabet exceeded Q4 revenue and EPS estimates but faces pressure from higher 2026 capital expenditure guidance and recent insider selling, which has led to a slight dip in share price.
Cullen/Frost (CFR) Deepens Capital Returns and Texas Expansion: Credible Growth Story or Peak Cycle?
Cullen/Frost Bankers (CFR) reported strong Q4 and full-year 2025 results with increased net interest income and net income, enhanced by a new $300 million share repurchase program and continued dividends. The company is also focusing on Texas-focused branch expansion and organic customer growth. Despite these positive indicators, the article highlights concerns around its richer earnings multiple, slower projected growth, and how credit quality will evolve, suggesting a need for investors to consider various perspectives on its valuation.
Carlson Capital L.P. Acquires Shares of 10,900 Cullen/Frost Bankers, Inc. $CFR
Carlson Capital L.P. initiated a new position in Cullen/Frost Bankers (NYSE:CFR) during the third quarter, acquiring 10,900 shares valued at approximately $1.382 million, making CFR its 13th-largest holding. Cullen/Frost Bankers recently reported strong quarterly earnings, beating analyst estimates, and announced a quarterly dividend of $1.00 per share. Several other institutional investors also adjusted their stakes in the company, while company insiders made some sales.
Cullen/Frost Bankers stock hits 52-week high at 145.7 USD
Cullen/Frost Bankers Inc. stock recently hit a 52-week high of $145.7, driven by strong market sentiment and impressive financial results, including exceeding Q4 2025 earnings and revenue forecasts. Analysts like TD Cowen and DA Davidson have raised their price targets for the bank. The company also announced strategic changes to its board of directors.
Cullen/Frost Bankers (NYSE:CFR) Hits New 1-Year High - What's Next?
Cullen/Frost Bankers (NYSE:CFR) recently hit a new 52-week high of $146.21, with several analysts raising price targets despite the consensus remaining a 'Hold' with an average target of $140.92. The bank exceeded EPS estimates but missed on revenue, yet demonstrated strong profitability. Insiders have sold a modest number of shares, while institutional ownership is high at almost 87%.
Fund Update: New $101.8M $IWLG stock position opened by CULLEN|FROST BANKERS, INC.
CULLEN/FROST BANKERS, INC. has initiated a new $101.8 million position in IWLG stock, as reported in their recent SEC 13F filing for the 12-31-2025 report period. This move highlights significant institutional interest in IWLG, with several other investors also increasing their stakes. The article details the largest recent institutional transactions for IWLG.
CULLEN/FROST BANKERS, INC. SEC 10-K Report
Cullen/Frost Bankers, Inc. (CFR) has released its 2025 10-K report, showcasing robust financial performance with a net income of $648.6 million and diluted EPS of $9.92. The report details the company's strategic initiatives, including diversified banking services, strong capital management, and a focus on organic growth within Texas. It also addresses key challenges and risks such as interest rate fluctuations, credit risks, liquidity concerns from uninsured deposits, and evolving regulatory environments.
The Top 5 Analyst Questions From Frost Bank's Q4 Earnings Call
Frost Bank's Q4 results met revenue expectations but surpassed adjusted EPS estimates, attributed to its Texas branch expansion and strong customer growth. The article highlights key analyst questions regarding pricing competition, expense growth, net interest income guidance, geographic expansion, and deposit pressures, with management responses focusing on disciplined growth and organic strategies within Texas. Upcoming quarters will focus on branch profitability, deposit stabilization, and loan growth dynamics.
Analysts Offer Insights on Financial Companies: Hartford Insurance (HIG), T Rowe Price (TROW) and Cullen/Frost Bankers (CFR)
This article summarizes recent analyst ratings for three financial companies: Hartford Insurance (HIG), T Rowe Price (TROW), and Cullen/Frost Bankers (CFR). Morgan Stanley maintained a Hold rating for Hartford Insurance and T Rowe Price, while Maxim Group reiterated a Buy rating for Cullen/Frost Bankers. The article provides price targets and current analyst consensus for each stock.
Cullen/Frost Bankers, Inc. $CFR Stock Position Raised by Truist Financial Corp
Truist Financial Corp significantly increased its holdings in Cullen/Frost Bankers, Inc. (NYSE:CFR) by 21.8% during the third quarter, now owning 40,306 shares valued at $5.11 million. This increase is part of a broader trend of institutional investors raising their positions in CFR, which currently sees 86.90% of its stock owned by such entities. The bank recently reported stronger-than-expected earnings and announced a quarterly dividend of $1.00 per share, contributing to a consensus "Hold" rating from analysts with an average price target of $140.92.
Analysts Offer Insights on Financial Companies: Cullen/Frost Bankers (CFR), Abacus Global Management (ABX) and American Express (AXP)
This article provides an overview of recent analyst ratings for Cullen/Frost Bankers (CFR), Abacus Global Management (ABX), and American Express (AXP). Analysts have issued "Hold" ratings for Cullen/Frost Bankers with price targets around $137.00-$150.00, while Abacus Global Management received "Buy" ratings with targets ranging from $9.00 to $13.50. American Express also secured "Buy" ratings, with price targets of $396.00 to $425.00, reflecting optimism for its future performance.
Frost Bank parent adds Shields, Rummel as directors; Avery retiring from board
Cullen/Frost Bankers Inc., the parent company of Frost Bank, has appointed Marsha Shields and Jeff Rummel to its board of directors. Shields, CEO of McCombs Enterprises and daughter of the late B.J. “Red” McCombs, and Rummel, a former managing partner at Ernst & Young LLP, bring significant experience. Physician Chris Avery will retire from the board in April after serving since 2015.
Insider Sell: Bobby Berman Sells Shares of Cullen/Frost Bankers Inc (CFR)
Bobby Berman, GEVP Research & Strategy at Cullen/Frost Bankers Inc (CFR), sold 1,000 shares of the company on January 30, 2026, reducing his total holdings to 28,406 shares. The company, a financial holding firm based in Texas, has seen 1 insider buy and 3 insider sells over the past year. Shares were trading at $137.07 at the time of the sale, and GuruFocus assessed the stock as fairly valued with a price-to-GF-Value ratio of 1.05.
Cullen/Frost Bankers (NYSE:CFR) Stock Price Expected to Rise, Citigroup Analyst Says
Citigroup raised its price target for Cullen/Frost Bankers (NYSE:CFR) to $125, although it maintained a "sell" rating due to a potential 10.27% downside. Despite this, other analysts have higher price targets, and the bank recently surpassed quarterly expectations with strong EPS and revenue figures. Institutional investors are increasing their holdings in CFR, with Goldman Sachs Group Inc. notably raising its stake by over 61%.
Analysts Conflicted on These Financial Names: SoFi (SOFI), Cullen/Frost Bankers (CFR) and Aon (AON)
The article highlights differing analyst opinions on several financial sector companies, specifically SoFi (SOFI), Cullen/Frost Bankers (CFR), and Aon (AON). It notes that Morgan Stanley maintained a Buy rating on Aon with a price target of $400.00, citing a consensus estimate of a 14.0% upside. The piece emphasizes the varied perspectives from experts on these stocks.
Frost Bank sees lending 'beginning to thaw' across Texas
Frost Bank CEO Phil Green anticipates a strong 2026 for Texas as delayed business projects are now moving forward. He attributes this positive shift to easing interest rates and an overall improvement in business confidence across the state. This suggests an uptick in lending activities as the economy strengthens.
Frost Bank parent adds Shields, Rummel as directors; Avery retiring from board
Cullen/Frost Bankers Inc., the parent company of Frost Bank, has appointed Marsha Shields and Jeff Rummel to its board of directors. Shields is the CEO and managing partner of McCombs Enterprises, while Rummel is a former managing partner at Ernst & Young LLP in San Antonio. Physician Chris Avery, a board member since 2015, plans to retire in April.
Why Cullen/Frost Bankers (CFR) is a Top Dividend Stock for Your Portfolio
Cullen/Frost Bankers (CFR) is highlighted as a top dividend stock due to its consistent cash flow generation and attractive dividend metrics. The company offers a dividend yield of 2.9%, which is higher than its industry and the S&P 500, along with a strong history of dividend growth and a manageable payout ratio. With solid earnings growth expected, CFR is presented as a compelling investment for income-focused investors, despite potential struggles for high-yielding stocks during periods of rising interest rates.
New York State Common Retirement Fund Raises Holdings in Cullen/Frost Bankers, Inc. $CFR
The New York State Common Retirement Fund increased its stake in Cullen/Frost Bankers, Inc. (NYSE:CFR) by 45.9% during the third quarter, now owning 189,200 shares valued at $23,985,000. Several other institutional investors also adjusted their positions in CFR, with a significant amount of the company's stock, 86.90%, held by institutional investors and hedge funds. Analysts currently have a "Hold" consensus rating on the stock with a target price of $138.18, following recent positive Q4 earnings results and increased dividend announcements.
Cullen/Frost Bankers adds two new directors as Avery announces retirement
Cullen/Frost Bankers, Inc. (NYSE:CFR) has announced the election of Marsha M. Shields and Jeff Rummel to its board of directors. This comes as director Chris Avery prepares to retire in April after serving since 2015. The Texas-based financial institution, with $53 billion in assets, maintains a strong dividend track record and is trading below its Fair Value according to InvestingPro.
DA Davidson Raises Price Target for Cullen/Frost Bankers (CFR) to $144
DA Davidson has increased its price target for Cullen/Frost Bankers (CFR) from $136 to $144, while maintaining a Neutral rating. This adjustment reflects a 5.88% rise over the previous target. Other analysts have also recently updated their ratings and price targets for CFR, with varying outlooks.
DA Davidson Raises Price Target for Cullen/Frost Bankers (CFR) to $144
DA Davidson has maintained a Neutral rating on Cullen/Frost Bankers (CFR) but increased its price target from $136 to $144. This adjustment reflects a 5.88% rise in the target, as confirmed by analyst Peter Winter. Cullen/Frost Bankers is a regional US bank operating in the Texas market, with a strong focus on small to medium-sized commercial clients, and is expanding into key metropolitan areas.
DA Davidson Boosts Cullen/Frost Bankers (NYSE:CFR) Price Target to $144.00
DA Davidson raised its price target for Cullen/Frost Bankers (NYSE:CFR) to $144.00, maintaining a "neutral" rating after the company beat Q4 earnings and revenue estimates. Cullen/Frost Bankers also declared a quarterly dividend of $1.00 and authorized a $300 million share buyback program. Despite positive Q4 results and multiple analyst target increases from other firms, the stock traded down on Friday, with the MarketBeat consensus remaining a "Hold" rating at an average price target of $138.18.
Texas business leaders join Cullen/Frost board as director set to retire
Cullen/Frost Bankers (NYSE: CFR) has announced the addition of two new directors, Marsha M. Shields and Jeff Rummel, to its board. Shields is the CEO of McCombs Enterprises, while Rummel is a retired CPA and former managing partner at Ernst & Young's San Antonio office. Concurrently, director Chris Avery is set to retire in April 2026 after serving on the board since 2015.
Cullen/Frost Bankers adds two new directors as Avery announces retirement
Cullen/Frost Bankers, Inc. (NYSE:CFR) has appointed Marsha M. Shields and Jeff Rummel to its board of directors. This announcement coincides with the retirement of director Chris Avery, who has served since 2015, effective April. The Texas-based financial institution, with $53 billion in assets, maintains a strong dividend track record and recently surpassed Wall Street expectations with its fourth-quarter 2025 earnings.
The Bull Case For Cullen/Frost Bankers (CFR) Could Change Following Strong Earnings And New Buyback Program
Cullen/Frost Bankers (CFR) recently reported strong Q4 and full-year 2025 earnings, including higher net income and a new US$300 million share repurchase program. While these results and the buyback strengthen the bull case for the regional bank, its investment narrative remains characterized by a mature, slower-growth profile focused on steady profitability and disciplined credit. Modest earnings growth expectations and a richer valuation compared to peers continue to be key considerations for investors.
Frost Bank continues to post strong returns from ongoing branch expansion in Texas
Frost Bank, led by Chairman and CEO Phil Green, continues to prioritize internal growth through branch expansion in Texas markets like Houston, Dallas, and Austin, rather than pursuing mergers or acquisitions. This strategy has proven successful, with the bank reporting strong net income and revenue growth in the fourth quarter and full year of 2025, exceeding analyst estimates. Since 2018, its branch expansion has led to a significant increase in financial centers, loans, and new customer households.
Earnings call transcript: Cullen/Frost Bankers beats Q4 2025 earnings expectations
Cullen/Frost Bankers (CFR) exceeded Q4 2025 earnings expectations, reporting an EPS of $2.56 against a forecast of $2.45, and revenue of $603.38 million against an anticipated $578.07 million. The company's stock rose by 4.3% in pre-market trading, driven by strategic expansion in Texas markets like Houston, Dallas, and Austin, and strong growth in its consumer real estate loan portfolio. Despite increasing loan competition, the bank remains focused on organic growth, aiming for 6-7% net interest income growth and mid-to-high single-digit loan growth in 2025.
Frost Bank (NYSE:CFR) Reports Q4 CY2025 In Line With Expectations
Frost Bank (NYSE:CFR) reported Q4 CY2025 results that were largely in line with Wall Street expectations, with revenue up 8.3% year-on-year to $580.9 million. While the GAAP profit per share beat estimates, the Net Interest Income missed, though the Net Interest Margin was close to analyst predictions. The company's management expressed optimism for strategic growth initiatives in 2026.
Cullen/Frost Bankers, Inc. Reports Fourth Quarter and 2025 Annual Results
Cullen/Frost Bankers, Inc. announced strong financial results for the fourth quarter and full year 2025, with net income available to common shareholders increasing by 7.4% and 11.5% respectively compared to the previous year. The company expanded its presence by opening 10 new financial centers in Texas and increased its average loans and deposits. Cullen/Frost also declared quarterly cash dividends and authorized a new $300 million share repurchase program, signaling continued strategic growth and shareholder value initiatives.
Cullen/Frost: Q4 Earnings Snapshot
Cullen/Frost Bankers Inc. (CFR) announced fourth-quarter earnings of $166.3 million, or $2.56 per share, surpassing Wall Street expectations. Adjusted for non-recurring costs, earnings were $2.57 per share, beating the average analyst estimate of $2.47 per share. For the entire year, the company reported a profit of $648.6 million ($9.92 per share) and total revenue of $2.32 billion.
Constellation Brands Inc $STZ Position Lowered by Cullen Frost Bankers Inc.
Cullen Frost Bankers Inc. significantly reduced its stake in Constellation Brands Inc. by 93.1% in the third quarter. Despite this, Constellation Brands exceeded Q3 earnings estimates with an EPS of $3.06 and revenue of $2.22 billion, though revenue saw a slight year-over-year decrease. The company also declared a quarterly dividend of $1.02 per share and has a "Hold" consensus rating from analysts with an average price target of $176.91.
Cullen Frost Bankers Inc. Trims Position in Intel Corporation $INTC
Cullen Frost Bankers Inc. reduced its stake in Intel Corporation by 17.3% in the third quarter, holding 73,696 shares valued at $2.47 million. Despite this, other institutions have recently increased their positions in Intel. Analysts offer mixed sentiments on the stock, with various price targets and ratings, leading to a "Reduce" consensus rating with a target price of $45.20.
Cullen Frost Bankers Inc. Has $28.33 Million Stock Position in Tesla, Inc. $TSLA
Cullen Frost Bankers Inc. increased its stake in Tesla, Inc. (NASDAQ:TSLA) by 3.4% in the third quarter, bringing its total holdings to 63,700 shares valued at $28.33 million. Other hedge funds also adjusted their positions, with insider selling observed from directors James R. Murdoch and Kimbal Musk. Analyst ratings for TSLA are mixed, with a consensus "Hold" rating and an average price target of $410.77.
Frost Bank (CFR) To Report Earnings Tomorrow: Here Is What To Expect
Frost Bank (CFR) is scheduled to report its Q4 earnings before market open on Thursday. Analysts expect an 8.2% year-on-year revenue growth to $580.6 million and adjusted earnings of $2.45 per share. The company met revenue expectations last quarter and analysts have reconfirmed estimates, showing positive sentiment.
Pinterest, Inc. $PINS Shares Bought by Cullen Frost Bankers Inc.
Cullen Frost Bankers Inc. significantly increased its stake in Pinterest (PINS) by over 50,000% in Q3, now holding 255,687 shares valued at $8.225 million. Despite several analysts cutting price targets, the consensus remains a "Moderate Buy" with an average target of $38.64. Insider selling has occurred, with 7.11% of the stock owned by insiders, while institutional investors and hedge funds hold 88.81%.
Cullen Frost Bankers Inc. Increases Stake in Snowflake Inc. $SNOW
Cullen Frost Bankers Inc. increased its stake in Snowflake Inc. (NYSE:SNOW) by 11.9% in the third quarter, bringing its total to 60,452 shares valued at $13.635 million. While institutional investors now own about 65.10% of Snowflake, there has been significant insider selling, including a $41.4 million sale by Director Frank Slootman, which could negatively impact near-term sentiment. Operationally, Snowflake exceeded expectations with $1.21 billion in revenue and $0.35 EPS, is expanding internationally, and maintains a consensus "Moderate Buy" analyst rating with a price target around $275.58.
NextEra Energy, Inc. $NEE Shares Sold by Cullen Frost Bankers Inc.
Cullen Frost Bankers Inc. reduced its stake in NextEra Energy (NYSE:NEE) by 19.3% in the third quarter, selling 20,089 shares. Additionally, high-ranking insiders like EVP Ronald R. Reagan and CEO Armando Pimentel Jr. significantly decreased their personal holdings through sales. Despite these insider sales, analysts maintain a "Moderate Buy" consensus rating with a target price of $91.94, supported by positive sentiment from some firms raising price targets due to growth forecasts and clean-energy exposure.
Cullen Frost Bankers Inc. Has $12.68 Million Stock Holdings in Starbucks Corporation $SBUX
Cullen Frost Bankers Inc. recently increased its stake in Starbucks Corporation by 25.4% to 149,882 shares, valued at $12.68 million. This move is part of a broader trend where institutional investors collectively own 72.29% of Starbucks. Despite a recent earnings miss and a high P/E ratio, analyst sentiment remains generally positive with a "Moderate Buy" rating, and the company's upcoming Investor Day is anticipated as a potential catalyst.
Cullen Frost Bankers Inc. Has $5.94 Million Stock Position in Ball Corporation $BALL
Cullen Frost Bankers Inc. significantly increased its stake in Ball Corporation (NYSE:BALL) by 243.8% in Q3, now holding 117,740 shares valued at $5.94 million. Ball Corporation reported strong Q3 earnings, meeting analyst estimates with $1.02 EPS and exceeding revenue expectations with $3.38 billion, representing a 9.6% year-over-year increase. Analysts maintain a "Moderate Buy" consensus rating with an average target price of $62.83 for Ball, which also offers a 1.4% dividend yield.
Cullen Frost Bankers Inc. Increases Stake in Cullen/Frost Bankers, Inc. $CFR
Cullen Frost Bankers Inc. significantly increased its stake in Cullen/Frost Bankers, Inc. (NYSE:CFR) by 62.0% in Q3, now owning 38,734 shares valued at $4.91 million. The bank reported strong Q3 earnings, beating expectations with an EPS of $2.67 and revenue of $567.3 million, and offers a quarterly dividend of $1.00. Analysts currently rate CFR as a "Hold" with a consensus target price of $135.73.
Cullen Frost Bankers Inc. Trims Stock Holdings in Marvell Technology, Inc. $MRVL
Cullen Frost Bankers Inc. significantly reduced its stake in Marvell Technology, Inc. by 78.4% in the third quarter of 2025, selling 204,620 shares. Despite this, Marvell Technology reported strong quarterly results, beating analyst expectations with 36.8% year-over-year revenue growth, and received a "Moderate Buy" consensus rating from analysts with an average price target of $115.09. The article also notes recent insider selling and other institutional investment activity in MRVL stock.
Cullen Frost Bankers Inc. Buys 22,303 Shares of General Dynamics Corporation $GD
Cullen Frost Bankers Inc. significantly increased its stake in General Dynamics Corporation by 789.5% during the third quarter, acquiring 22,303 additional shares to bring its total holdings to 25,128 shares valued at approximately $8.57 million. This move is part of a broader trend of increased institutional investment in General Dynamics, with institutional investors now owning 86.14% of the stock. The article also highlights recent positive analyst ratings and price target increases, alongside General Dynamics' strong quarterly earnings performance and a declared quarterly dividend.
