Cullen/Frost Bankers
About: Cullen/Frost is a regional US bank with around $50 billion in assets (as of 2024 year-end), and it focuses exclusively on the Texas market. The bank has deep expertise in this market. It has implemented a relationship-based approach to banking that has garnered a strong market share in San Antonio. Cullen/Frost is also expanding into Houston, Dallas, and Austin market regions through branch openings. The bank's sweet spot is small to medium-size Texas-based commercial clients.
Employees: 5,854
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
43% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 46
30% more call options, than puts
Call options by funds: $47.3M | Put options by funds: $36.3M
20% more capital invested
Capital invested by funds: $6.21B [Q3] → $7.44B (+$1.22B) [Q4]
3% more funds holding
Funds holding: 431 [Q3] → 445 (+14) [Q4]
8% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 142
0.4% less ownership
Funds ownership: 86.78% [Q3] → 86.38% (-0.4%) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$120
3%
upside
Avg. target
$137
18%
upside
High target
$148
27%
upside
5 analyst ratings
0 positive
0%
3 neutral
60%
2 negative
40%
Barclays Jared Shaw 52% 1-year accuracy 40 / 77 met price target | 12%upside $130 | Equal-Weight Initiated | 1 Apr 2025 |
Morgan Stanley Manan Gosalia 52% 1-year accuracy 11 / 21 met price target | 3%upside $120 | Underweight Maintained | 13 Mar 2025 |
Evercore ISI Group John Pancari 53% 1-year accuracy 16 / 30 met price target | 24%upside $144 | Underperform Maintained | 10 Feb 2025 |
Keefe, Bruyette & Woods Catherine Mealor 45% 1-year accuracy 14 / 31 met price target | 27%upside $148 | Market Perform Maintained | 3 Feb 2025 |
DA Davidson Peter Winter 17% 1-year accuracy 3 / 18 met price target | 23%upside $143 | Neutral Downgraded | 3 Feb 2025 |
Financial journalist opinion
Based on 6 articles about CFR published over the past 30 days
Positive
Zacks Investment Research
6 days ago
Cullen/Frost Bankers (CFR) Reports Next Week: Wall Street Expects Earnings Growth
Cullen/Frost (CFR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
1 week ago
Cullen/Frost Bankers: Holding Off On An Upgrade
Cullen/Frost Bankers, Inc. is a high-quality financial institution but trades at a lofty multiple, making it too expensive for value investors like myself. Despite outperforming the market, I maintain a "Hold" rating due to concerns over uninsured deposits and exposure to office and energy loans. The bank's net interest income and non-interest revenue have grown, but profitability remains flat due to rising costs and higher taxes.
Positive
Zacks Investment Research
2 weeks ago
TCBI vs. CFR: Which Stock Should Value Investors Buy Now?
Investors looking for stocks in the Banks - Southwest sector might want to consider either Texas Capital (TCBI) or Cullen/Frost Bankers (CFR). But which of these two companies is the best option for those looking for undervalued stocks?
Neutral
PRNewsWire
3 weeks ago
Cullen/Frost Bankers, Inc. Hosts First Quarter 2025 Earnings Conference Call
SAN ANTONIO , April 8, 2025 /PRNewswire/ -- Cullen/Frost Bankers, Inc. (NYSE:CFR) will host a conference call on Thursday, May 1, 2025 to discuss first quarter 2025 earnings. Earnings Release : The earnings release for Cullen/Frost Bankers, Inc. will be available at approximately 8:00 a.m.
Positive
Seeking Alpha
3 weeks ago
6 Dividend Growth Stocks I'm Buying As Tariffs Crush The Economy
President Trump's tariffs are not negotiating tactics, but a protectionist move aimed at reversing globalization and boosting U.S. manufacturing, causing market selloffs. The tariffs will harm U.S. consumers and businesses, raising prices and potentially leading to a recession, with an average household impact of $3,800 annually. Big Tech stocks have been hit the hardest by the tariff threat, with the Nasdaq down nearly 16% and the Magnificent 7 down over 20%.
Positive
Seeking Alpha
3 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (April 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. The market is volatile with economic uncertainties, but investing consistently in solid dividend-paying stocks with reasonable valuations is a good idea. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.
Neutral
PRNewsWire
1 month ago
FOR 16TH CONSECUTIVE YEAR, FROST BANK RANKS HIGHEST IN THE J.D. POWER RETAIL BANKING SATISFACTION STUDY IN TEXAS
SAN ANTONIO , March 28, 2025 /PRNewswire/ -- For the 16th consecutive year, Frost Bank received the highest ranking for retail banking customer satisfaction in Texas, according to the J.D. Power 2025 U.S. Retail Banking Satisfaction Study℠.
Positive
Zacks Investment Research
1 month ago
FHN or CFR: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Banks - Southwest sector have probably already heard of First Horizon National (FHN) and Cullen/Frost Bankers (CFR). But which of these two companies is the best option for those looking for undervalued stocks?
Positive
Zacks Investment Research
1 month ago
Bet on These 5 Stocks With Robust Sales Growth for Exceptional Returns
Against heightened market volatility, the traditional stock picking method - sales growth - is apt. Stocks like DRI, MIDD, INTU, CFR & AEP are worth buying.
Neutral
Zacks Investment Research
2 months ago
FHN or CFR: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Banks - Southwest sector might want to consider either First Horizon National (FHN) or Cullen/Frost Bankers (CFR). But which of these two stocks presents investors with the better value opportunity right now?
Charts implemented using Lightweight Charts™