US · Financial Services · Banks - Regional
EPS came in at 2.70 against a street estimate of 2.53 — a beat of 6.7%.
Analysts rate Cullen/Frost Bankers Inc a hold (2 buy, 9 hold, 2 sell out of 13) with an average price target of $174.43.
CONFIDENT CFR grew Q2 earnings 9.7% YoY to $170.4M on strong loan/deposit expansion and organic customer acquisition. Raised FY26 guidance for NII, fees, and expenses lower. Competitive pressure rising in Texas lending. Q2 2026 Texas expansion markets driving 22% of all new commercial relationships. Austin multifamily stress noted but management expects resolution. Analysts pressed on Texas competitive intensity, deposit beta trajectory, and NII driver sustainability. Management stressed discipline on structure over price, expected beta drift to low 40s, and fixed-rate repricing tailwinds offsetting deposit pressure through end-2026. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.39% |
| Arnhold & S. Bleichroeder Advisers, LLC | 8.94% |
| Aristotle Capital Management LLC | 7.67% |
| Vanguard Portfolio Management, LLC | 5.19% |
| State Street Corp | 4.99% |
| Vanguard Capital Management, LLC | 4.36% |
| Baillie Gifford & Co Limited. | 3.59% |
| Dimensional Fund Advisors, Inc. | 2.66% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 2026 CULLEN/FROST BANKERS, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics are disclosed in this Form 8-K filing • The document | 2026-08-17 |
| Quarterly report · Q2 2026 CULLEN/FROST BANKERS, INC. - FORM 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $53.9 billion as of June 30, 2026 (up from $53.0 billion at December | 2026-07-30 |
| Results announced · Q3 2026 CULLEN/FROST BANKERS Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income available to common shareholders: $170.4 million (Q2 2026) vs $155.3 mil | 2026-07-30 |
| Quarterly report · Q1 2026 CULLEN/FROST BANKERS, INC. - Q1 2026 SUMMARY --- HEADLINE NUMBERS • Total Assets: $52.7 billion (down from $53.0 billion at December 31, 2025) • Ne | 2026-04-30 |
| Results announced · Q2 2026 CULLEN/FROST BANKERS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income available to common shareholders: $169.3 million in Q1 2026 vs. $149.3 m | 2026-04-30 |
| Shareholder vote results · Q2 2026 CULLEN/FROST BANKERS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held April 29, 2026 • All 14 director nominees elected with s | 2026-04-29 |
| Proxy statement · Q4 2025 CULLEN/FROST BANKERS, INC. – 2026 PROXY STATEMENT SUMMARY CEO COMPENSATION • Phillip D. Green (Chairman and CEO) total 2025 compensation: Not stated | 2026-03-20 |
| Annual report FY2025 CULLEN/FROST BANKERS, INC. – FORM 10-K SUMMARY HEADLINE NUMBERS • Consolidated total assets: $53.0 billion (as of December 31, 2025) • Frost Bank to | 2026-02-05 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.03 / share ex-date Aug 31, 2026 · pay Sep 15, 2026 | 2026-08-31 |
| Dividend | $1.03 / share ex-date May 29, 2026 · pay Jun 15, 2026 | 2026-05-29 |
| Dividend | $1.00 / share ex-date Feb 27, 2026 · pay Mar 13, 2026 | 2026-02-27 |
| Dividend | $1.00 / share ex-date Nov 28, 2025 · pay Dec 15, 2025 | 2025-11-28 |
| Dividend | $1.00 / share ex-date Aug 29, 2025 · pay Sep 15, 2025 | 2025-08-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Cullen/Frost Bankers Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.