Cullen/Frost Bankers, Inc. (CFR)

U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.

Texan bank Cullen/Frost has been a relatively soft performer since my last update earlier in the year, declining by high single-digits despite an improved 2025 earnings outlook. While revenue is growing, higher costs related to the bank's ongoing branch expansion continue to weigh on the firm. Credit quality remains positive. These shares have de-rated back to less than 14x earnings, which is an attractive valuation given Frost's high single-digit annualized growth profile.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Cullen/Frost (CFR) have what it takes?

Phil Green, Cullen/Frost Bankers CEO, joins 'The Exchange' to discuss the state of the consumer, rate cuts and loans and the state of the economy.

Cullen/Frost Q2 EPS Rises 8%

SALT LAKE CITY, Utah, Aug. 04, 2025 (GLOBE NEWSWIRE) -- SINTX Technologies, Inc. (NASDAQ: SINT) (“SINTX” or the “Company”), an advanced ceramics innovator specializing in silicon nitride (Si₃N₄) for musculoskeletal applications, today announced the publication of a peer-reviewed study in the Journal of the Mechanical Behavior of Biomedical Materials. The study validates the use of silicon nitride (Si₃N₄) surface coatings on carbon fiber–reinforced polyetherketoneketone (CFR-PEKK) trauma plates—marking a significant expansion of SINTX's biomaterial platform into additively-manufactured polymer-carbon-ceramic constructs.

CFR tops Q2 earnings estimates with solid revenue gains, but shares dip 4.9% on rising cost concerns.

Cullen/Frost Bankers, Inc. (CFR) Q2 2025 Earnings Conference Call July 31, 2025 2:00 PM ET Company Participants A. B. Mendez - Director of Investor Relations Daniel J.

While the top- and bottom-line numbers for Cullen/Frost (CFR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Cullen/Frost Bankers (CFR) came out with quarterly earnings of $2.39 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.21 per share a year ago.

Board declares third quarter dividend on common and preferred stock SAN ANTONIO , July 31, 2025  /PRNewswire/ -- Cullen/Frost Bankers, Inc. (NYSE:CFR) today reported second quarter 2025 results. Net income available to common shareholders for the second quarter of 2025 was $155.3 million compared to $143.8 million for the second quarter of 2024.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Cullen/Frost (CFR) have what it takes?

Cullen/Frost (CFR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Cullen/Frost Bankers has benefited from geographic tailwinds, but its rich valuation and CRE concentration warrant a Hold. Key risks include high commercial real estate exposure and potential credit quality deterioration as CRE debt matures in 2025. I recommend waiting for a better entry point, with a fair value estimate of $112.46, unless management signals stronger-than-expected growth ahead.

Cullen/Frost (CFR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Cullen/Frost (CFR) have what it takes?