Is Cullen/Frost Well-Positioned to Sustain Its Capital Return Strategy?

Is CFR well-positioned to sustain its capital return strategy and shareholder payouts with its strong liquidity? Let us discuss.

Zacks Investment Research • May 11, 2026

Cullen/Frost Bankers: A Great Bank, But Not Yet Worthy Of An Upgrade

Cullen/Frost Bankers maintains a 'hold' rating due to its premium valuation despite strong fundamentals and asset quality. Loan and securities growth, along with strategic balance sheet shifts, have driven net interest margin expansion to 3.74% and increased profitability. CFR trades at 14x earnings and over double book value, making it expensive relative to peers despite robust 15.15% ROE and 1.32% ROA.

Seeking Alpha • May 8, 2026

Cullen/Frost Bankers, Inc. (CFR) Q1 2026 Earnings Call Transcript

Cullen/Frost Bankers, Inc. (CFR) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 1, 2026

Cullen/Frost Q1 Earnings Beat on Higher Y/Y NII & Fee Income Growth

CFR beats Q1 earnings estimates as higher NII and fee income drive revenue growth, though rising expenses remain a key drag on profitability.

Zacks Investment Research • May 1, 2026

4 Stocks in Focus That Declared Dividend Hikes Amid Geopolitical Tensions

CFR, SAH, STBA and POOL boost dividends as volatility, inflation fears and Fed caution drive investors toward steady income plays.

Zacks Investment Research • May 1, 2026

CULLEN/FROST REPORTS FIRST QUARTER RESULTS

Board increases quarterly common dividend by 3.0 percent to $1.03 SAN ANTONIO, April 30, 2026 /PRNewswire/ -- Cullen/Frost Bankers, Inc. (NYSE:CFR) today reported first quarter 2026 results. Net income available to common shareholders for the first quarter of 2026 was $169.3 million, compared to $149.3 million for the first quarter of 2025.

PRNewsWire • Apr 30, 2026

Cullen/Frost Bankers, Inc. reschedules earnings conference call

SAN ANTONIO, Texas, April 30, 2026 /PRNewswire/ -- Cullen/Frost Bankers, Inc. (NYSE: CFR) will host a conference call on Thursday, April 30, 2026 to discuss first quarter 2026 earnings. Earnings Release :   The earnings release for Cullen/Frost Bankers, Inc. is available on the internet at https://investor.frostbank.com/.

PRNewsWire • Apr 30, 2026

Cullen/Frost (CFR) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for Cullen/Frost (CFR) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Apr 30, 2026

Cullen/Frost Bankers (CFR) Q1 Earnings and Revenues Top Estimates

Cullen/Frost Bankers (CFR) came out with quarterly earnings of $2.65 per share, beating the Zacks Consensus Estimate of $2.46 per share. This compares to earnings of $2.3 per share a year ago.

Zacks Investment Research • Apr 30, 2026

Why Cullen/Frost Bankers (CFR) is a Great Dividend Stock Right Now

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?

Zacks Investment Research • Apr 24, 2026