Update shared on 01 Nov 2025
Fair value Increased 0.59%Cullen/Frost Bankers Narrative Update: Analyst Price Target Adjustment
Analysts have modestly raised their price target for Cullen/Frost Bankers to $137.47, citing refined estimates of profit margin along with a slightly adjusted outlook on revenue growth and risk assumptions.
What's in the News
- Cullen/Frost Bankers revised its 2025 earnings guidance and now projects net interest income growth between 7% and 8% for the full year. This is an increase from the previous range of 6% to 7% (Company announcement).
- The company reported unaudited consolidated net charge-offs of $6,589,000 for the third quarter ended September 30, 2025. This represents a decline from $9,640,000 in the same period last year (Company report).
Valuation Changes
- The consensus analyst price target has risen slightly from $136.67 to $137.47.
- The discount rate has increased marginally from 7.12% to 7.16%.
- The revenue growth projection has fallen notably from 4.76% to 3.60%.
- The net profit margin estimate has edged up from 25.22% to 25.34%.
- The future P/E ratio forecast has diminished slightly from 17.83x to 17.67x.
Disclaimer
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