$CFR

CULLEN/FROST BANKERS, INC.

alphai earnings readsecond quarter of 2026 · JUL 30Cullen/Frost reports second-quarter earnings growth, loan and deposit expansion, and higher non-accrual loansVerdict: solid

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Cullen/Frost Bankers Inc's Dividend Analysis

Cullen/Frost Bankers Inc (NYSE:CFR) declared a $1.03 per share dividend, payable on 2026-09-15. The Texas-based bank has a strong dividend history, increasing payouts annually since 1993, with a current yield of 2.49%. It focuses on small to medium-sized commercial clients in Texas, with around $54 billion in assets.

The top-performing banks with more than $50B of assets in 2025

Capital Performance Group ranked the top 10 U.S. banks with over $50B in assets for 2025, based on three-year average ROAE. The top performers included First Citizens Bank, Raymond James Financial, and East West Bank, with net interest margins ranging from 3.25% to 3.42%. JPMorganChase and Cullen/Frost Bankers also made the list, with JPMorgan reporting $185.6B in revenue and $57.0B in net income. The report highlights two primary bank operating models: spread-based traditional banking and fee-b

Texas banks sharpen their focus as outsiders keep moving in

Texas-headquartered banks face increased competition from out-of-state lenders expanding into Texas via branches and acquisitions, including deals involving Comerica, Veritex Holdings and Cadence Bank. Banks are adjusting loan pricing and deposit rates to retain customers. State National Bank (about $55M assets) says it will be flexible. Frost Bank (about $53.9B assets) is competing on loan pricing and opening branches.

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Cullen/Frost Bankers Inc's Dividend Analysis

Cullen/Frost Bankers Inc (NYSE:CFR) declared a $1.03 per share dividend, payable on 2026-09-15. The Texas-based bank has a strong dividend history, increasing payouts annually since 1993, with a current yield of 2.49%. It focuses on small to medium-sized commercial clients in Texas, with around $54 billion in assets.

The top-performing banks with more than $50B of assets in 2025

Capital Performance Group ranked the top 10 U.S. banks with over $50B in assets for 2025, based on three-year average ROAE. The top performers included First Citizens Bank, Raymond James Financial, and East West Bank, with net interest margins ranging from 3.25% to 3.42%. JPMorganChase and Cullen/Frost Bankers also made the list, with JPMorgan reporting $185.6B in revenue and $57.0B in net income. The report highlights two primary bank operating models: spread-based traditional banking and fee-b

Texas banks sharpen their focus as outsiders keep moving in

Texas-headquartered banks face increased competition from out-of-state lenders expanding into Texas via branches and acquisitions, including deals involving Comerica, Veritex Holdings and Cadence Bank. Banks are adjusting loan pricing and deposit rates to retain customers. State National Bank (about $55M assets) says it will be flexible. Frost Bank (about $53.9B assets) is competing on loan pricing and opening branches.

$CFRMed

Stronger NII And Buybacks Could Be A Game Changer For Cullen/Frost Bankers (CFR)

Cullen/Frost Bankers (NYSE:CFR) reported Q2 2026 results with net interest income of $447.73 million and net income of $172.06 million year over year, plus lower net charge-offs. The bank completed a $160.03 million share repurchase (1.85% of shares) and raised and narrowed full-year 2026 NII and margin guidance, while affirming dividends. Guidance range cited: 4.75% to 5.25% NII growth.

$CFRMed

Central Food Retail to acquire Aeon (Thailand)

Central Food Retail (CFR) agreed to acquire Aeon (Thailand), the Thai supermarket arm of Japan’s Aeon Group. The deal will rename Aeon (Thailand) stores to Tops and fold them into CFR’s network. Aeon (Thailand) has registered capital of Bt890m. Completion depends on conditions precedent and will be funded via Central Retail cash flow.

Does Strong Q2, Raised Guidance And Dividends Change The Bull Case For Cullen/Frost Bankers (CFR)?

Simply Wall St reports Cullen/Frost Bankers (CFR) posted Q2 2026 results with net interest income of $447.73 million and net income of $172.06 million. Net charge-offs were $9.53 million. The board approved common and Series B preferred dividends payable Sept. 15, 2026, and management raised full-year guidance. Article cites 2029 targets of $2.6 billion revenue and $676.0 million earnings.

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