CULLEN/FROST BANKERS, INC.
No SEC Form 4 filings for $CFR in the last 30 days.
See all $CFR insider activity →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.
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.
Simply Wall St reports Cullen/Frost Bankers (CFR) raised full-year 2026 earnings guidance, citing updated expectations for net interest income and net interest margin that match its Q2 results. The article notes the stock at $166.13, with 30-day return 6.32%, YTD 29.62%, and fair value $167.50. It also cites P/E 15.4x vs US banks 12.2x.
Over the past 7 days, alphai's AI scored 2 news stories mentioning CFR (CULLEN/FROST BANKERS, INC.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent CFR coverage spans earnings, financial news and mergers & acquisitions.
The article frames stronger NII and tighter 2026 NII and margin guidance, alongside an ongoing buyback, as a near-term earnings resilience catalyst for CFR.
Deal announcement is a direct growth and footprint catalyst for CFR, with potential near-term sentiment lift and deal-execution risk.
The article frames the guidance raise as supportive for 2026 earnings power, but notes valuation is already close to fair value and the P/E premium leaves less margin for error.
The article frames the Q2 earnings and guidance raise as improving profitability and credit costs, with dividends as evidence of capital flexibility.
Guidance raises the probability of stronger 2026 margin and loan growth, supporting a more constructive earnings trajectory if rate assumptions hold.
alphai scores every news story that mentions CFR with an AI model for sentiment and relevance, and aggregates insider trades from CULLEN/FROST BANKERS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
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.
6 min readCentral 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.
4 min readSimply Wall St reports Cullen/Frost Bankers (CFR) raised full-year 2026 earnings guidance, citing updated expectations for net interest income and net interest margin that match its Q2 results. The article notes the stock at $166.13, with 30-day return 6.32%, YTD 29.62%, and fair value $167.50. It also cites P/E 15.4x vs US banks 12.2x.
5 min readSimply 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.
6 min readCullen/Frost Bankers (CFR) reported Q2 2026 results driven by strong organic loan and deposit growth, including consumer checking growth of 5.7% and a record $2.17B 90-day weighted commercial loan pipeline. Management raised 2026 net interest income growth guidance to 4.75% to 5.25% and loan growth to 7% to 8%, citing rate assumptions and planned $1B securities purchases. The bank repurchased 655,000 shares for $90M and said credit issues stemmed mainly from a single $54M Austin multifamily loan
6 min readThursday, July 30, 2026 at 2:00 p.m. ET CALL PARTICIPANTS Senior Vice President and Director of Investor Relations - A.B. Mendez Chairman and Chief Executive Officer - Phillip D. Green Group Executive Vice President and Chief Financial Officer - Daniel J. Geddes TAKEAWAYS Net Income -- $170 million, representing a 9.7% increase compared to $155 million in the second quarter of the previous year.
7 min readCullen/Frost Bankers (NYSE: CFR) reported Q2 CY2026 sales of $598.3 million, up 9.4% year on year, exceeding Wall Street’s revenue estimate by 1.6%, according to the company. GAAP profit was $2.70 per share, 6.4% above analysts’ consensus. The stock was flat at $167.15 after results.
4 min readCULLEN/FROST BANKERS, INC. (CFR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2q26formxex991xpressrelea.htm EX-99.1 - 2Q26 EARNINGS RELEASE Document Exhibit 99.1 A.B. Mendez Investor Relations 210.220.5234 or Bill Day Media Relations 210.220.5427 FOR IMMEDIATE RELEASE July 30, 2026 CULLEN/FROST REPORTS SECOND QUARTER RESULTS Board declares third
4 min readCullen/Frost Bankers (NYSE: CFR) will report Q2 earnings Thursday before the bell. The bank previously missed revenue expectations, reporting $574.8 million revenue, up 6.4% YoY, and a net interest income miss. For Q2, analysts expect revenue up 7.7% YoY. CFR shares are up 8% over a month; average analyst price target is $159 vs $167.09.
3 min readRichemont shares rose more than 7% after the company reported Q1 sales of €6.33B, up 20% in constant currencies and above a €5.90B Visible Alpha forecast. Jewelry sales were €4.73B, up 24% YoY. Deutsche Bank and Citi cited potential consensus upgrades and upside. Hermes, Kering, LVMH and others also gained.
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