$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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Richemont, Signet in talks to join consortium bidding for De Beers - report

Richemont (CFR) and Signet Jewelers are in advanced talks to join the Global Diamond Consortium bidding for De Beers, according to Bloomberg. The consortium, led by former De Beers CEO Gareth Penny, is the preferred bidder to buy De Beers from Anglo American. The diamond industry faces challenges from weak Chinese demand and competition from lab-grown gems. Anglo has taken three impairments on De Beers, reducing its value to $2.3 billion in February.

Why Cullen/Frost Bankers (CFR) Stock Is Trading Lower Today

Cullen/Frost Bankers (CFR) shares fell 2.6% premarket after Cantor Fitzgerald cut its price target to $167, citing lower core fee income. The stock later recovered to $151.24, down 0.2%. CFR is up 18% YTD but 11.1% below its 52-week high. Broader bank stocks also declined amid higher Treasury yields and September CPI data.

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$CFRMedAI 8/10

Richemont, Signet in talks to join consortium bidding for De Beers - report

Richemont (CFR) and Signet Jewelers are in advanced talks to join the Global Diamond Consortium bidding for De Beers, according to Bloomberg. The consortium, led by former De Beers CEO Gareth Penny, is the preferred bidder to buy De Beers from Anglo American. The diamond industry faces challenges from weak Chinese demand and competition from lab-grown gems. Anglo has taken three impairments on De Beers, reducing its value to $2.3 billion in February.

Why Cullen/Frost Bankers (CFR) Stock Is Trading Lower Today

Cullen/Frost Bankers (CFR) shares fell 2.6% premarket after Cantor Fitzgerald cut its price target to $167, citing lower core fee income. The stock later recovered to $151.24, down 0.2%. CFR is up 18% YTD but 11.1% below its 52-week high. Broader bank stocks also declined amid higher Treasury yields and September CPI data.

Goldman Sachs starts EU luxury coverage, rates these 4 stocks Buy

Goldman Sachs initiated coverage of 10 European luxury stocks, rating four Buy: Richemont (CHF225 target), LVMH (€500 target), Moncler (€62 target), and Prada (HK$52 target). The firm expects sector growth to rebound in 2027, with U.S. outperformance continuing. Neutral ratings were given to Kering, Burberry, Brunello Cucinelli, and Zegna, while Hermes and Swatch were rated Sell.

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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