SecBot SecBot

CFR

CULLEN/FROST BANKERS, INC.
NYSE· National Commercial Banks· Inc. TX· CIK 0000039263 Traditional Finance
$157.05 −0.63 (−0.40%)
Oct 23 4:00 PM ET · prev $157.68
Market cap
$9.8B
Mid cap
Consensus
Buy
53% Buy or better · 19 analysts
Median target
$173.00
+10% · range $145.00–201.00
Next earnings
Oct 29
in 3 days
1 year
+25.4%
from $125.27 · Oct 27
30 days
+0.4%
from $156.42
52-week range
$119.85–170.08
−8% from high · low Nov 20
Avg volume 20D
411.7K
shares / day
Short interest
🔒 Subscribers only
Insider net
−$124.1K
0 buyers · 1 seller · since Feb 5
New fund stakes
2
Q2 2026 13F · 1 exit
Reddit crowd
50°
Neutral · 1 mention this week
SecBot read BULLISH 2 reports · 90 days
Balance 0 bearish · 1 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 2/2 ·Next Earnings date, Oct 29, 2026
Strongest BULLISH Cullen/Frost Bankers reported Q2 2026 EPS of $2.70, beating the $2.53 consensus by 6.7%, driven by 7.4% YoY…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider sold $124.1K.

  • InstitutionsMIXED

    Q2 2026: 19 added (2 new), 25 trimmed or exited. Largest new: Baillie Gifford & $345.1M, Arrowstreet Capital, Limited Partnership $13.0M.

  • AnalystsBULLISH

    10 of 19 rate it Buy or better. Median target $173.00 (+10%).

  • TrendDOWNTREND

    1% below its 50-day average.

  • SocialQUIET

    Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.

Who's buying

13F· Q2 2026
2
new positions
1
exit
$358.0M
in new stakes
FundMoveSharesValue
BAILLIE GIFFORD & CONEW2,233,298$345.1M
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.ADD460,437$71.1M
JONES FINANCIAL COMPANIES LLLPADD349,854$54.3M
WELLINGTON MANAGEMENT GROUP LLPTRIM335,048$51.8M
Fiera Capital CorpTRIM183,325$28.3M
UBS Group AGTRIM179,392$27.7M
Impax Asset Management Group plcNEAR_EXIT95,000$14.7M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW83,868$13.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Buy 53% rate it Buy or better
Strong Buy3Buy7Hold8Sell0Strong Sell1
12-month targets · 14 analysts

Price is inside the target range. Median implies +10%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 14, 2026Cantor Fitzgerald
MAINTAIN
MAINTAINNeutral
Oct 9, 2026RBC Capital
MAINTAIN
MAINTAINSector Perform
Oct 5, 2026Barclays
MAINTAIN
MAINTAINEqual-Weight
Oct 5, 2026TD Cowen
MAINTAIN
MAINTAINBuy
Oct 1, 2026Evercore ISI Group
MAINTAIN
MAINTAINIn-Line
Sep 28, 2026Morgan Stanley
MAINTAIN
MAINTAINOverweight

Insider ledger

Form 4
$0
bought · 0 insiders
$124.1K
sold · 1 insider
DateInsiderTypeValue
Oct 24, 2026🔒 Fresh data, subscribers onlyTAX W/H
Oct 24, 2026🔒 Fresh data, subscribers onlyEXERCISE
Oct 24, 2026🔒 Fresh data, subscribers onlyTAX W/H
Oct 24, 2026🔒 Fresh data, subscribers onlyTAX W/H
Oct 24, 2026🔒 Fresh data, subscribers onlyEXERCISE
Oct 24, 2026🔒 Fresh data, subscribers onlyTAX W/H
Oct 24, 2026🔒 Fresh data, subscribers onlyTAX W/H
Oct 24, 2026🔒 Fresh data, subscribers onlyEXERCISE

Earnings setup

Estimates
Oct 29
reports in 3 days

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only
Reddit
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 1 0 in posts · 1 in comments
Recent comments
r/wallstreetbets Neutral 3d ago
It depends how the NRC regulates SMRs. If copy and paste 10 CFR, it will only make sense to have a bunch of SMRs together. At that point, build an AP1000. At that point, build a bunch of AP1000. You need to go all the way or go home on nuclear.
All social signals and their track records

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 24, 2026 Insider
🔒 Fresh data, subscribers only
Oct 24, 2026 Insider
🔒 Fresh data, subscribers only
Oct 24, 2026 Insider
🔒 Fresh data, subscribers only
Aug 17, 2026 SEC
Cullen/Frost Bankers filed an 8-K on August 17, 2026, furnishing a Q2 2026 investor presentation that was previously…
8-K — Impact 2/10
Jul 30, 2026 SEC
Cullen/Frost Bankers reported Q2 2026 EPS of $2.70, beating the $2.53 consensus by 6.7%, driven by 7.4% YoY loan…
PRESS-RELEASE — Impact 6/10
Jul 30, 2026 Earnings
CULLEN/FROST REPORTS SECOND QUARTER RESULTS
Board declares third quarter dividend on common and preferred stock SAN ANTONIO, July 30, 2026 /PRNe
Jul 28, 2026 SEC
Three asset managers added to their CFR positions in Q2 2026, led by Vaughan Nelson Investment Management increasing…
INST-CLUSTER — Impact 5/10
Jun 30, 2026 Inst.
BAILLIE GIFFORD & CO — NEW
2,233,298 shares ($345.1M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Oct 29, 2026
Earnings date
CFR Q3 2026 Earnings Before Market Open — 2026-10-29
Recent
Jul 30, 2026
Earnings
CULLEN/FROST REPORTS SECOND QUARTER RESULTS
Board declares third quarter dividend on common and preferred stock SAN ANTONIO, July 30, 2026 /PRNewswire/ -- Cullen/Frost Bankers, Inc. (NYSE:CFR)…
Jul 30, 2026
Earnings date
CFR Q2 2026 Earnings Scheduled — 2026-07-30
Jul 9, 2026
Earnings
Cullen/Frost Bankers, Inc. Hosts Second Quarter 2026 Earnings Conference Call
SAN ANTONIO, July 9, 2026 /PRNewswire/ -- Cullen/Frost Bankers, Inc. (NYSE: CFR) will host a conference call on Thursday, July 30, 2026 to discuss…
Apr 30, 2026
Earnings date
CFR Q1 2026 Earnings Scheduled — 2026-04-30
Mar 26, 2026
Short interest
FTD: CFR — 25,600 shares ($3.5M) failed to deliver
Settlement: 20260326, Price: $135.33, FTD Value: $3,464,448, CULLEN/FROST BANKERS INC

SecBot reports

7 filings · 3 bullish · 0 bearish · 1 mixed · 3 neutral
All CFR filing & press-release reports (7)