Morgan Stanley Reiterates Sell Rating on Cullen/Frost Bankers
Morgan Stanley maintains its 'sell' rating for Cullen/Frost Bankers, Inc. with a target price of $141, a 8.75% downside from the current price.
Key Points
- Morgan Stanley reiterated its 'sell' rating on Cullen/Frost Bankers, Inc. (NYSE:CFR) with a target price of $141.
- Morgan Stanley's $141 price target implies 8.75% downside from Cullen/Frost Bankers, Inc.'s ($CFR) current $154.52 share price.
- Shares of Cullen/Frost Bankers traded near $155.31 on Monday, with a market cap of about $9.75 billion.
- Multiple analysts maintain 'hold' or 'sell' ratings; the consensus target price is approximately $151.33.
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Morgan Stanley has reiterated its 'sell' rating for Cullen/Frost Bankers, Inc. (NYSE:CFR) with a price target of $141. This reaffirmation came on June 29, 2026, as analyst Manan Gosalia maintained the bearish outlook on the regional bank.
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Cullen/Frost Bankers, Inc. Stock Down 3.8%
Shares of NYSE:CFR traded near $155.31 on Monday. Cullen/Frost Bankers, Inc. has a market capitalization of approximately $9.75 billion. The company has a price-to-earnings (P/E) ratio of 15.12 and a forward P/E of 14.10. Its beta stands at 0.552, indicating lower volatility compared to the market. Over the past year, the stock has seen a low of $119.00 and a high of $155.41, with a 50-day moving average of $141.59 and a 200-day moving average of $134.25.
$CFR price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
In its most recent financial results, Cullen/Frost Bankers reported revenue of about $2.23 billion, reflecting a growth rate of 7.8%. The company achieved a net margin of 29.96% and a return on equity (ROE) of 15.47%. The next earnings report is anticipated on July 30, 2026.
Dividend
Cullen/Frost Bankers offers an annual dividend rate of $4.12 per share, yielding 2.65%. The dividend payout ratio is 38.95%, indicating a balanced approach to profit distribution.
Insider Buying and Selling at Cullen/Frost Bankers, Inc.
On June 12, 2026, Carol Jean Severyn, GEVP and Chief Risk Officer, sold 837 shares at an average price of $148.29. Earlier, on April 29, 2026, insiders including Anthony Chase, Jeffrey Rummel, Esperanza Andrade, Crawford Edwards, and John Howard Willome each purchased 630 shares, though these transactions had no disclosed price.
Analysts Set New Price Targets
On June 29, 2026, Morgan Stanley maintained its 'sell' rating on Cullen/Frost Bankers with a price target of $141. Other analysts such as Citigroup and Evercore ISI Group have also maintained their ratings, with Citigroup setting a lower target of $131. The consensus among 15 analysts is a 'hold' recommendation, with an average target price of about $151.33.
About Cullen/Frost Bankers, Inc.
Cullen/Frost Bankers, Inc., headquartered in San Antonio, Texas, operates as a bank holding company for Frost Bank. The company provides a variety of financial services, including commercial and consumer banking, international banking, and investment management. It serves diverse industries such as energy, manufacturing, and healthcare. Led by CEO Mr. Phillip D. Green, the company employs approximately 6,008 people.
Bottom Line
Morgan Stanley's reaffirmation of a 'sell' rating on Cullen/Frost Bankers highlights ongoing concerns in the regional banking sector. Investors often track such analyst updates for insights into potential stock movements. It's important to remember that these ratings are based on past performance and market conditions may change.
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