Cullen/ Frost Bankers stock gets a higher Barclays target target? No

Published on 10/06/2026 at 12:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Cullen/Frost Bankers stock carries a Barclays target of USD 175 after Q2 diluted EPS reached USD 2.70 against USD 2.55 consensus. The next report is scheduled for October 28, 2026.

CFR, US2298991090, Illustration mit AI erstellt.

Cullen/Frost Bankers (ISIN US2298991090) was last at USD 153.83 on the NYSE on October 5, 2026, down 0.78 percent, as Barclays lifted its price target to USD 175 from USD 160. The bank's Q2 2026 diluted EPS reached USD 2.70 against a USD 2.55 consensus estimate, giving the latest analyst action a stronger earnings backdrop.

Barclays raises its target

According to Markets Insider on October 5, 2026, Barclays raised its Cullen/Frost target from USD 160 to USD 175 and kept an Equal Weight rating. The change followed a Q3 earnings preview, with the analyst pointing to deposit costs and further fixed-rate asset repricing.

The new target stands 13.8 percent above the October 5 price of USD 153.83. That gap is larger than the broader consensus spread, but the unchanged Equal Weight rating signals that Barclays sees valuation and operating progress moving in balance.

Q2 earnings set the benchmark

MarketBeat reported that Cullen/Frost earned USD 2.70 per share in the quarter ended June 30, 2026, above the USD 2.55 consensus and up from USD 2.39 in the prior-year quarter. Revenue was USD 576.01 million, below the USD 589.72 million estimate, creating a clear split between earnings delivery and top-line expectations.

The same MarketBeat report listed a Hold consensus from 14 analysts, with five Buy ratings, eight Holds and one Sell. The average 12-month target was USD 166.67, meaning the October 5 price stood 7.7 percent below that consensus level.

Next report comes in October

AltIndex listed October 28, 2026, as the scheduled date for the next Cullen/Frost earnings report and put the next-quarter EPS estimate at USD 2.49. That estimate is the next numerical test for whether the Q2 earnings advantage can persist while revenue expectations remain more demanding.

Stock remains below its yearly high

Cullen/Frost was last at USD 153.83 on the NYSE on October 5, 2026, against a 52-week range of USD 119.00 to USD 170.80. Its market capitalization was USD 9.6 billion, leaving the stock 10.0 percent below its yearly high and placing the Barclays target above the current market level.