CoverageForm 410-K10-Q8-K13D13G13F

CFR · Cullen/Frost Bankers, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · CFR

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$574.84M-$567.26M$546.88M$540.23M-$518.04M$507.90M$501.43M-
Cost of Revenue----------
Gross Profit----------
R&D----------
SG&A----------
Total Operating Expenses----------
D&A$22.22M---$21.89M---$20.24M-
Operating Income$202.41M-$208.01M$186.62M$179.09M-$175.24M$175.15M$161.56M-
Interest Expense$139.44M-$178.49M$172.35M$168.90M-$203.83M$199.57M$195.45M-
Income Tax$31.42M-$33.63M$29.62M$28.17M-$28.74M$29.65M$25.87M-
Net Income$170.99M-$174.38M$157.00M$150.92M-$146.50M$145.50M$135.69M-
EPS - Basic$2.65-$2.67$2.39$2.30-$2.24$2.21$2.06-
EPS - Diluted$2.65-$2.67$2.39$2.30-$2.24$2.21$2.06-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$7.14B$8.87B$7.94B$7.12B$7.85B$10.23B$9.20B$7.14B$8.46B$8.69B
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$52.72B$53.04B$52.53B$51.41B$52.00B$52.52B$51.01B$48.84B$49.51B$50.85B
Current Liabilities----------
Long-term Debt----------
Total Liabilities$48.19B$48.47B$48.07B$47.21B$47.89B$48.62B$46.87B$45.18B$45.87B$47.13B
Stockholders' Equity$4.53B$4.57B$4.46B$4.20B$4.11B$3.90B$4.14B$3.67B$3.64B$3.72B
Retained Earnings$4.41B$4.31B$4.23B$4.12B$4.03B$3.95B$3.89B$3.81B$3.73B$3.66B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$237.32M---($296.11M)---$488.43M-
Investing Cash Flow($1.33B)---($1.82B)---$620.50M-
Financing Cash Flow($637.24M)---($266.10M)---($1.33B)-
CapEx$38.60M---$40.95M---$38.18M-
Free Cash Flow$198.72M---($337.06M)---$450.25M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin----------
Operating margin35.2%-36.7%34.1%33.2%-33.8%34.5%32.2%-
EBITDA margin39.1%---37.2%---36.3%-
Net margin29.7%-30.7%28.7%27.9%-28.3%28.6%27.1%-
Free cash flow margin34.6%----62.4%---89.8%-
FCF / Net income1.16----2.23---3.32-
R&D / Revenue----------
SG&A / Revenue----------
Effective tax rate15.5%-16.2%15.9%15.7%-16.4%16.9%16.0%-
Return on assets0.3%-0.3%0.3%0.3%-0.3%0.3%0.3%-
Return on equity3.8%-3.9%3.7%3.7%-3.5%4.0%3.7%-
Return on invested capital----------
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage1.5x-1.2x1.1x1.1x-0.9x0.9x0.8x-
Equity multiplier11.6411.6011.7812.2412.6413.4712.3413.3213.6113.68
Liabilities / Assets0.910.910.920.920.920.930.920.920.930.93
Efficiency
Asset turnover0.01-0.010.010.01-0.010.010.01-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E51.7x-47.5x53.8x54.4x-49.9x46.0x54.6x-
P / B1.9x-1.8x2.0x2.0x-1.7x1.8x2.0x-
P / S15.0x-14.3x15.1x14.9x-13.8x12.9x14.5x-
EV / EBITDA6.7x---1.0x----6.7x-
Growth
Revenue growth (YoY)6.4%-9.5%7.7%7.7%-5.4%3.9%-0.7%-
Revenue CAGR (3y)4.4%-7.6%12.3%15.5%-15.1%13.4%14.5%-
Revenue CAGR (5y)11.5%-11.6%11.1%3.4%-8.6%8.6%7.9%-
Gross profit growth (YoY)----------
Operating income growth (YoY)13.0%-18.7%6.5%10.9%--6.3%-9.6%-23.4%-
Net income growth (YoY)13.3%-19.0%7.9%11.2%--5.9%-10.3%-23.6%-
EPS growth (YoY)15.2%-19.2%8.1%11.7%--5.9%-10.5%-23.7%-
EPS CAGR (3y)-0.6%-1.0%9.7%15.3%-10.7%7.1%5.2%-
EPS CAGR (5y)8.4%-12.2%10.2%25.1%-5.3%5.1%2.8%-
FCF growth (YoY)--------268.3%-
FCF CAGR (5y)-0.8%-------34.6%-
Book value growth (YoY)10.1%17.3%7.9%14.6%13.1%4.9%37.9%8.2%4.9%18.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$108.31M total
Bank$121.56M · 112.2%
Frost Wealth Advisors$14.0K · 0.0%
Non Banks($13.26M) · -12.2%

Peer comparison

Same SIC group: National Commercial Banks

CompanyRevenue (last FY)Net marginROE
HBAN---
UMBF--9.1%
ZION$662.00M135.8%12.5%
JPM$182.45B31.3%15.7%
SFNC$5.63M-7060.1%-11.6%

Comparing CULLEN/FROST BANKERS against the 5 most active filers in the same SIC group.

Dividends

$4.03/share trailing 12 months · +4.7% YoY

Ex-datePer share
May 29, 2026$1.0300
Feb 27, 2026$1.0000
Nov 28, 2025$1.0000
Aug 29, 2025$1.0000
May 30, 2025$1.0000
Feb 28, 2025$0.9500
Nov 29, 2024$0.9500
Aug 30, 2024$0.9500
May 31, 2024$0.9200
Feb 28, 2024$0.9200
Nov 29, 2023$0.9200
Aug 30, 2023$0.9200
May 30, 2023$0.8700
Feb 27, 2023$0.8700
Nov 29, 2022$0.8700
Aug 30, 2022$0.8700
May 27, 2022$0.7500
Feb 25, 2022$0.7500
Nov 29, 2021$0.7500
Aug 30, 2021$0.7500
May 27, 2021$0.7200
Feb 25, 2021$0.7200
Nov 27, 2020$0.7200
Aug 28, 2020$0.7100