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Morgan Stanley downgrades Cullen/Frost stock due to high valuation

EditorEmilio Ghigini
Published 08/05/2024, 04:44 AM
CFR
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On Monday, Cullen/Frost Bankers, Inc. (NYSE:CFR) stock saw a change in its rating as Morgan Stanley downgraded the financial institution from Equalweight to Underweight. Accompanying this downgrade, the firm raised its price target on the company's shares to $121.00 from the previous target of $112.00.

The adjustment in rating and price target reflects concerns about the bank's current valuation and interest rate sensitivity. Cullen/Frost's shares are trading at 12.6 times the projected earnings per share (EPS) for 2025, which positions the stock at the upper end of Morgan Stanley's coverage universe. This valuation suggests that there may be limited potential for the stock price to climb as market conditions improve.

The analyst also pointed out Cullen/Frost's heightened asset sensitivity compared to its peers, indicating that this could act as a disadvantage. In a scenario where interest rates decline, the bank's Net Interest Income (NII) growth could face challenges.

NII is a critical measure for financial institutions, representing the difference between the revenue generated from a bank's assets and the expenses associated with paying out its liabilities.

Cullen/Frost's downgrade comes amid a broader examination of financial stocks, with analysts closely monitoring valuation metrics and interest rate impacts. The bank's higher asset sensitivity is particularly notable as it could influence its financial performance in a changing rate environment.

The new price target of $121.00 represents an upward revision despite the downgrade in the stock's rating, suggesting a nuanced view of the bank's financial prospects. The revised target implies a forecast of where the stock price could potentially go, factoring in the concerns raised by Morgan Stanley's analysis.

In other recent news, Cullen/Frost Bankers, a Texas-based bank, has been the subject of attention due to its mixed second-quarter earnings and robust loan growth. The bank reported earnings of $143.8 million, a decrease from $160.4 million year-over-year. However, despite a minor decline in average total deposits to $40.5 billion, Cullen/Frost witnessed strong loan growth of over 11%, reaching $19.7 billion.

This growth has been attributed to strategic expansions in key Texas cities, resulting in significant gains in deposits, loans, and new households. RBC Capital, a financial services firm, recently adjusted its outlook on Cullen/Frost's shares, raising the price target to $120 from $119, while maintaining a Sector Perform rating. The firm emphasized the bank's strong second-quarter earnings, driven by continued loan growth, an improving margin, and controlled expenses.

Recent developments within Cullen/Frost Bankers demonstrate the bank's ongoing momentum and the positive impact of its strategic initiatives. Looking ahead, the bank expects loan growth in the high single digits to low double digits for the full year, with projected deposit growth to be flat or decrease up to 2%. These are the recent highlights for Cullen/Frost Bankers, a company that continues to navigate through market shifts and expansion efforts.

InvestingPro Insights

As Cullen/Frost Bankers, Inc. (NYSE:CFR) navigates the challenges highlighted by Morgan Stanley, it's worth noting the company's consistent track record of dividend reliability. According to InvestingPro data, Cullen/Frost has raised its dividend for 31 consecutive years and has maintained dividend payments for 32 consecutive years, signaling a commitment to shareholder returns. The current dividend yield stands at a robust 3.49%, with a recent dividend growth of 9.2% over the last twelve months as of Q2 2024, which could appeal to income-focused investors.

Despite the recent downgrade, the InvestingPro Tips suggest a potentially brighter outlook. Analysts have revised their earnings expectations upwards for the upcoming period, and the company has remained profitable over the last twelve months. This profitability is underscored by an operating income margin of 37.6% for the same period. However, the stock has experienced a significant decline of 7.69% in the past week, which may present a buying opportunity for long-term investors who believe in the company's fundamentals and are looking for a higher yield.

For those interested in further insights and analysis, there are additional InvestingPro Tips available for Cullen/Frost Bankers, Inc., which can be found at https://www.investing.com/pro/CFR. These tips delve deeper into the company's financial health and market position, providing a more comprehensive understanding for potential investors.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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