Bank Price Target Revisions
Analysts Lower Price Targets for Several Major Bank Stocks Amid Mixed Market Assessments
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Key Points
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Capital One had $8.67 million in insider sales over the preceding three months; the article also says its 2025 acquisition of Discover made it the largest U.S. credit-card issuer by purchase volume.
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First Hawaiian received a GuruFocus GF Score of 89/100, with particularly strong growth and profitability scores, though its financial-strength score was 5/10.
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Eastern Bankshares had $2.41 million in insider selling over the prior three months; GuruFocus also reported a GF Score of 78/100.
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Cullen/Frost reported quarterly earnings of $2.70 per share, beating the $2.55 analyst consensus, while revenue of $576.01 million fell short of the $589.72 million estimate.
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GuruFocus reported that seven investment gurus held Cullen/Frost shares, with four adding to their positions and two trimming them recently.
Bank analysts issued mixed signals on major lenders this week, cutting price targets on three banks while maintaining their ratings. Barclays raised its target on Cullen/Frost Bankers to $175 but kept an Equal Weight rating, while TD Cowen trimmed targets on First Hawaiian and Eastern Bankshares despite retaining Buy ratings on the latter two. Barclays also lowered its Capital One target to $237 while keeping an Overweight stance.
Cullen/Frost Beats Earnings But Misses Revenue
Cullen/Frost Bankers reported quarterly earnings of $2.70 per share, beating the $2.55 analyst consensus estimate, according to GuruFocus. However, revenue came in at $576.01 million, falling short of the $589.72 million forecast. Despite the mixed quarter, Barclays raised its price target to $175, reflecting cautious optimism on the Texas-based lender.
Capital One Now the Largest Credit Card Issuer
Capital One acquired Discover in 2025, becoming the largest U.S. credit-card issuer by purchase volume, according to GuruFocus. The bank saw $8.67 million in insider sales over the prior three months. Barclays lowered its price target to $237 but maintains an Overweight rating, suggesting the stock trades above its estimated fair value.
First Hawaiian and Eastern Bankshares Face Valuation Split
TD Cowen cut First Hawaiian's price target to $28 while keeping a Hold rating. GuruFocus gave First Hawaiian a GF Score of 89/100, with strong growth and profitability scores, though financial strength scored only 5/10. Eastern Bankshares showed $2.41 million in insider selling and received a GF Score of 78/100 from GuruFocus. TD Cowen maintained its Buy rating on Eastern Bankshares but lowered the target to $25.
Guru Investors Show Mixed Conviction on Cullen/Frost
Seven investment gurus held shares of Cullen/Frost Bankers, with four adding to their positions and two trimming them recently, according to GuruFocus. The mixed positioning reflects divided confidence among top investors. Analyst consensus on the stock remains at Hold, even as Barclays signals more optimism with its raised target.
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