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Cullen/Frost Bankers boosts dividend to $0.92 despite projected EPS drop

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Cullen/Frost Bankers (NYSE:) has announced an increase in its dividend to $0.92, aligning with the industry’s average dividend yield of 4.1%. The new dividend is set for distribution on December 15th. The bank’s current payout ratio stands at 34%, indicating strong dividend coverage by earnings and showcasing the institution’s financial health.

Despite a projected 16.5% decline in earnings per share (EPS) over the next three years, experts forecast a future payout ratio of 44%, considered sustainable given the bank’s financial status. This projection is based on the bank’s robust track record of dividends, which has shown an annual growth rate of 6.7%. Payouts have risen from $1.92 in 2013 to $3.68 in the most recent fiscal year.

The company’s EPS has also demonstrated a healthy growth rate of 9.5% per year over the past five years, suggesting substantial potential for future dividend growth despite the anticipated short-term EPS drop. The consistent dividends history and promising growth rate underscore Cullen/Frost Bankers’ commitment to rewarding its shareholders while maintaining a stable financial footing.

InvestingPro Insights

InvestingPro’s real-time data further illuminates the financial health of Cullen/Frost Bankers. The bank boasts a market capitalization of $5740M and a P/E ratio of 8.56 as of Q3 2023, indicating a lower price relative to near-term earnings growth. The revenue growth for the same period stands at an impressive 26.89%, reflecting the bank’s robust financial performance.

Two key InvestingPro Tips align with the article’s focus on dividends. Firstly, Cullen/Frost Bankers has a strong track record of raising its dividend, having done so for 31 consecutive years. Secondly, the bank yields a high return on invested capital, which is likely a contributing factor to its ability to consistently increase dividends.

For more detailed insights, including additional InvestingPro Tips and real-time data, consider subscribing to InvestingPro’s premium service. With a total of 9 tips listed for Cullen/Frost Bankers alone, the service offers a wealth of information to help guide your investment decisions. Visit InvestingPro Pricing for more information.

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