Stephens raises Cadence BanCorp stock price target to $42 on solid revenue

Published 28/07/2025, 12:38
Stephens raises Cadence BanCorp stock price target to $42 on solid revenue

Investing.com - Stephens raised its price target on Cadence BanCorp (NYSE:CADE) to $42.00 from $41.00 on Monday, while maintaining an Overweight rating on the stock. The new target aligns with InvestingPro analysis, which suggests the $6.79B market cap bank is currently undervalued.

The bank’s second-quarter 2025 results showed solid revenue trends, with both net interest income and fees exceeding consensus forecasts, according to Stephens. The bank has demonstrated impressive growth with revenue increasing 42.82% over the last twelve months, while maintaining a healthy P/E ratio of 12.43x.

Cadence BanCorp has updated its guidance to approximately 9% organic loan growth at the midpoint, an increase from its previous guidance of low- to mid-single digits.

Stephens expects the loan growth pipeline to be funded by deposits from Industry Bancshares, which has a loan-to-deposit ratio of just 26% and closed in recent weeks.

While Stephens anticipates moderate net interest margin pressure in the near term, it expects the margin to rebound as liquidity is deployed over the next few quarters, with the new price target representing 12 times the firm’s 2026 EPS forecast of $3.49. This outlook is supported by six analysts recently revising their earnings estimates upward for the upcoming period.

In other recent news, Cadence Bank has completed its $4.4 billion acquisition of Industry Bancshares, a move that was finalized on July 1, 2025. This acquisition, which included six Texas-based banks, is expected to enhance Cadence Bank’s financial metrics. Piper Sandler upgraded Cadence BanCorp’s stock rating from Neutral to Overweight, citing the acquisition’s potential to boost profitability. The firm also raised its price target to $42.00, anticipating a higher return on assets and equity by 2026. Keefe, Bruyette & Woods reiterated an Outperform rating and a $40.00 price target, noting the acquisition closed earlier than expected, which positively impacts earnings per share. Raymond (NSE:RYMD) James also adjusted its outlook, raising the stock price target to $42.00 and maintaining a Strong Buy rating following strong second-quarter results. The bank exceeded earnings expectations, prompting Raymond James to increase its full-year earnings estimates. Additionally, Moody’s Ratings affirmed Cadence Bank’s ratings and revised the outlook to stable from negative.

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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