Stephens raises Customers Bancorp stock price target to $62 on strong earnings

Published 29/07/2025, 13:08
Stephens raises Customers Bancorp stock price target to $62 on strong earnings

Investing.com - Stephens raised its price target on Customers Bancorp (NYSE:CUBI) to $62.00 from $55.00 on Tuesday while maintaining an Equal Weight rating following the bank’s second-quarter earnings report. The stock, currently trading at $65.74 and near its 52-week high of $67.19, has delivered an impressive 35% return year-to-date. InvestingPro analysis indicates the stock may be overvalued at current levels, with additional insights available in the comprehensive Pro Research Report.

The bank reported second-quarter 2025 operating earnings per share of $1.80, exceeding both Stephens’ and consensus estimates of $1.54. The quarterly performance featured a 14 basis point quarter-over-quarter increase in net interest margin, better-than-expected fee income, and lower loan loss provisions. The $2.08 billion market cap bank maintains a GOOD financial health score according to InvestingPro metrics, trading at a P/E ratio of 15.65x.

Asset quality metrics showed stability, with non-performing assets to total assets ratio remaining relatively flat, while net charge-offs to average loans declined to 0.35% during the quarter.

Following the earnings release, Stephens increased its 2025 and 2026 operating EPS estimates by 19% and 4% to $7.53 and $7.52, respectively. The firm now projects a 1.00% return on assets for 2026, which lags peers who are closer to approximately 1.20%.

Despite the solid quarterly performance, Stephens expressed ongoing concerns about Customers Bancorp’s deposit composition, noting the bank’s continued elevated reliance on brokered deposits (approximately 33% of total deposits, down from 35% quarter-over-quarter) and cryptocurrency-related deposits, which represent 58% of non-interest-bearing deposits.

In other recent news, Customers Bancorp Inc . reported strong financial results for the second quarter of 2025, surpassing market expectations. The company announced earnings per share of $1.80, which exceeded analysts’ forecasts of $1.53 by 17.65%. Revenue also outperformed predictions, reaching $206.31 million compared to the anticipated $197.19 million. These results highlight the company’s robust performance in the latest quarter. Additionally, analysts from various firms have been reviewing the company’s performance, but specific upgrades or downgrades were not noted in the available information. These developments reflect the company’s ongoing financial health and operational efficiency. Investors may consider these results significant as they review their investment strategies.

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