Cadence Bank's stock fell 5.02% as it crossed below the 5-day SMA, despite the broader market gains with Nasdaq-100 up 0.75% and S&P 500 up 0.61%.
The bank reported a Q4 2025 Non-GAAP EPS of $0.85, beating estimates by $0.05, alongside a revenue increase of 17.2% year-over-year to $528.41 million, surpassing expectations. This strong performance reflects robust customer demand and improved net interest margins, which rose to 3.55%. Despite these positive results, the stock's decline may indicate sector rotation as investors reassess their positions in light of broader market trends.
The strong earnings performance positions Cadence Bank favorably for future growth, but the recent stock movement suggests a need for investors to consider market dynamics and potential shifts in sector preferences.
Wall Street analysts forecast CADE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CADE is 44.28 USD with a low forecast of 39.00 USD and a high forecast of 49.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
Wall Street analysts forecast CADE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CADE is 44.28 USD with a low forecast of 39.00 USD and a high forecast of 49.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
6 Hold
0 Sell
Hold
Current: 42.210
Low
39.00
Averages
44.28
High
49.00
Current: 42.210
Low
39.00
Averages
44.28
High
49.00
Keefe Bruyette
Market Perform
downgrade
$49 -> $48
2026-01-26
New
Reason
Keefe Bruyette
Price Target
$49 -> $48
AI Analysis
2026-01-26
New
downgrade
Market Perform
Reason
Keefe Bruyette lowered the firm's price target on Cadence Bank to $48 from $49 and keeps a Market Perform rating on the shares.
Keefe Bruyette
Keefe Bruyette
Outperform -> Market Perform
downgrade
$41 -> $49
2025-11-03
Reason
Keefe Bruyette
Keefe Bruyette
Price Target
$41 -> $49
2025-11-03
downgrade
Outperform -> Market Perform
Reason
Keefe Bruyette downgraded Cadence Bank (CADE) to Market Perform from Outperform with a price target of $49, up from $41, after the company agreed to sell itself to Huntington Bancshares (HBAN) in an all-stock deal slated to close in Q1 of 2026. Keefe views the merger as a good deal for both sets of shareholders.
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Barclays
Overweight
to
Equal Weight
downgrade
$46 -> $47
2025-10-28
Reason
Barclays
Price Target
$46 -> $47
2025-10-28
downgrade
Overweight
to
Equal Weight
Reason
Barclays downgraded Cadence Bank (CADE) to Equal Weight from Overweight with a price target of $47, up from $46, after the company agreed to sell itself to Huntington Bancshares (HBAN) in an all-stock deal slated to close in Q1 of 2026.
Morgan Stanley
Manan Gosalia
Overweight -> Equal Weight
downgrade
$47 -> $40
2025-10-28
Reason
Morgan Stanley
Manan Gosalia
Price Target
$47 -> $40
2025-10-28
downgrade
Overweight -> Equal Weight
Reason
Morgan Stanley analyst Manan Gosalia downgraded Cadence Bank (CADE) to Equal Weight from Overweight with a price target of $40, down from $47, after the company agreed to sell itself to Huntington Bancshares (HBAN) in an all-stock deal slated to close in Q1 of 2026. The firm moved to the sidelines post the news.
About CADE
Cadence Bank (the Bank) is a regional financial services company with approximately 380 branch locations across the South and Texas. The Bank offers comprehensive banking, investment, trust and mortgage products and services to meet the needs of individuals, businesses and corporations. The Bank's services and products include consumer banking, consumer loans, mortgages, home equity lines and loans, commercial and business banking, treasury management, specialized lending, asset-based lending, commercial real estate, equipment financing, correspondent banking, small business administration (SBA) lending, foreign exchange, wealth management, investment and trust services, financial planning, retirement plan management. The Bank’s personal banking services include checking, savings and certificates of deposit, credit cards, online and mobile banking, mortgages, and wealth management. It offers various business banking services, including business loans and lines of credit, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
