What Catalysts Are Shaping the Changing Story for Cadence Bank

Cadence Bank’s consensus analyst price target has risen modestly to $42.70, up from a previous estimate of $42.27. This uptick comes as market sentiment shifts in response to the recently announced merger with Huntington Bancshares, which has sparked increased optimism about the strategic fit and growth potential of the combined entity. Stay tuned to learn how you can stay ahead of the latest updates as analysts continue to reassess Cadence Bank’s outlook in the evolving landscape.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Cadence Bank.

What Wall Street Has Been Saying

🐂 Bullish Takeaways

RBC Capital upgraded Cadence Bank to Outperform from Sector Perform, raising its price target to $47 from $43 as it refreshes estimates to reflect the announced merger with Huntington Bancshares. The analyst highlights support for the strategic rationale behind the transaction and alignment with Huntington’s growth plans in Texas and the Southeast. RBC Capital also notes that Huntington’s $7.4 billion all-stock purchase of Cadence fits "nicely" into Huntington’s broader expansion strategy in the region. This reinforces confidence in the companies’ post-merger growth momentum and execution.

🐻 Bearish Takeaways

Morgan Stanley downgraded Cadence Bank to Equal Weight from Overweight following news of the planned sale to Huntington, cutting its price target to $40 from $47. The analyst moved to the sidelines and now takes a more neutral stance on the stock’s valuation and prospects as the company transitions through the merger process. Barclays also downgraded Cadence to Equal Weight from Overweight while modestly lifting its price target to $47 from $46. The firm’s revised stance suggests limited near-term upside, since much of the value from the merger is considered to be already priced in.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!NYSE:CADE Community Fair Values as at Nov 2025

What's in the News

Huntington Bancshares has signed an agreement to acquire Cadence Bank in an all-stock deal valued at approximately $7.4 billion. The CEOs of both companies described the transaction as a major growth step for Huntington, signaling the possibility of additional transactions in the future. According to the terms of the acquisition, Cadence Bank shareholders are set to receive 2.475 shares of Huntington for each Cadence share they hold. After the merger, Huntington shareholders will own about 77% of the combined company, while Cadence shareholders will hold 23%. Cadence Bank's Chairman and CEO, James D. "Dan" Rollins III, will join Huntington as a non-executive Vice Chairman and will take a seat on its Board along with two other Cadence directors as part of the merger agreement. The transaction is anticipated to close in the first quarter of 2026 pending shareholder and regulatory approval. Cadence branches will continue to operate within their current footprint under the Huntington brand with no planned closures.

Story Continues

How This Changes the Fair Value For Cadence Bank

Consensus Analyst Price Target has risen slightly to $42.70, up from $42.27 previously. Discount Rate has declined modestly from 6.87% to 6.78%. Revenue Growth projections have fallen to 11.41%, down from the earlier estimate of 12.67%. Net Profit Margin is slightly lower at 31.88%, compared to the prior 32.30%. Future P/E Ratio has increased to 12.88x, up from 12.55x previously.

🔔 Never Miss an Update: Follow The Narrative

A Narrative connects a company’s story to its financial forecast and fair value, providing you with an easy-to-understand view of what drives investment decisions. Narratives on Simply Wall St allow investors like you to share their perspectives behind the numbers, making it easier to spot buy or sell opportunities as the story develops. Updated dynamically with every news headline or earnings report, Narratives help you stay ahead on the Community page used by millions of investors.

Discover the latest Cadence Bank Narrative to see why following along could shape your investment approach:

Gain insight into Cadence Bank’s strategic growth as it expands in high-growth Sunbelt markets and integrates new acquisitions. Track how digital investments and operational improvements are driving stronger margins and efficiency across the business. Stay alert to emerging risks, including regional concentration and industry competition, that could affect the future earnings outlook.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CADE.

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