Commerce Bancshares, Inc. (NASDAQ:CBSH – Free Report) – Research analysts at Zacks Research lifted their Q3 2026 earnings per share (EPS) estimates for Commerce Bancshares in a research note issued on Thursday, August 6th. Zacks Research analyst Team now expects that the financial services provider will post earnings of $1.07 per share for the quarter, up from their previous forecast of $1.03. The consensus estimate for Commerce Bancshares’ current full-year earnings is $4.22 per share. Zacks Research also issued estimates for Commerce Bancshares’ Q4 2026 earnings at $1.09 EPS, FY2026 earnings at $4.22 EPS, Q1 2027 earnings at $1.09 EPS, Q2 2027 earnings at $1.12 EPS, Q3 2027 earnings at $1.14 EPS, Q4 2027 earnings at $1.16 EPS, FY2027 earnings at $4.51 EPS, Q1 2028 earnings at $1.19 EPS and FY2028 earnings at $4.98 EPS.
Commerce Bancshares (NASDAQ:CBSH – Get Free Report) last posted its quarterly earnings data on Thursday, July 16th. The financial services provider reported $1.10 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.06. The business had revenue of $498.91 million during the quarter, compared to the consensus estimate of $492.22 million. Commerce Bancshares had a return on equity of 14.31% and a net margin of 26.07%.During the same period in the prior year, the company earned $1.14 earnings per share.
Get Our Latest Report on Commerce Bancshares
Commerce Bancshares Stock Performance
Shares of Commerce Bancshares stock opened at $59.13 on Friday. The firm’s fifty day simple moving average is $56.96 and its 200-day simple moving average is $53.38. The stock has a market capitalization of $8.62 billion, a price-to-earnings ratio of 14.32, a PEG ratio of 2.14 and a beta of 0.59. Commerce Bancshares has a 12 month low of $46.99 and a 12 month high of $60.92. The company has a debt-to-equity ratio of 0.01, a current ratio of 0.82 and a quick ratio of 0.82.
Institutional Inflows and Outflows
A number of hedge funds have recently added to or reduced their stakes in the stock. Apriem Advisors raised its holdings in shares of Commerce Bancshares by 5.0% in the 4th quarter. Apriem Advisors now owns 4,018 shares of the financial services provider’s stock worth $210,000 after purchasing an additional 191 shares in the last quarter. Heartland Bank & Trust Co boosted its holdings in Commerce Bancshares by 4.4% during the fourth quarter. Heartland Bank & Trust Co now owns 4,595 shares of the financial services provider’s stock worth $240,000 after buying an additional 192 shares in the last quarter. Outlook Wealth Advisors LLC boosted its holdings in Commerce Bancshares by 3.7% during the fourth quarter. Outlook Wealth Advisors LLC now owns 5,934 shares of the financial services provider’s stock worth $311,000 after buying an additional 214 shares in the last quarter. Centerpoint Advisory Group grew its position in Commerce Bancshares by 5.0% in the fourth quarter. Centerpoint Advisory Group now owns 4,534 shares of the financial services provider’s stock worth $237,000 after buying an additional 215 shares during the last quarter. Finally, Geneos Wealth Management Inc. grew its position in Commerce Bancshares by 85.4% in the first quarter. Geneos Wealth Management Inc. now owns 469 shares of the financial services provider’s stock worth $29,000 after buying an additional 216 shares during the last quarter. 70.26% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other news, CEO John W. Kemper sold 5,830 shares of the stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $60.58, for a total value of $353,181.40. Following the completion of the transaction, the chief executive officer owned 206,528 shares in the company, valued at $12,511,466.24. This trade represents a 2.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Robert S. Holmes sold 5,000 shares of the stock in a transaction dated Thursday, July 30th. The shares were sold at an average price of $60.20, for a total transaction of $301,000.00. Following the completion of the transaction, the executive vice president owned 55,962 shares of the company’s stock, valued at $3,368,912.40. This represents a 8.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 31,842 shares of company stock worth $1,897,310 in the last ninety days. 1.80% of the stock is owned by insiders.
Commerce Bancshares Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Friday, September 4th will be issued a $0.275 dividend. The ex-dividend date of this dividend is Friday, September 4th. This represents a $1.10 dividend on an annualized basis and a yield of 1.9%. Commerce Bancshares’s dividend payout ratio (DPR) is 26.63%.
Commerce Bancshares News Roundup
Here are the key news stories impacting Commerce Bancshares this week:
- Positive Sentiment: Zacks lifted its FY2026 EPS forecast to $4.22 from $4.07, matching the current consensus estimate. It also raised FY2027 EPS to $4.51 from $4.40 and FY2028 EPS to $4.98 from $4.96, indicating a more favorable outlook for Commerce Bancshares’ earnings trajectory. Commerce Bancshares analyst estimates
- Positive Sentiment: Quarterly estimates were also increased: Q3 2026 EPS rose to $1.07 from $1.03, Q4 2026 to $1.09 from $1.07, Q1 2027 to $1.09 from $1.05, Q2 2027 to $1.12 from $1.08, Q3 2027 to $1.14 from $1.13, Q4 2027 to $1.16 from $1.14, and Q1 2028 to $1.19 from $1.14. The breadth of the revisions is a constructive signal for investor sentiment. Zacks Research EPS revisions
- Neutral Sentiment: The revisions largely reinforce existing expectations rather than sharply exceeding consensus, with the current-year forecast now aligned with the $4.22 analyst consensus. Investors may therefore look for additional evidence from operating results before assigning a higher valuation to CBSH.
- Negative Sentiment: Senior Vice President David L. Roller reportedly sold 830 Commerce Bancshares shares on August 6. The transaction could create a modest overhang, although the report does not establish the reason for the sale or indicate a broader pattern of insider selling. Commerce Bancshares insider trading report
Commerce Bancshares Company Profile
Commerce Bancshares, Inc is a bank holding company primarily engaged in providing a broad range of banking and financial services across the Midwest. Through its principal subsidiary, Commerce Bank, the company offers commercial and consumer banking, treasury management, trust and wealth advisory, and mortgage lending. Its diversified product suite includes deposit and loan products, cash management solutions, capital markets services, and private banking designed to meet the needs of individuals, small businesses, and large corporations.
The company’s commercial banking group delivers tailored credit facilities, equipment and inventory financing, asset-based lending, and merchant services.
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