Q1 2026 EPS Estimates for Commerce Bancshares, Inc. (NASDAQ:CBSH) Lifted by Analyst

Commerce Bancshares, Inc. (NASDAQ:CBSHFree Report) – Stock analysts at Zacks Research raised their Q1 2026 earnings per share (EPS) estimates for Commerce Bancshares in a research note issued to investors on Tuesday, April 2nd. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings of $0.82 per share for the quarter, up from their prior estimate of $0.81. The consensus estimate for Commerce Bancshares’ current full-year earnings is $3.25 per share. Zacks Research also issued estimates for Commerce Bancshares’ FY2026 earnings at $3.47 EPS.

Commerce Bancshares (NASDAQ:CBSHGet Free Report) last issued its quarterly earnings results on Thursday, January 18th. The financial services provider reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.82 by $0.02. Commerce Bancshares had a return on equity of 17.46% and a net margin of 24.41%. The firm had revenue of $393.30 million for the quarter, compared to the consensus estimate of $386.34 million. During the same period in the prior year, the business posted $0.99 earnings per share. The company’s revenue for the quarter was up .5% on a year-over-year basis.

Several other research analysts have also recently issued reports on the company. Bank of America initiated coverage on Commerce Bancshares in a research note on Thursday, January 11th. They issued a “neutral” rating and a $55.00 price objective on the stock. Morgan Stanley increased their price objective on Commerce Bancshares from $46.00 to $55.00 and gave the company an “equal weight” rating in a report on Wednesday, February 7th. Finally, Keefe, Bruyette & Woods raised their target price on Commerce Bancshares from $54.00 to $56.00 and gave the stock a “market perform” rating in a research note on Friday, January 19th. One equities research analyst has rated the stock with a sell rating and five have given a hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $53.17.

Check Out Our Latest Stock Report on CBSH

Commerce Bancshares Stock Performance

Shares of NASDAQ CBSH opened at $52.28 on Thursday. The business’s 50 day moving average price is $51.93 and its 200-day moving average price is $50.58. Commerce Bancshares has a fifty-two week low of $40.91 and a fifty-two week high of $56.75. The company has a market cap of $6.79 billion, a price-to-earnings ratio of 14.40 and a beta of 0.79.

Institutional Trading of Commerce Bancshares

Several institutional investors have recently made changes to their positions in the company. First Republic Investment Management Inc. raised its position in shares of Commerce Bancshares by 0.3% during the 2nd quarter. First Republic Investment Management Inc. now owns 53,245 shares of the financial services provider’s stock valued at $3,496,000 after buying an additional 138 shares during the period. Cetera Advisors LLC raised its position in Commerce Bancshares by 3.6% in the fourth quarter. Cetera Advisors LLC now owns 5,099 shares of the financial services provider’s stock valued at $347,000 after purchasing an additional 179 shares during the period. Capital Advisors Inc. OK raised its position in Commerce Bancshares by 5.0% in the fourth quarter. Capital Advisors Inc. OK now owns 4,431 shares of the financial services provider’s stock valued at $237,000 after purchasing an additional 210 shares during the period. Signaturefd LLC raised its position in Commerce Bancshares by 14.4% in the fourth quarter. Signaturefd LLC now owns 1,694 shares of the financial services provider’s stock valued at $90,000 after purchasing an additional 213 shares during the period. Finally, Angeles Investment Advisors LLC raised its position in Commerce Bancshares by 5.0% in the fourth quarter. Angeles Investment Advisors LLC now owns 4,557 shares of the financial services provider’s stock valued at $243,000 after purchasing an additional 217 shares during the period. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Buying and Selling at Commerce Bancshares

In other news, SVP Patricia R. Kellerhals sold 730 shares of the firm’s stock in a transaction dated Wednesday, January 24th. The stock was sold at an average price of $54.87, for a total transaction of $40,055.10. Following the sale, the senior vice president now directly owns 25,502 shares in the company, valued at approximately $1,399,294.74. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In related news, SVP Patricia R. Kellerhals sold 730 shares of Commerce Bancshares stock in a transaction dated Wednesday, January 24th. The stock was sold at an average price of $54.87, for a total value of $40,055.10. Following the sale, the senior vice president now directly owns 25,502 shares in the company, valued at approximately $1,399,294.74. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Robert S. Holmes sold 5,000 shares of Commerce Bancshares stock in a transaction dated Monday, March 11th. The stock was sold at an average price of $52.66, for a total value of $263,300.00. Following the completion of the sale, the executive vice president now owns 50,293 shares in the company, valued at $2,648,429.38. The disclosure for this sale can be found here. In the last quarter, insiders sold 14,321 shares of company stock worth $752,387. Insiders own 3.20% of the company’s stock.

Commerce Bancshares Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 25th. Shareholders of record on Thursday, March 7th were paid a dividend of $0.27 per share. The ex-dividend date was Wednesday, March 6th. This represents a $1.08 dividend on an annualized basis and a dividend yield of 2.07%. Commerce Bancshares’s payout ratio is currently 29.75%.

Commerce Bancshares Company Profile

(Get Free Report)

Commerce Bancshares, Inc operates as the bank holding company for Commerce Bank that provides retail, mortgage banking, corporate, investment, trust, and asset management products and services to individuals and businesses in the United States. It operates through three segments: Consumer, Commercial, and Wealth.

Further Reading

Earnings History and Estimates for Commerce Bancshares (NASDAQ:CBSH)

Receive News & Ratings for Commerce Bancshares Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Commerce Bancshares and related companies with MarketBeat.com's FREE daily email newsletter.