Q1 EPS Estimate for Commerce Bancshares Boosted by Analyst

Commerce Bancshares, Inc. (NASDAQ:CBSH) – Equities researchers at Zacks Research increased their Q1 2025 earnings per share estimates for Commerce Bancshares in a research report issued on Wednesday, February 12th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings of $0.89 per share for the quarter, up from their prior estimate of $0.87. The consensus estimate for Commerce Bancshares’ current full-year earnings is $3.90 per share. Zacks Research also issued estimates for Commerce Bancshares’ Q2 2025 earnings at $0.94 EPS, Q3 2025 earnings at $0.97 EPS, Q4 2025 earnings at $0.99 EPS, FY2025 earnings at $3.79 EPS, Q1 2026 earnings at $1.01 EPS, Q2 2026 earnings at $1.00 EPS, Q3 2026 earnings at $1.00 EPS, Q4 2026 earnings at $1.03 EPS, FY2026 earnings at $4.05 EPS and FY2027 earnings at $4.38 EPS.

Several other research analysts have also recently issued reports on CBSH. Wells Fargo & Company lifted their target price on Commerce Bancshares from $67.00 to $70.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 29th. StockNews.com raised Commerce Bancshares from a “sell” rating to a “hold” rating in a research report on Monday, January 13th. Piper Sandler lifted their target price on Commerce Bancshares from $69.00 to $72.00 and gave the company a “neutral” rating in a research report on Thursday, January 23rd. Raymond James cut Commerce Bancshares from an “outperform” rating to a “market perform” rating in a research report on Thursday, December 19th. Finally, Keefe, Bruyette & Woods lifted their target price on Commerce Bancshares from $66.00 to $78.00 and gave the company a “market perform” rating in a research report on Wednesday, December 4th. Seven equities research analysts have rated the stock with a hold rating, According to data from MarketBeat, Commerce Bancshares currently has an average rating of “Hold” and a consensus target price of $67.83.

Commerce Bancshares Stock Down 1.1 %

NASDAQ CBSH opened at $65.74 on Monday. The company has a market cap of $8.43 billion, a price-to-earnings ratio of 16.39, a P/E/G ratio of 2.27 and a beta of 0.80. Commerce Bancshares has a 52 week low of $47.89 and a 52 week high of $72.75. The business has a 50 day moving average price of $65.05 and a 200-day moving average price of $64.25.

Commerce Bancshares (NASDAQ:CBSH) last released its quarterly earnings data on Wednesday, January 22nd. The financial services provider reported $1.01 EPS for the quarter, beating the consensus estimate of $0.95 by $0.06. The firm had revenue of $422.10 million during the quarter, compared to the consensus estimate of $417.48 million. Commerce Bancshares had a return on equity of 16.31% and a net margin of 25.24%. The company’s quarterly revenue was up 7.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.84 earnings per share.

Commerce Bancshares Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 25th. Shareholders of record on Friday, March 7th will be given a $0.275 dividend. The ex-dividend date of this dividend is Friday, March 7th. This represents a $1.10 annualized dividend and a yield of 1.67%. This is a boost from Commerce Bancshares’s previous quarterly dividend of $0.27. Commerce Bancshares’s payout ratio is currently 27.43%.

Insiders Place Their Bets

In related news, CEO John W. Kemper sold 26,042 shares of the business’s stock in a transaction on Tuesday, February 4th. The stock was sold at an average price of $67.28, for a total transaction of $1,752,105.76. Following the sale, the chief executive officer now directly owns 211,929 shares in the company, valued at approximately $14,258,583.12. The trade was a 10.94 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP David L. Orf sold 1,036 shares of the business’s stock in a transaction on Wednesday, February 5th. The shares were sold at an average price of $68.24, for a total value of $70,696.64. Following the sale, the vice president now owns 22,175 shares in the company, valued at approximately $1,513,222. The trade was a 4.46 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 86,054 shares of company stock valued at $5,771,192. Insiders own 3.20% of the company’s stock.

Institutional Trading of Commerce Bancshares

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. FAS Wealth Partners Inc. raised its stake in shares of Commerce Bancshares by 5.3% during the 4th quarter. FAS Wealth Partners Inc. now owns 15,378 shares of the financial services provider’s stock valued at $958,000 after purchasing an additional 777 shares during the period. Comerica Bank raised its stake in shares of Commerce Bancshares by 1.3% during the 4th quarter. Comerica Bank now owns 53,939 shares of the financial services provider’s stock valued at $3,361,000 after purchasing an additional 693 shares during the period. Kapitalo Investimentos Ltda bought a new stake in shares of Commerce Bancshares during the 4th quarter valued at $26,000. Utah Retirement Systems increased its stake in Commerce Bancshares by 5.0% in the 4th quarter. Utah Retirement Systems now owns 20,724 shares of the financial services provider’s stock worth $1,291,000 after acquiring an additional 986 shares during the last quarter. Finally, AQR Capital Management LLC increased its stake in Commerce Bancshares by 20.2% in the 4th quarter. AQR Capital Management LLC now owns 718,561 shares of the financial services provider’s stock worth $44,774,000 after acquiring an additional 120,827 shares during the last quarter. 70.26% of the stock is currently owned by institutional investors.

About Commerce Bancshares

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.