Q1 EPS Estimate for Commerce Bancshares Raised by Analyst

Commerce Bancshares, Inc. (NASDAQ:CBSH) – Equities research analysts at Zacks Research increased their Q1 2025 earnings estimates for Commerce Bancshares in a research report issued to clients and investors on Wednesday, February 12th. Zacks Research analyst R. Department now expects that the financial services provider will earn $0.89 per share for the quarter, up from their prior forecast 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.

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

Commerce Bancshares Stock Performance

NASDAQ CBSH opened at $66.60 on Monday. The firm has a 50-day simple moving average of $64.97 and a 200 day simple moving average of $64.31. Commerce Bancshares has a twelve month low of $47.89 and a twelve month high of $72.75. The stock has a market cap of $8.54 billion, a PE ratio of 16.61, a PEG ratio of 2.27 and a beta of 0.80.

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in shares of Commerce Bancshares by 5.1% in the 4th quarter. Vanguard Group Inc. now owns 13,225,491 shares of the financial services provider’s stock worth $824,080,000 after acquiring an additional 642,401 shares in the last quarter. Aristotle Capital Management LLC boosted its holdings in shares of Commerce Bancshares by 4.3% in the 4th quarter. Aristotle Capital Management LLC now owns 8,566,476 shares of the financial services provider’s stock worth $533,777,000 after acquiring an additional 351,406 shares in the last quarter. American Century Companies Inc. boosted its holdings in shares of Commerce Bancshares by 25.5% in the 4th quarter. American Century Companies Inc. now owns 3,675,031 shares of the financial services provider’s stock worth $228,991,000 after acquiring an additional 745,661 shares in the last quarter. Geode Capital Management LLC raised its position in Commerce Bancshares by 3.7% in the 4th quarter. Geode Capital Management LLC now owns 2,484,463 shares of the financial services provider’s stock worth $155,756,000 after purchasing an additional 87,723 shares during the last quarter. Finally, Dimensional Fund Advisors LP raised its position in Commerce Bancshares by 11.1% in the 4th quarter. Dimensional Fund Advisors LP now owns 2,272,118 shares of the financial services provider’s stock worth $141,584,000 after purchasing an additional 227,052 shares during the last quarter. 70.26% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Commerce Bancshares

In other news, CEO John W. Kemper sold 26,042 shares of the business’s stock in a transaction that occurred on Tuesday, February 4th. The stock was sold at an average price of $67.28, for a total value of $1,752,105.76. Following the transaction, the chief executive officer now directly owns 211,929 shares of the company’s stock, valued at $14,258,583.12. The trade was a 10.94 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP David L. Orf sold 1,036 shares of the business’s stock in a transaction that occurred on Wednesday, February 5th. The stock was sold at an average price of $68.24, for a total value of $70,696.64. Following the completion of the transaction, the vice president now directly owns 22,175 shares in the company, valued at $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 ninety days, insiders have sold 86,054 shares of company stock valued at $5,771,192. 3.20% of the stock is currently owned by corporate insiders.

Commerce Bancshares Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 25th. Shareholders of record on Friday, March 7th will be issued a dividend of $0.275 per share. This represents a $1.10 dividend on an annualized basis and a yield of 1.65%. This is an increase from Commerce Bancshares’s previous quarterly dividend of $0.27. The ex-dividend date is Friday, March 7th. Commerce Bancshares’s payout ratio is presently 26.93%.

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.