Equities Analysts Offer Predictions for CBSH Q1 Earnings

Commerce Bancshares, Inc. (NASDAQ:CBSH) – Equities researchers at Zacks Research raised their Q1 2025 EPS estimates for shares of Commerce Bancshares in a research report issued on Tuesday, February 18th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings per share of $0.91 for the quarter, up from their prior forecast of $0.89. The consensus estimate for Commerce Bancshares’ current full-year earnings is $3.92 per share. Zacks Research also issued estimates for Commerce Bancshares’ Q2 2025 earnings at $0.95 EPS, FY2025 earnings at $3.82 EPS, Q1 2026 earnings at $1.03 EPS, Q2 2026 earnings at $1.01 EPS, Q3 2026 earnings at $1.01 EPS, FY2026 earnings at $4.08 EPS and FY2027 earnings at $4.42 EPS.

Commerce Bancshares (NASDAQ:CBSH) last issued its quarterly earnings data on Wednesday, January 22nd. The financial services provider reported $1.01 EPS for the quarter, topping 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 business had revenue of $422.10 million during the quarter, compared to analysts’ expectations of $417.48 million. During the same period last year, the company posted $0.84 EPS. The business’s revenue was up 7.3% on a year-over-year basis.

CBSH has been the subject of a number of other research reports. Keefe, Bruyette & Woods lifted their price objective on shares of Commerce Bancshares from $66.00 to $78.00 and gave the company a “market perform” rating in a report on Wednesday, December 4th. Wells Fargo & Company upped their price target on shares of Commerce Bancshares from $67.00 to $70.00 and gave the stock an “equal weight” rating in a research report on Wednesday, January 29th. 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 report on Thursday, January 23rd. Raymond James cut shares of Commerce Bancshares from an “outperform” rating to a “market perform” rating in a research report 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 research analysts have rated the stock with a hold rating, According to data from MarketBeat.com, Commerce Bancshares currently has an average rating of “Hold” and an average price target of $67.83.

Commerce Bancshares Trading Down 1.0 %

CBSH stock opened at $65.91 on Thursday. Commerce Bancshares has a 12 month low of $47.89 and a 12 month high of $72.75. The company has a 50-day moving average price of $64.92 and a 200 day moving average price of $64.32. The stock has a market cap of $8.45 billion, a PE ratio of 16.44, a P/E/G ratio of 2.19 and a beta of 0.80.

Commerce Bancshares Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 25th. Stockholders of record on Friday, March 7th will be paid a $0.275 dividend. The ex-dividend date is Friday, March 7th. This represents a $1.10 dividend on an annualized basis and a dividend yield of 1.67%. This is a positive change from Commerce Bancshares’s previous quarterly dividend of $0.27. Commerce Bancshares’s dividend payout ratio is presently 26.93%.

Insider Activity at Commerce Bancshares

In other Commerce Bancshares news, EVP Kevin G. Barth sold 24,870 shares of the stock in a transaction on Friday, January 24th. The shares were sold at an average price of $66.06, for a total transaction of $1,642,912.20. Following the transaction, the executive vice president now directly owns 45,511 shares of the company’s stock, valued at $3,006,456.66. This trade represents a 35.34 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Patricia R. Kellerhals sold 500 shares of the stock in a transaction on Monday, December 9th. The shares were sold at an average price of $68.55, for a total transaction of $34,275.00. Following the transaction, the senior vice president now directly owns 22,265 shares in the company, valued at approximately $1,526,265.75. The trade was a 2.20 % 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 worth $5,771,192. 3.20% of the stock is owned by company insiders.

Hedge Funds Weigh In On Commerce Bancshares

Hedge funds and other institutional investors have recently modified their holdings of the business. Kapitalo Investimentos Ltda purchased a new position in shares of Commerce Bancshares in the fourth quarter worth about $26,000. CoreFirst Bank & Trust purchased a new position in shares of Commerce Bancshares in the fourth quarter worth about $33,000. Allworth Financial LP lifted its stake in shares of Commerce Bancshares by 51.1% in the third quarter. Allworth Financial LP now owns 568 shares of the financial services provider’s stock worth $34,000 after buying an additional 192 shares in the last quarter. Marshall Investment Management LLC purchased a new position in shares of Commerce Bancshares in the fourth quarter worth about $35,000. Finally, Capital Performance Advisors LLP acquired a new stake in Commerce Bancshares during the third quarter worth about $39,000. 70.26% of the stock is owned by hedge funds and other 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.