Q1 EPS Forecast for Commerce Bancshares Reduced by Analyst

Commerce Bancshares, Inc. (NASDAQ:CBSH) – Research analysts at Zacks Research cut their Q1 2025 EPS estimates for Commerce Bancshares in a note issued to investors on Tuesday, December 10th. Zacks Research analyst R. Department now anticipates that the financial services provider will earn $0.89 per share for the quarter, down from their prior forecast of $0.91. The consensus estimate for Commerce Bancshares’ current full-year earnings is $3.95 per share. Zacks Research also issued estimates for Commerce Bancshares’ Q2 2025 earnings at $0.95 EPS, Q3 2025 earnings at $0.96 EPS, Q4 2025 earnings at $0.98 EPS, FY2025 earnings at $3.78 EPS, Q1 2026 earnings at $1.01 EPS, Q2 2026 earnings at $0.99 EPS, Q3 2026 earnings at $1.00 EPS and FY2026 earnings at $4.04 EPS.

A number of other equities analysts have also recently issued reports on the stock. Morgan Stanley cut shares of Commerce Bancshares from an “overweight” rating to an “equal weight” rating and dropped their price target for the stock from $66.00 to $64.00 in a research note on Monday, September 30th. StockNews.com upgraded shares of Commerce Bancshares from a “sell” rating to a “hold” rating in a report on Friday, October 18th. Keefe, Bruyette & Woods upped their price objective 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. Wells Fargo & Company upped their price target on Commerce Bancshares from $62.00 to $67.00 and gave the company an “equal weight” rating in a report on Tuesday, December 3rd. Finally, Piper Sandler set a $68.50 price objective on Commerce Bancshares and gave the stock a “neutral” rating in a report on Friday, October 18th. Seven research analysts have rated the stock with a hold rating and one has assigned a buy rating to the stock. According to MarketBeat.com, Commerce Bancshares currently has an average rating of “Hold” and a consensus target price of $65.07.

Commerce Bancshares Trading Down 1.0 %

Commerce Bancshares stock opened at $67.66 on Friday. Commerce Bancshares has a 12 month low of $47.09 and a 12 month high of $72.75. The business’s fifty day simple moving average is $66.42 and its two-hundred day simple moving average is $61.70. The company has a market capitalization of $8.68 billion, a price-to-earnings ratio of 17.62, a price-to-earnings-growth ratio of 2.95 and a beta of 0.77.

Commerce Bancshares (NASDAQ:CBSH) last issued its quarterly earnings results on Thursday, October 17th. The financial services provider reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.07. The firm had revenue of $421.38 million for the quarter, compared to analysts’ expectations of $412.85 million. Commerce Bancshares had a return on equity of 15.93% and a net margin of 24.15%.

Institutional Trading of Commerce Bancshares

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. SG Americas Securities LLC bought a new position in Commerce Bancshares during the second quarter valued at approximately $1,226,000. Marshall Financial Group LLC purchased a new position in Commerce Bancshares in the second quarter worth about $1,006,000. Centiva Capital LP bought a new stake in Commerce Bancshares during the third quarter worth approximately $581,000. Wealth Enhancement Advisory Services LLC purchased a new stake in Commerce Bancshares during the second quarter valued at approximately $436,000. Finally, Dark Forest Capital Management LP purchased a new stake in Commerce Bancshares during the second quarter valued at approximately $522,000. Institutional investors own 70.26% of the company’s stock.

Insider Activity at Commerce Bancshares

In other news, Chairman David W. Kemper sold 30,000 shares of the firm’s stock in a transaction on Tuesday, October 22nd. The shares were sold at an average price of $61.78, for a total transaction of $1,853,400.00. Following the sale, the chairman now directly owns 1,151,994 shares in the company, valued at $71,170,189.32. This trade represents a 2.54 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Patricia R. Kellerhals sold 2,000 shares of the stock in a transaction on Monday, September 16th. The stock was sold at an average price of $62.23, for a total value of $124,460.00. Following the completion of the sale, the senior vice president now owns 23,381 shares of the company’s stock, valued at $1,454,999.63. The trade was a 7.88 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 38,816 shares of company stock worth $2,454,586. 3.20% of the stock is owned by company insiders.

Commerce Bancshares Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 17th. Investors of record on Tuesday, December 3rd will be issued a $0.27 dividend. This represents a $1.08 dividend on an annualized basis and a dividend yield of 1.60%. The ex-dividend date of this dividend is Tuesday, December 3rd. Commerce Bancshares’s payout ratio is 28.13%.

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.