Q2 EPS Forecast for Commerce Bancshares Raised by Analyst

Commerce Bancshares, Inc. (NASDAQ:CBSH) – Equities researchers at Zacks Research increased their Q2 2025 earnings per share (EPS) estimates for Commerce Bancshares in a research report issued on Wednesday, May 7th. Zacks Research analyst R. Department now anticipates that the financial services provider will post earnings per share of $0.97 for the quarter, up from their prior forecast of $0.95. The consensus estimate for Commerce Bancshares’ current full-year earnings is $3.94 per share. Zacks Research also issued estimates for Commerce Bancshares’ Q3 2025 earnings at $0.98 EPS, Q4 2025 earnings at $1.01 EPS, Q1 2026 earnings at $0.98 EPS, Q2 2026 earnings at $1.00 EPS, Q4 2026 earnings at $1.04 EPS, FY2026 earnings at $4.03 EPS and FY2027 earnings at $4.48 EPS.

A number of other equities research analysts have also recently commented on the company. Piper Sandler increased their target price on Commerce Bancshares from $65.00 to $66.00 and gave the company a “neutral” rating in a report on Thursday, April 17th. Morgan Stanley raised Commerce Bancshares from an “underweight” rating to an “equal weight” rating and decreased their price objective for the company from $66.00 to $58.00 in a research note on Monday, April 7th. Keefe, Bruyette & Woods cut their target price on shares of Commerce Bancshares from $74.00 to $70.00 and set a “market perform” rating for the company in a research note on Thursday, April 17th. StockNews.com cut shares of Commerce Bancshares from a “hold” rating to a “sell” rating in a research note on Thursday, April 17th. Finally, Wells Fargo & Company cut their price objective on shares of Commerce Bancshares from $70.00 to $60.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 9th. One research analyst has rated the stock with a sell rating and six have assigned a hold rating to the company. According to data from MarketBeat, Commerce Bancshares currently has a consensus rating of “Hold” and an average price target of $63.20.

Commerce Bancshares Price Performance

Shares of CBSH opened at $63.43 on Friday. Commerce Bancshares has a 1-year low of $49.97 and a 1-year high of $72.75. The stock has a market cap of $8.50 billion, a price-to-earnings ratio of 15.82, a price-to-earnings-growth ratio of 2.13 and a beta of 0.60. The firm has a 50 day simple moving average of $60.47 and a 200-day simple moving average of $64.29.

Commerce Bancshares (NASDAQ:CBSH) last posted its earnings results on Wednesday, April 16th. The financial services provider reported $0.98 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.05. Commerce Bancshares had a net margin of 25.24% and a return on equity of 16.31%. The firm had revenue of $428.05 million during the quarter, compared to the consensus estimate of $417.85 million.

Institutional Investors Weigh In On Commerce Bancshares

Institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of Commerce Bancshares by 2.0% in the 1st quarter. Vanguard Group Inc. now owns 13,493,741 shares of the financial services provider’s stock worth $839,716,000 after purchasing an additional 268,250 shares during the period. Aristotle Capital Management LLC increased its position in Commerce Bancshares by 4.3% during 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 purchasing an additional 351,406 shares in the last quarter. American Century Companies Inc. increased its position in Commerce Bancshares by 25.5% during 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 purchasing an additional 745,661 shares in the last quarter. Geode Capital Management LLC raised its holdings in Commerce Bancshares by 3.7% in the fourth quarter. Geode Capital Management LLC now owns 2,484,463 shares of the financial services provider’s stock valued at $155,756,000 after buying an additional 87,723 shares during the period. Finally, Dimensional Fund Advisors LP lifted its position in Commerce Bancshares by 11.1% during the fourth quarter. Dimensional Fund Advisors LP now owns 2,272,118 shares of the financial services provider’s stock valued at $141,584,000 after buying an additional 227,052 shares in the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insider Activity

In other news, Director June Mcallister Fowler sold 1,618 shares of the company’s stock in a transaction on Thursday, May 1st. The stock was sold at an average price of $60.72, for a total transaction of $98,244.96. Following the completion of the sale, the director now directly owns 3,175 shares in the company, valued at $192,786. This represents a 33.76 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Corporate insiders own 3.10% of the company’s stock.

Commerce Bancshares Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, June 24th. Shareholders of record on Friday, June 6th will be issued a $0.275 dividend. This represents a $1.10 annualized dividend and a yield of 1.73%. The ex-dividend date of this dividend is Friday, June 6th. Commerce Bancshares’s dividend payout ratio (DPR) is 26.63%.

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.