What is Zacks Research’s Estimate for CBSH Q1 Earnings?

Commerce Bancshares, Inc. (NASDAQ:CBSH) – Investment analysts at Zacks Research decreased their Q1 2025 earnings per share estimates for shares of Commerce Bancshares in a report issued on Tuesday, December 10th. Zacks Research analyst R. Department now forecasts that the financial services provider will post earnings per share of $0.89 for the quarter, down from their previous estimate 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.

Several other analysts have also issued reports on CBSH. StockNews.com upgraded Commerce Bancshares from a “sell” rating to a “hold” rating in a research note on Friday, October 18th. Morgan Stanley cut Commerce Bancshares from an “overweight” rating to an “equal weight” rating and lowered their price objective for the company from $66.00 to $64.00 in a research note on Monday, September 30th. Keefe, Bruyette & Woods increased their target price on shares of Commerce Bancshares from $66.00 to $78.00 and gave the stock a “market perform” rating in a research report on Wednesday, December 4th. Wells Fargo & Company lifted their target price on shares of Commerce Bancshares from $62.00 to $67.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 3rd. Finally, Piper Sandler set a $68.50 price target on shares of Commerce Bancshares and gave the company a “neutral” rating in a research note on Friday, October 18th. Seven research analysts have rated the stock with a hold rating and one has assigned a buy rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $65.07.

Commerce Bancshares Stock Performance

NASDAQ CBSH opened at $67.53 on Friday. The company has a market capitalization of $8.66 billion, a PE ratio of 17.59, a price-to-earnings-growth ratio of 2.92 and a beta of 0.77. Commerce Bancshares has a 52-week low of $47.09 and a 52-week high of $72.75. The company has a 50-day simple moving average of $66.60 and a 200 day simple moving average of $61.84.

Commerce Bancshares (NASDAQ:CBSH) last released its earnings results on Thursday, October 17th. The financial services provider reported $1.07 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.07. The company had revenue of $421.38 million during the quarter, compared to analyst estimates of $412.85 million. Commerce Bancshares had a return on equity of 15.93% and a net margin of 24.15%.

Institutional Investors Weigh In On Commerce Bancshares

A number of hedge funds and other institutional investors have recently bought and sold shares of CBSH. V Square Quantitative Management LLC bought a new position in shares of Commerce Bancshares during the third quarter valued at $26,000. Allworth Financial LP increased its stake in Commerce Bancshares by 51.1% during the 3rd quarter. Allworth Financial LP now owns 568 shares of the financial services provider’s stock valued at $34,000 after purchasing an additional 192 shares in the last quarter. Capital Performance Advisors LLP purchased a new position in Commerce Bancshares in the third quarter worth about $39,000. True Wealth Design LLC bought a new position in shares of Commerce Bancshares in the third quarter worth approximately $47,000. Finally, Farther Finance Advisors LLC grew its holdings in shares of Commerce Bancshares by 48.2% during the third quarter. Farther Finance Advisors LLC now owns 882 shares of the financial services provider’s stock valued at $52,000 after buying an additional 287 shares during the last quarter. Hedge funds and other institutional investors own 70.26% of the company’s stock.

Insiders Place Their Bets

In other Commerce Bancshares news, SVP David L. Roller sold 890 shares of the company’s stock in a transaction that occurred on Monday, November 18th. The stock was sold at an average price of $72.27, for a total transaction of $64,320.30. Following the transaction, the senior vice president now owns 30,949 shares in the company, valued at approximately $2,236,684.23. This represents a 2.80 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Patricia R. Kellerhals sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, September 16th. The shares were sold at an average price of $62.23, for a total value of $124,460.00. Following the completion of the transaction, the senior vice president now owns 23,381 shares of the company’s stock, valued at approximately $1,454,999.63. The trade was a 7.88 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 38,816 shares of company stock valued at $2,454,586 in the last ninety days. Company insiders own 3.20% of the company’s stock.

Commerce Bancshares Announces Dividend

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

Commerce Bancshares Company Profile

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.