Envestnet Asset Management Inc. Cuts Stock Holdings in Commerce Bancshares, Inc. $CBSH
Envestnet Asset Management Inc. significantly reduced its stake in Commerce Bancshares Inc. (NASDAQ:CBSH) by 23.0% in Q3, selling over 63,000 shares. Despite this, other institutional investors increased their positions in the company, and Commerce Bancshares reported a slight beat on earnings and declared a quarterly dividend. Analyst opinions are mixed, with an average "Reduce" rating and price targets being trimmed.
Commerce Bancshares, Inc. (NASDAQ:CBSH) Receives Consensus Recommendation of "Reduce" from Analysts
Commerce Bancshares, Inc. (NASDAQ:CBSH) has received a consensus "Reduce" rating from analysts, with an average 12-month price target of $61.75. This comes despite the company exceeding Q4 earnings and revenue expectations and declaring a quarterly dividend. Notably, significant insider selling has occurred, with CEO John W. Kemper and SVP David L. Roller offloading shares totaling over $1.3 million in the last three months.
Commerce Bancshares Extends 58 Year Dividend Streak As Valuation Looks Undemanding
Commerce Bancshares, Inc. has announced a 5% increase in its quarterly dividend, marking its 58th consecutive year of dividend raises. This milestone is supported by reported growth in net income and net interest income. Despite strong dividend performance, the stock's valuation appears undemanding, with its share price trading below analyst targets and Simply Wall St's fair value estimation.
Commerce Bancshares Agrees to Buy Finemark for $585 Million
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Q4 Earnings Highs And Lows: Commerce Bancshares (NASDAQ:CBSH) Vs The Rest Of The Regional Banks Stocks
This article analyzes the Q4 earnings reports of several regional banks, highlighting Commerce Bancshares (CBSH) alongside top performer Merchants Bancorp (MBIN) and weakest performer The Bancorp (TBBK). It notes that while regional banks generally had a satisfactory quarter with revenues beating estimates, Commerce Bancshares saw its stock decline despite a revenue beat. The article also touches on the challenges faced by regional banks, including fintech competition, deposit outflows, and commercial real estate exposure.
ABN Amro Investment Solutions Has $1.49 Million Stock Holdings in Commerce Bancshares, Inc. $CBSH
ABN Amro Investment Solutions significantly reduced its stake in Commerce Bancshares (NASDAQ:CBSH) by 56.3% in the third quarter, selling over 32,000 shares and retaining a holding worth approximately $1.49 million. This move aligns with a mixed-to-negative sentiment from Wall Street analysts, who have an average "Reduce" rating and a consensus price target of $61.75 following several downgrades. Despite beating quarterly EPS estimates and increasing revenue, the company has seen notable insider selling, including its CEO selling 23,397 shares.
Commerce Bank (CBSH) declares dividends of $0.2750 per share
This article announces that Commerce Bank (CBSH) has declared a cash dividend of $0.2750 per share. This declaration signifies the company's commitment to returning value to its shareholders through regular distributions.
Commerce Bank (CBSH) Declares Dividends of $0.2750 per Share
Commerce Bancshares Inc. (CBSH) has declared a quarterly dividend of $0.2750 per share, marking the 58th consecutive year the bank has increased its cash dividend rate. This 5% increase follows strong Q4 2025 results, which saw a 3.4% YoY growth in net income, primarily driven by a 6.2% increase in net interest income due to net interest margin expansion and loan growth. The payment date for the dividend is March 24, with the record date set for March 6.
Commerce Bank (CBSH) Declares Dividends of $0.2750 per Share
Commerce Bancshares Inc. (NASDAQ:CBSH) has declared a quarterly dividend of $0.2750 per share, marking its 58th consecutive year of increasing cash dividends. This 5% increase follows strong Q4 2025 results, which saw a 3.4% YoY growth in net income and a 5.2% YoY increase in diluted earnings per share, primarily driven by expanded net interest income and loan growth. The bank, founded in 1966 and based in Kansas City, MO, provides various banking services across consumer, commercial, and wealth segments.
Commerce Bancshares EVP Barth sells $410k in stock
Kevin G. Barth, Executive Vice President of Commerce Bancshares (NASDAQ:CBSH), sold 7,457 shares of company stock for a total of $410,785 on February 11, 2026. Following this transaction, Barth directly owns 44,745 shares and also holds additional shares through a 401(k), his spouse, and an executive compensation plan. The company recently reported strong fourth-quarter earnings, surpassing analyst expectations, and announced a 5% increase in its quarterly dividend.
Commerce Bancshares EVP Barth sells $410k in stock By Investing.com
Commerce Bancshares Executive Vice President Kevin G. Barth sold 7,457 shares of company stock for a total of $410,785. Following the sale, Barth directly owns 44,745 shares and indirectly owns additional shares through various plans and his spouse. This news follows the bank's strong fourth-quarter earnings, a dividend increase, and approved executive compensation plans.
Commerce Bancshares EVP Barth sells $410k in stock
Kevin G. Barth, Executive Vice President of Commerce Bancshares (NASDAQ:CBSH), sold 7,457 shares of company stock for a total of $410,785 on February 11, 2026. Following this transaction, Barth maintains significant direct and indirect holdings in the company. This news follows the company's strong fourth-quarter earnings, which surpassed analyst expectations, and a 5% increase in its quarterly dividend.
Fund Update: New $29.6M $IWL stock position opened by COMMERCE BANK
COMMERCE BANK has initiated a new $29.6 million position in IWL stock, as disclosed in a recent SEC 13F filing for the 12-31-2025 report period. This move adds 173,607 shares to their portfolio. The article also highlights other institutional investors' recent activities with IWL stock, noting that 88 institutions increased and 93 decreased their positions in the last quarter.
This Insider Has Just Sold Shares In Commerce Bancshares
John Kemper, the President of Commerce Bancshares (NASDAQ:CBSH), recently sold US$1.3 million worth of stock, reducing his total holding by 10%. While this was the largest insider sale in the past year at a price below the current valuation, insiders still own a significant 2.8% of the company. The article notes that despite the insider selling, Commerce Bancshares is profitable and growing, but the insider transactions do not inspire full confidence.
Midwest Trust Co Has $8.93 Million Holdings in Commerce Bancshares, Inc. $CBSH
Midwest Trust Co has decreased its stake in Commerce Bancshares (NASDAQ:CBSH) by 12.9%, now holding 149,455 shares valued at $8.93 million. This comes as some larger institutional investors like Norges Bank and Boston Trust Walden have increased their positions, while corporate insiders have been net sellers. Analysts have a "Reduce" consensus rating with a target price of $61.75, despite the company reporting a slight EPS beat and 6.5% revenue growth, along with announcing a quarterly dividend.
ProShare Advisors LLC Increases Stock Holdings in Commerce Bancshares, Inc. $CBSH
ProShare Advisors LLC increased its stake in Commerce Bancshares, Inc. NASDAQ:CBSH by 3.5% in the third quarter, bringing their total holdings to 567,013 shares valued at $33,885,000. Other institutional investors also adjusted their positions, and 70.26% of the stock is currently owned by institutional investors and hedge funds. The article also provides details on the company's stock performance, recent earnings, upcoming dividend, analyst ratings, and insider trading activity.
This Insider Has Just Sold Shares In Commerce Bancshares
John Kemper, President of Commerce Bancshares (NASDAQ:CBSH), recently sold US$1.3m worth of stock, reducing his total holding by 10%. While this was the largest insider sale in the past year, insiders have not purchased any shares in the last three months. Despite the selling activity, insiders still own a significant 2.8% of the company, and Commerce Bancshares is profitable and growing.
Commerce Bancshares Updates Executive Pay and Incentive Structure
Commerce Bancshares has announced updates to its executive compensation and incentive structure. The company's Compensation and Human Resources Committee approved 2026 base salaries and 2025 performance-based cash bonuses for executives, aligning with a pay-for-performance philosophy. Additionally, a new long-term incentive structure for 2026 grants was adopted, emphasizing shareholder alignment through time-vested and performance-vested restricted stock units tied to financial metrics and total shareholder return.
Commerce Bancshares Updates Executive Pay and Incentive Structure
Commerce Bancshares has updated its executive pay and incentive structure, effective March 28, 2026, approving base salaries and performance-based cash bonuses for its CEO and other executive officers. The company also adopted a redesigned long-term incentive structure that ties executive rewards more closely to multi-year financial and market performance, aligning executive interests with those of shareholders. Analysts currently rate CBSH stock as a Hold with a $60.00 price target, while TipRanks' AI Analyst, Spark, rates it as an Outperform, citing strong financial performance.
Commerce Bancshares | CBSH Stock Price, Company Overview & News
This article provides an overview of Commerce Bancshares (CBSH), including its company profile, financial statistics, and stock key data. It details the banking services offered through its Consumer, Commercial, and Wealth segments, highlights its recognition on various Forbes lists, and presents key financial figures and stock performance data as of early 2026.
Assessing Commerce Bancshares (CBSH) Valuation After Its Latest Dividend Increase
Commerce Bancshares (CBSH) recently increased its quarterly dividend by 5%, extending its 58-year streak of dividend growth. Trading at $55.23, the stock's valuation is complex, with a P/E ratio of 14.4x placing it above industry averages, yet a Discounted Cash Flow (DCF) model suggests potential undervaluation, estimating a future cash flow value of $96.71. Investors are encouraged to consider various valuation metrics and their own financial goals when assessing CBSH.
Commerce Bancshares stock hits 52-week high at 55.17 USD By Investing.com
Commerce Bancshares Inc. (CBSH) stock reached $55.17, approaching its recent high despite a 1-year total return of -12.78%, suggesting it is undervalued according to InvestingPro analysis. The company reported strong fourth-quarter earnings of $1.01 per share, surpassing expectations, and increased its quarterly dividend by 5% to $0.275 per share, continuing its 56-year streak of dividend payments. These developments highlight robust financial performance and a commitment to shareholder value, even as the stock aims to regain its previous valuation levels.
Did Commerce Bancshares' (CBSH) 5% Dividend Hike and 58-Year Streak Just Reframe Its Investment Narrative?
Commerce Bancshares (CBSH) recently announced a 5% dividend hike, extending its streak of annual dividend increases to 58 years. This reinforces its image as a stable, income-oriented regional bank, although its valuation appears full relative to the sector. The article suggests investors consider differing fair value estimates and other fundamental data before making investment decisions.
Commerce Bancshares (NASDAQ:CBSH) CEO John Kemper Sells 23,397 Shares
John Kemper, CEO of Commerce Bancshares (NASDAQ:CBSH), recently sold 23,397 shares of the company's stock for over $1.26 million, reducing his direct ownership by 10.18%. The sale was disclosed in an SEC filing and follows the company's recent earnings beat and dividend announcement. Analyst ratings for CBSH are mixed, with a consensus target price of $61.75.
Commerce Bancshares (CBSH) CEO Kemper sells $1.26M in stock
John W. Kemper, President and CEO of Commerce Bancshares Inc. (NASDAQ:CBSH), sold 23,397 shares of company stock for a total of $1,263,299. This sale occurred shortly after the company announced strong fourth-quarter earnings, surpassing analyst expectations, and increased its quarterly dividend by 5%. The company also approved its 2026 executive compensation plan, including a base salary of $1,050,000 and a performance-based bonus of $2,313,108 for CEO Kemper.
Commerce Bancshares stock hits 52-week high at 55.17 USD
Commerce Bancshares Inc. (CBSH) stock closed at $55.17, approaching its recent high despite a -12.78% decline over the past year. InvestingPro analysis suggests the stock is undervalued with a P/E ratio of 13.64 and offers a 1.99% dividend yield, having maintained payments for 56 years. The company recently reported strong Q4 earnings, surpassing analyst expectations, and announced a 5% dividend increase, highlighting its robust financial performance.
Commerce Bancshares (NASDAQ:CBSH) Has Announced A Dividend Of $0.275
Commerce Bancshares (NASDAQ:CBSH) has declared a dividend of $0.275 per share, yielding 2.0%, which is considered low compared to industry peers. The company has a strong dividend history of over 10 years and a payout ratio of 27%, indicating good coverage by earnings. Analysts forecast a 25.5% EPS growth over the next three years, suggesting continued dividend growth and a healthy future payout ratio of 26%.
Commerce Bancshares board approves 2026 executive compensation and incentive plan
Commerce Bancshares' Compensation and Human Resources Committee approved the 2026 base salaries and 2025 performance-based cash bonuses for its CEO and other named executive officers, alongside a new design for 2026 long-term incentive awards. CEO John W. Kemper will receive a base salary of $1,050,000 and a 2025 cash bonus of $2,313,108. The long-term incentives will be a mix of time-vested and performance-vested restricted stock units, with performance measured against adjusted return on average equity and diluted EPS growth compared to a peer group.
Did Commerce Bancshares' (CBSH) 5% Dividend Hike and 58-Year Streak Just Reframe Its Investment Narrative?
Commerce Bancshares recently increased its quarterly dividend by 5%, marking the 58th consecutive year of dividend hikes. This reinforces its image as a stable regional bank with a commitment to shareholder returns, although the stock's valuation remains full relative to the sector and its recent underperformance suggests execution risk. While the dividend streak supports an income-oriented investment thesis, the primary drivers for its near-term performance are earnings trends, credit quality, and loan demand.
Commerce Bancshares raises quarterly dividend by 5%
Commerce Bancshares, Inc. announced a 5% increase in its quarterly dividend to $0.275 per share, marking its 58th consecutive year of dividend increases. The regional bank, with $32.9 billion in assets, recently exceeded Q4 earnings expectations with record revenue. This dividend will be payable on March 24, 2026, to stockholders of record on March 6, 2026.
Commerce Bancshares, Inc. Declares Cash Dividend on Common Stock
Commerce Bancshares, Inc. (NASDAQ: CBSH) announced its Board of Directors has declared a quarterly dividend of $0.275 per share on its common stock, an increase of 5% from the prior dividend. This marks the 58th consecutive year the company has increased its regular cash dividend per share. The dividend is payable on March 24, 2026, to stockholders of record as of March 6, 2026.
Commerce Bancshares (CBSH) Announces 5% Increase in Quarterly Dividend
Commerce Bancshares (CBSH) has announced a 5% increase in its quarterly dividend to 27.5 cents per share, marking its 58th consecutive year of dividend growth. The company, operating through Consumer, Commercial, and Wealth segments, demonstrates strong financial health with robust revenue growth, net margin, and return on equity. Valuation metrics suggest potential undervaluation, while institutional ownership reflects confidence despite some insider selling.
Commerce Bancshares, Inc. Declares Cash Dividend on Common Stock
Commerce Bancshares, Inc. announced its Board of Directors declared a quarterly dividend of $0.275 per share on the Company's common stock, an increase of 5% from the prior dividend. This marks the 58th consecutive year the company has increased its regular cash dividend per share. The dividend is payable on March 24, 2026, to stockholders of record at the close of business on March 6, 2026.
Commerce Bancshares Raises Quarterly Dividend to $0.275 From $0.262 per Share, Payable March 24 to Stockholders as of March 6
Commerce Bancshares, Inc. has increased its quarterly dividend to $0.275 per share, up from $0.262 per share. This dividend is scheduled to be paid on March 24 to shareholders who are on record as of March 6. The announcement reflects a positive financial update from the company.
Is Commerce Bancshares (CBSH) Pricing Misaligned With Fundamentals After Recent Share Price Weakness?
Commerce Bancshares' share price has seen mixed signals, with a 15.2% decline over the past year. An Excess Returns model suggests the stock is undervalued by 44.2% based on an estimated intrinsic value of $97.48 per share, compared to its current price of $54.39. However, its P/E ratio of 14.15x is above Simply Wall St's proprietary Fair Ratio of 12.35x, indicating it might be overvalued by this metric.
Commerce Bancshares (NASDAQ:CBSH) SVP Sells $56,793.60 in Stock
Commerce Bancshares (NASDAQ:CBSH) SVP Derrick Brooks sold 1,044 shares of the company's stock for $56,793.60 on February 4th, reducing his position by 6.68%. This transaction occurred after the company reported strong Q4 earnings, beating analyst expectations for both EPS and revenue. Despite the positive earnings, analysts maintain a cautious stance with a "Reduce" consensus rating and a target price of $61.75.
Commerce Bancshares (NASDAQ:CBSH) SVP David Roller Sells 1,134 Shares
Commerce Bancshares' SVP David Roller recently sold 1,134 shares, reducing his stake by 3.58%. The company reported strong Q4 earnings, surpassing analyst estimates for both EPS and revenue. Despite positive financial performance, analysts maintain a "Reduce" consensus rating with a price target of $61.75.
Commerce Bancshares SVP roller sells $111k in CBSH stock
Commerce Bancshares Senior Vice President David L. Roller sold 2,092 shares of CBSH stock worth approximately $111,553 on February 3, 2026. This transaction also included the disposal of 1,582 shares to cover tax obligations, totaling an additional $84,385. The company maintains a strong financial position, with 55 consecutive years of dividend payments and 12 years of dividend increases, and recently reported strong Q4 earnings, slightly exceeding analyst expectations.
David Roller Sells 2,092 Shares of Commerce Bancshares (NASDAQ:CBSH) Stock
David Roller, SVP of Commerce Bancshares (NASDAQ:CBSH), sold 2,092 shares of the company's stock on February 3rd for a total of $111,545.44, reducing his position by 6.74%. The company's stock traded up 1.3% to $54.31, with a market cap of $7.19 billion and a P/E ratio of 12.96. Institutional investors hold approximately 70% of the stock, while analysts have a consensus "Reduce" rating with an average price target of $61.75.
Commerce Bancshares SVP roller sells $111k in CBSH stock
Commerce Bancshares Senior Vice President David L. Roller sold 2,092 shares of CBSH stock worth approximately $111,553. Additionally, Roller disposed of 1,582 shares to cover tax obligations. The company maintains a strong financial standing, with a 2.03% dividend yield and a history of 55 consecutive years of dividend payments.
What Commerce Bancshares (CBSH)'s Q4 Earnings Beat and Completed Buyback Mean For Shareholders
Commerce Bancshares (CBSH) reported a strong Q4 2025, with increased net interest income and net income, along with reduced net loan charge-offs. The company also completed a significant share buyback program, repurchasing 2.2 million shares. This performance reinforces its appeal as a steady regional bank with consistent profitability and shareholder-friendly capital returns, though its growth is expected to lag the wider U.S. market.
What Commerce Bancshares (CBSH)'s Q4 Earnings Beat and Completed Buyback Mean For Shareholders
Commerce Bancshares reported strong Q4 2025 results with increased net interest income and net income, plus basic and diluted EPS of US$1.01. The bank also completed a long-running share buyback, repurchasing 2,200,000 shares for US$117.24 million, which has significantly reduced its share count since 2005. While the company demonstrates consistent profitability and disciplined credit, its shares might be trading above fair value, and growth is expected to be slower than the broader US market.
Commerce Bancshares, Inc. $CBSH Shares Sold by AlphaQuest LLC
AlphaQuest LLC significantly reduced its stake in Commerce Bancshares ($CBSH) by 58.3% in Q3, selling over 42,000 shares. Despite slightly beating earnings estimates with an EPS of $1.01 and revenue of $449.36M, analysts maintain a "Reduce" consensus rating with a target price of $61.75. The stock has a market cap of $6.97 billion and a P/E ratio of 12.56, while institutional investors own 70.26% of the company.
With 69% Institutional Ownership, Commerce Bancshares, Inc. (NASDAQ:CBSH) Is a Favorite Amongst the Big Guns
Commerce Bancshares, Inc. (NASDAQ:CBSH) is significantly influenced by institutional investors, who collectively own 69% of the company. The top 16 shareholders hold 50% of the business, with The Vanguard Group, Inc. being the largest at 9.7%. This substantial institutional presence suggests credibility and scrutiny from professional investors but also highlights the potential for collective impact on share price.
KBW Maintains Commerce Bancshares(CBSH.US) With Hold Rating, Cuts Target Price to $56
KBW analyst David Konrad has reiterated a "hold" rating on Commerce Bancshares (CBSH.US) but has reduced the target price from $60 to $56. According to TipRanks data, Konrad has an 82.0% success rate and an average return of 23.4% over the past year. This report emphasizes that the information is for informational purposes only and not investment advice.
Commerce Bancshares (CBSH) Valuation After Record Q4 Results And FineMark Acquisition Completion
Commerce Bancshares (CBSH) recently reported record Q4 results and completed the FineMark acquisition, yet its stock has seen mixed performance, with a short-term gain but a longer-term decline. The company's P/E ratio of 13.8x suggests it's overvalued compared to the industry average, despite an intrinsic value estimate indicating a significant discount. Analysts project 6.7% annual earnings growth for CBSH, which is slower than both the broader U.S. market and the U.S. banks industry.
Commerce Bancshares (CBSH) Valuation After Record Q4 Results And FineMark Acquisition Completion
Commerce Bancshares (CBSH) recently reported record Q4 results and completed its FineMark acquisition, yet its stock performance has been mixed, with a 5.26% 90-day return but a 13.78% 1-year decline. The company's P/E ratio of 13.8x is above the US banks industry average, suggesting it might be overvalued based on earnings growth forecasts. However, a Discounted Cash Flow (DCF) model indicates the stock could be trading at a significant discount to its intrinsic value.
Commerce Bancshares (CBSH) Valuation After Record Q4 Results And FineMark Acquisition Completion
Commerce Bancshares (CBSH) has reported record Q4 results and completed the FineMark acquisition, expanding its wealth management services. While the stock has seen short-term momentum, a 1-year decline exists. The article analyzes CBSH's valuation, noting its P/E ratio of 13.8x is above the industry average, but a DCF model suggests it could be significantly undervalued at a 47% discount to one intrinsic value estimate.
Commerce Bancshares, Inc. (NASDAQ:CBSH) Receives Average Rating of "Reduce" from Analysts
Commerce Bancshares, Inc. (NASDAQ:CBSH) has received an average analyst recommendation of "Reduce" from nine analysts, with an average 12-month price target of $62.03. Despite beating Q4 earnings and revenue estimates, the stock fell after management increased credit loss provisions, raising concerns about future profitability. Shares are currently trading around $53.21 with a P/E of 12.7 and offer an annualized dividend yield of 2.1%.
Commerce Bancshares (CBSH) Net Interest Margin Stability Reinforces Steady Bank Narrative
Commerce Bancshares (CBSH) concluded FY 2025 with strong fourth-quarter revenues and EPS, maintaining a stable net interest margin and a controlled cost-to-income ratio. The bank's consistent profitability, moderate non-performing loans, and a significant discount to its DCF fair value highlight a narrative of steady performance rather than rapid growth. Despite a P/E ratio slightly above the industry average, the company's financial stability and undervalued stock price against its intrinsic value present an interesting case for investors focused on long-term trends.
