FEDERAL RESERVE BOARD ISSUES ENFORCEMENT ACTION WITH FORMER EMPLOYEE OF COMMERCE BANK
The Federal Reserve Board announced an enforcement action against Nakia R. Logan, a former employee of Commerce Bank in Kansas City, Missouri. The action is a consent prohibition order related to fraudulent customer transactions. This news was released by the Federal Reserve Board on Thursday.
Commerce Bancshares (NASDAQ: CBSH) controller discloses initial stock and rights holdings
Steven A. Brandjord, Controller for Commerce Bancshares (NASDAQ: CBSH), has filed an initial ownership report detailing his equity holdings in the company. The report indicates direct ownership of 4,251 common shares and an additional 832 shares held indirectly through a 401(k) plan. Furthermore, Brandjord holds several stock appreciation rights with various vesting schedules and expiry dates, providing potential future value based on stock price gains.
ProShare Advisors LLC Acquires 80,997 Shares of Commerce Bancshares, Inc. $CBSH
ProShare Advisors LLC increased its stake in Commerce Bancshares, Inc. by 14.3% in the fourth quarter, purchasing 80,997 additional shares to bring its total holdings to 648,010 shares valued at approximately $33.9 million. Commerce Bancshares reported strong Q4 earnings of $0.96 per share, beating estimates, and declared a quarterly dividend of $0.275 per share. Analysts currently have a consensus "Hold" rating on the stock with an average price target of $59.30.
What Commerce Bancshares (CBSH)'s Securities Reallocation and Visa Gain Means For Shareholders
Commerce Bancshares recently recorded a US$99 million pre-tax gain from revalued Visa shares and plans to sell US$911 million of lower-yielding securities to reinvest in higher-yield assets. This strategy aims to boost net interest income, reduce earnings volatility, and enhance balance sheet flexibility, aligning with the bank's conservative approach. The key challenge will be reinvesting these proceeds effectively without increasing credit or interest-rate risks, especially as charge-offs are already rising.
Arbejdsmarkedets Tillaegspension Takes $23.38 Million Position in Commerce Bancshares, Inc. $CBSH
Arbejdsmarkedets Tillaegspension has acquired a new stake worth $23.38 million in Commerce Bancshares, Inc. (CBSH) during the fourth quarter, purchasing 446,601 shares. Despite revenue slightly missing estimates, Commerce Bancshares reported better-than-expected quarterly earnings of $0.96 per share and announced a quarterly dividend of $0.275 per share. Analysts currently give CBSH a "Hold" rating with an average target price of $59.30, and the company's stock has seen movements from other institutional investors and insider sales.
Wall Street Zen Upgrades Commerce Bancshares (NASDAQ:CBSH) to Hold
Wall Street Zen has upgraded Commerce Bancshares (NASDAQ:CBSH) from a "sell" to a "hold" rating, aligning with a broader "Hold" consensus among analysts with an average target price of $59.30. This upgrade follows the company's recent Q1 earnings, where it surpassed EPS estimates but slightly missed revenue forecasts. Insider activity shows both purchases by a director and sales by a SVP, while institutional investors have largely increased their holdings in the stock.
What Commerce Bancshares (CBSH)'s Securities Reallocation and Visa Gain Means For Shareholders
Commerce Bancshares recently recorded a $99 million pre-tax gain from revaluing Visa shares and plans to sell $911 million in lower-yielding securities to reinvest in higher-yield assets. This strategic move aims to boost net interest income, reduce earnings volatility, and enhance balance-sheet flexibility, aligning with the bank's conservative investment narrative focused on steady dividends and capital returns. The effectiveness of reinvestment will determine the impact on its financial performance, especially with rising charge-offs.
What Commerce Bancshares (CBSH)'s Securities Reallocation and Visa Gain Means For Shareholders
Commerce Bancshares recently recorded a $99 million pre-tax gain from Visa share revaluation and plans to sell $911 million in lower-yielding securities to reinvest in higher-yield assets. This strategy aims to boost net interest income, reduce earnings volatility, and enhance balance sheet flexibility, aligning with the bank's conservative approach and focus on stable net interest income and long-standing dividends. The main challenge will be effectively reinvesting these proceeds without significantly increasing credit or interest-rate risk, especially amid rising charge-offs.
Commerce Bancshares (NASDAQ:CBSH) Given New $57.00 Price Target at Keefe, Bruyette & Woods
Keefe, Bruyette & Woods has increased its price target for Commerce Bancshares (NASDAQ:CBSH) from $56.00 to $57.00, maintaining a "market perform" rating. This new target implies an 11.58% potential upside from the stock's current trading price of $51.09. The overall consensus rating for CBSH from other analysts remains "Hold" with an average target price of $59.30.
Commerce Bancshares Is Maintained at Market Perform by Keefe, Bruyette & Woods
Keefe, Bruyette & Woods has reiterated its "Market Perform" rating on Commerce Bancshares (NASDAQ:CBSH). This indicates that the analyst firm believes the stock will perform in line with the broader market.
Commerce Bancshares records $99M gain on Visa stock exchange
Commerce Bancshares announced a $99 million gain from exchanging Visa Class B-2 common stock for B-3 and C common stock. The bank plans to sell $911 million in available-for-sale debt securities, expecting a pretax loss of $95 million, and reinvest the proceeds for a higher yield. This strategic move is anticipated to be approximately neutral to the company's Common Equity Tier 1 ratio.
[8-K] COMMERCE BANCSHARES INC /MO/ Reports Material Event
Commerce Bancshares (NASDAQ: CBSH) has reported a significant material event. The company recorded a pre-tax gain of $99 million after Visa accepted its tender of 411,723 Visa Class B-2 shares, leading to the fair valuation of its Visa Class C stock. Concurrently, Commerce Bancshares plans to sell approximately $911 million in available-for-sale debt securities, expecting a pre-tax loss of about $95 million, and reinvest the proceeds into higher-yielding assets to improve net interest income and reduce interest-rate exposure.
State Street (NYSE: CBSH) discloses 7.07M-share, 4.8% stake in Commerce Bancshares
State Street Corporation has reported a beneficial ownership of 7,066,546 shares in Commerce Bancshares Inc. (CBSH), representing a 4.8% stake. This disclosure, made via a Schedule 13G filing, indicates shared voting power of 994,637 shares and shared dispositive power over all 7,066,546 shares. The filing lists several State Street advisory subsidiaries and confirms the position as of March 31, 2026, without indicating a controlling interest.
A Look At Commerce Bancshares (CBSH) Valuation After The Expanded Share Buyback Authorization
Commerce Bancshares (CBSH) recently expanded its share repurchase authorization, bringing its capital return profile into focus. The stock shows a mixed performance, being down over one year but up over three years, and is estimated to have a 46% intrinsic discount. While its price-to-earnings (P/E) ratio of 13.4x is above the US Banks industry average, a discounted cash flow (DCF) model suggests a fair value significantly higher than its current trading price, indicating a potential buying opportunity.
Net loan losses of Commerce Bancshares, Inc. – NASDAQ:CBSH
This article focuses on the net loan losses of Commerce Bancshares, Inc. (NASDAQ: CBSH). It appears to be a stub or a placeholder, as it only presents the company name, stock symbol, and a heading indicating a financial metric, without providing further details or analysis within the visible content. The article primarily consists of navigation links and legal disclaimers associated with the TradingView platform.
Commerce Bancshares, Inc.: Benjamin Rassieur, III Retired From Bd.
This article announces that Benjamin Rassieur, III has retired from the Board of Directors of Commerce Bancshares, Inc. Further details or implications of this retirement are not provided in the snippet. The content is very brief, indicating a mere factual statement of his retirement.
Commerce Bancshares announces retirement of board member Benjamin F. Rassieur, III
Commerce Bancshares, Inc. announced the retirement of Benjamin F. Rassieur, III from its Board of Directors due to the company's mandatory retirement policy. Mr. Rassieur served on the board since 1997 and was a former chairman of the Audit and Risk Committee. This news follows the company's recent first-quarter earnings beat, increased share repurchase authorization, and declaration of a quarterly dividend.
Loan loss coverage ratio of Commerce Bancshares, Inc. – NASDAQ:CBSH
The article focuses on the loan loss coverage ratio of Commerce Bancshares, Inc. (NASDAQ: CBSH). It presents a snapshot of the company's financial data within the TradingView platform, noting the market status and providing a link to financial details. The content is primarily a listing of platform features and legal disclaimers rather than an in-depth analysis of the ratio itself.
Demand deposits to total deposits of Commerce Bancshares, Inc. – NASDAQ:CBSH
The article focuses on the demand deposits to total deposits for Commerce Bancshares, Inc. (NASDAQ:CBSH). It presents financial data, likely in a table format, showing the period, value, and percentage change. The content highlights the financial overview of CBSH as listed on the Nasdaq Stock Market.
Savings deposits to total deposits of Commerce Bancshares, Inc. – MUN:CB5
This article provides financial data for Commerce Bancshares, Inc. (MUN:CB5), specifically focusing on its savings deposits as a percentage of total deposits. The data is available on TradingView, with market and reference data sourced from ICE Data Services and FactSet, respectively. The content emphasizes current financial metrics for the company on the Munich Stock Exchange.
Mid Cap Value Portfolio's Commerce Bancshares Inc(CBSH) Holding History
This article details the Mid Cap Value Portfolio's historical holdings in Commerce Bancshares Inc (CBSH). As of December 31, 2025, the portfolio, managed by NORTHWESTERN MUTUAL SERIES FUND INC, holds 220,677 shares of CBSH valued at $11.55 million, representing 1.8% of their stock portfolio. The article also outlines the purchase and sale history of CBSH shares by Mid Cap Value Portfolio, showing an estimated gain of $2.28 million or 11.65% on their holdings.
Commerce Bancshares, Inc. (NASDAQ:CBSH) Given Consensus Recommendation of "Hold" by Brokerages
Commerce Bancshares, Inc. (NASDAQ:CBSH) has received a consensus "Hold" recommendation from brokerages, with nine analysts covering the stock (eight hold ratings, one buy rating) and an average 12-month price target of $59.16. Recent insider activity showed a director buying 2,500 shares and an SVP selling 949 shares, with overall net insider selling of 29,477 shares worth approximately $1.59 million over the last quarter. The company reported EPS of $0.96, beating consensus, and a quarterly dividend of $0.275, leading to an annualized yield of around 2.1%.
Are Rising Charge-offs and FineMark Costs Altering The Investment Case For Commerce Bancshares (CBSH)?
Commerce Bancshares' Q1 2026 results showed increased net interest income and net income but also higher net loan charge-offs and ongoing integration costs from the FineMark Holdings acquisition. While the bank maintained its dividend and continued share repurchases, these new pressures, along with cautious analyst commentary and insider selling, are shifting the investment narrative to focus more on credit quality and execution risk. Investors should consider these factors alongside the bank's conservative approach and potential undervaluation when evaluating the stock.
Vanguard Group Inc. Purchases 1,098,142 Shares of Commerce Bancshares, Inc. $CBSH
Vanguard Group Inc. increased its stake in Commerce Bancshares, Inc. ($CBSH) by 8.1% in Q4, acquiring over a million additional shares. This brings Vanguard's total holdings to 14.69 million shares, valued at nearly $769 million, representing 11.09% of the company. Despite insider selling by executives, analysts maintain a "Hold" rating with an average price target of $59.16, and the company recently declared a quarterly dividend of $0.275 per share, offering a 2.1% yield.
Commerce Bancshares (CBSH) Valuation Check After FineMark Integration Costs And Analyst Downgrades
Commerce Bancshares (CBSH) is under scrutiny after missing first-quarter revenue expectations and incurring higher-than-expected integration costs from its FineMark Holdings acquisition. Insider selling and cautious analyst sentiment further complicate its outlook. While the company's P/E ratio suggests it's overvalued compared to its industry, a discounted cash flow (DCF) model indicates a significant undervaluation, presenting a mixed picture for potential investors.
Commerce Bancshares, Inc. $CBSH Shares Sold by M&T Bank Corp
M&T Bank Corp significantly reduced its stake in Commerce Bancshares ($CBSH) by 75.8% in the fourth quarter, selling over 26,000 shares. Despite this, institutional investors collectively own about 70.3% of the stock. Wall Street maintains a cautious "Hold" rating on CBSH with an average price target of $59.16, while insider trading shows both selling by the CEO and buying by a director.
Commerce Bancshares (CBSH) Valuation Check After FineMark Integration Costs And Analyst Downgrades
Commerce Bancshares (CBSH) is under scrutiny after missing first quarter revenue expectations and incurring higher-than-expected integration costs from its FineMark Holdings acquisition. Despite a current P/E ratio suggesting overvaluation compared to the industry and fair value, a discounted cash flow model indicates the stock might be trading at a steep discount to its intrinsic value. Investors are advised to weigh both the concerns regarding integration costs and analyst sentiment against the potential upside suggested by the DCF analysis.
Mutual Advisors LLC Has $25.79 Million Stake in Commerce Bancshares, Inc. $CBSH
Mutual Advisors LLC increased its stake in Commerce Bancshares (CBSH) by 5.1% in Q4, acquiring an additional 23,874 shares to reach a total of 492,663 shares valued at approximately $25.79 million. This makes CBSH its 26th largest holding, representing about 0.6% of Mutual Advisors LLC's investment portfolio. Other institutional investors also adjusted their holdings, while insiders sold a notable number of shares in the last quarter.
Commerce Bancshares Expands Share Repurchase Authorization Program
Commerce Bancshares announced that its board has expanded the existing share repurchase authorization to include up to 7.5 million shares of common stock, demonstrating confidence in its financial position. This follows its annual meeting where shareholders elected four directors and ratified KPMG LLP, also approving the executive compensation program. Spark, TipRanks’ AI Analyst, rates CBSH as "Outperform" due to solid financial performance and supportive valuation.
Vanguard (NASDAQ: CBSH) reports 8.82M-share, 6% stake in Commerce Bancshares
Vanguard Portfolio Management has filed a Schedule 13G, disclosing a beneficial ownership of 8,821,011 shares, or a 6% stake, in Commerce Bancshares Inc (NASDAQ:CBSH). This filing indicates that Vanguard has sole dispositive power over all these shares, though sole voting power is held for only 16,477 shares. Ashley Grim, Head of Global Fund Administration, signed the filing on April 29, 2026, clarifying that this represents a passive investment by Vanguard-managed funds and accounts.
Commerce Bancshares Expands Share Repurchase Program, Reflecting Confidence in Long‑Term Value and Reinforcing Disciplined Capital Strategy
Commerce Bancshares, Inc. announced an expansion of its share repurchase authorization by 2,500,000 shares, bringing the total authorized repurchase to 7,500,000 shares of common stock. This move underscores the Board's commitment to disciplined capital management and enhancing long-term shareholder value. The repurchases will be made at management's discretion, with timing and volume dependent on various market and business conditions.
Commerce Bancshares increases share buyback authorization
Commerce Bancshares, Inc. (NASDAQ:CBSH) announced an increase in its share repurchase authorization by 2,500,000 shares, bringing the total authorized repurchase to 7,500,000 shares. This move reflects the company's focus on capital management and commitment to shareholder value. The bank holding company has a history of 56 consecutive years of dividend payments and currently offers a 2.16% dividend yield.
Buyback expanded as Commerce Bancshares (NASDAQ: CBSH) shareholders back pay and auditor
Commerce Bancshares announced an expanded share repurchase program, authorizing the repurchase of up to 7,500,000 shares. Shareholders also approved the election of four directors, ratified KPMG LLP as the independent auditor for 2026, and supported the advisory vote on executive compensation. Additionally, Steven A. Brandjord was appointed as Corporate Controller and Chief Accounting Officer.
Commerce Bancshares Expands Share Repurchase Program, Reflecting Confidence in Long‑Term Value and Reinforcing Disciplined Capital Strategy
Commerce Bancshares (CBSH) has expanded its share repurchase program, signaling confidence in the company's long-term value and its commitment to a disciplined capital strategy. This move aims to return value to shareholders while maintaining financial flexibility. The announcement was made via a press release highlighted by Quantisnow.
Commerce Bancshares lifts stock buyback capacity to 7.5M shares
Commerce Bancshares, Inc. (NASDAQ: CBSH) has expanded its share repurchase authorization by 2.5 million shares, bringing the total authorized buyback capacity to 7.5 million shares. This decision, approved by the Board of Directors, reflects the company's commitment to disciplined capital management and enhancing long-term shareholder value. Repurchases will occur as market conditions permit and may involve open market or privately negotiated transactions.
Commerce Bancshares Expands Share Repurchase Program, Reflecting Confidence in Long‑Term Value and Reinforcing Disciplined Capital Strategy
Commerce Bancshares, Inc. (NASDAQ: CBSH) has announced an expansion of its share repurchase authorization by 2,500,000 shares, bringing the total authorized shares for repurchase to 7,500,000. This move signifies the Board's continued focus on disciplined capital management and commitment to creating long-term shareholder value while maintaining financial flexibility. The timing and volume of repurchases will depend on various market, business, and legal considerations.
Cwm LLC Has $1.09 Million Stock Holdings in Commerce Bancshares, Inc. $CBSH
Cwm LLC recently reduced its stake in Commerce Bancshares (NASDAQ:CBSH) by 84.4% in Q4, now holding 20,866 shares valued at approximately $1.09 million. Despite this, institutional investors collectively own 70.26% of the stock. Commerce Bancshares reported strong Q4 earnings, beating EPS estimates and showing an 11.1% revenue increase year-over-year, and analysts generally maintain a "Hold" rating with a consensus target price of $59.16.
Commerce Bancshares Expects Gain From Visa Share Exchange
Commerce Bancshares tendered its 411,723 Visa Class B-2 shares in Visa's April 2026 exchange offer, anticipating a significant gain if the exchange closes in Q2 2026. This gain would be tied to the conversion privilege of Class C stock and prevailing Visa Class A prices. The company also anticipates potentially repositioning some debt securities, which could result in a loss depending on market conditions.
Commerce Bancshares (CBSH) outlines Visa exchange gain and possible Q2 2026 portfolio loss
Commerce Bancshares (CBSH) expects a significant gain in Q2 2026 from tendering its 411,723 Visa Class B-2 common shares, currently valued at zero, into Visa's exchange offer for Class B-3 and Class C common stock. If this gain is realized, the company may consider selling part of its available-for-sale debt securities portfolio, which could lead to a significant loss in the same quarter depending on market conditions. The net financial impact on Q2 2026 earnings will depend on the actual gain from the Visa exchange and any subsequent losses from repositioning the securities portfolio.
Commerce Bancshares, Inc. $CBSH Shares Acquired by Speece Thorson Capital Group Inc.
Speece Thorson Capital Group Inc. significantly increased its stake in Commerce Bancshares (CBSH) by 53.4% in the fourth quarter, making it their third-largest holding. Despite this institutional buying, company insiders have been net sellers, offloading approximately $1.59 million worth of shares. Commerce Bancshares recently surpassed quarterly EPS estimates and announced a quarterly dividend, maintaining a "Hold" rating from analysts with an average target price of $59.16.
Assessing Commerce Bancshares (CBSH) Valuation After Stronger Q1 Earnings And Higher Loan Charge Offs
Commerce Bancshares (CBSH) recently reported stronger Q1 earnings with increased net interest income, despite higher net loan charge-offs. The stock's P/E ratio of 12.9x suggests it is currently overvalued compared to its peers and the US Banks industry average. However, a Discounted Cash Flow (DCF) model by Simply Wall St indicates the shares might be trading significantly below their estimated future cash flow value, suggesting a potential valuation gap.
Is Strong Q1 2026 Earnings And Buybacks Altering The Investment Case For Commerce Bancshares (CBSH)?
Commerce Bancshares (CBSH) reported strong Q1 2026 earnings and net interest income, exceeding analyst expectations, and continued its share buyback program. While this reinforces its narrative as a stable regional bank, rising net loan charge-offs introduce a slight shift in risk towards credit quality. The company's stock, despite recent rises, remains potentially undervalued according to some estimations.
Assessing Commerce Bancshares (CBSH) Valuation After Stronger Q1 Earnings And Higher Loan Charge Offs
Commerce Bancshares (CBSH) reported stronger Q1 earnings but also higher loan charge-offs. While the company's Price-to-Earnings ratio of 12.9x suggests it is overvalued compared to peers and the industry, a Discounted Cash Flow (DCF) model indicates the shares might be significantly undervalued. The article encourages investors to look beyond the immediate P/E ratio and consider the company's cash flow profile and other risk factors.
Mattern Capital Management LLC Raises Stake in Commerce Bancshares, Inc. $CBSH
Mattern Capital Management LLC increased its holding in Commerce Bancshares (NASDAQ:CBSH) by 14.4% in the fourth quarter, now owning 161,306 shares valued at $8.44 million. Other institutional investors like AQR Capital Management and Millennium Management also significantly raised their stakes, bringing total institutional ownership to 70.26%. Commerce Bancshares recently reported quarterly EPS of $0.96, beating estimates, and pays an annualized dividend of $1.10.
Commerce Bancshares declares $0.275 quarterly dividend
Commerce Bancshares Inc. (NASDAQ:CBSH) announced a quarterly dividend of $0.275 per share, payable on June 23, 2026, to shareholders of record by June 5, 2026. The regional bank holding company, with $35.7 billion in assets, recently acquired FineMark Holdings, Inc. to expand its wealth management services. While the company surpassed Q1 earnings expectations, its revenue missed forecasts, raising investor concern about financial operations.
Press Release: Commerce Bancshares, Inc. Declares Cash Dividend on Common Stock
Commerce Bancshares, Inc. announced a quarterly cash dividend of $0.151 per share on its common stock, payable on June 10, 2026, to shareholders of record as of May 27, 2026. This declaration was made during a recent meeting of the company's Board of Directors.
Commerce Bancshares (NASDAQ:CBSH) Upgraded at Wall Street Zen
Wall Street Zen upgraded Commerce Bancshares (NASDAQ:CBSH) from a "strong sell" to a "sell" rating, though the consensus among MarketBeat analysts remains a "Hold" with a target price of $59.16. The company reported quarterly EPS of $0.96, beating estimates, but revenue slightly missed expectations. Insider activity showed mixed signals, with the CEO selling shares and a director purchasing shares, while institutional investors hold over 70% of the stock.
Commerce Bancshares declares $0.275 quarterly dividend By Investing.com
Commerce Bancshares Inc. (NASDAQ:CBSH) announced a quarterly dividend of $0.275 per share, payable on June 23, 2026, to stockholders of record by June 5, 2026. The regional bank holding company, with $35.7 billion in assets, recently acquired FineMark Holdings, Inc. to expand its wealth management services. This dividend declaration follows a first-quarter earnings report that surpassed analyst expectations, despite revenue not meeting forecasts.
Commerce Bancshares, Inc. Declares Cash Dividend on Common Stock
Commerce Bancshares, Inc. (NASDAQ: CBSH) announced that its Board of Directors declared a quarterly dividend of $0.275 per share on the Company's common stock. The dividend will be paid on June 23, 2026, to stockholders of record as of June 5, 2026. This announcement highlights the bank's commitment to returning value to its shareholders.
Commerce Bancshares, Inc. Declares Cash Dividend on Common Stock
Commerce Bancshares, Inc. (NASDAQ: CBSH) has announced that its Board of Directors declared a quarterly dividend of $0.275 per share on the Company's common stock. This dividend is payable on June 23, 2026, to shareholders of record as of June 5, 2026. The company, a regional bank holding company with $35.7 billion in assets, also highlighted its 58th consecutive year of increasing its regular cash dividend per share.
