Commerce Bancshares (CBSH) Could Be 17% Below Fair Value On Nolan Acquisition
Commerce Bancshares (CBSH) stock is being highlighted after its acquisition of Nolan & Associates, an investment banking boutique. Despite recent short-term share price declines, the company has shown strong long-term shareholder value creation. The article suggests CBSH is undervalued by 17% based on its fee income, wealth management, payments strength, and ongoing acquisition integration, with a fair value estimated at $66.56.
Commerce Bancshares (NASDAQ:CBSH) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded Commerce Bancshares (NASDAQ:CBSH) from a "hold" to a "sell" rating, despite a broader analyst consensus of "hold" with a $64.71 target price. The company recently reported strong quarterly earnings, beating EPS and revenue estimates. However, the stock opened below its 52-week high, and insiders have been selling shares.
Can Commerce Bancshares Balance Capital Returns With Growth?
Commerce Bancshares (CBSH) demonstrates a balanced approach to capital allocation, combining significant shareholder returns with strategic growth investments. The company's strong financial position, including healthy earnings and robust capital levels, allows it to repurchase shares, maintain consistent dividends, and fund acquisitions like FineMark Holdings, which expanded its geographic reach and service offerings. This strategy mirrors that of peers like UMB Financial and Cullen/Frost Bankers, highlighting a trend among regional banks to support both growth and shareholder value.
Commerce Bank Partners with Greenlight to Offer Free Family Finance App and Debit Cards
Commerce Bank has partnered with Greenlight to provide its customers with free access to Greenlight's family finance app and debit cards. This collaboration aims to empower families to teach their children financial literacy through practical experience. The offering includes Greenlight's core features to help kids and teens learn about earning, saving, spending, and investing responsibly.
Commerce Bank completes acquisition of Nolan & Associates By Investing.com
Commerce Bank has announced the completion of its acquisition of Nolan & Associates, a boutique investment banking firm that serves middle-market clients. The acquisition was executed through Commerce Bank's purchase of Middle Market Transactions, Inc. (MMTI), an affiliate of Nolan & Associates, which will now operate under the Nolan & Associates name. The leadership team and employees of Nolan & Associates will remain in place, and the terms of the transaction were not disclosed.
Press Release: Commerce Bank Completes Acquisition of Investment Banking Firm Nolan & Associates
Commerce Bank has announced the successful acquisition of investment banking firm Nolan & Associates. This strategic move aims to expand Commerce Bank's financial services offerings and strengthen its presence in the investment banking sector. The acquisition is expected to bring new expertise and client relationships to Commerce Bank.
Commerce Bank Completes Nolan & Associates Acquisition
Commerce Bank has finalized its acquisition of Nolan & Associates, a St. Louis-based boutique investment banking firm. This strategic move expands Commerce Bank's investment banking and advisory services for middle-market clients. Nolan & Associates will maintain its leadership, employees, and office, operating as a wholly owned subsidiary of Commerce Bank following the purchase of its affiliate, Middle Market Transactions (MMTI).
Commerce Bancshares, Inc. (NASDAQ:CBSH) Stock Has Average Price Target of $64.71
Commerce Bancshares, Inc. (NASDAQ:CBSH) has an average analyst price target of $64.71, with most analysts rating it a "Hold." The company recently exceeded quarterly earnings expectations with $1.10 EPS and $498.91 million in revenue. Institutional investors hold a significant portion of the stock, while insiders have recently sold shares worth approximately $1.96 million.
Commerce Bancshares (CBSH) Stock May Be 33% Undervalued As Excess Returns Stand Out
Commerce Bancshares (CBSH) stock may be 33% undervalued according to the Excess Returns model, which suggests the bank is generating profits significantly above its cost of equity. Despite a 46.6% gain over the past three years, the current share price of US$55.33 is seen as substantially below its estimated intrinsic value. The article highlights the bank's strong Average Return on Equity of 14.38% and its fee-based businesses as key drivers for potential re-rating.
Commerce Bancshares (NASDAQ:CBSH) Price Target Raised to $77.00
Morgan Stanley has increased its price target for Commerce Bancshares (NASDAQ:CBSH) to $77.00 from $76.00, maintaining an "overweight" rating. This suggests a potential upside of 36.43% from the previous close. The company recently surpassed quarterly earnings expectations, reporting EPS of $1.10 against a consensus of $1.04 and revenue of $498.91 million against estimates of $492.22 million.
Commerce Bancshares (CBSH) executive receives 118 shares and reports 89,007 held directly
Kevin G. Barth, Executive Vice President at Commerce Bancshares Inc. (CBSH), was awarded 118 common shares on September 22, 2026, valued at $56.6408 per share. This transaction was part of an executive compensation plan, bringing his total shares held through this plan to 24,374. Additionally, his reported holdings include 51,476 shares in a 401(k), 15,512 shares held by his spouse, and 89,007 shares held directly.
Form 4 Commerce Bancshares Inc For: 24 September
This article announces the filing of Form 4 for Commerce Bancshares Inc. on September 24. It is a brief, one-line report from Investing.com, likely indicating an insider transaction or change in beneficial ownership for the company.
An entity managed by Commerce Bancshares (CBSH) chairman holds 1.26 million shares.
Commerce Bancshares Executive Chairman David W. Kemper indirectly acquired 128 common shares at $56.6408 each on September 22, 2026, via an "Exec Comp Plan." Following this transaction, one of his managed entities, CBSH & TP Stock Management, LLC, is reported to hold 1,264,784 shares. This transaction is part of several indirect holdings Kemper maintains across various trusts and entities.
CBSH Historical Stock Prices & Daily Price Data | Commerce Bancshares Inc
This article provides historical stock price data for Commerce Bancshares Inc (CBSH), including daily prices from 2014 to September 2026, and details its performance over various periods. It also highlights congressional trading activity, institutional holdings, and an overview of the company's banking segments. Additionally, it offers insights into analyst ratings and provides information on executive compensation and former government officials who have lobbied for CBSH.
Commerce Bancshares (CBSH) Holds Near $57, Is The Stock Expensive Or Undervalued?
Commerce Bancshares (CBSH) is currently trading around $57, showing a 3.7% gain over 90 days and a 9.3% year-to-date return, with a 3-year total shareholder return of 48.3%. While its Price-to-Earnings (P/E) ratio of 14.2x suggests it's overvalued compared to industry averages and an estimated fair P/E of 12.3x, Simply Wall St's Discounted Cash Flow (DCF) model indicates the stock is undervalued by about 30.2%, with an estimated future cash flow value of $81.82. The article advises investors to review the mixed signals to decide on the stock's potential upside and downside.
Commerce Bancshares Inc (CB5) Q3 2025 Earnings Report - Results, Call & Slides
Commerce Bancshares (CB5) reported its Q3 2025 earnings, missing the consensus EPS estimate by €0.03 with an actual EPS of €0.87, but significantly beating revenue expectations with €461.37M against an expected €385.66M. The company also announced an estimated next earnings date of October 20, 2026. The report includes detailed historical earnings data and future estimates.
Commerce Bancshares Inc (CB5) Q1 2024 Earnings Report - Results, Call & Slides
Commerce Bancshares Inc (CB5) reported its Q1 2024 earnings, beating both EPS and revenue expectations. The company posted an actual EPS of €0.67 against a consensus of €0.63, and actual revenue of €430.79M, significantly higher than the expected €335.67M, representing a 12.74% year-over-year growth. The next earnings report for Commerce Bancshares is estimated for October 20, 2026.
Hsbc Holdings PLC Has $271,000 Stake in Commerce Bancshares, Inc. $CBSH
Hsbc Holdings PLC significantly reduced its stake in Commerce Bancshares, Inc. (NASDAQ:CBSH) by 95.1% in the second quarter, selling 91,045 shares and retaining 4,701 shares valued at $271,000. Despite this, institutional investors still collectively own 70.26% of CBSH. The company reported strong quarterly earnings, beating analyst estimates, and declared a dividend, while analysts generally maintain a "Hold" rating with an average price target of $64.86.
California State Teachers Retirement System Buys 8,894,384 Shares of Commerce Bancshares, Inc. $CBSH
The California State Teachers Retirement System significantly increased its stake in Commerce Bancshares, Inc. (CBSH) by 5,296.8%, acquiring 8.89 million additional shares. This brings their total ownership to approximately 6.32%, valued at $523.3 million. Commerce Bancshares recently reported strong quarterly earnings, exceeding analyst expectations for both EPS and revenue, and declared a quarterly dividend of $0.275 per share.
Concurrent Investment Advisors LLC Sells 30,329 Shares of Commerce Bancshares, Inc. $CBSH
Concurrent Investment Advisors LLC reduced its stake in Commerce Bancshares, Inc. by 66.6% in the second quarter, selling 30,329 shares and retaining 15,234 shares. Despite institutional investors owning 70.26% of the company, analysts generally hold a "Hold" rating with an average price target of $64.86. Commerce Bancshares exceeded quarterly earnings expectations and declared a dividend of $0.275 per share, resulting in a 1.9% annual yield.
Will CBSH's Expansion Initiatives Accelerate Top-Line Growth?
Commerce Bancshares, Inc. (CBSH) is strategically expanding its revenue base through initiatives in wealth management, private banking, commercial banking, and middle-market investment banking. Acquisitions like FineMark Holdings and Nolan & Associates are strengthening fee-generating capabilities and client relationships, while a growing geographic footprint and strong loan growth are driving net interest income. These efforts are expected to accelerate top-line growth and diversify revenue sources for the company.
Commerce Bancshares (CBSH) SVP discloses stock rights and shares
Commerce Bancshares Senior Vice President Jennifer B. Upton has filed an initial ownership report (Form 3) disclosing her holdings in the company. The filing indicates she directly holds 1,630 shares of CBSH common stock and possesses multiple stock appreciation rights (SARs) with various exercise prices and expiration dates. This report is solely a disclosure of existing holdings and does not reflect any new purchases or sales of shares.
Commerce Bancshares (CBSH) officer exercises 440 shares, 291 disposed to issuer
Jennifer B. Upton, Senior Vice President at Commerce Bancshares (CBSH), exercised stock appreciation rights for 440 shares on September 4, 2026, with exercise prices of $37.9095 and $39.1416 per share. A total of 44 shares were withheld for tax liability or exercise price, and 291 shares were reported as dispositions to the issuer. Following these transactions, Upton holds 1,735 shares of common stock.
149,351 Shares in International Business Machines Corporation $IBM Acquired by Commerce Bank
Commerce Bank acquired 149,351 shares of International Business Machines Corporation (IBM) during the second quarter, valued at approximately $42 million. Institutional investors now own 58.96% of IBM's outstanding stock. Despite meeting EPS expectations, IBM's revenue fell short of estimates, and analysts currently rate the stock as a "Moderate Buy" with a target price of $265.90.
Commerce Bancshares, Inc. (NASDAQ:CBSH) Receives Consensus Recommendation of "Hold" from Analysts
Commerce Bancshares, Inc. (NASDAQ:CBSH) has received a consensus "Hold" recommendation from analysts, with an average 12-month price target of $63.29. The company recently surpassed quarterly earnings expectations, reporting $1.10 EPS against a $1.04 consensus, and announced a quarterly dividend of $0.275 per share. Insider selling has been noted, with 33,150 shares sold by insiders over the last 90 days.
Public Employees Retirement System of Ohio Purchases New Holdings in Commerce Bancshares, Inc. $CBSH
The Public Employees Retirement System of Ohio has acquired 40,014 shares of Commerce Bancshares, Inc. (NASDAQ:CBSH), valued at approximately $2.31 million, marking a new position for the fund. This comes as Commerce Bancshares reported strong quarterly earnings, beating analyst estimates, and declared a quarterly dividend. Institutional investors now collectively own 70.26% of the company's stock, with several other funds also adjusting their holdings.
Commerce Bancshares, Inc. $CBSH Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
UBS Asset Management reduced its stake in Commerce Bancshares, Inc. by 15.6% during the second quarter, selling 64,794 shares and retaining 349,795 shares valued at approximately $20.2 million. The company reported strong Q2 earnings with EPS of $1.10 and revenue of $498.91 million, both beating consensus estimates. Analysts currently maintain a consensus "Hold" rating for CBSH with an average price target of $63.29.
Jupiter Topco LLC Takes $3.57 Million Position in Commerce Bancshares, Inc. $CBSH
Jupiter Topco LLC has acquired a new position in Commerce Bancshares, Inc. (NASDAQ:CBSH), purchasing 61,742 shares valued at approximately $3.57 million during the second quarter. Commerce Bancshares exceeded quarterly earnings expectations with an EPS of $1.10 and revenue of $498.91 million, leading analysts to maintain a consensus "Hold" rating with an average price target of $63.29. The company also declared a quarterly dividend of $0.275 per share, representing a 1.9% yield, while insiders have recently sold shares worth nearly $2 million.
Commerce Bancshares, Inc. (NASDAQ:CBSH) Plans Quarterly Dividend of $0.28
Commerce Bancshares, Inc. (NASDAQ:CBSH) has declared a quarterly dividend of $0.275 per share, payable on September 22, 2026, to shareholders of record as of September 4, 2026. This represents an annualized payout of $1.10 and a yield of approximately 1.9%. The company has a strong dividend history, having increased its dividend for 58 consecutive years, and its payout ratio of 26.2% indicates the dividend is well-covered by earnings.
Two Sigma Securities LLC Takes Position in Commerce Bancshares, Inc. $CBSH
Two Sigma Securities LLC has initiated a new position in Commerce Bancshares, Inc. (NASDAQ:CBSH) by purchasing 17,586 shares valued at approximately $1.0 million. The article details other institutional investments, recent insider selling activity, and analyst ratings, which currently average a "Hold" with a price target of $63.29. Commerce Bancshares recently reported stronger-than-expected quarterly earnings and declared a quarterly dividend of $0.275 per share.
The Manufacturers Life Insurance Company Acquires New Shares in Commerce Bancshares, Inc. $CBSH
The Manufacturers Life Insurance Company recently acquired 98,307 shares of Commerce Bancshares, Inc. (NASDAQ:CBSH), valued at approximately $5.7 million, contributing to institutional investors' 70.26% ownership of the company. Commerce Bancshares exceeded Q2 earnings expectations with $1.10 EPS and $498.91 million in revenue, and declared a quarterly dividend of $0.275 per share. Analysts generally maintain a "Hold" rating for the stock with an average price target of $63.29.
Legal & General Group Plc Makes New Investment in Commerce Bancshares, Inc. $CBSH
Legal & General Group Plc has made a significant new investment in Commerce Bancshares, Inc. (NASDAQ:CBSH), acquiring 186,494 shares valued at approximately $10.77 million during the second quarter. This move is part of broader institutional interest, with BlackRock and Commerce Bank also increasing their stakes. Commerce Bancshares recently exceeded quarterly earnings expectations, reporting an EPS of $1.10 against a consensus of $1.04, and declared a quarterly dividend of $0.275 per share, yet analysts maintain a cautious "Hold" rating with a consensus price target of $63.29.
Commerce Bancshares SVP Douglas Neff sells $38,724 in shares
Douglas D. Neff, SVP at Commerce Bancshares Inc. (NASDAQ:CBSH), sold 666 shares for $38,724 on August 27, 2026, while also acquiring 2,789 shares worth $107,449 through stock appreciation rights. Additional disposals were made, leaving Mr. Neff with 11,746 directly held shares and 722 indirectly held shares. The company recently surpassed Q2 analyst expectations and received positive outlooks from Keefe, Bruyette & Woods and Raymond James.
Man Group plc Buys New Position in Commerce Bancshares, Inc. $CBSH
Man Group plc recently acquired 87,804 shares of Commerce Bancshares, Inc. (NASDAQ:CBSH) during the second quarter, a new position valued at approximately $5.1 million. This makes Man Group plc one of several institutional investors to buy or increase stakes in Commerce Bancshares, with institutional investors now owning 70.26% of the stock. Commerce Bancshares exceeded Q2 earnings expectations, reporting $1.10 EPS against a $1.04 consensus, and declared a quarterly dividend of $0.275, translating to a 1.9% yield, despite company insiders selling over $1.9 million in stock.
56,060 Shares in Commerce Bancshares, Inc. $CBSH Purchased by Algert Global LLC
Algert Global LLC purchased 56,060 shares of Commerce Bancshares (NASDAQ:CBSH) for approximately $3.24 million in the second quarter. Institutional investors now own 70.26% of the company, which recently exceeded earnings expectations with $1.10 EPS and declared a quarterly dividend of $0.275. Analysts generally maintain a "Hold" rating for CBSH, with an average price target of $63.29.
Raymond James resumes Commerce Bancshares stock rating at Market Perform
Raymond James has resumed its Market Perform rating on Commerce Bancshares (NASDAQ: CBSH), citing the bank's strong core deposit base, conservative underwriting, differentiated fee businesses, and robust capital. The firm highlighted the bank's attractive capital-return strategy, including 12 consecutive years of dividend increases, and its potential for downside protection. Despite a premium valuation, the stock may be undervalued based on its Fair Value estimate, according to InvestingPro analysis, following recent strong Q2 financial results.
Sanctuary Advisors LLC Buys Shares of 20,535 Commerce Bancshares, Inc. $CBSH
Sanctuary Advisors LLC acquired a new stake of 20,535 shares in Commerce Bancshares, Inc. (NASDAQ:CBSH) during the second quarter, valued at approximately $1.19 million. Institutional investors and hedge funds now own 70.26% of the company. Commerce Bancshares recently surpassed quarterly earnings and revenue expectations and declared a quarterly dividend of $0.275 per share.
Commerce Bancshares (CBSH) Stock Looks Below Fair Value While Earnings Sit Above Fair Value
Commerce Bancshares (CBSH) has shown mixed valuation signals despite a 44.2% return over three years. While the Excess Returns model suggests the stock is undervalued by 27.3%, its P/E ratio indicates it is more expensive compared to banking peers and its fair value. The article highlights the tension between these intrinsic value and market multiple views, suggesting that CBSH's future performance hinges on its ability to deliver earnings and return on equity that justify both the intrinsic value and the richer P/E.
Commerce Bank Purchases Shares of 111,734 Franklin Resources, Inc. $BEN
Commerce Bank has acquired a new position in Franklin Resources, Inc. (NYSE:BEN), purchasing 111,734 shares valued at approximately $3.72 million during the second quarter. Other institutional investors have also adjusted their holdings in the company. Franklin Resources recently reported strong quarterly earnings, surpassing analyst estimates, and the stock is trading up with a consensus "Hold" rating from analysts.
Ieq Capital LLC Buys New Shares in Commerce Bancshares, Inc. $CBSH
Ieq Capital LLC has acquired a new position in Commerce Bancshares, Inc. (NASDAQ:CBSH), purchasing 124,253 shares valued at approximately $7.176 million. Other institutional investors have also adjusted their holdings in the company. Commerce Bancshares recently reported strong earnings, beating analyst estimates, and declared a quarterly dividend of $0.275 per share.
BlackRock Inc. Purchases New Holdings in Commerce Bancshares, Inc. $CBSH
BlackRock Inc. has acquired a significant new stake in Commerce Bancshares, purchasing over 13 million shares valued at approximately $755.7 million, representing an 8.98% ownership. Institutional investors now hold 70.26% of the company, which recently exceeded earnings expectations with $1.10 EPS and declared a $0.275 quarterly dividend. Analysts maintain a "Hold" rating with an average price target of $63.29, despite recent insider stock sales.
Allworth Financial LP Buys Shares of 21,081 Commerce Bancshares, Inc. $CBSH
Allworth Financial LP recently acquired 21,081 shares of Commerce Bancshares, Inc. (NASDAQ:CBSH) valued at approximately $1.22 million during the second quarter. This move comes as institutional investors collectively own 70.26% of the company, while company insiders have sold over $1.9 million worth of shares in the past 90 days. Commerce Bancshares exceeded Q2 earnings expectations with an EPS of $1.10 and revenue of $498.91 million, and analysts currently hold an average "Hold" rating with a target price of $63.29.
Commerce Bank Acquires Shares of 5,472,030 Commerce Bancshares, Inc. $CBSH
Commerce Bank has acquired a significant new position in Commerce Bancshares, purchasing 5.47 million shares valued at approximately $316 million, making it the 11th largest holding for Commerce Bank. This acquisition represents 3.82% of Commerce Bancshares' stock. Despite the large institutional investment, analysts maintain a "Hold" rating with a $63.29 price target, and company insiders have recently sold shares worth $1.94 million.
Commerce Bank Cuts Stock Holdings in ExxonMobil Corporation $XOM
Commerce Bank reduced its stake in ExxonMobil Corporation (NYSE:XOM) by 0.7% in the second quarter, selling 11,992 shares but still holding 1.66 million shares valued at $226.7 million. Despite this reduction, institutional investors collectively own 61.8% of XOM. Analyst sentiment for ExxonMobil is mixed, with a consensus "Hold" rating and an average price target of $166.10, while the company recently reported slightly below-expected EPS but beat revenue forecasts.
Commerce Bank, FNBO Open at Shops on Blue Parkway in Kansas City
Commerce Bank of Kansas City and FNBO have opened new branches at The Shops on Blue Parkway in Kansas City, a 150,000-square-foot property developed by Community Builders of Kansas City that is now 98 percent leased. Commerce Bank launched a full-service branch, while FNBO opened a banking center focused on relationship banking. The Kansas City Election Board also extended its lease at the property through 2037, joining 19 other tenants.
31,882 Shares in Commerce Bancshares, Inc. $CBSH Purchased by First National Bank of Omaha
First National Bank of Omaha recently purchased 31,882 shares of Commerce Bancshares, Inc. (NASDAQ:CBSH) valued at approximately $1.85 million. Other institutional investors also adjusted their holdings in CBSH, while some company insiders sold shares. Analysts currently rate CBSH as "Hold" with a consensus target price of $63.29, following recent upgrades and price target increases from several firms.
Insider Selling: Commerce Bancshares (NASDAQ:CBSH) VP Sells 642 Shares
Commerce Bancshares (NASDAQ:CBSH) VP David Orf sold 642 shares of the company's stock for $38,744.70, reducing his direct ownership by 2.51% to 24,962 shares. Despite this insider selling, CBSH shares are trading near their 52-week high, and the company recently surpassed earnings and revenue expectations. Analysts maintain a consensus "Hold" rating with an average price target of $63.29.
Commerce Bancshares (NASDAQ: CBSH) exec trades stock after exercising 2,547 SARs
David L. Orf, an executive at Commerce Bancshares (CBSH), executed several equity transactions on August 14, 2026. He exercised 2,547 Stock Appreciation Rights (SARs) and subsequently disposed of common stock, including selling 642 shares at $60.35 and having 275 shares withheld for tax or exercise price payment. Following these transactions, Orf indirectly holds 24,982 shares through a 401(k) plan.
Commerce Bancshares (CBSH) Trades At A P/E Premium, Is The Discount Case More Convincing?
Commerce Bancshares (CBSH) currently trades at a P/E multiple of 15x, which is a premium compared to its peers and the wider US banks sector, despite its earnings growth forecast. However, Simply Wall St's Discounted Cash Flow (DCF) model suggests the stock is trading at a 25.4% discount to its estimated future cash flow value of $80.82. This presents a mixed valuation signal, prompting investors to consider whether the P/E premium or the DCF discount is more relevant for their investment decision.
Commerce Bancshares (CBSH) Trades At A P/E Premium, Is The Discount Case More Convincing?
Commerce Bancshares (CBSH) is trading at a P/E premium of 15x earnings, which is higher than its peers and the US banks sector average, suggesting it's overvalued by this metric. However, a discounted cash flow (DCF) model indicates the stock is trading at a 25.4% discount to its estimated future cash flow value of $80.82, presenting a conflicting valuation signal for investors. The article encourages investors to look beyond headline numbers to understand the underlying drivers and sentiment to reconcile these mixed valuation signals.
