CBSH Commerce Bancshares Inc

$52.82

*Only the 1D chart reflects 15-min delayed quotes during market hours. Other timeframes update after market close.

Reporting for fiscal period ending 2025-12-31
Expected on Jan 15, 2026
Report Time: Unknown Release Time
The Whisper Number
$1.07
Consensus Estimate: $1.00
Revenue Estimate: $442.76M

Latest Earnings Insight

Commerce Bancshares is poised to capture attention this earnings season, with a whisper number of $1.26 suggesting a more optimistic outlook than the consensus EPS estimate of $1.10. This divergence indicates that market insiders may be expecting stronger performance, potentially driven by strategic initiatives or operational efficiencies not yet fully appreciated by the broader market. With a revenue estimate of $447.50 million, investors will be keenly watching for any signs of growth acceleration or margin improvements that could justify the company's robust market cap of approximately $7.56 billion. As Commerce Bancshares prepares to report on October 21, the focus will be on whether the bank can surpass these expectations and deliver results that align with the more bullish whisper number, thereby reinforcing confidence in its financial health and strategic direction.

Updated On 12/31/2025

About Commerce Bancshares Inc

Commerce Bancshares, Inc. is the banking holding company for Commerce Bank providing retail, mortgage banking, corporate, investment, trust and asset management products and services to individuals and businesses in the United States. The company is headquartered in Kansas City, Missouri.

Website: https://www.commercebank.com

Sector
FINANCE
Industry
STATE COMMERCIAL BANKS
Exchange
NASDAQ
Country
USA
Currency
USD
Fiscal Year End
December
CIK
22356
Address
1000 WALNUT, KANSAS CITY, MO, US
Valuation
Market Cap
$8.00B
P/E Ratio
14.86
PEG Ratio
3.58
Price to Book
2.30
Performance
EPS
$4.03
Dividend Yield
1.84%
Profit Margin
33.20%
ROE
17.00%
Technicals
50D MA
$62.14
200D MA
$61.63
52W High
$72.14
52W Low
$49.37
Fundamentals
Shares Outstanding
134M
Target Price
$64.50
Beta
0.71

CBSH EPS Estimates vs Actual

Estimated
Actual

CBSH News & Sentiment

Dec 29, 2025 • MSN SOMEWHAT-BEARISH
Commerce Bancshares exec. VP sells $70,693 in stock
An executive vice president at Commerce Bancshares sold 1,449 shares of the company's stock for a total value of $70,693. The sale occurred at an average price of $48.79 per share, leaving the exec with 91,489 shares worth approximately $4,463,799.31 post-transaction.
Dec 29, 2025 • MarketBeat NEUTRAL
Commerce Bancshares, Inc. $CBSH Shares Bought by Boston Trust Walden Corp
Boston Trust Walden Corp increased its stake in Commerce Bancshares ($CBSH) by 28.3% in Q3, now holding 1,903,362 shares valued at approximately $113.7 million, making it their 21st largest holding. Commerce Bancshares reported Q3 EPS of $1.06, missing estimates, with revenue up 4.7% year-over-year, and maintains an average analyst rating of "Hold" with a target price of $62.18. The company also declared a quarterly dividend of $0.275 per share, representing an annualized yield of 2.1%.
Dec 23, 2025 • MarketBeat NEUTRAL
Voya Investment Management LLC Purchases 94,841 Shares of Commerce Bancshares, Inc. $CBSH
Voya Investment Management LLC significantly increased its stake in Commerce Bancshares, Inc. (NASDAQ:CBSH) by 95% during the third quarter, acquiring 94,841 shares. This brings their total holdings to 194,642 shares valued at $11.63 million. Institutional investors now collectively own 70.26% of the company, which reported Q3 EPS of $1.06 and revenue of $448.85 million, maintaining a "Hold" consensus rating from analysts with an average price target of $62.18.
Dec 18, 2025 • Finviz NEUTRAL
3 Reasons CBSH is Risky and 1 Stock to Buy Instead
Commerce Bancshares' shares have underperformed the S&P 500, with an 8.4% loss over the past six months. This article outlines three reasons to avoid the stock: disappointing long-term revenue growth, soft net interest income, and slim projected tangible book value per share growth. The author suggests investors consider other, higher-quality stocks instead.
Dec 17, 2025 • Sahm SOMEWHAT-BEARISH
How Do Investors Really Feel About Commerce Bancshares Inc?
Short interest in Commerce Bancshares Inc. (NYSE: CBSH) has increased by 3.43% since its last report, now standing at 4.98 million shares, representing 3.92% of its float. This rise in short interest can indicate a more bearish market sentiment, though the company's short interest remains lower than the average of its peers. It would take traders an average of 4.32 days to cover their short positions.
Dec 17, 2025 • MarketBeat SOMEWHAT-BEARISH
Commerce Bancshares, Inc. $CBSH Shares Sold by Thurston Springer Miller Herd & Titak Inc.
Thurston Springer Miller Herd & Titak Inc. significantly reduced its stake in Commerce Bancshares ($CBSH) by 91.7% in Q3, selling over 40,000 shares. Despite this, other institutional investors increased their holdings. Wall Street analysts maintain a "Hold" rating with a consensus price target of $62.18, following mixed Q3 earnings where the company missed EPS estimates but slightly exceeded revenue expectations.
Sentiment Snapshot

Average Sentiment Score:

0.066
50 articles with scored sentiment

Overall Sentiment:

Neutral

CBSH Reported Earnings

Jul 16, 2025
Jun 30, 2025 (Pre market)
0.09 Surprise
  • Reported EPS: $1.14
  • Estimate: $1.05
  • Whisper:
  • Surprise %: 8.6%
Apr 16, 2025
Mar 31, 2025 (Pre market)
0.04 Surprise
  • Reported EPS: $0.98
  • Estimate: $0.94
  • Whisper:
  • Surprise %: 4.3%
Jan 22, 2025
Dec 31, 2024 (Pre market)
0.07 Surprise
  • Reported EPS: $1.01
  • Estimate: $0.94
  • Whisper:
  • Surprise %: 7.5%
Oct 17, 2024
Sep 30, 2024 (Pre market)
0.06 Surprise
  • Reported EPS: $1.02
  • Estimate: $0.96
  • Whisper:
  • Surprise %: 6.2%
Jul 18, 2024
Jun 30, 2024 (Pre market)
0.17 Surprise
  • Reported EPS: $1.07
  • Estimate: $0.90
  • Whisper:
  • Surprise %: 18.9%
Apr 16, 2024
Mar 31, 2024 (Pre market)
0.05 Surprise
  • Reported EPS: $0.86
  • Estimate: $0.81
  • Whisper:
  • Surprise %: 6.2%
Jan 18, 2024
Dec 31, 2023 (Pre market)
0.12 Surprise
  • Reported EPS: $0.97
  • Estimate: $0.85
  • Whisper:
  • Surprise %: 14.1%
Oct 18, 2023
Sep 30, 2023 (Pre market)
0.03 Surprise
  • Reported EPS: $0.96
  • Estimate: $0.93
  • Whisper:
  • Surprise %: 3.2%
Jul 19, 2023
Jun 30, 2023 (Pre market)
0.08 Surprise
  • Reported EPS: $1.02
  • Estimate: $0.94
  • Whisper:
  • Surprise %: 8.5%

Financials