Q3 EPS Forecast for Commerce Bancshares Raised by Analyst

Key Points

• Research analysts from Zacks Research have increased their Q3 2025 earnings per share (EPS) estimate for Commerce Bancshares from $0.98 to $1.04.
• The company reported a quarterly EPS of $1.14 for Q2, surpassing the consensus estimate of $1.02 by $0.12, with revenues of $445.76 million.
• Commerce Bancshares will pay a quarterly dividend of $0.275 on September 23rd, representing an annualized yield of 1.8%.

Commerce Bancshares, Inc. (NASDAQ:CBSH - Free Report) - Zacks Research boosted their Q3 2025 earnings per share estimates for Commerce Bancshares in a research report issued on Wednesday, August 6th. Zacks Research analyst R. Department now forecasts that the financial services provider will post earnings per share of $1.04 for the quarter, up from their prior estimate of $0.98. The consensus estimate for Commerce Bancshares' current full-year earnings is $3.94 per share. Zacks Research also issued estimates for Commerce Bancshares' Q4 2025 earnings at $1.07 EPS, FY2025 earnings at $4.22 EPS, Q1 2026 earnings at $1.03 EPS, Q2 2026 earnings at $1.11 EPS, Q3 2026 earnings at $1.13 EPS, FY2026 earnings at $4.43 EPS, Q2 2027 earnings at $1.15 EPS and FY2027 earnings at $4.81 EPS.

Several other research analysts have also recently issued reports on CBSH. Wells Fargo & Company lifted their target price on Commerce Bancshares from $62.00 to $69.00 and gave the company an "equal weight" rating in a research report on Monday, July 21st. Piper Sandler lifted their target price on Commerce Bancshares from $66.50 to $70.00 and gave the company a "neutral" rating in a research report on Thursday, July 17th. Bank of America lifted their target price on Commerce Bancshares from $69.00 to $71.00 and gave the company a "neutral" rating in a research report on Tuesday, June 24th. Keefe, Bruyette & Woods cut their target price on Commerce Bancshares from $74.00 to $70.00 and set a "market perform" rating on the stock in a research report on Thursday, April 17th. Finally, Wall Street Zen cut Commerce Bancshares from a "hold" rating to a "sell" rating in a research report on Wednesday, May 21st. One research analyst has rated the stock with a sell rating and six have given a hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $68.20.

Commerce Bancshares Stock Up 1.8%

CBSH stock traded up $1.09 during mid-day trading on Friday, reaching $61.38. 202,962 shares of the company traded hands, compared to its average volume of 644,932. The stock has a market cap of $8.19 billion, a price-to-earnings ratio of 14.62, a P/E/G ratio of 2.76 and a beta of 0.61. Commerce Bancshares has a fifty-two week low of $52.69 and a fifty-two week high of $72.75. The firm's 50 day moving average price is $62.53 and its 200 day moving average price is $62.62.

Commerce Bancshares (NASDAQ:CBSH - Get Free Report) last announced its quarterly earnings data on Wednesday, July 16th. The financial services provider reported $1.14 EPS for the quarter, beating analysts' consensus estimates of $1.02 by $0.12. The firm had revenue of $445.76 million during the quarter, compared to analysts' expectations of $434.11 million. Commerce Bancshares had a return on equity of 16.01% and a net margin of 26.37%. The company's revenue for the quarter was up 7.6% compared to the same quarter last year. During the same quarter last year, the firm posted $1.02 earnings per share.

Commerce Bancshares Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders of record on Friday, September 5th will be given a dividend of $0.275 per share. This represents a $1.10 annualized dividend and a yield of 1.8%. The ex-dividend date is Friday, September 5th. Commerce Bancshares's dividend payout ratio is presently 26.19%.

Institutional Trading of Commerce Bancshares

Institutional investors have recently added to or reduced their stakes in the business. Franklin Resources Inc. grew its position in Commerce Bancshares by 53.2% during the 2nd quarter. Franklin Resources Inc. now owns 75,749 shares of the financial services provider's stock worth $4,709,000 after acquiring an additional 26,290 shares during the last quarter. Legal & General Group Plc grew its position in shares of Commerce Bancshares by 0.7% in the 2nd quarter. Legal & General Group Plc now owns 251,704 shares of the financial services provider's stock worth $15,648,000 after buying an additional 1,648 shares during the last quarter. Dynamic Technology Lab Private Ltd bought a new stake in shares of Commerce Bancshares in the 2nd quarter worth approximately $1,948,000. MTM Investment Management LLC raised its stake in Commerce Bancshares by 3.3% in the second quarter. MTM Investment Management LLC now owns 69,148 shares of the financial services provider's stock worth $4,299,000 after buying an additional 2,182 shares in the last quarter. Finally, Ontario Teachers Pension Plan Board raised its stake in Commerce Bancshares by 13.7% in the second quarter. Ontario Teachers Pension Plan Board now owns 27,469 shares of the financial services provider's stock worth $1,708,000 after buying an additional 3,310 shares in the last quarter. 70.26% of the stock is currently owned by hedge funds and other institutional investors.

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.