Commerce Bancshares (CBSH) Expected to Post Quarterly Earnings on Thursday

Commerce Bancshares (NASDAQ:CBSH) is expected to announce its Q2 2026 results before the market opens on Thursday, July 16th. Analysts expect the company to post earnings of $1.04 per share and revenue of $493.46 million for the quarter. Interested persons can check the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, July 16, 2026 at 6:00 AM ET.

Commerce Bancshares (NASDAQ:CBSH) last announced its earnings results on Tuesday, April 21st. The financial services provider reported $0.96 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The company had revenue of $475.69 million for the quarter, compared to analyst estimates of $481.94 million. Commerce Bancshares had a return on equity of 14.78% and a net margin of 26.37%.Commerce Bancshares’s quarterly revenue was up 11.1% on a year-over-year basis. During the same period in the prior year, the company posted $0.98 EPS. On average, analysts expect Commerce Bancshares to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

Commerce Bancshares Trading Down 2.1%

Commerce Bancshares stock opened at $57.59 on Thursday. The stock has a market cap of $8.40 billion, a P/E ratio of 13.81, a price-to-earnings-growth ratio of 3.99 and a beta of 0.58. The stock has a 50 day moving average of $53.92 and a 200-day moving average of $52.54. Commerce Bancshares has a 52 week low of $46.99 and a 52 week high of $63.19.

Commerce Bancshares Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 23rd. Investors of record on Friday, June 5th were issued a $0.275 dividend. The ex-dividend date of this dividend was Friday, June 5th. This represents a $1.10 annualized dividend and a yield of 1.9%. Commerce Bancshares’s dividend payout ratio is currently 26.38%.

Analysts Set New Price Targets

A number of research firms have commented on CBSH. Hovde Group reduced their price objective on shares of Commerce Bancshares from $63.00 to $60.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Keefe, Bruyette & Woods boosted their target price on shares of Commerce Bancshares from $56.00 to $57.00 and gave the stock a “market perform” rating in a research report on Wednesday, May 13th. Morgan Stanley restated a “positive” rating and issued a $65.00 target price (up from $61.00) on shares of Commerce Bancshares in a research note on Monday, June 29th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Commerce Bancshares in a research report on Wednesday, June 24th. Finally, TD Cowen reaffirmed a “hold” rating and set a $54.00 price target (up from $53.00) on shares of Commerce Bancshares in a research report on Thursday, April 23rd. Two investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, Commerce Bancshares currently has an average rating of “Hold” and a consensus price target of $58.67.

Institutional Investors Weigh In On Commerce Bancshares

Several institutional investors and hedge funds have recently made changes to their positions in CBSH. Armistice Capital LLC grew its position in shares of Commerce Bancshares by 13.4% during the 4th quarter. Armistice Capital LLC now owns 5,707 shares of the financial services provider’s stock valued at $299,000 after buying an additional 675 shares during the last quarter. Brooklyn Investment Group bought a new position in Commerce Bancshares in the fourth quarter worth about $272,000. denkapparat Operations GmbH bought a new position in Commerce Bancshares in the fourth quarter worth about $245,000. CIBC Asset Management Inc boosted its stake in Commerce Bancshares by 5.0% in the fourth quarter. CIBC Asset Management Inc now owns 4,643 shares of the financial services provider’s stock valued at $243,000 after acquiring an additional 219 shares during the period. Finally, EP Wealth Advisors LLC boosted its stake in Commerce Bancshares by 8.0% in the second quarter. EP Wealth Advisors LLC now owns 4,293 shares of the financial services provider’s stock valued at $267,000 after acquiring an additional 319 shares during the period. 70.26% of the stock is owned by institutional investors and hedge funds.

About Commerce Bancshares

Commerce Bancshares, Inc is a bank holding company primarily engaged in providing a broad range of banking and financial services across the Midwest. Through its principal subsidiary, Commerce Bank, the company offers commercial and consumer banking, treasury management, trust and wealth advisory, and mortgage lending. Its diversified product suite includes deposit and loan products, cash management solutions, capital markets services, and private banking designed to meet the needs of individuals, small businesses, and large corporations.

The company’s commercial banking group delivers tailored credit facilities, equipment and inventory financing, asset-based lending, and merchant services.