CBSH

COMMERCE BANCSHARES INC /MO/

Nasdaq · State Commercial Banks · Inc. MO · CIK 0000022356
$55.82 +1.34% $8.1B
Insider Buying Cluster (3 insiders)20 New Institutional Positions17 Institutional Exits
Vol
Market Cap$8.1B
Cap SizeMid Cap
Analyst ConsensusHold (43%)
Inst. Holders50 funds
Inst. Value$3.4B
Inst. Activity20 buys / 17 sells
Insider Activity1B / 6S
Insider Net $-$1.8M
SEC Reports7
Exchange Nasdaq·Sector State Commercial Banks·Inc. MO·CIK 0000022356·Prev Close $55.08

Recent Activity

May 29, 2026 Insider
BRAUER BLACKFORD F was granted 718 shares
Director @ $52.22 ($37.5K)
May 29, 2026 Insider
BASSHAM TERRY D was granted 718 shares
Director @ $52.22 ($37.5K)
May 29, 2026 Insider
CHAPMAN WILLIAM KYLE was granted 646 shares
Director @ $52.22 ($33.7K)
May 25, 2026 dark_pool
Dark Pool: CBSH — 0.9M shares, 26,796 trades
Week starting 2026-05-25. Total ATS volume: 907,633 shares across 26,796 trades.
May 7, 2026 SEC
Commerce Bancshares reported the retirement of director Benjamin F. Rassieur, III, effective May 7, 2026, due to the com
8-K — Impact 2/10
Apr 28, 2026 SEC
Commerce Bancshares filed an 8-K covering routine corporate governance items and a share repurchase authorization. The b
8-K — Impact 3/10
Apr 27, 2026 SEC
Commerce Bancshares disclosed that it holds 411,723 Visa Class B-2 shares (carried at zero) and has tendered them in Vis
8-K — Impact 5/10
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
3,943,247 shares ($194.0M)

Price Targets

$58.69 +5.1% upside Buy
Current $55.82 Low $53.00 Median $57.75 High $69.00 8 analysts
$53.00 $69.00

Analyst Ratings

Hold43% buy · 14 analysts
2Strong Buy
4Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 13, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Apr 23, 2026 TD Cowen MAINTAIN Hold → Hold
Apr 23, 2026 Piper Sandler MAINTAIN Neutral → Neutral
Apr 23, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform
Apr 9, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.04 ▲ +2.1% $1.02 — $1.06 -4% YoY 6
Next Q $1.04 $0.98 — $1.08 3% YoY 7
Current FY $4.16 ▲ +2.7% $4.09 — $4.25 3% YoY 5
Next FY $4.38 ▲ +0.7% $4.22 — $4.53 7% YoY 8

Top Institutional Holders

FundValueMove
BlackRock, Inc.$636.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$433.2M
STATE STREET CORP$347.7M
COMMERCE BANK$344.9M
VANGUARD CAPITAL MANAGEMENT LLC$306.3M

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026BRAUER BLACKFORDA$37.5K
May 29, 2026BASSHAM TERRYA$37.5K
May 29, 2026CHAPMAN WILLIAMA$33.7K
May 29, 2026Daniel KarenA$46.3K
May 29, 2026DUNN TIMOTHYA$37.5K
50 institutional holders with $3.4B total value (69,603,163 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 20 institutions added/increased vs 17 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.12,934,752$636.4M18.6%
2VANGUARD PORTFOLIO MANAGEMENT LLC8,804,534$433.2M12.6%
3STATE STREET CORP7,066,546$347.7M10.2%
4COMMERCE BANK7,010,289$344.9M10.1%
5VANGUARD CAPITAL MANAGEMENT LLC6,226,145$306.3M8.9%
6DIMENSIONAL FUND ADVISORS LP3,943,247$194.0M5.7%ADD +29.3%
7FIRST TRUST ADVISORS LP2,610,223$128.4M3.7%ADD +37.4%
8MORGAN STANLEY2,292,802$112.8M3.3%
9WELLS FARGO & COMPANY/MN2,066,961$101.7M3.0%
10Boston Trust Walden Corp1,934,136$95.2M2.8%
11VICTORY CAPITAL MANAGEMENT INC1,266,818$62.3M1.8%DOUBLED +1433.7%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,195,579$58.8M1.7%
13RENAISSANCE TECHNOLOGIES LLC1,034,726$50.9M1.5%
14BANK OF AMERICA CORP /DE/1,032,011$50.8M1.5%ADD +62.9%
15VANGUARD FIDUCIARY TRUST CO851,624$41.9M1.2%
16GOLDMAN SACHS GROUP INC754,695$37.1M1.1%
17CITADEL ADVISORS LLC747,841$36.8M1.1%
18D. E. Shaw & Co., Inc.674,301$33.2M1.0%DOUBLED +166.7%
19Point72 Asset Management, L.P.612,630$30.1M0.9%NEW
20ARROWSTREET CAPITAL, LIMITED PARTNERSHIP612,159$30.1M0.9%TRIM -28.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPADD3,049,0643,943,247+29.3%$194.0M2026-Q1
BANK OF AMERICA CORP /DE/ADD633,3411,032,011+62.9%$50.8M2026-Q1
Point72 Asset Management, L.P.NEW612,630$30.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM854,034612,159-28.3%$30.1M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM679,329463,606-31.8%$22.8M2026-Q1
SEI INVESTMENTS COADD161,912281,210+73.7%$13.8M2026-Q1
Holocene Advisors, LPADD103,306173,708+68.1%$8.5M2026-Q1
Verition Fund Management LLCTRIM631,981160,207-74.7%$7.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED17,386141,748+715.3%$7.0M2026-Q1
Mariner, LLCADD110,202139,977+27.0%$6.9M2026-Q1
Rafferty Asset Management, LLCTRIM157,52096,586-38.7%$4.8M2026-Q1
HSBC HOLDINGS PLCTRIM245,22995,746-61.0%$4.7M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD57,10873,791+29.2%$3.6M2026-Q1
STIFEL FINANCIAL CORPTRIM98,73763,572-35.6%$3.1M2026-Q1
CAPTRUST FINANCIAL ADVISORSADD31,78250,951+60.3%$2.5M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,20847,869+3862.7%$2.4M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM72,73841,273-43.3%$2.0M2026-Q1
Russell Investments Group, Ltd.ADD24,33234,445+41.6%$1.7M2026-Q1
CWM, LLCADD20,86627,292+30.8%$1.3M2026-Q1
XPONANCE LLCADD11,95615,983+33.7%$786.4K2026-Q1
DEUTSCHE BANK AG\NEAR_EXIT114,05514,539-87.3%$715.3K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD7,45012,834+72.3%$631.4K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASTRIM44,06312,115-72.5%$596.1K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT87,51211,569-86.8%$569.2K2026-Q1
AmundiNEAR_EXIT87,51811,340-87.0%$557.9K2026-Q1
24 unique insiders with 50 transactions. Net insider value: -$1.8M ($119.3K bought, $1.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026BRAUER BLACKFORD FDirectorAWARD718$52.22$37.5K
May 29, 2026BASSHAM TERRY DDirectorAWARD718$52.22$37.5K
May 29, 2026CHAPMAN WILLIAM KYLEDirectorAWARD646$52.22$33.7K
May 29, 2026Daniel Karen LDirectorAWARD886$52.22$46.3K
May 29, 2026DUNN TIMOTHY SDirectorAWARD718$52.22$37.5K
May 29, 2026FOWLER JUNE MCALLISTERDirectorAWARD646$52.22$33.7K
May 29, 2026Schnuck Todd RDirectorAWARD790$52.22$41.3K
May 29, 2026TAYLOR CHRISTINE BDirectorAWARD646$52.22$33.7K
May 29, 2026MACIA ALAINA GDirectorAWARD646$52.22$33.7K
Mar 24, 2026BARTH KEVIN GExecutive Vice PresidentAWARD137$48.09$6.6K
Mar 24, 2026KEMPER DAVID WExecutive ChairmanAWARD150$48.09$7.2K
Mar 13, 2026DUNN TIMOTHY SDirectorBUY2,500$47.71$119.3K
Mar 10, 2026Petersen Paula SSenior Vice PresidentGIFT250
Mar 5, 2026ROWE MARGARET MSenior Vice PresidentSELL861$51.69$44.5K
Mar 5, 2026JAKOVICH KIM LSenior Vice PresidentSELL949$51.45$48.8K
Mar 4, 2026ROWE MARGARET MSenior Vice PresidentTAX W/H181$52.25$9.5K
Mar 4, 2026JAKOVICH KIM LSenior Vice PresidentTAX W/H176$52.25$9.2K
Mar 3, 2026STEINER PAUL AControllerTAX W/H203$51.61$10.5K
Mar 3, 2026HEISE RICHARD WSenior Vice PresidentTAX W/H701$51.61$36.2K
Mar 3, 2026ROWE MARGARET MSenior Vice PresidentTAX W/H301$51.61$15.5K
Mar 3, 2026JAKOVICH KIM LSenior Vice PresidentTAX W/H322$51.61$16.6K
Mar 2, 2026STEINER PAUL AControllerAWARD2,415
Feb 28, 2026FOWLER JUNE MCALLISTERDirectorAWARD662$50.99$33.8K
Feb 28, 2026Daniel Karen LDirectorAWARD907$50.99$46.2K
Feb 28, 2026TAYLOR CHRISTINE BDirectorAWARD662$50.99$33.8K
Feb 28, 2026Schnuck Todd RDirectorAWARD809$50.99$41.3K
Feb 28, 2026RASSIEUR BENJAMIN F IIIDirectorAWARD735$50.99$37.5K
Feb 28, 2026DUNN TIMOTHY SDirectorAWARD736$50.99$37.5K
Feb 28, 2026CHAPMAN WILLIAM KYLEDirectorAWARD662$50.99$33.8K
Feb 28, 2026BASSHAM TERRY DDirectorAWARD736$50.99$37.5K
Feb 28, 2026MACIA ALAINA GDirectorAWARD662$50.99$33.8K
Feb 28, 2026BRAUER BLACKFORD FDirectorAWARD736$50.99$37.5K
Feb 11, 2026BARTH KEVIN GExecutive Vice PresidentSELL7,457$55.09$410.8K
Feb 11, 2026Petersen Paula SSenior Vice PresidentD963$54.80$52.8K
Feb 11, 2026Petersen Paula SSenior Vice PresidentTAX W/H299$54.80$16.4K
Feb 11, 2026Petersen Paula SSenior Vice PresidentEXERCISE1,957$26.96$52.8K
Feb 5, 2026Kemper John WPresident and CEOSELL23,397$53.99$1.3M
Feb 4, 2026Brooks DerrickSenior Vice PresidentSELL1,044$54.40$56.8K
Feb 4, 2026Roller David L.Senior Vice PresidentSELL1,134$54.48$61.8K
Feb 3, 2026Kemper John WPresident and CEOAWARD18,038
Feb 3, 2026KEMPER DAVID WExecutive ChairmanAWARD4,665
Feb 3, 2026Orf David LExec. Vice President & CCOAWARD2,643
Feb 3, 2026Handy John KExecutive Vice PresidentAWARD7,667
Feb 3, 2026Brooks DerrickSenior Vice PresidentAWARD1,710
Feb 3, 2026BARTH KEVIN GExecutive Vice PresidentAWARD2,965
Feb 3, 2026ROWE MARGARET MSenior Vice PresidentAWARD1,866
Feb 3, 2026Neff Douglas DSenior Vice PresidentAWARD1,170
Feb 3, 2026KIM CHARLES GExec. Vice President and CFOAWARD4,831
Feb 3, 2026Roller David L.Senior Vice PresidentAWARD2,736
Feb 3, 2026HEISE RICHARD WSenior Vice PresidentAWARD1,157

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (43% buy). Based on 14 analysts: 2 strong buy, 4 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$58.69 mean target +5.1% upside Buy (3.00)
$53.00 Low $69.00 High
MetricValue
Current Price$55.82
Target Low$53.00
Target Mean$58.69
Target Median$57.75
Target High$69.00
# Analysts8
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.04 $1.02 $1.06 -4.2% +2.1% 3↑ 1↓ $0.5B 9.1% 6
Next Q
2026-09-30
$1.04 $0.98 $1.08 3.0% +0.4% 3↑ 3↓ $0.5B 12.1% 7
Current FY
2026-12-31
$4.16 $4.09 $4.25 2.9% +2.7% 4↑ 2↓ $2.0B 10.8% 5
Next FY
2027-12-31
$4.38 $4.22 $4.53 7.5% +0.7% 5↑ 2↓ $2.0B 3.0% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.040
7d ago$1.033+0.007
30d ago$1.018+0.022
60d ago$1.026+0.014
90d ago$1.031+0.009
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 13, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Apr 23, 2026 TD Cowen MAINTAIN Hold Hold
Apr 23, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 23, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Apr 9, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform
Mar 30, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Mar 2, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 26, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 9, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jan 7, 2026 TD Cowen MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262480043%
May 1, 20262480043%
Apr 1, 20262490040%
Mar 1, 20262490040%
Feb 1, 20262480043%
Jan 1, 20262490040%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 25, 2026
dark_pool
Dark Pool: CBSH — 0.9M shares, 26,796 trades
Week starting 2026-05-25. Total ATS volume: 907,633 shares across 26,796 trades.
May 18, 2026
dark_pool
Dark Pool: CBSH — 1.2M shares, 32,233 trades
Week starting 2026-05-18. Total ATS volume: 1,197,686 shares across 32,233 trades.
May 11, 2026
dark_pool
Dark Pool: CBSH — 1.3M shares, 34,053 trades
Week starting 2026-05-11. Total ATS volume: 1,259,769 shares across 34,053 trades.
May 4, 2026
dark_pool
Dark Pool: CBSH — 1.5M shares, 36,279 trades
Week starting 2026-05-04. Total ATS volume: 1,459,166 shares across 36,279 trades.
Apr 28, 2026
short_volume
Short Volume: CBSH — 55.1% short (0.3M / 0.5M)
Short: 290,345 | Exempt: 1,827 | TRF Vol: 526,788 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: CBSH — 1.4M shares, 40,706 trades
Week starting 2026-04-27. Total ATS volume: 1,406,246 shares across 40,706 trades.
Apr 21, 2026
earnings_calendar
CBSH Q1 2026 Earnings Scheduled — 2026-04-21
Apr 20, 2026
dark_pool
Dark Pool: CBSH — 1.6M shares, 37,501 trades
Week starting 2026-04-20. Total ATS volume: 1,550,807 shares across 37,501 trades.
Apr 13, 2026
dark_pool
Dark Pool: CBSH — 1.3M shares, 37,187 trades
Week starting 2026-04-13. Total ATS volume: 1,319,892 shares across 37,187 trades.
Apr 6, 2026
dark_pool
Dark Pool: CBSH — 0.9M shares, 27,142 trades
Week starting 2026-04-06. Total ATS volume: 913,128 shares across 27,142 trades.
Mar 30, 2026
dark_pool
Dark Pool: CBSH — 0.7M shares, 25,532 trades
Week starting 2026-03-30. Total ATS volume: 693,750 shares across 25,532 trades.
Mar 23, 2026
dark_pool
Dark Pool: CBSH — 0.9M shares, 29,083 trades
Week starting 2026-03-23. Total ATS volume: 860,341 shares across 29,083 trades.
Mar 19, 2026
short_interest
FTD: CBSH — 18,336 shares ($0.9M) failed to deliver
Settlement: 20260319, Price: $47.50, FTD Value: $870,960, COMMERCE BANCSHARES INC
Mar 16, 2026
dark_pool
Dark Pool: CBSH — 1.2M shares, 37,543 trades
Week starting 2026-03-16. Total ATS volume: 1,189,784 shares across 37,543 trades.
Mar 9, 2026
dark_pool
Dark Pool: CBSH — 1.4M shares, 38,048 trades
Week starting 2026-03-09. Total ATS volume: 1,358,561 shares across 38,048 trades.