CBSH
COMMERCE BANCSHARES INC /MO/
$54.58
+1.30%
$7.9B
No data for this timeframe.
Vol
Market Cap$7.9B
Cap SizeMid Cap
Analyst ConsensusHold (43%)
Inst. Holders9 funds
Inst. Value$1.3B
Inst. Activity2 buys / 2 sells
Insider Activity1B / 6S
Insider Net $-$1.8M
SEC Reports7
Recent Activity
May 29, 2026
Insider
BRAUER BLACKFORD F sold 718 shares
Director @ $52.22 ($37.5K)
May 29, 2026
Insider
BASSHAM TERRY D sold 718 shares
Director @ $52.22 ($37.5K)
May 29, 2026
Insider
CHAPMAN WILLIAM KYLE sold 646 shares
Director @ $52.22 ($33.7K)
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 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.
NORGES BANK — NEW
1,629,393 shares ($85.3M)
Price Targets
$58.69
+7.5% upside
Buy
Current $54.58
Low $53.00
Median $57.75
High $69.00
8 analysts
$53.00
$69.00
Analyst Ratings
2Strong Buy
4Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
NEUTRAL
8-K
2/10
Commerce Bancshares reported the retirement of director Benjamin F. Rassieur, III, effective May 7, 2026, due to the com
May 7, 2026
NEUTRAL
8-K
3/10
Commerce Bancshares filed an 8-K covering routine corporate governance items and a share repurchase authorization. The b
Apr 28, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $768.9M | — |
| MORGAN STANLEY | $127.7M | — |
| WELLS FARGO & COMPANY/MN | $110.1M | — |
| NORGES BANK | $85.3M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $55.3M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | BRAUER BLACKFORD | A | $37.5K |
| May 29, 2026 | BASSHAM TERRY | A | $37.5K |
| May 29, 2026 | CHAPMAN WILLIAM | A | $33.7K |
| May 29, 2026 | Daniel Karen | A | $46.3K |
| May 29, 2026 | DUNN TIMOTHY | A | $37.5K |
9 institutional holders with $1.3B total value (24,433,006 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, WELLS.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 14,690,039 | $768.9M | 60.1% | — |
| 2 | MORGAN STANLEY | 2,440,069 | $127.7M | 10.0% | — |
| 3 | WELLS FARGO & COMPANY/MN | 2,104,012 | $110.1M | 8.6% | — |
| 4 | NORGES BANK | 1,629,393 | $85.3M | 6.7% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,057,125 | $55.3M | 4.3% | NEW |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 1,037,726 | $54.3M | 4.2% | ADD +27.8% |
| 7 | TWO SIGMA INVESTMENTS, LP | 778,923 | $40.8M | 3.2% | DOUBLED +125.1% |
| 8 | BANK OF AMERICA CORP /DE/ | 633,341 | $33.1M | 2.6% | TRIM -54.7% |
| 9 | FMR LLC | 62,378 | $3.3M | 0.3% | TRIM -57.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,629,393 | — | $85.3M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 345,988 | 778,923 | +125.1% | $40.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,397,352 | 633,341 | -54.7% | $33.1M | 2025-Q4 |
| FMR LLC | TRIM | 148,175 | 62,378 | -57.9% | $3.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 781,286 | 998,186 | +27.8% | $59.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 20,095 | 345,988 | +1621.8% | $20.7M | 2025-Q3 |
| FMR LLC | ADD | 113,559 | 148,175 | +30.5% | $8.9M | 2025-Q3 |
| NORGES BANK | EXIT | 1,436,094 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,436,094 | — | $89.3M | 2025-Q2 |
| FMR LLC | ADD | 57,528 | 113,559 | +97.4% | $7.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 32,372 | 20,095 | -37.9% | $1.2M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 36,599 | 731,516 | +1898.7% | $45.5M | 2025-Q1 |
| NORGES BANK | EXIT | 1,385,446 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 227,673 | 1,469,691 | +545.5% | $91.6M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 19,720 | 36,599 | +85.6% | $2.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,011,502 | — | $60.1M | 2024-Q3 |
24 unique insiders with 7 transactions. Net insider value: -$1.8M ($119.3K bought, $1.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | BRAUER BLACKFORD F | Director | A | 718 | $52.22 | $37.5K |
| May 29, 2026 | BASSHAM TERRY D | Director | A | 718 | $52.22 | $37.5K |
| May 29, 2026 | CHAPMAN WILLIAM KYLE | Director | A | 646 | $52.22 | $33.7K |
| May 29, 2026 | Daniel Karen L | Director | A | 886 | $52.22 | $46.3K |
| May 29, 2026 | DUNN TIMOTHY S | Director | A | 718 | $52.22 | $37.5K |
| May 29, 2026 | FOWLER JUNE MCALLISTER | Director | A | 646 | $52.22 | $33.7K |
| May 29, 2026 | Schnuck Todd R | Director | A | 790 | $52.22 | $41.3K |
| May 29, 2026 | TAYLOR CHRISTINE B | Director | A | 646 | $52.22 | $33.7K |
| May 29, 2026 | MACIA ALAINA G | Director | A | 646 | $52.22 | $33.7K |
| Mar 24, 2026 | BARTH KEVIN G | Executive Vice President | A | 137 | $48.09 | $6.6K |
| Mar 24, 2026 | KEMPER DAVID W | Executive Chairman | A | 150 | $48.09 | $7.2K |
| Mar 13, 2026 | DUNN TIMOTHY S | Director | BUY | 2,500 | $47.71 | $119.3K |
| Mar 10, 2026 | Petersen Paula S | Senior Vice President | G | 250 | $0.00 | $0.00 |
| Mar 5, 2026 | ROWE MARGARET M | Senior Vice President | SELL | 861 | $51.69 | $44.5K |
| Mar 5, 2026 | JAKOVICH KIM L | Senior Vice President | SELL | 949 | $51.45 | $48.8K |
| Mar 4, 2026 | ROWE MARGARET M | Senior Vice President | F | 181 | $52.25 | $9.5K |
| Mar 4, 2026 | JAKOVICH KIM L | Senior Vice President | F | 176 | $52.25 | $9.2K |
| Mar 3, 2026 | STEINER PAUL A | Controller | F | 203 | $51.61 | $10.5K |
| Mar 3, 2026 | HEISE RICHARD W | Senior Vice President | F | 701 | $51.61 | $36.2K |
| Mar 3, 2026 | ROWE MARGARET M | Senior Vice President | F | 301 | $51.61 | $15.5K |
| Mar 3, 2026 | JAKOVICH KIM L | Senior Vice President | F | 322 | $51.61 | $16.6K |
| Mar 2, 2026 | STEINER PAUL A | Controller | A | 2,415 | $0.00 | $0.00 |
| Feb 28, 2026 | FOWLER JUNE MCALLISTER | Director | A | 662 | $50.99 | $33.8K |
| Feb 28, 2026 | Daniel Karen L | Director | A | 907 | $50.99 | $46.2K |
| Feb 28, 2026 | TAYLOR CHRISTINE B | Director | A | 662 | $50.99 | $33.8K |
| Feb 28, 2026 | Schnuck Todd R | Director | A | 809 | $50.99 | $41.3K |
| Feb 28, 2026 | RASSIEUR BENJAMIN F III | Director | A | 735 | $50.99 | $37.5K |
| Feb 28, 2026 | DUNN TIMOTHY S | Director | A | 736 | $50.99 | $37.5K |
| Feb 28, 2026 | CHAPMAN WILLIAM KYLE | Director | A | 662 | $50.99 | $33.8K |
| Feb 28, 2026 | BASSHAM TERRY D | Director | A | 736 | $50.99 | $37.5K |
| Feb 28, 2026 | MACIA ALAINA G | Director | A | 662 | $50.99 | $33.8K |
| Feb 28, 2026 | BRAUER BLACKFORD F | Director | A | 736 | $50.99 | $37.5K |
| Feb 11, 2026 | BARTH KEVIN G | Executive Vice President | SELL | 7,457 | $55.09 | $410.8K |
| Feb 11, 2026 | Petersen Paula S | Senior Vice President | M | 1,957 | $0.00 | $0.00 |
| Feb 11, 2026 | Petersen Paula S | Senior Vice President | D | 963 | $54.80 | $52.8K |
| Feb 11, 2026 | Petersen Paula S | Senior Vice President | F | 299 | $54.80 | $16.4K |
| Feb 11, 2026 | Petersen Paula S | Senior Vice President | M | 1,957 | $26.96 | $52.8K |
| Feb 5, 2026 | Kemper John W | President and CEO | SELL | 23,397 | $53.99 | $1.3M |
| Feb 4, 2026 | Brooks Derrick | Senior Vice President | SELL | 1,044 | $54.40 | $56.8K |
| Feb 4, 2026 | Roller David L. | Senior Vice President | SELL | 1,134 | $54.48 | $61.8K |
| Feb 3, 2026 | Kemper John W | President and CEO | A | 18,038 | $0.00 | $0.00 |
| Feb 3, 2026 | KEMPER DAVID W | Executive Chairman | A | 4,665 | $0.00 | $0.00 |
| Feb 3, 2026 | Orf David L | Exec. Vice President & CCO | A | 2,643 | $0.00 | $0.00 |
| Feb 3, 2026 | Handy John K | Executive Vice President | A | 7,667 | $0.00 | $0.00 |
| Feb 3, 2026 | Brooks Derrick | Senior Vice President | A | 1,710 | $0.00 | $0.00 |
| Feb 3, 2026 | BARTH KEVIN G | Executive Vice President | A | 2,965 | $0.00 | $0.00 |
| Feb 3, 2026 | ROWE MARGARET M | Senior Vice President | A | 1,866 | $0.00 | $0.00 |
| Feb 3, 2026 | Neff Douglas D | Senior Vice President | A | 1,170 | $0.00 | $0.00 |
| Feb 3, 2026 | KIM CHARLES G | Exec. Vice President and CFO | A | 4,831 | $0.00 | $0.00 |
| Feb 3, 2026 | Roller David L. | Senior Vice President | A | 2,736 | $0.00 | $0.00 |
7 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 5 neutral. Avg impact: 3.7/10.
NEUTRAL
8-K
2/10
Commerce Bancshares reported the retirement of director Benjamin F. Rassieur, III, effective May 7,
May 7, 2026
NEUTRAL
8-K
3/10
Commerce Bancshares filed an 8-K covering routine corporate governance items and a share repurchase
Apr 28, 2026
MIXED
8-K
5/10
Commerce Bancshares disclosed that it holds 411,723 Visa Class B-2 shares (carried at zero) and has
Apr 27, 2026
MIXED
8-K
6/10
Commerce Bancshares reported Q1 2026 EPS of $0.96, beating consensus by 3.5%, driven by the first fu
Apr 21, 2026
NEUTRAL
DEFA14A
2/10
Commerce Bancshares Inc. filed a DEFA14A, which is definitive additional proxy materials, indicating
Mar 13, 2026
NEUTRAL
CLUSTER
3/10
Two senior vice presidents at Commerce Bancshares sold shares in the past week, totaling approximate
Mar 11, 2026
NEUTRAL
CLUSTER
5/10
{
"summary": "Seven corporate insiders at Commerce Bancshares sold shares over the past week, with
Mar 9, 2026
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
+7.5% upside
Buy (3.00)
$53.00 Low
$69.00 High
| Metric | Value |
|---|---|
| Current Price | $54.58 |
| Target Low | $53.00 |
| Target Mean | $58.69 |
| Target Median | $57.75 |
| Target High | $69.00 |
| # Analysts | 8 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 8 | 0 | 0 | 43% | |
| May 1, 2026 | 2 | 4 | 8 | 0 | 0 | 43% | |
| Apr 1, 2026 | 2 | 4 | 9 | 0 | 0 | 40% | |
| Mar 1, 2026 | 2 | 4 | 9 | 0 | 0 | 40% | |
| Feb 1, 2026 | 2 | 4 | 8 | 0 | 0 | 43% | |
| Jan 1, 2026 | 2 | 4 | 9 | 0 | 0 | 40% |
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 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.
Mar 2, 2026
dark_pool
Dark Pool: CBSH — 1.8M shares, 36,656 trades
Week starting 2026-03-02. Total ATS volume: 1,757,508 shares across 36,656 trades.