Margaret Rowe Sells 861 Shares of Commerce Bancshares (NASDAQ:CBSH) Stock

Commerce Bancshares, Inc. (NASDAQ:CBSH) SVP Margaret Rowe sold 861 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $51.69, for a total value of $44,505.09. Following the completion of the sale, the senior vice president owned 5,742 shares of the company’s stock, valued at approximately $296,803.98. This trade represents a 13.04% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website.

Commerce Bancshares Stock Performance

Commerce Bancshares stock opened at $48.89 on Wednesday. The firm has a market capitalization of $7.18 billion, a PE ratio of 11.67, a price-to-earnings-growth ratio of 2.49 and a beta of 0.61. Commerce Bancshares, Inc. has a one year low of $48.58 and a one year high of $63.19. The stock’s 50 day moving average price is $53.16 and its 200 day moving average price is $53.59.

Commerce Bancshares (NASDAQ:CBSH) last posted its quarterly earnings data on Thursday, January 22nd. The financial services provider reported $1.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.99 by $0.02. Commerce Bancshares had a net margin of 26.51% and a return on equity of 15.34%. The company had revenue of $449.36 million for the quarter, compared to analyst estimates of $442.47 million. During the same quarter last year, the firm posted $1.01 earnings per share. The business’s quarterly revenue was up 6.5% on a year-over-year basis. On average, analysts forecast that Commerce Bancshares, Inc. will post 3.94 earnings per share for the current fiscal year.

Commerce Bancshares Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Investors of record on Friday, March 6th will be paid a dividend of $0.275 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $1.10 annualized dividend and a yield of 2.2%. Commerce Bancshares’s payout ratio is 26.25%.

Analysts Set New Price Targets

CBSH has been the subject of a number of analyst reports. TD Cowen decreased their price objective on shares of Commerce Bancshares from $61.00 to $55.00 and set a “hold” rating for the company in a research report on Wednesday, January 7th. Morgan Stanley cut their price target on Commerce Bancshares from $67.00 to $65.00 and set an “equal weight” rating on the stock in a research note on Monday, March 2nd. Piper Sandler set a $62.00 price objective on Commerce Bancshares and gave the company a “neutral” rating in a research note on Monday, January 26th. Weiss Ratings restated a “hold (c)” rating on shares of Commerce Bancshares in a report on Monday, December 29th. Finally, Zacks Research upgraded Commerce Bancshares from a “strong sell” rating to a “hold” rating in a research note on Wednesday, March 4th. One research analyst has rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $61.51.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in CBSH. Hsbc Holdings PLC increased its holdings in shares of Commerce Bancshares by 231.1% in the 4th quarter. Hsbc Holdings PLC now owns 245,229 shares of the financial services provider’s stock valued at $12,871,000 after acquiring an additional 171,159 shares during the last quarter. Waterford Advisors LLC acquired a new stake in Commerce Bancshares during the fourth quarter worth about $2,577,000. Invesco Ltd. lifted its holdings in Commerce Bancshares by 12.1% in the fourth quarter. Invesco Ltd. now owns 404,232 shares of the financial services provider’s stock worth $21,157,000 after acquiring an additional 43,608 shares during the last quarter. Axxcess Wealth Management LLC boosted its stake in Commerce Bancshares by 5.5% in the fourth quarter. Axxcess Wealth Management LLC now owns 13,921 shares of the financial services provider’s stock valued at $729,000 after acquiring an additional 727 shares during the period. Finally, Corient Private Wealth LLC grew its holdings in shares of Commerce Bancshares by 3.5% during the fourth quarter. Corient Private Wealth LLC now owns 13,356 shares of the financial services provider’s stock valued at $683,000 after purchasing an additional 449 shares during the last quarter. Institutional investors and hedge funds own 70.26% of the company’s stock.

More Commerce Bancshares News

Here are the key news stories impacting Commerce Bancshares this week:

• Positive Sentiment: Rating/research tailwinds: Zacks upgraded CBSH from “strong sell” to “hold” and media coverage highlights management’s focus on balance‑sheet optimization and a rating upgrade that investors view as supportive for future capital deployment and profitability. How Investors Are Reacting To Commerce Bancshares (CBSH) Rating Upgrade And Balance-Sheet Optimization Focus
• Positive Sentiment: Large institutional accumulation: Major institutions (Vanguard, State Street, Dimensional, American Century and others) increased stakes in recent quarters, indicating strong institutional conviction and a steady buyer base beneath the stock.
• Neutral Sentiment: Short‑interest data appears anomalous: Recent short‑interest posts show “0 shares” and NaN changes — likely a reporting glitch — so there’s no clear evidence of new short pressure driving today’s move.
• Neutral Sentiment: Valuation discussion: Several pieces are questioning whether recent share‑price weakness is already reflected in CBSH’s valuation and analysts’ FY2026 EPS outlooks — useful context for longer‑term investors but not an immediate catalyst. Is Commerce Bancshares (CBSH) Pricing Reflect Its Recent Share Price Weakness? What is Zacks Research’s Forecast for CBSH FY2026 Earnings?
• Negative Sentiment: Insider selling: Two senior VPs disclosed open‑market sales (Margaret Rowe sold 861 shares at ~$51.69; Kim Jakovich sold 949 shares at ~$51.45). While not huge, these trims (≈13% and ≈7% reductions of their holdings) can weigh on sentiment when combined with other negatives. Margaret M. Rowe Form 4 Kim L. Jakovich Form 4
• Negative Sentiment: Analyst pressure: Morgan Stanley recently trimmed its target on CBSH as the sell‑side raises the bar for bank stocks; other shops have also reduced targets — this lowers street support and can amplify downside momentum. Morgan Stanley Lowers Commerce Bancshares (CBSH) Target as Bank Sector Bar Rises

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.