Welcome to our dedicated page for Commerce Bancs news (Ticker: CBSH), a resource for investors and traders seeking the latest updates and insights on Commerce Bancs stock.
Commerce Bancshares Inc. reports developments for a regional bank holding company whose primary subsidiary, Commerce Bank, provides banking, payment solutions, wealth management and securities brokerage. Company news commonly covers quarterly earnings, credit and fee-income trends, common-stock dividends, share repurchase authorization, annual meeting activity and balance-sheet portfolio actions.
Commerce also reports on its Commercial, Retail Banking and Wealth operations, including lending, deposits, cash management, mortgage banking, card services, trust, brokerage and investment management. Following the completed FineMark acquisition, recurring updates include the expansion of private banking and wealth management in Florida, Arizona and South Carolina, alongside Commerce's Midwest banking center network and nationwide payment solutions.
Commerce Bancshares (NASDAQ:CBSH) reported second quarter 2026 diluted EPS of $1.10, up from $1.09 a year ago and $0.96 in Q1 2026. Net income was $159.8 million versus $152.5 million in Q2 2025. Total revenue reached $498.9 million, with net interest income of $315.1 million and non-interest income of $183.8 million.
The net interest margin rose 18 bps sequentially to 3.77%. Non-interest income increased 4.5% quarter over quarter, including strong trust and bank card fees, a $105.4 million gain on Visa stock and a $97.7 million loss from securities portfolio repositioning. ROA was 1.84% and ROE 14.70%. The bank repurchased about 2.1 million shares for $110 million at an average price of $53.03 while maintaining a Tier 1 leverage ratio of 12.81%. Average loans rose to $20.5 billion, average deposits slipped to $27.6 billion, and annualized net loan charge-offs declined to 0.19% of average loans.
Commerce Bank (NASDAQ:CBSH) agreed to acquire Nolan & Associates, a St. Louis boutique investment bank focused on middle‑market advisory. Nolan will operate as a wholly owned subsidiary, and Commerce will also acquire FINRA-regulated Middle-Market Transactions (MMTI). Terms were not disclosed; closing requires regulatory approval.
The deal adds investment banking capabilities to Commerce’s commercial and wealth platforms, aiming to support clients through business growth, acquisitions, and ownership transitions while retaining Nolan’s team, office, and client-focused culture.
Commerce Bancshares (NASDAQ:CBSH) reported that Visa accepted its tender of 411,723 Visa Class B-2 shares in an exchange for Class B-3 and Class C shares, generating a $99 million gain from marking Visa Class C to fair value.
The company will sell about $911 million of available-for-sale debt securities yielding ~2.5%, expecting a pretax loss of ~$95 million, and reinvest most proceeds into securities yielding ~4.0%. The combined moves are expected to be roughly neutral to the Common Equity Tier 1 ratio and, according to the company, should increase net interest income and reduce earnings volatility and interest-rate exposure.
Commerce Bancshares (NASDAQ: CBSH) announced that its Board approved adding 2,500,000 shares to the company’s share repurchase authorization, bringing the total authorized under the program to 7,500,000 shares.
Repurchases may occur via open market or negotiated transactions, at management’s discretion, subject to market, business, legal, accounting, and regulatory conditions. The program does not obligate any purchases and may be suspended, modified, or terminated at any time.
Commerce Bancshares (NASDAQ: CBSH) participated in Visa Inc.'s exchange offer, tendering all 411,723 of its Visa Class B-2 common shares and awaiting acceptance and closing. If accepted and completed in Q2 2026, Commerce expects to record a significant gain tied to conversion privileges and Visa A share prices.
The company may pursue strategic portfolio actions afterward, including sales of available-for-sale debt securities (which may cause a significant loss) and purchases of investment securities to enhance net interest income and manage interest rate risk.
Commerce Bancshares (NASDAQ: CBSH) declared a quarterly cash dividend of $0.275 per share, payable June 23, 2026 to shareholders of record at the close of business June 5, 2026. The company reports $35.7 billion in assets as of March 31, 2026 and notes a recent acquisition of FineMark Holdings expanding its wealth footprint.
Commerce Bancshares (NASDAQ:CBSH) will hold its Annual Meeting of Shareholders virtually on Friday, April 24, 2026 at 9:30 a.m. Central Time. Shareholders of record as of February 17, 2026 may attend as “Shareholder” with a valid control number; others may join as “Guest.”
Registered shareholders use their control number to vote and participate; guests can listen but cannot vote or submit questions. Access is at https://meetnow.global/M6FQCW6 with instructions on the meeting website.
Commerce Bancshares (NYSE:CBSH) reported first quarter 2026 earnings of $0.96 per diluted share and net income of $141.6 million. Total revenue was $475.7 million, with non-interest income of $175.9 million (37% of revenue). Return on average assets was 1.62% and return on average equity 13.22%. The quarter included the completed acquisition of FineMark on January 1, 2026, plus roughly $84 million of share repurchases and $14.0 million of acquisition-related expense.
Average loans rose to $20.3 billion and total assets ended at $35.7 billion; assets under administration grew 19.5% year-over-year.
Commerce Bancshares (NASDAQ: CBSH) declared a quarterly cash dividend of $0.275 per share, payable March 24, 2026, to shareholders of record at the close of business on March 6, 2026. This equals a 5% increase versus the prior adjusted dividend and marks the 58th consecutive year of annual dividend increases.
Commerce Bancshares (NYSE:CBSH) reported Q4 2025 EPS of $1.01 and net income of $140.7 million, compared with $0.96 EPS and $136.1 million a year earlier. For the full year, EPS was $4.04 and net income was $566.3 million. Key quarterly metrics: net interest income $283.2 million, non‑interest income $166.2 million, and efficiency ratio 56.2%.
The company closed the FineMark acquisition on Jan 1, 2026, adding FineMark loans of $2.7 billion, deposits of $3.1 billion and $8.7 billion of wealth assets under administration. Book value per share rose 17% to $27.75. Allowance and provision for credit losses increased; market value per share declined year‑over‑year to $52.34.