CBSHFinancial Services · Banks - RegionalThe 10 Wall Street analysts covering Commerce Bancshares, Inc. (Missouri) hold a median 12-month price target of $64 — +18.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 48 of 100 as at 6 Oct 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Commerce Bancshares, Inc. (Missouri) on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (91): The business earns solid, repeatable profits on what it owns.
Value (21): The shares cost a lot relative to the profits and assets behind them.
Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CBSH, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +18.7% from it.
Of the 20 most recent actions, 7 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 5 Oct 2026 | Piper Sandler | Maintains | Neutral | $66 → $63 |
| 30 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | $63 → $61 |
| 28 Sept 2026 | Morgan Stanley | Maintains | Overweight | $76 → $77 |
| 8 Sept 2026 | Morgan Stanley | Upgrade | Overweight | $65 → $76 |
| 8 Sept 2026 | Morgan Stanley | Upgrade | Overweight | — |
| 10 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $57 → $63 |
| 10 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 20 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $60 → $62 |
| 20 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 17 July 2026 | Piper Sandler | Maintains | Neutral | $59 → $66 |
| 17 July 2026 | Piper Sandler | Maintains | Neutral | — |
| 17 July 2026 | Stephens & Co. | Maintains | Equal-Weight | $62 → $64 |
| 17 July 2026 | Stephens & Co. | Maintains | Equal-Weight | — |
| 17 July 2026 | TD Cowen | Maintains | Hold | — |
| 17 July 2026 | TD Cowen | Maintains | Hold | $62 → $63 |
| 15 July 2026 | Stephens & Co. | Initiates | Equal-Weight | — |
| 15 July 2026 | Stephens & Co. | Initiates | Equal-Weight | $62 |
| 6 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 29 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 26 June 2026 | Piper Sandler | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CBSH appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, Commerce Bancshares, Inc. (Missouri) returned −2.0% against +17.7% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 49% of US stocks
Cheaper than 29% of US stocks
Cheaper than 48% of US stocks
Higher than 61% of US stocks
Higher than 42% of US stocks
Higher than 94% of US stocks
Higher than 90% of US stocks
Higher than 73% of US stocks
Higher than 57% of US stocks
Higher than 78% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Commerce Bancshares, Inc. (Missouri) has a market value of $7.9B and an enterprise value of $6.2B.
Revenue in the twelve months to 30 June 2026: $1.9B. The latest quarter grew 14.2% year on year.
Net income over the same four quarters: $590.8M, a 31.1% net margin.
Diluted earnings per share, trailing twelve months: $4.08.
Free cash flow in the twelve months to 30 June 2026: $1.2B.
Commerce Bancshares, Inc. (Missouri) spent $336.9M on share buybacks and $155.8M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 13.4×; forward P/E: 12.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 2.01%, paying out 27% of earnings.
Commerce Bancshares, Inc. (Missouri) employs 4,976 people — $382K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Commerce Bancshares, Inc. (Missouri) — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Commerce Bancshares' Nolan & Associates deal adds investment banking capabilities and another channel for fee growth without proportionate balance-sheet expansion.
Why it matters — CBSH watchers may view the deal as relevant to the company's fee-income growth and business mix.
Zacks Investment Research reports that Commerce Bancshares' strong liquidity, earnings, and capital cushion support shareholder returns while the bank continues funding expansion, technology, and its FineMark integration. The article focuses on the company's ability to balance capital returns with growth initiatives.
Why it matters — A CBSH watcher would care because the piece highlights how the bank's financial strength allows it to sustain shareholder returns while actively investing in growth and its recent FineMark acquisition.
A Seeking Alpha article ranks the Dividend Kings, companies with 50+ years of increasing dividends, using 9F Quality Scores that combine qualitative and quantitative factors. The piece highlights ADP as the best total-return candidate among them.
Why it matters — CBSH watchers would care because this ranking assesses the quality of Dividend Kings, a group that includes companies with long dividend-increase track records comparable to CBSH's standing as a dividend-paying institution.
Zacks Investment Research reports that Commerce Bancshares' expansion initiatives are broadening its revenue base, with loan growth lifting net interest income and acquisitions expanding its wealth management and investment banking businesses.
Why it matters — A CBSH watcher would care because the company's expansion efforts are diversifying revenue streams and supporting top-line growth across its core banking and wealth management operations.
Zacks reports that recent activity in the options market for Commerce Bancshares (CBSH) stock has drawn attention. The piece suggests investors should closely monitor the stock given movements in its options trading.
Why it matters — A CBSH watcher would care because options-market activity can signal how other investors and traders view the stock's near-term prospects.
The 10 Wall Street analysts covering Commerce Bancshares, Inc. (Missouri) have a median 12-month price target of $64, with estimates ranging from $60 to $77. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Commerce Bancshares, Inc. (Missouri), 2 rate it a Buy, 8 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Commerce Bancshares, Inc. (Missouri) 48 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Commerce Bancshares, Inc. (Missouri) ranks 48 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (91 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +18.7% from the last close, and Ticker Nerd's factor model ranks Commerce Bancshares, Inc. (Missouri) 48 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Commerce Bancshares, Inc. (Missouri) publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CBSH are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $60 to $77 over the next 12 months.
Commerce Bancshares, Inc. (Missouri) returned -2.0% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Commerce Bancshares Inc. is a regional bank holding company based in Kansas City, Missouri.
The most recent item we track (Zacks Investment Research, 6 Oct 2026): "Can Nolan & Associates Deal Fortify Commerce Bancshares' Fee Income?". Commerce Bancshares' Nolan & Associates deal adds investment banking capabilities and another channel for fee growth without proportionate balance-sheet expansion.
Commerce Bancshares Inc. is a regional bank holding company based in Kansas City, Missouri. Through its principal subsidiary, Commerce Bank, it provides a broad range of financial services to individuals, businesses, and municipalities, including consumer and commercial banking, mortgage lending, treasury management, payment solutions, and cash management services. The company also offers wealth management capabilities such as trust, estate planning, brokerage, and investment management through its affiliated businesses. Its operations are organized around consumer, commercial, and wealth segments, supporting everyday banking needs as well as more specialized corporate and advisory services. Commerce Bancshares Inc. plays a diversified role in the U.S. financial services market by serving retail customers, small businesses, large corporations, and institutional clients with deposit, lending, and advisory products.
CEO Mr. John W. Kemper · 4,976 employees · United States · https://www.commercebank.com
