Commerce Bancshares Increases Share Repurchase Authorization
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2026
0mins
Should l Buy CBSH?
Source: Newsfilter
- Repurchase Program Expansion: Commerce Bancshares' Board of Directors approved an increase of 2.5 million shares to the repurchase authorization, raising the total to 7.5 million shares, reflecting the company's ongoing commitment to disciplined capital management aimed at enhancing long-term shareholder value.
- Flexible Repurchase Strategy: The repurchase program allows for shares to be bought back through open market purchases and privately negotiated transactions, with management determining the timing and number of shares based on market conditions and other considerations, ensuring adaptability to market fluctuations.
- Financial Strength Assurance: By maintaining financial flexibility, the company can support its strategic priorities, demonstrating a prudent approach to capital allocation that enhances investor confidence in its future growth prospects.
- Regional Bank Strength: As a regional bank holding company with $35.7 billion in assets and over 160 years of experience, Commerce Bancshares continues to provide high-quality financial solutions through its extensive service network, further solidifying its market position.
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Analyst Views on CBSH
Wall Street analysts forecast CBSH stock price to rise
6 Analyst Rating
0 Buy
6 Hold
0 Sell
Hold
Current: 51.890
Low
55.00
Averages
61.83
High
71.00
Current: 51.890
Low
55.00
Averages
61.83
High
71.00
About CBSH
Commerce Bancshares, Inc. is a regional bank holding company offering banking, payment solutions, wealth management and securities brokerage through its subsidiaries. The Company’s subsidiary, Commerce Bank (the Bank), operates full-service banking facilities across the Midwest, including the St. Louis and Kansas City metropolitan areas, Springfield, Central Missouri, Central Illinois, Wichita, Tulsa, Oklahoma City, and Denver. It also maintains commercial offices in Dallas, Houston, Cincinnati, Nashville, Des Moines, Indianapolis, and Grand Rapids and wealth offices in Dallas, Houston, Naples, Arizona and South Carolina. Its segments include Commercial, Consumer, and Wealth. The Commercial segment provides corporate lending, leasing, and international services, along with business and governmental deposit products and commercial cash management services. The Consumer segment consists of various consumer loan and deposit products offered through its retail branch networks.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Strategic Value Bank Partners Acquires $11.6 Million Stake in OceanFirst Financial Ahead of Merger
- Share Acquisition: Strategic Value Bank Partners initiated a position in OceanFirst Financial Corp. by acquiring 627,333 shares valued at $11.6 million in Q1 2026, reflecting confidence in the company, particularly in light of the upcoming merger.
- Merger Outlook: The merger with Flushing Financial is expected to close by June 1, 2026, resulting in combined assets of approximately $23 billion and projected EPS accretion of about 16% by 2027, significantly enhancing the company's competitive position in the market.
- Financial Performance: OceanFirst reported a net income of $20.5 million in Q1 2026, exceeding analyst expectations, with net interest income rising 11% year-over-year to $96.4 million, indicating robust performance leading into the merger and laying a solid foundation for future growth.
- Investment Strategy: The acquisition by Strategic Value Bank suggests a long-term optimistic view on the combined value of OceanFirst post-merger, despite the presence of other more attractive investment options in the market, highlighting a sustained focus on the regional banking sector.
See More
Commerce Bancshares Increases Share Repurchase Authorization
- Repurchase Program Expansion: Commerce Bancshares' Board of Directors approved an increase of 2.5 million shares to the repurchase authorization, raising the total to 7.5 million shares, reflecting the company's ongoing commitment to disciplined capital management aimed at enhancing long-term shareholder value.
- Flexible Repurchase Strategy: The repurchase program allows for shares to be bought back through open market purchases and privately negotiated transactions, with management determining the timing and number of shares based on market conditions and other considerations, ensuring adaptability to market fluctuations.
- Financial Strength Assurance: By maintaining financial flexibility, the company can support its strategic priorities, demonstrating a prudent approach to capital allocation that enhances investor confidence in its future growth prospects.
- Regional Bank Strength: As a regional bank holding company with $35.7 billion in assets and over 160 years of experience, Commerce Bancshares continues to provide high-quality financial solutions through its extensive service network, further solidifying its market position.
See More
Commerce Bancshares Engages in Visa Stock Exchange Offer
- Exchange Offer Participation: Commerce Bancshares has engaged in an exchange offer initiated by Visa, intending to swap 411,723 shares of Visa Class B-2 common stock for Class B-3 and Class C common stock, with completion expected in the second quarter of 2026.
- Anticipated Gains: Should the exchange be successful, Commerce expects to record a significant gain in the second quarter of 2026, based on the conversion privileges of Class C common stock and the closing price of Visa Class A common stock.
- Portfolio Evaluation: Following the exchange, the company may evaluate its investment portfolio, considering repositioning a portion of its investment securities through the sale of available-for-sale debt securities, which could result in significant losses, while also purchasing securities at current market yields to enhance net interest income.
- Future Disclosures: Commerce will provide additional details regarding the tender exchange and any related portfolio actions in future filings or disclosures, ensuring transparency and maintaining investor confidence.
See More
COMMERCE BANCSHARES: WILL EXCHANGE TENDERED VISA CLASS B-2 SHARES FOR A MIX OF VISA CLASS B-3 COMMON STOCK AND VISA CLASS C COMMON STOCK
Visa Class B-2 Shares: Commerce Bank has tendered Visa Class B-2 shares for a combination with Visa Class B-3 common stock.
Visa Class C Common Stock: The transaction also involves Visa Class C common stock, indicating a strategic move in the company's stock structure.
See More
Commerce Bancshares Declares Quarterly Dividend of $0.275
- Quarterly Dividend Declaration: Commerce Bancshares has declared a quarterly dividend of $0.275 per share, consistent with previous distributions, indicating the company's ongoing ability to maintain stable cash flows, which is likely to attract income-seeking investors.
- Dividend Yield: The forward yield of 2.17% reflects the company's attractiveness in the current market environment, potentially enhancing investor interest in its stock and supporting price stability.
- Payment Schedule: The dividend is payable on June 23, with a record date of June 5 and an ex-dividend date also on June 5, providing investors with clear cash flow expectations that may bolster investor confidence.
- Financial Performance: Commerce Bancshares reported a GAAP EPS of $0.96, beating expectations by $0.14, with revenue of $475.69 million in line with forecasts, indicating robust profitability that may further enhance market confidence in its future growth prospects.
See More
Commerce Bancshares Declares Quarterly Dividend
- Quarterly Dividend Announcement: Commerce Bancshares, Inc. declared a quarterly dividend of $0.275 per share, payable on June 23, 2026, to shareholders of record as of June 5, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Asset Scale: As of March 31, 2026, Commerce Bancshares reported $35.7 billion in assets, positioning itself as a regional bank holding company with a robust asset base that supports continued business growth potential.
- Business Diversification: The company offers banking, payment solutions, wealth management, and securities brokerage through its subsidiaries, showcasing its diversified presence in the financial services sector, which enhances its competitive edge in the market.
- Acquisition Expansion: By acquiring FineMark Holdings, Inc., Commerce expands its private banking and wealth management presence in Florida and adds wealth offices in Arizona and South Carolina, thereby strengthening its influence in the southern markets.
See More
Strategic Value Bank Partners Acquires $11.6 Million Stake in OceanFirst Financial Ahead of Merger
- Share Acquisition: Strategic Value Bank Partners initiated a position in OceanFirst Financial Corp. by acquiring 627,333 shares valued at $11.6 million in Q1 2026, reflecting confidence in the company, particularly in light of the upcoming merger.
- Merger Outlook: The merger with Flushing Financial is expected to close by June 1, 2026, resulting in combined assets of approximately $23 billion and projected EPS accretion of about 16% by 2027, significantly enhancing the company's competitive position in the market.
- Financial Performance: OceanFirst reported a net income of $20.5 million in Q1 2026, exceeding analyst expectations, with net interest income rising 11% year-over-year to $96.4 million, indicating robust performance leading into the merger and laying a solid foundation for future growth.
- Investment Strategy: The acquisition by Strategic Value Bank suggests a long-term optimistic view on the combined value of OceanFirst post-merger, despite the presence of other more attractive investment options in the market, highlighting a sustained focus on the regional banking sector.
See More
Commerce Bancshares Increases Share Repurchase Authorization
- Repurchase Program Expansion: Commerce Bancshares' Board of Directors approved an increase of 2.5 million shares to the repurchase authorization, raising the total to 7.5 million shares, reflecting the company's ongoing commitment to disciplined capital management aimed at enhancing long-term shareholder value.
- Flexible Repurchase Strategy: The repurchase program allows for shares to be bought back through open market purchases and privately negotiated transactions, with management determining the timing and number of shares based on market conditions and other considerations, ensuring adaptability to market fluctuations.
- Financial Strength Assurance: By maintaining financial flexibility, the company can support its strategic priorities, demonstrating a prudent approach to capital allocation that enhances investor confidence in its future growth prospects.
- Regional Bank Strength: As a regional bank holding company with $35.7 billion in assets and over 160 years of experience, Commerce Bancshares continues to provide high-quality financial solutions through its extensive service network, further solidifying its market position.
See More
Commerce Bancshares Engages in Visa Stock Exchange Offer
- Exchange Offer Participation: Commerce Bancshares has engaged in an exchange offer initiated by Visa, intending to swap 411,723 shares of Visa Class B-2 common stock for Class B-3 and Class C common stock, with completion expected in the second quarter of 2026.
- Anticipated Gains: Should the exchange be successful, Commerce expects to record a significant gain in the second quarter of 2026, based on the conversion privileges of Class C common stock and the closing price of Visa Class A common stock.
- Portfolio Evaluation: Following the exchange, the company may evaluate its investment portfolio, considering repositioning a portion of its investment securities through the sale of available-for-sale debt securities, which could result in significant losses, while also purchasing securities at current market yields to enhance net interest income.
- Future Disclosures: Commerce will provide additional details regarding the tender exchange and any related portfolio actions in future filings or disclosures, ensuring transparency and maintaining investor confidence.
See More
COMMERCE BANCSHARES: WILL EXCHANGE TENDERED VISA CLASS B-2 SHARES FOR A MIX OF VISA CLASS B-3 COMMON STOCK AND VISA CLASS C COMMON STOCK
Visa Class B-2 Shares: Commerce Bank has tendered Visa Class B-2 shares for a combination with Visa Class B-3 common stock.
Visa Class C Common Stock: The transaction also involves Visa Class C common stock, indicating a strategic move in the company's stock structure.
See More
Commerce Bancshares Declares Quarterly Dividend of $0.275
- Quarterly Dividend Declaration: Commerce Bancshares has declared a quarterly dividend of $0.275 per share, consistent with previous distributions, indicating the company's ongoing ability to maintain stable cash flows, which is likely to attract income-seeking investors.
- Dividend Yield: The forward yield of 2.17% reflects the company's attractiveness in the current market environment, potentially enhancing investor interest in its stock and supporting price stability.
- Payment Schedule: The dividend is payable on June 23, with a record date of June 5 and an ex-dividend date also on June 5, providing investors with clear cash flow expectations that may bolster investor confidence.
- Financial Performance: Commerce Bancshares reported a GAAP EPS of $0.96, beating expectations by $0.14, with revenue of $475.69 million in line with forecasts, indicating robust profitability that may further enhance market confidence in its future growth prospects.
See More
Commerce Bancshares Declares Quarterly Dividend
- Quarterly Dividend Announcement: Commerce Bancshares, Inc. declared a quarterly dividend of $0.275 per share, payable on June 23, 2026, to shareholders of record as of June 5, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Asset Scale: As of March 31, 2026, Commerce Bancshares reported $35.7 billion in assets, positioning itself as a regional bank holding company with a robust asset base that supports continued business growth potential.
- Business Diversification: The company offers banking, payment solutions, wealth management, and securities brokerage through its subsidiaries, showcasing its diversified presence in the financial services sector, which enhances its competitive edge in the market.
- Acquisition Expansion: By acquiring FineMark Holdings, Inc., Commerce expands its private banking and wealth management presence in Florida and adds wealth offices in Arizona and South Carolina, thereby strengthening its influence in the southern markets.
See More
