Comerica Incorporated

NYSE:CMA 주식 리포트

시가총액: US$11.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Comerica 향후 성장

Future 기준 점검 0/6

Comerica 의 수익은 연간 1.3% 감소할 것으로 예상되는 반면, 연간 수익은 2% 로 증가할 것으로 예상됩니다. EPS는 연간 1.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.4% 로 예상됩니다.

핵심 정보

-1.3%

이익 성장률

1.12%

EPS 성장률

Banks 이익 성장8.2%
매출 성장률2.0%
향후 자기자본이익률9.40%
애널리스트 커버리지

Good

마지막 업데이트03 Feb 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jan 25

CMA: Merger Approvals And Integration Progress Will Shape Fairly Balanced Outlook

Narrative Update The analyst price target for Comerica has moved higher from US$81.28 to US$88.75, with analysts pointing to recent target increases, ratings upgrades, and expectations around the Fifth Third acquisition as key drivers of their updated views. Analyst Commentary Recent research on Comerica clusters around two themes: the pending acquisition by Fifth Third and how regional banks stack up against larger peers.
내러티브 업데이트 • Jan 11

CMA: Fifth Third Deal And Higher P/E Multiple Will Drive Repricing

Analysts have lifted their fair value estimate for Comerica to about $113.47 from $99.00, citing higher Street price targets, recent upgrades related to the pending Fifth Third acquisition, and updated assumptions that include a higher future P/E multiple, even as revenue growth and profit margin expectations are more restrained. Analyst Commentary Bullish analysts are leaning more constructive on Comerica following the announced acquisition by Fifth Third, with several research updates pointing to improved sentiment on both valuation and deal execution.
내러티브 업데이트 • Dec 27

CMA: Fifth Third Merger Will Drive Repricing And Earnings Outlook Through 2027

Analysts have nudged their fair value estimate for Comerica higher, lifting the target from $97.00 to $99.00 as they factor in the Fifth Third acquisition, modestly stronger revenue growth and profitability assumptions, and a higher future earnings multiple reflecting anticipated deal accretion and improved banking sector sentiment. Analyst Commentary Street research surrounding Comerica has shifted meaningfully more constructive following the announced merger with Fifth Third, with several bullish analysts revisiting ratings and valuation frameworks.
내러티브 업데이트 • Dec 13

CMA: Fifth Third Merger Will Reframe Earnings Outlook And Trading Dynamics

Analysts have lifted their fair value estimate for Comerica to $97 from about $71, reflecting higher expected revenue growth and valuation multiples as the Fifth Third stock merger reshapes the bank's earnings outlook and trading dynamics. Analyst Commentary Recent Street research reflects a meaningful shift in sentiment toward Comerica following the announced all stock acquisition by Fifth Third, with several bullish analysts revising ratings and price targets higher to reflect the new strategic and valuation framework.
내러티브 업데이트 • Nov 29

CMA: Merger Will Shift Share Focus While Integration And Board Actions Remain Key

Comerica's average analyst price target has increased, with analysts citing the anticipated benefits and strategic rationale of the recently announced merger with Fifth Third as the primary drivers for the upward revision. Analyst Commentary Following the announcement of the merger between Comerica and Fifth Third, analysts have provided a range of perspectives on the outlook for Comerica shares.
내러티브 업데이트 • Nov 15

CMA: Outlook Will Balance Merger Synergies With Execution And Integration Risks

Analysts have modestly increased their price target for Comerica from $79.78 to $81.28. This reflects renewed optimism following the announced merger with Fifth Third and supportive M&A trends within the sector.
내러티브 업데이트 • Nov 01

CMA: Fifth Third Merger Will Shape Sunbelt Reach And Influence Future Performance

Comerica's fair value estimate has been raised from $75.05 to $79.78. Analysts cite anticipated benefits from the recently announced merger with Fifth Third and the resulting upward revisions to price targets.
내러티브 업데이트 • Oct 18

Sunbelt And Digital Focus Will Define Future Strength

Comerica's analyst price target has increased from $69 to $75.05. Analysts highlight the supportive impact of the pending merger with Fifth Third Bancorp and updated valuation frameworks.
내러티브 업데이트 • Oct 03

Sunbelt And Digital Focus Will Define Future Strength

Comerica’s analyst price target increased from $67.38 to $69.00, as analysts cite improving net interest income projections and a more constructive operating environment for mid-cap banks. Analyst Commentary Recent Street research on Comerica highlights a mix of optimistic and cautious views among analysts, reflecting both improved expectations for bank fundamentals and some persistent risks facing the sector.
내러티브 업데이트 • Sep 11

Sunbelt And Digital Focus Will Define Future Strength

Analysts have raised Comerica’s price target slightly to $67.38, reflecting expectations of a constructive macro environment, improved loan growth, potential M&A, and relative valuation appeal for capital-strong regional banks. Analyst Commentary Expectations of a constructive macro backdrop supporting banking fundamentals, loan growth acceleration in the second half, and potential M&A activity.
분석 기사 • Aug 27

Comerica (NYSE:CMA) Is Paying Out A Dividend Of $0.71

The board of Comerica Incorporated ( NYSE:CMA ) has announced that it will pay a dividend of $0.71 per share on the 1st...
Seeking Alpha • Aug 19

CMA.PR.B: 6.875% Fixed Rate Reset Preferred IPO From Comerica Incorporated

Summary CMA.PR.B offers a 6.875% fixed, non-cumulative dividend, resetting in 2030, with favorable tax treatment, and strong dividend coverage from Comerica's common equity. Comerica's credit profile has been unchanged since 2020, but faces a negative outlook due to funding and liquidity pressures, though preferred dividend risk appears minimal for now. The preferred stock trades at a significant credit spread premium versus company debt, suggesting attractive relative value for income-focused investors. Relative sector valuation shows CMA-B is fairly priced versus peers, but I prefer higher-quality alternatives like BOH-B and RF-F for better risk/reward. I see no immediate concerns for CMA-B holders, but I will monitor for a more attractive entry point before considering an investment. Read the full article on Seeking Alpha
분석 기사 • Aug 02

Comerica (NYSE:CMA) Has Announced A Dividend Of $0.71

The board of Comerica Incorporated ( NYSE:CMA ) has announced that it will pay a dividend of $0.71 per share on the 1st...
분석 기사 • Jun 11

Comerica (NYSE:CMA) Is Due To Pay A Dividend Of $0.71

Comerica Incorporated ( NYSE:CMA ) has announced that it will pay a dividend of $0.71 per share on the 1st of July. The...
분석 기사 • May 27

Comerica (NYSE:CMA) Is Paying Out A Dividend Of $0.71

Comerica Incorporated ( NYSE:CMA ) will pay a dividend of $0.71 on the 1st of July. This makes the dividend yield 5.1...
Seeking Alpha • Apr 21

Comerica Q1 Earnings Review: Deposit Weakness Offsets Solid Credit Quality

Summary Comerica Incorporated's Q1 results showed solid credit quality but weak deposit trends, with average deposits falling by $1.4 billion and a significant 5% annual decline. Despite cutting deposit costs aggressively, Comerica's strategy to maximize margins may hinder deposit growth, especially with the loss of the Direct Express contract. Loan demand remains soft, with average balances down $400 million, and commercial real estate exposure declining by $250 million amid economic uncertainty. Given average capital and poor deposit trends, I rate CMA stock as a hold, expecting shares to remain in the low-$50s, with limited upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Jan 27

Comerica: Deposit Pressures Reflected After A Mixed Q4 (Rating Upgrade)

Summary Comerica's shares have been mixed, gaining 15% but lagging due to declining deposits and loss of a government contract, leading to a "hold" rating. Q4 results showed weak deposit growth but impressive pricing actions, with a shift from brokered to core deposits, aiding margin expansion. Loan demand remains tepid, but credit quality is solid with limited commercial real estate exposure, and the bank benefits more from falling rates. Despite some downside risks, CMA stock is trading around fair value, with limited upside but a secure dividend, justifying an upgrade to "hold". Read the full article on Seeking Alpha
Seeking Alpha • Nov 15

Comerica: Too Much Optimism Given Deposit Headwinds (Downgrade)

Summary Comerica's shares have rallied 60% over the past year, but the recent gains appear overdone given ongoing deposit weaknesses. Despite a solid capital position and potential regulatory benefits, CMA faces challenges with declining noninterest-bearing deposits and higher deposit costs. The bank's net interest margin is pressured by unfavorable deposit mix and declining loans, with limited near-term earnings growth expected. With a full valuation at 13x earnings and a 10% downside risk, I recommend selling Comerica shares to capitalize on the recent rally. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:CMA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20283,412598N/AN/A1
12/31/20273,519681N/AN/A7
12/31/20263,426635N/AN/A9
12/31/20253,266691N/AN/AN/A
9/30/20253,23469024125N/A
6/30/20253,2156921,3411,444N/A
3/31/20253,2347059591,079N/A
12/31/20243,195671448601N/A
9/30/20243,1615351,8992,077N/A
6/30/20243,246602667850N/A
3/31/20243,313668412584N/A
12/31/20233,5038541,0981,251N/A
9/30/20233,7201,169609726N/A
6/30/20233,7951,2681,2021,297N/A
3/31/20233,7231,2571,7241,810N/A
12/31/20223,4741,122556638N/A
9/30/20223,2621,001392470N/A
6/30/20223,102913203279N/A
3/31/20223,167979-304-235N/A
12/31/20213,3511,140564634N/A
9/30/20213,3271,134335413N/A
6/30/20213,2351,088102187N/A
3/31/20212,931884306388N/A
12/31/20202,375482849928N/A
9/30/20202,426534866941N/A
6/30/20202,5286151,3231,409N/A
3/31/20202,7577951,6641,749N/A
12/31/20193,2751,1951,0041,090N/A
9/30/20193,3211,232N/A1,518N/A
6/30/20193,3471,258N/A1,427N/A
3/31/20193,4051,285N/A1,298N/A
12/31/20183,3291,227N/A1,616N/A
9/30/20183,3001,031N/A1,202N/A
6/30/20183,264939N/A1,049N/A
3/31/20183,156817N/A1,039N/A
12/31/20173,094738N/A1,085N/A
9/30/20172,968789N/A950N/A
6/30/20172,877713N/A908N/A
3/31/20172,782614N/A658N/A
12/31/20162,600473N/A486N/A
9/30/20162,552425N/A601N/A
6/30/20162,502411N/A712N/A
3/31/20162,469442N/A772N/A
12/31/20152,577515N/A865N/A
9/30/20152,576548N/A737N/A
6/30/20152,544566N/A687N/A
3/31/20152,538581N/A763N/A

애널리스트 향후 성장 전망

수입 대 저축률: CMA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.3%).

수익 vs 시장: CMA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.3%).

고성장 수익: CMA 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: CMA 의 수익(연간 2%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: CMA 의 수익(연간 2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: CMA의 자본 수익률은 3년 후 9.4%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/02/03 10:19
종가2026/01/30 00:00
수익2025/12/31
연간 수익2025/12/31

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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분석가 소스

Comerica Incorporated는 32명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Kevin HealArgus Research Company
David GeorgeBaird
Kevin St. PierreBernstein