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 경영진

경영진 기준 점검 4/4

Comerica CEO는 Curt Farmer, Apr2015 에 임명되었습니다 의 임기는 10.83 년입니다. 총 연간 보상은 $8.86M, 12.6% 급여 및 87.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $43.19M 가치에 해당하는 회사 주식의 0.38% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.9 년과 8.4 년입니다.

핵심 정보

Curt Farmer

최고경영자

US$8.9m

총 보수

CEO 급여 비율12.59%
CEO 재임 기간10.8yrs
CEO 지분 보유율0.4%
경영진 평균 재임 기간5.9yrs
이사회 평균 재임 기간8.4yrs

최근 경영진 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

CEO 보수 분석

Curt Farmer의 보수는 Comerica의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025n/an/a

US$691m

Sep 30 2025n/an/a

US$690m

Jun 30 2025n/an/a

US$692m

Mar 31 2025n/an/a

US$705m

Dec 31 2024US$9mUS$1m

US$671m

Sep 30 2024n/an/a

US$535m

Jun 30 2024n/an/a

US$602m

Mar 31 2024n/an/a

US$668m

Dec 31 2023US$8mUS$1m

US$854m

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022US$9mUS$1m

US$1b

Sep 30 2022n/an/a

US$1b

Jun 30 2022n/an/a

US$913m

Mar 31 2022n/an/a

US$979m

Dec 31 2021US$8mUS$1m

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$884m

Dec 31 2020US$5mUS$976k

US$482m

Sep 30 2020n/an/a

US$534m

Jun 30 2020n/an/a

US$615m

Mar 31 2020n/an/a

US$795m

Dec 31 2019US$5mUS$875k

US$1b

보상 대 시장: Curt의 총 보수(USD8.86M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.80M)보다 낮습니다.

보상과 수익: Curt의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Curt Farmer (62 yo)

10.8yrs
재임 기간
US$8,864,041
보수

Mr. Curtis Chatman Farmer, also known as Curt, serves as an Independent Director of Texas Instruments Incorporated since April 1, 2023. Mr. Farmer has been Chief Executive Officer of Comerica Incorporated...


리더십 팀

이름직위재임 기간보수지분
Curtis Farmer
Chairman10.8yrsUS$8.86m0.38%
$ 43.2m
James Herzog
CFO & Senior EVP6.4yrsUS$3.10m0.090%
$ 10.2m
Megan Crespi
Senior EVP & COO5.9yrsUS$2.29m0.062%
$ 7.0m
Peter Sefzik
Senior EVP & Chief Banking Officer7.6yrsUS$2.93m0.080%
$ 9.0m
Eric Teal
Chief Investment Officerless than a year데이터 없음데이터 없음
Mauricio Ortiz
Executive VP8.1yrs데이터 없음0.021%
$ 2.3m
Bruce Mitchell
Executive VP & Chief Information Officer2.1yrs데이터 없음0.026%
$ 3.0m
Megan Burkhart
Senior EVP3.1yrsUS$2.06m0.066%
$ 7.4m
Kelly Gage
Senior VP & Director of Investor Relations2.8yrs데이터 없음데이터 없음
Von Hays
Senior Executive VP3.8yrs데이터 없음0.037%
$ 4.2m
Jon Bilstrom
Executive Vice President of Legal Affairsno dataUS$1.51m데이터 없음
James Weber
Chief Experience Officer & Executive VP6.1yrs데이터 없음0.024%
$ 2.8m
5.9yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: CMA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.9 년).


이사회 구성원

이름직위재임 기간보수지분
Curtis Farmer
Chairman7.6yrsUS$8.86m0.38%
$ 43.2m
Roger Cregg
Independent Director19.2yrsUS$324.97k0.0039%
$ 443.7k
Robert Taubman
Independent Director25.6yrsUS$239.97k0.011%
$ 1.3m
Derek Kerr
Independent Director3yrsUS$287.97k0%
$ 0
Richard Lindner
Independent Director17.8yrsUS$244.97k0.020%
$ 2.3m
Michael Van de Ven
Independent Director9.4yrsUS$289.97k0.0039%
$ 443.7k
Jennifer Sampson
Independent Director3yrsUS$234.97k0%
$ 0
Nina Vaca
Independent Director17.4yrsUS$234.97k0%
$ 0
Barbara Smith
Independent Facilitating Director8.4yrsUS$291.22k0%
$ 0
Arthur Angulo
Independent Director2.6yrsUS$323.46k0%
$ 0
M. Gardner
Independent Director2.6yrsUS$234.97k0%
$ 0
8.4yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 이사회: CMA의 이사회경험이 있음으로 간주됩니다(평균 재임 8.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/02/03 11:09
종가2026/01/30 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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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.

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