Comerica Incorporated

NYSE:CMA Voorraadrapport

Marktkapitalisatie: 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 Beheer

Beheer criteriumcontroles 4/4

De CEO Comerica is Curt Farmer, benoemd in Apr2015, heeft een ambtstermijn van 10.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 8.86M, bestaande uit 12.6% salaris en 87.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.38% van de aandelen van het bedrijf, ter waarde $ 43.19M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.9 jaar en 8.4 jaar.

Belangrijke informatie

Curt Farmer

Algemeen directeur

US$8.9m

Totale compensatie

Percentage CEO-salaris12.59%
Dienstverband CEO10.8yrs
Eigendom CEO0.4%
Management gemiddelde ambtstermijn5.9yrs
Gemiddelde ambtstermijn bestuur8.4yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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

Analyse CEO-vergoeding

Hoe is Curt Farmer's beloning veranderd ten opzichte van Comerica's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 8.86M ) Curt } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.80M ).

Compensatie versus inkomsten: De vergoeding van Curt is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Curt Farmer (62 yo)

10.8yrs
Tenure
US$8,864,041
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 yeargeen gegevensgeen gegevens
Mauricio Ortiz
Executive VP8.1yrsgeen gegevens0.021%
$ 2.3m
Bruce Mitchell
Executive VP & Chief Information Officer2.1yrsgeen gegevens0.026%
$ 3.0m
Megan Burkhart
Senior EVP3.1yrsUS$2.06m0.066%
$ 7.4m
Kelly Gage
Senior VP & Director of Investor Relations2.8yrsgeen gegevensgeen gegevens
Von Hays
Senior Executive VP3.8yrsgeen gegevens0.037%
$ 4.2m
Jon Bilstrom
Executive Vice President of Legal Affairsno dataUS$1.51mgeen gegevens
James Weber
Chief Experience Officer & Executive VP6.1yrsgeen gegevens0.024%
$ 2.8m
5.9yrs
Gemiddelde duur
53yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van CMA is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.9 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
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
Gemiddelde duur
63yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van CMA wordt beschouwd als ervaren (gemiddelde ambtstermijn 8.4 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/02/03 23:07
Aandelenkoers aan het einde van de dag2026/01/30 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Comerica Incorporated wordt gevolgd door 32 analisten. 9 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Kevin HealArgus Research Company
David GeorgeBaird
Kevin St. PierreBernstein