Commerce Bancshares, Inc.

NasdaqGS:CBSH Stok Raporu

Piyasa değeri: US$8.4b

Commerce Bancshares Yönetim

Yönetim kriter kontrolleri 4/4

Commerce Bancshares CEO'su John Kemper, Feb2013 tarihinde atandı, in görev süresi 13.58 yıldır. in toplam yıllık tazminatı $ 6.50M olup, şirket hissesi ve opsiyonları dahil olmak üzere 16.1% maaş ve 83.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.14% ine doğrudan sahiptir ve bu hisseler $ 12.03M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 10.2 yıl ve 4.4 yıldır.

Anahtar bilgiler

John Kemper

İcra Kurulu Başkanı

US$6.5m

Toplam tazminat

CEO maaş yüzdesi16.12%
CEO görev süresi13.6yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi10.2yrs
Yönetim Kurulu ortalama görev süresi4.4yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • Jul 16

Commerce Bancshares: Solid Q2, But Excess Capital Is Reflected In Valuation (Rating Downgrade)

Summary Commerce Bancshares delivered strong Q2 results, with EPS of $1.10 and revenue up 12% to $499 million, affirming recent share price gains. CBSH maintains industry-leading deposit costs, robust credit quality, and a conservative balance sheet with a tier 1 risk-based capital ratio near 17%. Strategic securities repositioning and the FineMark acquisition are set to boost net interest margin and noninterest income growth over the coming quarters. With shares now at fair value ($54–$59), I shift CBSH to 'hold' from 'buy,' as upside appears limited after the recent rally. Read the full article on Seeking Alpha
Analiz Makalesi • Jun 19

Commerce Bancshares (CBSH) Stock Could Be 30% Below Fair Value After Conference Update

Commerce Bancshares (CBSH) is back in focus after highlighting its performance and outlook at the Morgan Stanley US Financials Conference 2026, following recent revenue and net profit growth, alongside strong operating efficiency metrics. See our latest analysis for Commerce Bancshares. At a share price of $54.73, Commerce Bancshares has seen a 14.79% 90 day share price return and a 5.70% 30 day share price return, while the 1 year total shareholder return has slipped 2.97% and the 3 year...
Analiz Makalesi • Nov 03

Commerce Bancshares (NASDAQ:CBSH) Is Paying Out A Dividend Of $0.275

Commerce Bancshares, Inc. ( NASDAQ:CBSH ) has announced that it will pay a dividend of $0.275 per share on the 15th of...
Seeking Alpha • Mar 16

Commerce Bancshares: A Solid Business At Too High A Price

Summary Commerce Bancshares, despite its high quality and operational diversity, remains expensive compared to peers, justifying my 'hold' rating. The bank's revenue diversification, with only 63% from net interest income, provides stability and higher profits. Recent financial performance shows increased revenue and profits, but the firm saw a slight drop in deposits and slightly higher debt. I would consider buying if shares drop 20-30%, but for now, maintaining a 'hold' rating is prudent. Read the full article on Seeking Alpha
Seeking Alpha • Dec 01

Commerce Bancshares: Too Rich For My Blood

Summary Commerce Bancshares has seen improvements in deposits and profitability, but the stock price has risen significantly, making it too expensive to upgrade to a 'buy'. The bank's asset quality remains high, with no delinquent or nonperforming office assets, and a significant increase in cash and reduction in debt. Despite rising net interest income and non-interest income, the high price-to-earnings and price-to-book multiples make the stock less attractive compared to peers. The company's strong financial performance and asset quality justify maintaining a 'hold' rating, as the shares are currently too pricey for a 'buy'. Read the full article on Seeking Alpha
Seeking Alpha • Sep 13

Commerce Bancshares: Quality Isn't Coming Cheap

Summary Missouri-based Commerce Bancshares, the holding company for Commerce Bank, has racked up over 50 years of consecutive annual dividend growth, helped by an excellent underlying business. Commerce has an extremely attractive funding profile and, somewhat unusually for a bank of its size, has a relatively diverse revenue mix. Both have helped it generate above-average profitability. At around 15x consensus EPS, Commerce will struggle to generate the 10%-plus annualized returns that most investors look for, albeit performance in line with its historical average looks doable. Read the full article on Seeking Alpha
Seeking Alpha • Jul 02

Commerce Bancshares: An Exceptional Bank That Deserves More Attention

Summary Commerce Bancshares, Inc. is a bank holding company with $32 billion in assets, ranking well in profitability and financial strength compared to peers. The bank's diversified revenue streams, focus on asset management and payments, and low Loan to Deposit ratio contribute to its consistent performance. Despite challenges like high interest rates affecting loan demand, Commerce Bancshares has a strong dividend history and potential for future growth, making it a solid long-term investment option. Read the full article on Seeking Alpha
Seeking Alpha • Apr 04

Commerce Bancshares: A Great Business But Not A Buy Yet

Summary Commerce Bancshares provides a range of financial products and services to individuals and businesses. The bank has a well-diversified loan portfolio and a significant market share in Kansas City and St. Louis. CBSH has shown steady long-term performance and maintains very good capital levels. The current dividend yield is too low and the price too high. That being said, there's a chance it may be worth adding at some point in the future, so you may want to keep an eye on it. Read the full article on Seeking Alpha

CEO Tazminat Analizi

John Kemper'un ücretlendirmesi Commerce Bancshares'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

US$578m

Mar 31 2026n/an/a

US$571m

Dec 31 2025US$6mUS$1m

US$561m

Sep 30 2025n/an/a

US$556m

Jun 30 2025n/an/a

US$553m

Mar 31 2025n/an/a

US$540m

Dec 31 2024US$6mUS$1m

US$521m

Sep 30 2024n/an/a

US$495m

Jun 30 2024n/an/a

US$478m

Mar 31 2024n/an/a

US$466m

Dec 31 2023US$5mUS$1m

US$473m

Sep 30 2023n/an/a

US$495m

Jun 30 2023n/an/a

US$497m

Mar 31 2023n/an/a

US$485m

Dec 31 2022US$5mUS$995k

US$484m

Sep 30 2022n/an/a

US$467m

Jun 30 2022n/an/a

US$467m

Mar 31 2022n/an/a

US$513m

Dec 31 2021US$5mUS$969k

US$526m

Sep 30 2021n/an/a

US$541m

Jun 30 2021n/an/a

US$543m

Mar 31 2021n/an/a

US$420m

Dec 31 2020US$4mUS$945k

US$339m

Sep 30 2020n/an/a

US$314m

Jun 30 2020n/an/a

US$296m

Mar 31 2020n/an/a

US$363m

Dec 31 2019US$4mUS$920k

US$408m

Tazminat ve Piyasa: John 'ın toplam tazminatı ($USD 6.50M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.43M ).

Tazminat ve Kazançlar: John 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

John Kemper (48 yo)

13.6yrs
Görev süresi
US$6,498,082
Tazminat

Mr. John W. Kemper has been Chairman and Chief Executive Officer of Commerce Bank since August 2018 and served as its President and has been Chief Executive Officer of Commerce Bancshares, Inc. since Augus...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Kemper
President13.6yrsUS$6.50m0.14%
$ 12.0m
Charles Kim
Executive VP & CFO17.2yrsUS$2.05m0.12%
$ 10.2m
Kevin Barth
Executive Vice President21.4yrsUS$2.04m0.13%
$ 10.5m
Robert Holmes
Executive Vice President11.4yrsUS$1.66m0.039%
$ 3.3m
John Handy
Executive Vice President8.7yrsUS$1.75m0.038%
$ 3.2m
David Kemper
Executive Chairman44.6yrsUS$1.28m1.03%
$ 86.0m
Steven Brandjord
Corporate Controller & Chief Accounting Officerless than a yearVeri yok0.0035%
$ 295.8k
Matthew Burkemper
Director of Financeno dataVeri yokVeri yok
Margaret Rowe
Senior VP4.4yrsVeri yok0.016%
$ 1.4m
Douglas Neff
Senior Vice President7.7yrsVeri yok0.0087%
$ 726.0k
Paula Petersen
EVP & Executive Director of Retail Segment and Strategic Services14.5yrsVeri yok0.034%
$ 2.8m
David Roller
Executive VP and Enterprise Operations & Talent10.2yrsVeri yok0.023%
$ 1.9m
10.2yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş

Deneyimli Yönetim: CBSH 'un yönetim ekibi deneyimli ve deneyimlidir ( 10.2 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Kemper
President11yrsUS$6.50m0.14%
$ 12.0m
David Kemper
Executive Chairman44.6yrsUS$1.28m1.03%
$ 86.0m
Jonathan Kemper
Directorno dataUS$86.67k1.02%
$ 85.3m
Terry Bassham
Independent Non-Employee Director13.6yrsUS$150.00k0.021%
$ 1.7m
Todd Schnuck
Independent Non-Employee Director16.4yrsUS$161.25k0.024%
$ 2.0m
Karen Daniel
Independent Lead Director8.7yrsUS$176.25k0.014%
$ 1.2m
Alaina Macia
Independent Non-Employee Directorless than a yearUS$34.56k0.0015%
$ 122.0k
June Fowler
Independent Non-Employee Director4.4yrsUS$135.00k0.0043%
$ 363.4k
Christine Taylor-Broughton
Independent Non-Employee Director4.4yrsUS$135.00k0.0072%
$ 600.7k
Blackford Brauer
Independent Non-Employee Director4.3yrsUS$150.00k0.033%
$ 2.7m
W. Chapman
Independent Non-Employee Director4.3yrsUS$135.00k0.0071%
$ 589.9k
Timothy Dunn
Independent Non-Employee Director1.4yrsUS$112.50k0.0044%
$ 364.3k
4.4yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CBSH 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.4 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/14 15:47
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Commerce Bancshares, Inc. 24 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Matthew KeatingBarclays
Brandon BermanBofA Global Research
null nullD.A. Davidson & Co.