Commerce Bancshares (CBSH) reported third-quarter 2026 net income attributable to the company of $155.0 million, or $1.08 per share, compared with $141.5 million, or $1.01 per share, a year earlier.
Total revenue was $494.3 million for the quarter ended September 30, 2026, versus $499.0 million in the prior quarter. Net income attributable to Commerce Bancshares was $456.4 million, or $3.14 per share, for the first nine months of 2026.
- Net interest income was $308.9 million, down $6.2 million from the prior quarter.
- Non-interest income totaled $185.5 million, up $1.6 million from the prior quarter and $24.0 million from a year earlier.
- Non-interest expense was $285.9 million, down $11.1 million from the prior quarter.
- Average loans totaled $20.7 billion, up $172.3 million from the prior quarter.
- The company repurchased about 1.9 million shares at an average price of $58.84.
$CBSH Insider Trading Activity
$CBSH insiders have traded $CBSH stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $CBSH stock by insiders over the last 6 months:
- CHARLES G KIM (Exec. Vice President and CFO) sold 19,771 shares for an estimated $1,170,028
- JOHN W KEMPER (President and CEO) sold 5,830 shares for an estimated $353,190
- ROBERT S HOLMES (Executive Vice President) sold 5,000 shares for an estimated $301,000
- DERRICK BROOKS (Senior Vice President) sold 1,041 shares for an estimated $62,080
- DAVID L. ROLLER (Senior Vice President) sold 830 shares for an estimated $50,029
- DAVID L ORF (Exec. Vice President & CCO) sold 642 shares for an estimated $38,744
- DOUGLAS D NEFF (Senior Vice President) sold 666 shares for an estimated $38,724
- JUNE MCALLISTER FOWLER sold 200 shares for an estimated $11,007
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CBSH Hedge Fund Activity
We have seen 253 institutional investors add shares of $CBSH stock to their portfolio, and 189 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 4,681,238 shares (+251.2%) to their portfolio in Q2 2026, for an estimated $270,341,494
- COMMERCE BANK removed 1,538,259 shares (-21.9%) from their portfolio in Q2 2026, for an estimated $88,834,457
- JPMORGAN CHASE & CO added 1,354,109 shares (+inf%) to their portfolio in Q2 2026, for an estimated $78,199,794
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 1,293,439 shares (-57.1%) from their portfolio in Q2 2026, for an estimated $74,696,102
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,216,060 shares (+inf%) to their portfolio in Q2 2026, for an estimated $70,227,465
- BALYASNY ASSET MANAGEMENT L.P. added 992,004 shares (+699.8%) to their portfolio in Q2 2026, for an estimated $57,288,231
- STRATEGIC VALUE BANK PARTNERS LLC removed 712,590 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $41,152,072
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
