COMMERCE BANCSHARES INC /MO/ — Form 8-K/A
Filed July 17, 2026 · analyzed by the 8-K Agent
8-K/A
— Neutral
significance 42/100
What the filing says
Commerce Bancshares reported Q2 2026 net income of $159.8 million ($1.10 diluted EPS), up from $141.6 million ($0.96 EPS) in Q1 2026. Net interest income increased $15.2 million to $315.1 million; net interest margin expanded 18 basis points to 3.77%. The company repurchased 2.1 million shares for $110 million at average price $53.03. Investment securities recorded $105.4 million gain on Visa stock sale (103k shares at $333.11) offset by $97.7 million loss on AFS portfolio repositioning including sale of entire TIPS portfolio. Average loans grew $176.6 million; deposits declined $135.0 million.
Why this rating
Solid operational quarter with margin expansion and controlled expense growth, but results in-line with bank guidance. No material strategic changes. Routine share buyback and dividend increase.
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