Commerce Bancshares, Inc. announced earnings of $1.10 per share for the three months ended June 30, 2026, compared to $1.09 per share in the same quarter last year and $.96 per share in the first quarter of 2026. Net income for the second quarter of 2026 amounted to $159.8 million, compared to $152.5 million in the second quarter of 2025 and $141.6 million in the prior quarter.

For the six months ended June 30, 2026, earnings per share totaled $2.06 compared to $2.02 for the first six months of 2025. Net income amounted to $301.4 million for the six months ended June 30, 2026, compared to $284.1 million in the comparable period last year. For the year to date, the return on average assets was 1.73%, and the return on average equity was 13.96%.

In making this announcement, John Kemper, Chief Executive Officer, said, “Commerce delivered a strong quarter, with expanding net interest margin, solid loan growth, lower funding costs and excellent credit quality. These results drove a return on average assets of 1.84% and reflect the strength of our business model, our diversified revenue streams and our team’s continued focus on long-standing customer relationships.”

Mr. Kemper continued, “Revenue growth was broad-based during the quarter. Net interest income increased as margin expanded to 3.77%, and fee revenue grew $8.0 million this quarter, supported by continued strength in trust, bank card and deposit-related businesses. We believe this balanced revenue mix remains a key differentiator for Commerce and supports consistent performance across economic cycles.”

“We remained focused on disciplined capital management. During the quarter, we repurchased approximately 2.1 million shares of common stock for $110 million while maintaining a strong capital position. This gives us flexibility to invest in growth, support our customers and continue returning capital to shareholders.”

“We also completed the repositioning of a portion of our available for sale securities portfolio, including the sale of our Treasury inflation-protected securities portfolio. This repositioning increases the portfolio’s overall yield, improves the consistency of future net interest income, and supports a more durable net interest margin over time. We believe these portfolio changes strengthen Commerce’s long-term earnings profile and position us to deliver sustained shareholder value.”

Second Quarter 2026 Financial Highlights:

  • Net interest income was $315.1 million, a $15.2 million increase over the prior quarter. The net yield on interest earning assets increased 18 basis points to 3.77%.
  • Non-interest income totaled $183.8 million, an increase of $8.0 million, or 4.5%, over the prior quarter and was 37% of total revenue in both the current and prior quarters.
  • Trust fees grew $15.9 million, or 28.7%, over the same period last year, and bank card fees grew $2.5 million, or 5.6%, over the prior quarter.
  • Non-interest expense totaled $297.1 million, an increase of $5.9 million, or 2.0%, over the prior quarter.
  • Assets under administration grew $3.1 billion, or 3.4%, over the same period last year.
  • Average loan balances totaled $20.5 billion, an increase of $176.6 million, or .9%, over the prior quarter.
  • Total average available for sale debt securities decreased $247.1 million from the prior quarter to $8.7 billion, at fair value.
  • Investment securities gains included a $105.4 million gain on Visa Inc. stock and a $97.7 million loss on the repositioning of a portion of the Company’s available for sale debt securities portfolio, which included the sale of the Company’s portfolio of U.S. Treasury inflation-protected securities.
  • Total average deposits decreased $135.0 million, or .5%, from the prior quarter to $27.6 billion.
  • The ratio of annualized net loan charge-offs to average loans was .19% in the current quarter compared to .30% in the prior quarter.
  • The allowance for credit losses on loans decreased $3.2 million during the second quarter of 2026 to $195.4 million, and the ratio of the allowance for credit losses on loans to total loans was .94% at June 30, 2026, compared to .97% at March 31, 2026.
  • The Company purchased approximately 2.1 million shares of its common stock during the current quarter at an average price of $53.03.
  • Total assets on June 30, 2026 were $35.3 billion, a decrease of $448.1 million from the prior quarter.
  • For the quarter, the return on average assets was 1.84%, the return on average equity was 14.70%, and the efficiency ratio was 58.40%.

Commerce Bancshares, Inc. is a regional bank holding company offering a full line of banking services through its subsidiaries, including payment solutions, wealth management and securities brokerage. Commerce Bank, its primary subsidiary, brings over 160 years of experience helping individuals and businesses through high-touch service and sophisticated, personalized financial solutions. Commerce maintains an extensive network of banking centers, wealth offices, and ATMs throughout the Midwest, as well as commercial offices in 11 states and offers payment solutions nationwide. With the acquisition of FineMark Holdings, Inc., Commerce builds on its existing private banking and wealth management presence in Florida and adds wealth offices in Arizona and South Carolina. Customers can conveniently access their account 24/7 using mobile and online platforms, as well as a customer service line.

This financial news release and the supplementary Earnings Highlights presentation are available on the Company’s website at .

 

COMMERCE BANCSHARES, INC. and SUBSIDIARIES

FINANCIAL HIGHLIGHTS

 

(Unaudited)

(Dollars in thousands, except per share data)

For the Three Months Ended

For the Six Months Ended

Jun. 30, 2026

Mar. 31,

2026

Jun. 30,

2025

Jun. 30, 2026

Jun. 30,

2025

FINANCIAL SUMMARY

Net interest income

$315,085

$299,840

$280,147

$614,925

$549,249

Non-interest income

183,828

175,851

165,613

359,679

324,562

Total revenue

498,913

475,691

445,760

974,604

873,811

Investment securities gains (losses)

12,830

11,647

437

24,477

(7,154

)

Provision for credit losses

8,731

10,960

5,597

19,691

20,084

Non-interest expense

297,068

291,126

244,437

588,194

482,813

Income before taxes

205,944

185,252

196,163

391,196

363,760

Income taxes

45,775

40,881

42,400

86,656

79,364

Non-controlling interest expense (income)

379

2,748

1,284

3,127

325

Net income attributable to Commerce Bancshares, Inc.

$159,790

$141,623

$152,479

$301,413

$284,071

Earnings per common share:

Net income — basic

$1.10

$0.96

$1.09

$2.06

$2.02

Net income — diluted

$1.10

$0.96

$1.09

$2.06

$2.02

Effective tax rate

22.27

%

22.40

%

21.76

%

22.33

%

21.84

%

Fully-taxable equivalent net interest income

$317,475

$302,204

$282,428

$619,679

$553,844

Average total interest earning assets (1)

$33,779,032

$34,130,985

$30,629,715

$33,954,036

$30,764,662

Diluted wtd. average shares outstanding

144,309,038

145,856,608

139,211,807

145,078,548

139,467,137

RATIOS

Average loans to deposits (2)

74.44

%

73.44

%

70.22

%

73.94

%

69.80

%

Return on total average assets

1.84

1.62

1.95

1.73

1.82

Return on average equity (3)

14.70

13.22

17.40

13.96

16.63

Non-interest income to total revenue

36.85

36.97

37.15

36.91

37.14

Efficiency ratio (4)

58.40

60.00

54.77

59.19

55.18

Net yield on interest earning assets

3.77

3.59

3.70

3.68

3.63

EQUITY SUMMARY

Cash dividends per share

$.275

$.275

$.262

$.550

$.524

Cash dividends on common stock

$39,861

$40,355

$36,761

$80,216

$73,627

Book value per share (5)

$30.45

$29.64

$26.12

Market value per share (5)

$57.75

$49.20

$59.21

High market value per share

$58.43

$56.06

$62.99

Low market value per share

$48.74

$46.99

$50.18

Common shares outstanding (5)

143,894,124

145,979,271

140,090,686

Tangible common equity to tangible assets (6)

11.39

%

11.07

%

10.86

%

Tier I leverage ratio

12.81

%

12.60

%

12.75

%

OTHER QTD INFORMATION

Number of bank/ATM locations

248

249

239

Full-time equivalent employees

4,976

4,960

4,658

(1) Excludes allowance for credit losses on loans and unrealized gains/(losses) on available for sale debt securities.

(2) Includes loans held for sale.

(3) Annualized net income attributable to Commerce Bancshares, Inc. divided by average total equity.

(4) The efficiency ratio is calculated as non-interest expense (excluding intangibles amortization) as a percent of total revenue.

(5) As of period end.

(6) The tangible common equity ratio is a non-gaap ratio and is calculated as stockholders’ equity reduced by goodwill and other intangible assets (excluding mortgage servicing rights) divided by total assets reduced by goodwill and other intangible assets (excluding mortgage servicing rights).

All share and per share amounts have been restated to reflect the 5% stock dividend distributed in December 2025.

 

COMMERCE BANCSHARES, INC. and SUBSIDIARIES

CONSOLIDATED STATEMENTS OF INCOME

 

(Unaudited)

(In thousands, except per share data)

For the Three Months Ended

For the Six Months

Ended

Jun. 30, 2026

Mar. 31,

2026

Dec. 31,

2025

Sep. 30,

2025

Jun. 30,

2025

Jun. 30, 2026

Jun. 30,

2025

Interest income

$407,331

$396,507

$373,617

$374,105

$371,636

$803,838

$736,001

Interest expense

92,246

96,667

90,465

94,648

91,489

188,913

186,752

Net interest income

315,085

299,840

283,152

279,457

280,147

614,925

549,249

Provision for credit losses

8,731

10,960

15,993

20,061

5,597

19,691

20,084

Net interest income after credit losses

306,354

288,880

267,159

259,396

274,550

595,234

529,165

NON-INTEREST INCOME

Trust fees

71,512

71,049

62,125

58,412

55,571

142,561

112,163

Bank card transaction fees

48,121

45,585

46,761

45,551

46,362

93,706

91,955

Deposit account charges and other fees

29,259

28,578

27,949

27,427

26,248

57,837

52,870

Consumer brokerage services

5,862

5,444

5,185

6,698

5,383

11,306

10,168

Capital market fees

5,667

5,338

4,230

5,138

6,175

11,005

11,287

Loan fees and sales

3,274

3,243

3,594

3,465

3,419

6,517

6,823

Other

20,133

16,614

16,364

14,820

22,455

36,747

39,296

Total non-interest income

183,828

175,851

166,208

161,511

165,613

359,679

324,562

INVESTMENT SECURITIES GAINS (LOSSES), NET

12,830

11,647

2,929

7,885

437

24,477

(7,154

)

NON-INTEREST EXPENSE

Salaries and employee benefits

179,954

180,787

162,889

157,461

155,025

360,741

308,103

Data processing and software

38,241

38,328

35,273

33,555

32,904

76,569

65,142

Professional and other services

16,506

18,792

14,573

11,284

12,973

35,298

22,999

Net occupancy

14,638

15,308

13,172

13,474

13,654

29,946

27,674

Marketing

6,413

6,957

6,201

6,670

5,974

13,370

11,817

Equipment

5,870

5,671

5,682

5,421

5,157

11,541

10,405

Supplies and communication

5,484

5,238

4,841

4,837

4,962

10,722

10,008

Deposit Insurance

3,841

3,914

(81

)

3,074

3,312

7,755

7,056

Other

26,121

16,131

10,445

8,242

10,476

42,252

19,609

Total non-interest expense

297,068

291,126

252,995

244,018

244,437

588,194

482,813

Income before income taxes

205,944

185,252

183,301

184,774

196,163

391,196

363,760

Less income taxes

45,775

40,881

40,620

41,152

42,400

86,656

79,364

Net income

160,169

144,371

142,681

143,622

153,763

304,540

284,396

Less non-controlling interest expense (income)

379

2,748

2,019

2,104

1,284

3,127

325

Net income attributable to Commerce Bancshares, Inc.

$159,790

$141,623

$140,662

$141,518

$152,479

$301,413

$284,071

Net income per common share — basic

$1.10

$0.96

$1.01

$1.01

$1.09

$2.06

$2.02

Net income per common share — diluted

$1.10

$0.96

$1.01

$1.01

$1.09

$2.06

$2.02

OTHER INFORMATION

Return on total average assets

1.84

%

1.62

%

1.73

%

1.78

%

1.95

%

1.73

%

1.82

%

Return on average equity (1)

14.70

13.22

14.70

15.26

17.40

13.96

16.63

Efficiency ratio (2)

58.40

60.00

56.23

55.26

54.77

59.19

55.18

Effective tax rate

22.27

22.40

22.41

22.53

21.76

22.33

21.84

Net yield on interest earning assets

3.77

3.59

3.60

3.64

3.70

3.68

3.63

Fully-taxable equivalent net interest income

$317,475

$302,204

$285,830

$281,770

$282,428

$619,679

$553,844

(1) Annualized net income attributable to Commerce Bancshares, Inc. divided by average total equity.

(2) The efficiency ratio is calculated as non-interest expense (excluding intangibles amortization) as a percent of total revenue.

 

COMMERCE BANCSHARES, INC. and SUBSIDIARIES

CONSOLIDATED BALANCE SHEETS - PERIOD END

 

(Unaudited)

(In thousands)

Jun. 30, 2026

Mar. 31,

2026

Jun. 30,

2025

ASSETS

Loans

Business

$7,115,984

$6,750,356

$6,328,684

Real estate — construction and land

1,493,455

1,581,789

1,405,398

Real estate — business

4,064,253

4,059,539

3,757,778

Real estate — personal

4,369,077

4,407,606

3,058,845

Consumer

2,527,448

2,475,353

2,157,867

Revolving home equity

649,332

619,178

364,429

Consumer credit card

561,277

557,733

576,151

Overdrafts

52,655

9,510

16,316

Total loans

20,833,481

20,461,064

17,665,468

Allowance for credit losses on loans

(195,375

)

(198,605

)

(165,260

)

Net loans

20,638,106

20,262,459

17,500,208

Loans held for sale

3,799

2,081

3,592

Investment securities:

Available for sale debt securities

8,322,634

8,646,127

8,915,779

Trading debt securities

57,651

44,329

46,630

Equity securities

114,724

56,193

54,511

Other securities

242,737

248,339

219,906

Total investment securities

8,737,746

8,994,988

9,236,826

Federal funds sold

2,010

630

Securities purchased under agreements to resell

1,150,000

850,000

850,000

Interest earning deposits with banks

2,260,162

3,270,046

2,624,264

Cash and due from banks

645,674

572,588

522,049

Premises and equipment — net

527,679

527,211

477,401

Goodwill

253,805

253,805

146,539

Other intangible assets — net

140,482

145,985

13,333

Other assets

909,704

837,463

910,035

Total assets

$35,269,167

$35,717,256

$32,284,247

LIABILITIES AND STOCKHOLDERS’ EQUITY

Deposits:

Non-interest bearing

$8,172,552

$8,058,024

$7,393,559

Savings, interest checking and money market

17,320,654

17,877,836

15,727,549

Certificates of deposit of less than $100,000

1,017,503

1,032,114

986,014

Certificates of deposit of $100,000 and over

1,364,993

1,416,345

1,386,906

Total deposits

27,875,702

28,384,319

25,494,028

Federal funds purchased and securities sold under agreements to repurchase

2,428,291

2,576,723

2,596,461

Other borrowings

26,291

8,045

15,049

Other liabilities

557,078

421,771

518,595

Total liabilities

30,887,362

31,390,858

28,624,133

Stockholders’ equity:

Common stock

742,606

742,606

676,054

Capital surplus

3,993,098

3,986,353

3,386,218

Retained earnings

353,023

233,094

255,938

Treasury stock

(232,318

)

(120,692

)

(96,589

)

Accumulated other comprehensive income (loss)

(498,731

)

(539,592

)

(581,049

)

Total stockholders’ equity

4,357,678

4,301,769

3,640,572

Non-controlling interest

24,127

24,629

19,542

Total equity

4,381,805

4,326,398

3,660,114

Total liabilities and equity

$35,269,167

$35,717,256

$32,284,247

 

COMMERCE BANCSHARES, INC. and SUBSIDIARIES

AVERAGE BALANCE SHEETS

 

(Unaudited)

(In thousands)

For the Three Months Ended

Jun. 30, 2026

Mar. 31,

2026

Dec. 31,

2025

Sep. 30,

2025

Jun. 30,

2025

ASSETS:

Loans:

Business

$6,864,328

$6,687,131

$6,317,805

$6,230,019

$6,247,252

Real estate — construction and land

1,545,640

1,592,328

1,408,339

1,396,977

1,430,758

Real estate — business

4,062,672

4,045,670

3,730,679

3,715,597

3,692,405

Real estate — personal

4,386,681

4,417,131

3,058,834

3,059,913

3,048,895

Consumer

2,472,965

2,421,541

2,200,500

2,160,637

2,148,666

Revolving home equity

630,034

611,101

372,194

360,820

362,312

Consumer credit card

544,688

555,697

565,896

563,351

559,858

Overdrafts

7,291

7,144

6,592

7,037

5,663

Total loans

20,514,299

20,337,743

17,660,839

17,494,351

17,495,809

Allowance for credit losses on loans

(198,032

)

(201,769

)

(175,129

)

(164,623

)

(166,391

)

Net loans

20,316,267

20,135,974

17,485,710

17,329,728

17,329,418

Loans held for sale

1,462

2,361

2,532

2,369

1,741

Investment securities:

U.S. government and federal agency obligations

3,365,011

3,190,796

3,197,720

2,693,327

2,623,896

Government-sponsored enterprise obligations

54,593

54,800

54,955

55,014

55,038

State and municipal obligations

695,988

709,332

724,737

756,137

780,063

Mortgage-backed securities

4,015,292

4,211,068

4,316,799

4,461,056

4,641,295

Asset-backed securities

1,056,932

1,201,187

1,336,859

1,466,770

1,585,364

Other debt securities

171,284

176,676

196,633

204,281

237,385

Unrealized gain (loss) on debt securities

(693,080

)

(630,778

)

(645,595

)

(766,025

)

(838,028

)

Total available for sale debt securities

8,666,020

8,913,081

9,182,108

8,870,560

9,085,013

Trading debt securities

53,144

97,801

61,160

56,032

51,131

Equity securities

92,386

50,378

52,387

50,823

54,472

Other securities

247,335

250,641

227,395

220,041

216,560

Total investment securities

9,058,885

9,311,901

9,523,050

9,197,456

9,407,176

Federal funds sold

733

862

23

158

Securities purchased under agreements to resell

934,617

850,000

850,000

850,000

850,000

Interest earning deposits with banks

2,575,956

2,997,340

2,786,891

2,422,441

2,036,803

Other assets

1,986,886

2,074,538

1,700,147

1,709,247

1,671,763

Total assets

$34,874,806

$35,372,976

$32,348,330

$31,511,264

$31,297,059

LIABILITIES AND EQUITY:

Non-interest bearing deposits

$8,034,747

$7,874,488

$7,592,431

$7,345,156

$7,356,882

Savings

1,330,292

1,301,768

1,261,285

1,283,671

1,303,391

Interest checking and money market

15,770,092

16,019,323

14,335,613

13,740,770

13,901,634

Certificates of deposit of less than $100,000

1,026,185

1,035,130

1,015,617

991,877

984,845

Certificates of deposit of $100,000 and over

1,399,523

1,465,168

1,389,149

1,416,572

1,371,428

Total deposits

27,560,839

27,695,877

25,594,095

24,778,046

24,918,180

Borrowings:

Federal funds purchased

250,160

141,888

130,487

130,622

129,891

Securities sold under agreements to repurchase

2,299,180

2,674,484

2,429,746

2,519,660

2,371,031

Other borrowings

1,362

90,796

1,230

1,860

2,748

Total borrowings

2,550,702

2,907,168

2,561,463

2,652,142

2,503,670

Other liabilities

403,831

423,998

395,336

402,265

360,204

Total liabilities

30,515,372

31,027,043

28,550,894

27,832,453

27,782,054

Equity

4,359,434

4,345,933

3,797,436

3,678,811

3,515,005

Total liabilities and equity

$34,874,806

$35,372,976

$32,348,330

$31,511,264

$31,297,059

 

COMMERCE BANCSHARES, INC. and SUBSIDIARIES

AVERAGE RATES

 

(Unaudited)

For the Three Months Ended

Jun. 30, 2026

Mar. 31,

2026

Dec. 31,

2025

Sep. 30,

2025

Jun. 30,

2025

ASSETS:

Loans:

Business (1)

5.39

%

5.41

%

5.48

%

5.72

%

5.72

%

Real estate — construction and land

6.40

6.59

7.05

7.37

7.39

Real estate — business

5.70

5.75

5.76

5.92

5.92

Real estate — personal

4.79

4.82

4.38

4.34

4.30

Consumer

6.12

6.20

6.23

6.42

6.43

Revolving home equity

7.27

7.29

7.25

7.94

7.41

Consumer credit card

12.58

12.64

12.81

13.21

13.18

Overdrafts

Total loans

5.73

5.79

5.84

6.02

6.01

Loans held for sale

6.31

4.98

5.01

6.03

9.22

Investment securities:

U.S. government and federal agency obligations

4.76

3.60

4.07

4.06

4.28

Government-sponsored enterprise obligations

2.38

2.40

2.36

2.35

2.38

State and municipal obligations (1)

2.07

2.10

2.06

2.05

2.05

Mortgage-backed securities

2.10

2.12

2.05

2.01

2.08

Asset-backed securities

3.77

3.80

3.78

3.69

3.73

Other debt securities

3.16

3.17

2.97

2.97

2.94

Total available for sale debt securities

3.26

2.85

2.96

2.86

2.95

Trading debt securities (1)

4.37

3.14

4.61

4.67

4.63

Equity securities (1)

3.27

6.49

6.35

6.09

6.26

Other securities (1)

9.28

6.81

9.08

7.29

11.63

Total investment securities

3.42

2.97

3.12

2.99

3.16

Federal funds sold

3.28

3.29

5.08

Securities purchased under agreements to resell

4.03

4.03

4.00

4.00

4.02

Interest earning deposits with banks

3.70

3.70

3.95

4.45

4.46

Total interest earning assets

4.87

4.74

4.74

4.86

4.90

LIABILITIES AND EQUITY:

Interest bearing deposits:

Savings

.06

.07

.05

.05

.05

Interest checking and money market

1.45

1.48

1.45

1.54

1.49

Certificates of deposit of less than $100,000

3.07

3.17

3.25

3.33

3.44

Certificates of deposit of $100,000 and over

3.27

3.35

3.60

3.71

3.78

Total interest bearing deposits

1.57

1.61

1.62

1.71

1.67

Borrowings:

Federal funds purchased

3.67

3.66

3.92

4.34

4.37

Securities sold under agreements to repurchase

2.35

2.39

2.54

2.88

2.85

Other borrowings

.88

3.88

.65

1.71

3.79

Total borrowings

2.48

2.50

2.61

2.95

2.93

Total interest bearing liabilities

1.68

%

1.72

%

1.75

%

1.87

%

1.83

%

Net yield on interest earning assets

3.77

%

3.59

%

3.60

%

3.64

%

3.70

%

(1) Stated on a fully taxable-equivalent basis using a federal income tax rate of 21%.

 

COMMERCE BANCSHARES, INC. and SUBSIDIARIES

CREDIT QUALITY

 

(Unaudited)

(In thousands, except ratios)

For the Three Months Ended

For the Six Months Ended

Jun. 30, 2026

Mar. 31,

2026

Dec. 31,

2025

Sep. 30,

2025

Jun. 30,

2025

Jun. 30, 2026

Jun. 30,

2025

ALLOWANCE FOR CREDIT LOSSES ON LOANS

Balance at beginning of period

$198,605

$179,468

$175,671

$165,260

$167,031

$179,468

$162,742

Initial allowance for credit loss at acquisition

22,828

22,828

Provision for credit losses on loans

6,311

11,283

13,660

20,739

7,919

17,594

23,014

Net charge-offs (recoveries):

Commercial portfolio:

Business

224

241

222

826

432

465

478

Real estate — construction and land

16

24

24

Real estate — business

(7

)

5,405

(24

)

(23

)

(425

)

5,398

(48

)

217

5,646

214

803

31

5,863

454

Personal banking portfolio:

Consumer credit card

7,029

7,139

6,488

6,515

7,085

14,168

14,052

Consumer

1,598

1,768

2,498

2,310

2,168

3,366

5,020

Overdraft

411

413

485

432

360

824

855

Real estate — personal

203

2

180

269

35

205

107

Revolving home equity

83

6

(2

)

(1

)

11

89

8

9,324

9,328

9,649

9,525

9,659

18,652

20,042

Total net loan charge-offs

9,541

14,974

9,863

10,328

9,690

24,515

20,496

Balance at end of period

$195,375

$198,605

$179,468

$175,671

$165,260

$195,375

$165,260

LIABILITY FOR UNFUNDED LENDING COMMITMENTS

$20,119

$17,699

$17,660

$15,327

$16,005

NET CHARGE-OFF RATIOS (1)

Commercial portfolio:

Business

.01

%

.01

%

.01

%

.05

%

.03

%

.01

%

.02

%

Real estate — construction and land

.01

Real estate — business

.54

(.05

)

.27

.01

.19

.01

.03

.10

.01

Personal banking portfolio:

Consumer credit card

5.18

5.21

4.55

4.59

5.08

5.19

5.06

Consumer

.26

.30

.45

.42

.40

.28

.48

Overdraft

22.61

23.45

29.19

24.36

25.50

23.02

29.93

Real estate — personal

.02

.02

.03

.01

.01

Revolving home equity

.05

.01

.03

.47

.47

.62

.61

.63

.47

.66

Total

.19

%

.30

%

.22

%

.23

%

.22

%

.24

%

.24

%

CREDIT QUALITY RATIOS

Non-accrual loans to total loans

.06

%

.05

%

.09

%

.09

%

.11

%

Allowance for credit losses on loans to total loans

.94

.97

1.01

.99

.94

NON-ACCRUAL AND PAST DUE LOANS

Non-accrual loans:

Business

$92

$201

$123

$255

$410

Real estate — construction and land

191

426

Real estate — business

9,365

9,369

14,785

14,940

15,109

Real estate — personal

2,128

1,316

842

867

948

Revolving home equity

33

34

1,977

Total

11,618

10,920

15,750

16,253

18,870

Loans past due 90 days and still accruing interest

$23,703

$22,824

$24,659

$21,536

$25,303

(1) Net charge-offs are annualized and calculated as a percentage of average loans (excluding loans held for sale).

 

COMMERCE BANCSHARES, INC. Management Discussion of Second Quarter Results June 30, 2026

For the quarter ended June 30, 2026, net income amounted to $159.8 million, compared to $141.6 million in the previous quarter and $152.5 million in the same quarter last year. The increase in net income over the previous quarter was primarily the result of higher net interest income, non-interest income, and a decrease in the provision for credit losses, partly offset by higher non-interest expense. The net yield on interest earning assets increased 18 basis points over the previous quarter to 3.77%. Average loans increased $176.6 million, while average deposits and available for sale investment securities, at fair value, decreased $135.0 million and $247.1 million, respectively, compared to the prior quarter. For the quarter, the return on average assets was 1.84%, the return on average equity was 14.70%, and the efficiency ratio was 58.40%.

Balance Sheet Review

During the 2nd quarter of 2026, average loans totaled $20.5 billion, an increase of $176.6 million over the prior quarter, and an increase of $3.0 billion over the same quarter last year. The increase in average balances over same quarter last year was primarily due to the acquisition of FineMark, which added $2.7 billion in loan balances on January 1, 2026. Compared to the previous quarter, average balances of business and consumer loans grew $177.2 million and $51.4 million, respectively, while average construction loan balances declined $46.7 million. During the current quarter, the Company sold certain fixed rate personal real estate loans totaling $15.9 million, compared to $26.2 million in the prior quarter.

Total average available for sale debt securities decreased $247.1 million from the previous quarter to $8.7 billion, at fair value. The decrease in available for sale debt securities was mainly the result of lower average balances of mortgage-backed and asset-backed securities, partly offset by higher average balances of U.S. government and federal agency obligations. During the 2nd quarter of 2026, the unrealized loss on available for sale debt securities decreased $68.9 million to $618.6 million, at period end. Also, during the 2nd quarter of 2026, purchases of available for sale debt securities totaled $810.0 million with a weighted average yield of approximately 4.21%. Sales, maturities and pay downs of available for sale debt securities were $1.2 billion, which included the sale of all the Company’s portfolio of U.S. Treasury inflation-protected securities (TIPS). On June 30, 2026, the duration of the available for sale investment portfolio was 4.2 years, and maturities and pay downs of approximately $1.1 billion are expected to occur during the next 12 months.

Total average deposits decreased $135.0 million this quarter compared to the previous quarter and increased $2.6 billion compared to the same quarter last year. The decrease in average balances compared to the prior quarter was primarily due to lower interest checking and money market deposits, partly offset by higher non-interest bearing demand deposit balances, while the increase in average balances over the same quarter last year was primarily due to the FineMark acquisition.

Compared to the prior quarter, average interest checking and money market deposits decreased $249.2 million, while non-interest bearing demand deposits increased $160.3 million. Compared to the previous quarter, total average retail banking deposits grew $256.5 million, while commercial and wealth deposits declined $332.6 million and $61.4 million, respectively. The average loans to deposits ratio was 74.4% in the current quarter and 73.4% in the prior quarter. The Company’s average borrowings, which included average customer repurchase agreements of $2.3 billion, decreased $356.5 million to $2.6 billion in the 2nd quarter of 2026.

Net Interest Income

Net interest income in the 2nd quarter of 2026 amounted to $315.1 million, an increase of $15.2 million over the previous quarter. On a fully taxable-equivalent (FTE) basis, net interest income for the current quarter increased $15.3 million over the previous quarter to $317.5 million. The increase in net interest income was mostly due to higher interest income on loans and investment securities and lower interest expense on borrowing and deposits, partly offset by lower interest income on deposits with banks. Accretion income on FineMark’s loans resulting from purchase accounting adjustments totaled $6.2 million. The net yield (FTE) on earning assets increased to 3.77%, from 3.59% in the prior quarter.

Compared to the previous quarter, interest income on loans (FTE) increased $3.1 million, mostly due to higher average balances of business and consumer loans and higher average rates earned on business loans. These increases were partly offset by lower average balances and rates on construction loans. The average yield (FTE) on the loan portfolio decreased six basis points to 5.73% this quarter.

Interest income on investment securities (FTE) increased $10.4 million over the prior quarter, mostly due to higher average balances and rates earned on U.S. government and federal agency obligations and higher rates earned on other securities, partly offset by lower average balances of asset-backed and mortgage-backed securities. Interest income earned on U.S. government and federal agency obligations included $9.1 million in TIPS inflation income, a $9.6 million increase over the previous quarter. Interest income on other securities included dividend income of $863 thousand related to a private equity investment. Additionally, the Company recorded a $1.1 million adjustment to premium amortization at June 30, 2026, which increased interest income to reflect slower forward prepayment speed estimates on mortgage-backed securities. This increase was higher than the $940 thousand adjustment that increased interest income in the prior quarter. The average yield (FTE) on total investment securities was 3.42% in the current quarter, compared to 2.97% in the previous quarter.

Compared to the previous quarter, interest income on deposits with banks decreased $3.6 million due to lower average balances.

Interest expense decreased $4.4 million compared to the previous quarter, mainly due to lower average balances of deposits and borrowings. Interest expense on deposits decreased $2.3 million mostly due to lower average balances and rates paid on interest checking and money market deposit accounts. Interest expense on borrowings decreased $2.1 million mostly due to lower average balances of securities sold under agreements to repurchase. The average rate paid on interest bearing deposits was 1.57% in the current quarter compared to 1.61% in the prior quarter. The overall rate paid on interest bearing liabilities was 1.68% in the current quarter and 1.72% in the prior quarter.

Non-Interest Income

In the 2nd quarter of 2026, total non-interest income amounted to $183.8 million, an increase of $18.2 million, or 11.0%, over the same period last year and an increase of $8.0 million, or 4.5%, over the prior quarter. The increase in non-interest income over the same period last year was mainly due to higher trust fees and deposit account fees, partly offset by lower gains on sales of assets. The increase in non-interest income compared to the prior quarter was mainly due to higher bank card fee and swap fee income. Additionally, an increase of $2.5 million in fair value adjustments was recorded on the Company’s deferred compensation plan, which are held in a trust and recorded as both an asset and a liability, affecting both other income and other expense.

Total net bank card fees in the current quarter increased over the same period last year and the prior quarter by $1.8 million, or 3.8%, and $2.5 million, or 5.6%, respectively. Compared to the same period last year, net credit card fees increased $804 thousand, or 24.8%, primarily due to lower rewards expense, and net merchant fees increased $212 thousand, or 3.6%, primarily due to lower royalty expense and lower network expense. Net corporate card fees increased $811 thousand, or 3.1%, due to higher interchange fees, partly offset by higher rewards expense, while debit card fees decreased $68 thousand. Total net bank card fees this quarter were comprised of fees on corporate card ($26.7 million), debit card ($11.2 million), merchant ($6.1 million) and credit card ($4.0 million) transactions.

In the current quarter, trust fees increased $15.9 million, or 28.7%, over the same period last year, and increased $463 thousand, over the prior quarter, mostly resulting from higher private client fees. Compared to the same period last year, deposit account fees increased $3.0 million, or 11.5%, mostly due to higher corporate cash management fees.

For the 2nd quarter of 2026, non-interest income comprised 36.8% of the Company’s total revenue.

Investment Securities Gains and Losses

The Company recorded net securities gains of $12.8 million in the current quarter, compared to net gains of $11.6 million in the prior quarter and $437 thousand in the 2nd quarter of 2025. Net securities gains in the current quarter resulted primarily from gains of $105.4 million recognized on Visa Inc. (“Visa”) common stock and $8.6 million on other equity securities. During the 2nd quarter of 2026, the Company sold 103 thousand shares of Visa Class A common stock (converted from 26 thousand shares of Visa Class C common stock) at an average price of $333.11. As of June 30, 2026, the Company has sold one third of the Visa Class C shares it received from the 2026 Visa exchange offer. Partly offsetting these gains, net fair value losses of $4.0 million were recorded on the Company’s portfolio of private equity investments. In addition, as a result of the completion of the Company’s previously disclosed repositioning of a portion of its available for sale debt securities portfolio, net losses of $97.7 million were realized during the quarter.

Non-Interest Expense

Non-interest expense for the current quarter amounted to $297.1 million, compared to $244.4 million in the same period last year and $291.1 million in the prior quarter. The increase in non-interest expense over the same period last year was mainly due to higher salaries and benefits expense, data processing and software expense, professional and other services expense, litigation expense, and intangible amortization expense. The increase in non-interest expense over the prior quarter was mainly due to higher salaries expense and litigation expense, partly offset by lower benefits expense and professional and other services expense.

Compared to the 2nd quarter of 2025, salaries and employee benefits expense increased $24.9 million, or 16.1%, mostly due to the onboarding of FineMark’s team members at the beginning of 2026. Acquisition-related salaries and benefits expense was $3.7 million in the current quarter. Full-time equivalent employees totaled 4,976 and 4,658 at June 30, 2026 and 2025, respectively.

Compared to the same period last year, data processing and software expense increased $5.3 million due to higher costs for service providers and software. Professional and other services expense increased $3.5 million compared to the 2nd quarter of 2025, and included $1.5 million in acquisition-related legal and professional services expense. The increase in other non-interest expense was mainly due to increases of $12.0 million in litigation expense and $5.4 million in intangible amortization expense related to the FineMark acquisition.

Income Taxes

The effective tax rate for the Company was 22.3% in the current quarter, 22.4% in the prior quarter, and 21.8% in the 2nd quarter of 2025.

Credit Quality

Net loan charge-offs in the 2nd quarter of 2026 amounted to $9.5 million, compared to $15.0 million in the prior quarter, and $9.7 million in the same period last year. The ratio of annualized net charge-offs to total average loans was .19% in the current quarter, .30% in the previous quarter, and .22% in the same quarter of last year. Compared to the prior quarter, net charge-offs on business real estate loans decreased $5.4 million.

In the 2nd quarter of 2026, annualized net charge-offs on average consumer credit card loans were 5.18%, compared to 5.21% in the previous quarter and 5.08% in the same quarter last year. Consumer loan net charge-offs were .26% of average consumer loans in the current quarter, .30% in the prior quarter, and .40% in the same quarter last year.

At June 30, 2026, the allowance for credit losses on loans totaled $195.4 million, or .94% of total loans, and decreased $3.2 million compared to the prior quarter. Additionally, the liability for unfunded lending commitments on June 30, 2026 was $20.1 million, an increase of $2.4 million compared to the liability on March 31, 2026.

At June 30, 2026, total non-accrual loans amounted to $11.6 million, an increase of $698 thousand compared to the previous quarter. At June 30, 2026, the balance of non-accrual loans, which represented .06% of loans outstanding, included business real estate loans of $9.4 million, personal real estate loans of $2.1 million and business loans of $92 thousand. Loans more than 90 days past due and still accruing interest totaled $23.7 million at June 30, 2026.

Other

During the 2nd quarter of 2026, the Company paid a cash dividend of $.275 per common share, representing a 5% increase over the same period last year. The Company purchased approximately 2.1 million shares of treasury stock during the current quarter at an average price of $53.03.

Forward Looking Information

This information contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements include future financial and operating results, expectations, intentions, and other statements that are not historical facts. Such statements are based on current beliefs and expectations of the Company’s management and are subject to significant risks and uncertainties. Actual results may differ materially from those set forth in the forward-looking statements. Additional information about risks and uncertainties is included in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections within the Company's Annual Report on Form 10-K.

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