secwatch.observer — SEC 8-K summary
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Issuer:     COMMERCE BANCSHARES INC /MO/ (CBSH)
CIK:        0000022356
Form:       8-K/A
Filed at:   2026-07-17T21:17:12+00:00
Accession:  0000022356-26-000179
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Commerce Bancshares Q2 2026 EPS $1.10, net income $159.8M, net interest margin expands to 3.77%
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- EPS $1.10 vs $1.09 YoY and $0.96 QoQ; net income $159.8M, up from $152.5M YoY.
- Net interest income $315.1M (+$15.2M QoQ); net yield 3.77% (+18 bps).
- Non-interest income $183.8M (+$8.0M QoQ); trust fees up 28.7% YoY.
- Repurchased 2.1M shares for $110M at avg $53.03; completed securities portfolio repositioning.
- Corrected: assets under administration grew $3.1B (3.4%) over prior quarter (not YoY).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/22356/000002235626000179/0000022356-26-000179-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/22356/000002235626000179/cbsh-20260716.htm
  HTML page:      https://secwatch.observer/filing/0000022356-26-000179

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer