Comerica (NYSE:CMA) Announces Quarterly Earnings Results, Beats Estimates By $0.18 EPS

Comerica (NYSE:CMA) announced its quarterly earnings results on Tuesday. The financial services provider reported $1.46 earnings per share for the quarter, topping the consensus estimate of $1.28 by $0.18, FiscalAI reports. Comerica had a net margin of 14.91% and a return on equity of 10.69%. During the same period in the previous year, the firm posted $1.20 earnings per share.

Comerica Stock Performance

NYSE:CMA opened at $93.48 on Wednesday. The company has a market cap of $11.95 billion, a P/E ratio of 17.84 and a beta of 1.03. The company has a current ratio of 0.96, a quick ratio of 0.96 and a debt-to-equity ratio of 0.77. Comerica has a twelve month low of $48.12 and a twelve month high of $94.50. The company’s 50-day moving average price is $85.68 and its 200-day moving average price is $75.96.

Comerica Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 1st. Investors of record on Monday, December 15th were issued a $0.71 dividend. This represents a $2.84 annualized dividend and a yield of 3.0%. The ex-dividend date was Monday, December 15th. Comerica’s payout ratio is presently 54.20%.

Hedge Funds Weigh In On Comerica

Several institutional investors and hedge funds have recently bought and sold shares of the company. Danske Bank A S purchased a new stake in Comerica in the third quarter valued at $137,000. Kestra Private Wealth Services LLC acquired a new stake in shares of Comerica during the 3rd quarter worth about $218,000. Orion Porfolio Solutions LLC acquired a new stake in shares of Comerica during the 2nd quarter worth about $228,000. Elevation Point Wealth Partners LLC raised its holdings in Comerica by 9,150.9% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 4,903 shares of the financial services provider’s stock valued at $339,000 after buying an additional 4,850 shares during the period. Finally, Cresset Asset Management LLC lifted its position in Comerica by 2.8% in the third quarter. Cresset Asset Management LLC now owns 5,073 shares of the financial services provider’s stock valued at $351,000 after buying an additional 139 shares during the last quarter. 80.74% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Comerica

Here are the key news stories impacting Comerica this week:

• Positive Sentiment: Q4 beat on EPS and revenue — Comerica posted $1.46 EPS vs. $1.26 expected and reported better-than-expected sales, signalling stronger core profitability for the quarter which supports near-term price momentum. Comerica Reports Fourth Quarter and Full-Year 2025 Earnings Results
• Positive Sentiment: Fifth Third expects meaningful merger synergies — Fifth Third’s commentary on expected synergies from the planned combination increases the likelihood investors will value the combined franchise higher if execution proceeds as outlined. Fifth Third Bets Big on Comerica Merger Synergies
• Neutral Sentiment: Analyst metric comparison available — Coverage pieces (Zacks) break down how Comerica’s key metrics compare to Street estimates and year-ago results; useful for investors assessing forward estimates but not an immediate catalyst. Comerica (CMA) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Neutral Sentiment: Official results and SEC disclosure filed — Comerica furnished its fourth-quarter and full-year results (8-K/press release). This confirms the reported beats but is procedural rather than incremental news. View Press Release
• Negative Sentiment: Merger execution and regulatory risk — while the deal is progressing, the approaching Fifth Third merger brings integration and regulatory approval risks that could weigh on the stock if timelines or expected synergies slip. Investors should monitor merger updates and any regulatory commentary. Comerica beats Q4 earnings estimates as merger with Fifth Third nears

Wall Street Analysts Forecast Growth

CMA has been the subject of a number of recent research reports. Citigroup lifted their price target on shares of Comerica from $82.00 to $88.00 and gave the stock a “neutral” rating in a report on Tuesday, December 30th. Jefferies Financial Group boosted their target price on Comerica from $75.00 to $85.00 and gave the stock a “hold” rating in a research note on Tuesday, October 7th. Piper Sandler set a $82.00 target price on Comerica and gave the company a “neutral” rating in a research report on Tuesday, October 7th. Wells Fargo & Company raised their price target on Comerica from $65.00 to $97.00 and gave the stock an “equal weight” rating in a report on Monday, October 20th. Finally, Royal Bank Of Canada upped their price objective on shares of Comerica from $75.00 to $86.00 and gave the company an “outperform” rating in a report on Friday, October 10th. Three equities research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $79.56.

About Comerica

Comerica Incorporated is a diversified financial services company headquartered in Dallas, Texas, operating as Comerica Bank. The company offers a comprehensive suite of banking and financial solutions to businesses, professionals, and individuals. Its principal business activities encompass commercial banking services—such as treasury management, lending, and international trade finance—alongside retail banking products like deposit accounts, consumer loans, and credit cards. In addition, Comerica provides wealth management and trust services, financial advisory, and capital markets solutions to support clients’ complex financial needs.

Established in Detroit in 1849 as the Detroit Savings Fund Institute, Comerica has evolved over more than 170 years to become a regional banking leader.