Commerzbank Up 45%: Insider Buying Called the Rally

Back in February 2025, we highlighted a series of aggressive insider purchases at Commerzbank AG (CBK:GR) by top executives. At the time, the stock was trading well below its current level of €28.85, and we interpreted those insider trades as a bold vote of confidence in the bank’s trajectory. Just a few months later, that signal has proven to be strikingly accurate.

When Insiders Lead, It Pays to Follow

On February 13, 2025, Commerzbank’s top brass, led by CEO Bettina Orlopp and other executive board members, invested their own capital in the stock. Orlopp alone acquired 13,900 shares for €271,250, with similar commitments from Michael Kotzbauer, Thomas Schaufler, Sabine Mlnarsky, and others. The purchases weren’t symbolic; they were substantial, coordinated, and came at a pivotal moment.

At the time, Commerzbank shares hovered around €19.50–€20. Today, they’re trading near €28.50, marking a nearly 45% surge in just over four months. That’s not market noise - that's insider precision.

Strong Signals, Stronger Performance

We noted then that insider purchases like these often suggest undervaluation or a forthcoming catalyst. In Commerzbank’s case, it was both. Since the February insider spree, the bank has:

• Announced great Q1 2025 results with a net profit of €834 m, a 12% YoY jump

• Approved a dividend distribution and further share buybacks

• Leased a new high-rise HQ in Frankfurt, consolidating operations for better efficiency

• Earned bullish coverage from analysts, including a Deutsche Bank price target upgrade (which now looks modest in hindsight)

These aren’t isolated wins, they’re part of a clearly communicated strategic push from a bank that’s reclaiming its place at the center of European finance.

The Insider Trade That Called It All

Insider buying is one of the most powerful market signals, especially when it’s this unified and this timely. Investors who took note of Commerzbank’s February trades have now seen a 40 - 45% return in a matter of months. That’s not just a lucky break. That’s the value of reading the signs and trusting those who know the business best.