Fifth Third Bancorp (FITB)
Market Price (7/28/2026): $57.0 | Market Cap: $47.0 BilSector: Financials | Industry: Regional Banks
Fifth Third Bancorp (FITB)
Market Price (7/28/2026): $57.0Market Cap: $47.0 BilSector: FinancialsIndustry: Regional Banks
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1%, Dividend Yield is 2.5% Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -101% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 2.2 Bil Stock buyback supportStock Buyback 3Y Total is 1.5 Bil Low stock price volatilityVol 12M is 26% Uninsured deposits are lowUninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 24% Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Digital Payments, Online Banking & Lending, and Wealth Management Technology. | Trading close to highsDist 52W High is -4.0%, Dist 3Y High is -4.0% Moderate capital ratioTier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.1% | Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 22x Key risksFITB key risks include [1] significant commercial credit vulnerabilities, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1%, Dividend Yield is 2.5% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -101% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 23%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%, CFO LTM is 2.2 Bil |
| Stock buyback supportStock Buyback 3Y Total is 1.5 Bil |
| Low stock price volatilityVol 12M is 26% |
| Uninsured deposits are lowUninsured Deposits Ratio %Fraction of deposits that exceed the insurance deposit thresholds. For example, the FDIC protects deposits up to $250K. A high uninsured deposits ratio indicates large accounts and greater potential exposure to bank run risk. is 24% |
| Megatrend and thematic driversMegatrends include Fintech & Digital Payments. Themes include Digital Payments, Online Banking & Lending, and Wealth Management Technology. |
| Trading close to highsDist 52W High is -4.0%, Dist 3Y High is -4.0% |
| Moderate capital ratioTier 1 Capital / Risk Wtd Assets RatioTier 1 Capital / Risk-Weighted Assets is a common measure of financial strength for a bank. It reflects how much equity there is relative to assets where assets are weighted based on riskiness. Low ratios indicate the bank is highly vulnerable to even small changes in the value of their risk assets. is 9.1% |
| Expensive valuation multiplesP/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 22x |
| Key risksFITB key risks include [1] significant commercial credit vulnerabilities, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Updated on 7/17/2026
Fifth Third Bancorp (FITB) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Robust Q2 2026 Financial Performance Exceeded Expectations.
Fifth Third Bancorp reported strong financial results for fiscal Q2 2026 (ended June 30, 2026), with adjusted diluted earnings per share (EPS) of $1.02, significantly surpassing the prior quarter's $0.15 adjusted EPS and analyst consensus. Net interest income (NII) on a fully taxable-equivalent basis rose 14% sequentially to $2.22 billion, while the net interest margin (NIM) expanded by 6 basis points to 3.36%. Noninterest income also increased substantially, up 18% sequentially and 41% year-over-year, driven by growth in wealth and asset management, commercial payments, and capital markets fees. The bank demonstrated strong credit performance with net charge-offs at 30 basis points, the lowest level since fiscal Q2 2023.
2. Significant Progress in Comerica Merger Integration and Enhanced Profitability.
The successful integration of Comerica contributed substantially to Fifth Third's performance, driving a full quarter's impact on net interest income and supporting overall expansion. Management indicated that the integration is on track, with systems conversion slated for Labor Day weekend, which is expected to unlock the full $850 million of annualized run-rate expense synergies by fiscal Q4 2026. This integration also led to growth in consumer deposits, with $2.5 billion generated from campaigns in the Comerica Southwest markets. Key profitability metrics improved, with adjusted Return on Tangible Common Equity (ROTCE) reaching 19%, exceeding the bank's 2027 target, and the adjusted efficiency ratio improving to 57.1%.
Show more
Fifth Third Bancorp (FITB) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Robust Q2 2026 Financial Performance Exceeded Expectations.
Fifth Third Bancorp reported strong financial results for fiscal Q2 2026 (ended June 30, 2026), with adjusted diluted earnings per share (EPS) of $1.02, significantly surpassing the prior quarter's $0.15 adjusted EPS and analyst consensus. Net interest income (NII) on a fully taxable-equivalent basis rose 14% sequentially to $2.22 billion, while the net interest margin (NIM) expanded by 6 basis points to 3.36%. Noninterest income also increased substantially, up 18% sequentially and 41% year-over-year, driven by growth in wealth and asset management, commercial payments, and capital markets fees. The bank demonstrated strong credit performance with net charge-offs at 30 basis points, the lowest level since fiscal Q2 2023.
2. Significant Progress in Comerica Merger Integration and Enhanced Profitability.
The successful integration of Comerica contributed substantially to Fifth Third's performance, driving a full quarter's impact on net interest income and supporting overall expansion. Management indicated that the integration is on track, with systems conversion slated for Labor Day weekend, which is expected to unlock the full $850 million of annualized run-rate expense synergies by fiscal Q4 2026. This integration also led to growth in consumer deposits, with $2.5 billion generated from campaigns in the Comerica Southwest markets. Key profitability metrics improved, with adjusted Return on Tangible Common Equity (ROTCE) reaching 19%, exceeding the bank's 2027 target, and the adjusted efficiency ratio improving to 57.1%.
Show more
Updated on 7/17/2026
Fifth Third Bancorp (FITB) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Robust Q2 2026 Financial Performance Exceeded Expectations.
Fifth Third Bancorp reported strong financial results for fiscal Q2 2026 (ended June 30, 2026), with adjusted diluted earnings per share (EPS) of $1.02, significantly surpassing the prior quarter's $0.15 adjusted EPS and analyst consensus. Net interest income (NII) on a fully taxable-equivalent basis rose 14% sequentially to $2.22 billion, while the net interest margin (NIM) expanded by 6 basis points to 3.36%. Noninterest income also increased substantially, up 18% sequentially and 41% year-over-year, driven by growth in wealth and asset management, commercial payments, and capital markets fees. The bank demonstrated strong credit performance with net charge-offs at 30 basis points, the lowest level since fiscal Q2 2023.
2. Significant Progress in Comerica Merger Integration and Enhanced Profitability.
The successful integration of Comerica contributed substantially to Fifth Third's performance, driving a full quarter's impact on net interest income and supporting overall expansion. Management indicated that the integration is on track, with systems conversion slated for Labor Day weekend, which is expected to unlock the full $850 million of annualized run-rate expense synergies by fiscal Q4 2026. This integration also led to growth in consumer deposits, with $2.5 billion generated from campaigns in the Comerica Southwest markets. Key profitability metrics improved, with adjusted Return on Tangible Common Equity (ROTCE) reaching 19%, exceeding the bank's 2027 target, and the adjusted efficiency ratio improving to 57.1%.
3. Positive Analyst Sentiment and Upgraded Outlook.
Throughout the period, Fifth Third Bancorp received multiple analyst upgrades and increased price targets, reflecting a positive outlook on the company's prospects. Several firms, including Jefferies Financial Group, Truist Financial, and Goldman Sachs, raised their price targets in April and June 2026. More recently, in July 2026, UBS increased its target to $65.00, and Wells Fargo raised its target to $67.00. The company also saw its full-year 2026 net interest income guidance increased to a range of $8.74 billion-$8.80 billion, and its noninterest income guidance was also raised, signaling confidence in sustained growth.
4. Favorable Macroeconomic Environment and Regional Banking Sector Performance.
The broader macroeconomic environment in fiscal Q2 2026 was generally supportive for banks, with the U.S. economy demonstrating resilience and GDP growth around 2.1%. The banking industry, particularly regional banks, showed strong performance, with the regional banking sector projected to report 17% year-over-year earnings growth in fiscal Q2 2026. Large U.S. banks reported strong results driven by resilient consumers, stable credit conditions, and improved capital market activity. This favorable environment contributed to higher consumer spending, lower charge-offs and delinquencies, and growth in savings and investments across consumer segments.
Show less
Fifth Third Bancorp (FITB) stock has gained about 25% since 3/31/2026 because of the following key factors:
1. Robust Q2 2026 Financial Performance Exceeded Expectations.
Fifth Third Bancorp reported strong financial results for fiscal Q2 2026 (ended June 30, 2026), with adjusted diluted earnings per share (EPS) of $1.02, significantly surpassing the prior quarter's $0.15 adjusted EPS and analyst consensus. Net interest income (NII) on a fully taxable-equivalent basis rose 14% sequentially to $2.22 billion, while the net interest margin (NIM) expanded by 6 basis points to 3.36%. Noninterest income also increased substantially, up 18% sequentially and 41% year-over-year, driven by growth in wealth and asset management, commercial payments, and capital markets fees. The bank demonstrated strong credit performance with net charge-offs at 30 basis points, the lowest level since fiscal Q2 2023.
2. Significant Progress in Comerica Merger Integration and Enhanced Profitability.
The successful integration of Comerica contributed substantially to Fifth Third's performance, driving a full quarter's impact on net interest income and supporting overall expansion. Management indicated that the integration is on track, with systems conversion slated for Labor Day weekend, which is expected to unlock the full $850 million of annualized run-rate expense synergies by fiscal Q4 2026. This integration also led to growth in consumer deposits, with $2.5 billion generated from campaigns in the Comerica Southwest markets. Key profitability metrics improved, with adjusted Return on Tangible Common Equity (ROTCE) reaching 19%, exceeding the bank's 2027 target, and the adjusted efficiency ratio improving to 57.1%.
3. Positive Analyst Sentiment and Upgraded Outlook.
Throughout the period, Fifth Third Bancorp received multiple analyst upgrades and increased price targets, reflecting a positive outlook on the company's prospects. Several firms, including Jefferies Financial Group, Truist Financial, and Goldman Sachs, raised their price targets in April and June 2026. More recently, in July 2026, UBS increased its target to $65.00, and Wells Fargo raised its target to $67.00. The company also saw its full-year 2026 net interest income guidance increased to a range of $8.74 billion-$8.80 billion, and its noninterest income guidance was also raised, signaling confidence in sustained growth.
4. Favorable Macroeconomic Environment and Regional Banking Sector Performance.
The broader macroeconomic environment in fiscal Q2 2026 was generally supportive for banks, with the U.S. economy demonstrating resilience and GDP growth around 2.1%. The banking industry, particularly regional banks, showed strong performance, with the regional banking sector projected to report 17% year-over-year earnings growth in fiscal Q2 2026. Large U.S. banks reported strong results driven by resilient consumers, stable credit conditions, and improved capital market activity. This favorable environment contributed to higher consumer spending, lower charge-offs and delinquencies, and growth in savings and investments across consumer segments.
Show less
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →
Stock Movement Drivers
Fundamental Drivers
The 23.6% change in FITB stock from 3/31/2026 to 7/27/2026 was primarily driven by a 78.2% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.13 | 57.00 | 23.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,821 | 9,461 | 7.3% |
| Net Income Margin (%) | 28.6% | 23.0% | -19.7% |
| P/E Multiple | 12.1 | 21.6 | 78.2% |
| Shares Outstanding (Mil) | 664 | 825 | -19.5% |
| Cumulative Contribution | 23.6% |
Market Drivers
3/31/2026 to 7/27/2026| Return | Correlation | |
|---|---|---|
| FITB | 23.6% | |
| Market (SPY) | 13.6% | 21.8% |
| Sector (XLF) | 15.2% | 65.5% |
Fundamental Drivers
The 23.7% change in FITB stock from 12/31/2025 to 7/27/2026 was primarily driven by a 70.1% change in the company's P/E Multiple.| (LTM values as of) | 12312025 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 46.06 | 57.00 | 23.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,640 | 9,461 | 9.5% |
| Net Income Margin (%) | 27.9% | 23.0% | -17.7% |
| P/E Multiple | 12.7 | 21.6 | 70.1% |
| Shares Outstanding (Mil) | 666 | 825 | -19.2% |
| Cumulative Contribution | 23.7% |
Market Drivers
12/31/2025 to 7/27/2026| Return | Correlation | |
|---|---|---|
| FITB | 23.7% | |
| Market (SPY) | 8.7% | 35.8% |
| Sector (XLF) | 4.4% | 65.3% |
Fundamental Drivers
The 43.3% change in FITB stock from 6/30/2025 to 7/27/2026 was primarily driven by a 87.2% change in the company's P/E Multiple.| (LTM values as of) | 6302025 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 39.78 | 57.00 | 43.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,309 | 9,461 | 13.9% |
| Net Income Margin (%) | 27.8% | 23.0% | -17.3% |
| P/E Multiple | 11.6 | 21.6 | 87.2% |
| Shares Outstanding (Mil) | 671 | 825 | -18.7% |
| Cumulative Contribution | 43.3% |
Market Drivers
6/30/2025 to 7/27/2026| Return | Correlation | |
|---|---|---|
| FITB | 43.3% | |
| Market (SPY) | 20.6% | 40.2% |
| Sector (XLF) | 9.9% | 68.4% |
Fundamental Drivers
The 143.5% change in FITB stock from 6/30/2023 to 7/27/2026 was primarily driven by a 239.3% change in the company's P/E Multiple.| (LTM values as of) | 6302023 | 7272026 | Change |
|---|---|---|---|
| Stock Price ($) | 23.41 | 57.00 | 143.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,485 | 9,461 | 11.5% |
| Net Income Margin (%) | 29.6% | 23.0% | -22.4% |
| P/E Multiple | 6.4 | 21.6 | 239.3% |
| Shares Outstanding (Mil) | 684 | 825 | -17.1% |
| Cumulative Contribution | 143.5% |
Market Drivers
6/30/2023 to 7/27/2026| Return | Correlation | |
|---|---|---|
| FITB | 143.5% | |
| Market (SPY) | 72.6% | 52.4% |
| Sector (XLF) | 76.3% | 73.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| FITB Return | 62% | -22% | 10% | 27% | 15% | 25% | 155% |
| Peers Return | 31% | -23% | 3% | 28% | 12% | 10% | 62% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| FITB Win Rate | 75% | 58% | 50% | 67% | 58% | 57% | |
| Peers Win Rate | 68% | 40% | 50% | 58% | 53% | 51% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 43% | |
Max Drawdowns [4] | |||||||
| FITB Max Drawdown | -19% | -37% | -38% | -13% | -25% | -21% | |
| Peers Max Drawdown | -16% | -40% | -43% | -14% | -28% | -20% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: PNC, USB, TRU, HBAN, KEY. See FITB Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 7/27/2026 (YTD)
How Low Can It Go
| Event | FITB | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -24.1% | -18.8% |
| % Gain to Breakeven | 31.8% | 23.1% |
| Time to Breakeven | 80 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -17.2% | -9.5% |
| % Gain to Breakeven | 20.7% | 10.5% |
| Time to Breakeven | 24 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -37.2% | -6.7% |
| % Gain to Breakeven | 59.2% | 7.1% |
| Time to Breakeven | 306 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -28.5% | -24.5% |
| % Gain to Breakeven | 39.8% | 32.4% |
| Time to Breakeven | 636 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -60.6% | -33.7% |
| % Gain to Breakeven | 153.9% | 50.9% |
| Time to Breakeven | 294 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -21.5% | -19.2% |
| % Gain to Breakeven | 27.4% | 23.8% |
| Time to Breakeven | 80 days | 105 days |
In The Past
Fifth Third Bancorp's stock fell -24.1% during the 2025 US Tariff Shock. Such a loss loss requires a 31.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | FITB | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -24.1% | -18.8% |
| % Gain to Breakeven | 31.8% | 23.1% |
| Time to Breakeven | 80 days | 79 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -37.2% | -6.7% |
| % Gain to Breakeven | 59.2% | 7.1% |
| Time to Breakeven | 306 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -28.5% | -24.5% |
| % Gain to Breakeven | 39.8% | 32.4% |
| Time to Breakeven | 636 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -60.6% | -33.7% |
| % Gain to Breakeven | 153.9% | 50.9% |
| Time to Breakeven | 294 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -21.5% | -19.2% |
| % Gain to Breakeven | 27.4% | 23.8% |
| Time to Breakeven | 80 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -33.2% | -12.2% |
| % Gain to Breakeven | 49.6% | 13.9% |
| Time to Breakeven | 217 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -29.0% | -6.8% |
| % Gain to Breakeven | 40.8% | 7.3% |
| Time to Breakeven | 176 days | 15 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -27.8% | -17.9% |
| % Gain to Breakeven | 38.5% | 21.8% |
| Time to Breakeven | 122 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -22.2% | -15.4% |
| % Gain to Breakeven | 28.6% | 18.2% |
| Time to Breakeven | 142 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -95.9% | -53.4% |
| % Gain to Breakeven | 2326.6% | 114.4% |
| Time to Breakeven | 1854 days | 1085 days |
In The Past
Fifth Third Bancorp's stock fell -24.1% during the 2025 US Tariff Shock. Such a loss loss requires a 31.8% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Fifth Third Bancorp (FITB)
Fifth Third Bancorp (FITB) is a diversified financial services company operating primarily in the Midwestern and Southeastern United States. It provides a wide range of financial products and services through four main segments: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.
The company offers comprehensive banking and lending solutions. Its Commercial Banking segment provides credit, cash management, foreign exchange, capital markets services, and real estate finance to businesses, government entities, and professional clients. For individuals and small businesses, the Branch Banking segment offers deposit products like checking and savings accounts, alongside various loan options including home equity, credit cards, auto, and personal loans. Additionally, Consumer Lending specializes in originating and servicing residential mortgages and home equity loans, and facilitates indirect auto lending through partners.
Beyond traditional banking, Fifth Third Bancorp’s Wealth & Asset Management segment delivers investment alternatives, wealth planning, and advisory services. This segment caters to a broad customer base including individuals, companies, non-profit organizations, and institutional clients. The company operates an extensive network of banking centers and ATMs across states such as Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina, and South Carolina.
AI Analysis | Feedback
1. PNC Financial Services Group for the Midwest and Southeast.
2. U.S. Bancorp with a strong focus on the Eastern and Southeastern U.S.
AI Analysis | Feedback
- Deposit Accounts: Offers checking, savings, and other deposit accounts for individuals and businesses.
- Lending Services: Provides a broad spectrum of loans including commercial, residential mortgage, home equity, auto, credit cards, and personal loans.
- Cash Management Services: Delivers solutions for businesses to manage their cash flow, payments, and liquidity effectively.
- Wealth & Investment Management: Offers financial planning, investment management, brokerage, trust, and estate services for individuals and institutions.
- Capital Markets & Trade Finance: Provides specialized services such as foreign exchange, derivatives, international trade finance, and syndicated finance.
- Commercial Leasing: Supplies leasing options for commercial customers.
AI Analysis | Feedback
Major Customers of Fifth Third Bancorp (FITB)
Fifth Third Bancorp operates as a diversified financial services company serving a broad range of customers. While it provides extensive services to commercial and institutional clients, its significant network of banking centers and ATMs, along with its consumer lending and branch banking segments, indicates a strong focus on individual consumers and small businesses. Therefore, the company primarily serves the following categories of customers:
- Individual Consumers: This category includes individuals seeking a wide range of personal banking services, such as checking and savings accounts, home equity loans and lines of credit, credit cards, loans for automobiles and personal financing needs, residential mortgages, retail brokerage services, wealth planning, investment management, and trust and estate services.
- Small Businesses: Fifth Third Bancorp provides deposit and loan products, as well as cash management services, specifically tailored to meet the needs of small businesses.
- Commercial, Government, and Institutional Clients: This category encompasses mid-sized to large businesses, government entities (including states and municipalities), professional customers, and not-for-profit organizations. These clients utilize services such as credit intermediation, cash management, foreign exchange, capital markets services, asset-based lending, real estate finance, public finance, commercial leasing, syndicated finance, and institutional wealth and asset management advisory services.
AI Analysis | Feedback
null
AI Analysis | Feedback
```html
Timothy N. Spence
Chairman, Chief Executive Officer and President
Timothy N. Spence joined Fifth Third in 2015 as chief strategy officer. He was named president in October 2020, became CEO in July 2022, and assumed the role of chairman in December 2023. Prior to his time at Fifth Third, he served as a senior partner at the consulting firm Oliver Wyman. He also held management positions at two growth-stage technology businesses. Spence has been instrumental in the bank's digital transformation, overseeing initiatives such as the acquisitions of Provide and Dividend Finance and the development of the Fifth Third Momentum® Banking product. He was recognized as American Banker's Digital Banker of the Year in 2018.
Bryan D. Preston
Executive Vice President and Chief Financial Officer
Bryan D. Preston was appointed Executive Vice President and Chief Financial Officer of Fifth Third Bancorp in January 2024. He has a long tenure with the company, having served as Treasurer since February 2020. His experience at Fifth Third also includes roles as the consumer line of business chief financial officer from September 2017 to February 2020, and assistant treasurer from March 2014 to September 2017, in addition to various other positions in finance and accounting since 2008.
Jamie C. Leonard
Executive Vice President and Chief Operating Officer
Jamie C. Leonard assumed the role of Executive Vice President and Chief Operating Officer for Fifth Third Bancorp effective January 2, 2024. Prior to this appointment, he served as the company's Chief Financial Officer. Leonard's extensive career at Fifth Third, which he joined in 1999, also includes leadership positions as Chief Risk Officer and Treasurer.
Jude A. Schramm
Executive Vice President and Chief Information Officer
Jude A. Schramm serves as Executive Vice President and Chief Information Officer for Fifth Third Bancorp, a position he has held since joining the bank in 2018. In this role, he is responsible for setting the company's strategic technical roadmap, driving modernization, and leading teams focused on enterprise information technology, line of business products, and artificial intelligence. Before joining Fifth Third, Schramm spent nearly 17 years at GE, culminating in his role as CIO for GE Aviation, where he led IT strategy and digital transformation. He also previously worked as a senior consultant at Ernst & Young LLP.
Kevin P. Lavender
Vice Chairman, Commercial Bank
Kevin P. Lavender holds the position of Vice Chairman, Commercial Bank at Fifth Third Bancorp. In this capacity, he is responsible for overseeing the enterprise-wide commercial banking operations and providing strategic direction for this segment of the bank.
```AI Analysis | Feedback
```html
```
Key Risks to Fifth Third Bancorp (FITB)
- Credit Quality Risk: As a diversified financial services company involved in lending, Fifth Third Bancorp faces the inherent risk of credit losses. A deterioration in economic conditions could lead to increased difficulty for customers in repaying their credit obligations, resulting in higher levels of credit losses and the need for increased reserves. The company has experienced challenges in asset quality, including significant impairment charges related to commercial borrowers, which can raise concerns about risk management practices and impact investor confidence.
- Interest Rate Fluctuations: Fifth Third Bancorp, like other financial institutions, is significantly exposed to interest rate fluctuations. Changes in interest rates can directly impact the bank's net interest income (NII), which is the difference between the interest earned on its assets (like loans) and the interest paid on its liabilities (like deposits). A challenging interest rate environment can pressure NII, affecting overall financial performance.
- Intense Competition and Digital Disruption: The financial services industry is highly competitive, with Fifth Third Bancorp contending with a diverse array of institutions including super-regional banks, national money center banks, and disruptive fintech firms. The relentless acceleration of digitalization is a primary industry trend, requiring continuous strategic investments in technology and digital solutions to remain competitive, attract and retain customers, and defend against non-traditional competitors. Failure to effectively adapt to technological changes and compete in the digital landscape could impact market share and profitability.
AI Analysis | Feedback
- The emergence of digital-first challenger banks (neobanks) and fintech companies that offer streamlined, often lower-cost, and digitally native banking services directly threatens Fifth Third Bancorp's traditional Branch Banking and Consumer Lending segments. These competitors can attract customers seeking convenient, mobile-first experiences for deposits, payments, and personal loans, potentially eroding FITB's customer base and fee income.
- The growth of online lenders and mortgage providers that leverage advanced technology to offer faster, fully digital application and approval processes for consumer loans and mortgages poses a significant threat to Fifth Third Bancorp's Consumer Lending operations and aspects of its Branch Banking. These agile competitors can capture market share by offering greater convenience and potentially more competitive rates.
- The increasing adoption of robo-advisors and other automated investment platforms threatens Fifth Third Bancorp's Wealth & Asset Management segment. These platforms provide low-cost, algorithm-driven investment management services, potentially drawing away clients, particularly in the retail and mass-affluent segments, who might otherwise use FITB's traditional wealth planning, investment management, and retail brokerage services.
AI Analysis | Feedback
Fifth Third Bancorp (FITB) operates within several significant addressable markets across the United States. For its main products and services, the estimated market sizes are as follows:
* Commercial Banking: The U.S. commercial banking market size is estimated at USD 765.53 billion in 2026, with projections to reach USD 954.48 billion by 2031.
* Small Business Lending (part of Commercial Banking): The U.S. small business loan market was valued at USD 245.39 billion in 2023 and is projected to grow to USD 349.64 billion by 2033.
* Branch Banking (Retail Banking): The United States retail banking market was valued at USD 870 billion in 2025 and is estimated to grow to USD 1,112.2 billion by 2031.
* Residential Mortgage and Home Equity Loans (Consumer Lending): The U.S. home loan market size is estimated at USD 2.42 trillion in 2026, growing to USD 3.17 trillion by 2031.
* Automobile Loans (Consumer Lending): The U.S. auto loan market size is projected to be USD 709.13 billion in 2026, and reach USD 899.17 billion by 2031.
* Wealth & Asset Management (Private Banking segment): The United States private banking market is valued at USD 59.54 billion in 2025 and is expected to reach USD 94.89 billion by 2030. While the broader U.S. wealth management market oversees trillions in assets under management, the private banking market specifically reflects a key addressable segment for Fifth Third's wealth services.
AI Analysis | Feedback
Fifth Third Bancorp (FITB) is expected to drive future revenue growth over the next 2-3 years through several strategic initiatives and market expansions:
- Expansion in the Southeast Markets: Fifth Third Bancorp is actively expanding its presence in the high-growth Southeast markets. The company plans to open additional branches in these regions, which has contributed to growth in consumer households and deposits. De novo branches in the Southeast and Texas are demonstrating strong performance by gathering over $50 million in deposits per branch within their first five years.
- Growth in Wealth & Asset Management: The company is investing in and seeing significant growth in its Wealth & Asset Management segment. This segment experienced a 10% year-over-year increase in revenue in the first quarter of 2024, driven by strong growth in Fifth Third Wealth Advisors. In the fourth quarter of 2025, wealth and asset management fees grew by 13% compared to the previous year.
- Increased Treasury Management and Commercial Payments Fees: Fifth Third Bancorp continues to invest in its treasury management and commercial banking services. Treasury management revenue grew 11% year-over-year in Q1 2024, supported by software-enabled managed services payments offerings and its embedded payments business, Newline. Commercial payments fees also saw an 8% year-over-year increase and a 6% sequential increase in Q4 2025.
- Growth in Middle Market Relationships and Loans: The bank is focused on expanding its commercial client base, having added a record number of new quality middle market relationships in 2023. This focus translated into solid middle market loan growth in Q1 2024 as the bank drives for more granularity and wins private bank relationships. Middle market loans increased 7% year-over-year in Q4 2025.
- Acquisition of Comerica: The planned acquisition of Comerica is a significant catalyst for Fifth Third Bancorp within the 2-3 year timeframe, with the legal close targeted for 2Q26–3Q26 and systems conversion on September 8, 2026. This acquisition is expected to enhance the bank's scale and scalability, potentially accelerating account and loan growth and driving substantial increases in both net interest income and non-interest income.
AI Analysis | Feedback
Share Repurchases
- Fifth Third Bancorp's Board of Directors approved a new share repurchase authorization of up to 100 million shares on June 16, 2025, replacing a previous 2019 authorization that had 11.8 million shares remaining.
- In 2025, the company completed an accelerated share repurchase transaction of approximately $300 million, acquiring 6,929,352 shares, and approximately 93.1 million shares of repurchase authority remained under the new program.
- Fifth Third Bancorp returned $1.6 billion of capital to shareholders in 2025, which included share repurchases.
Share Issuance
- In February 2026, Fifth Third Bancorp acquired Comerica in an all-stock transaction valued at approximately $12.7 billion.
Outbound Investments
- The company acquired Comerica in February 2026 in an all-stock transaction, which is expected to create $850 million in annual pre-tax cost savings and increase earnings per share by 9% by 2027.
- In December 2025, Fifth Third Bancorp agreed to acquire Mechanics Bank's Fannie Mae Delegated Underwriting and Servicing business, adding a $1.8 billion servicing portfolio.
- Fifth Third Bancorp partnered with Eldridge Capital Management in July 2025 to offer private credit arrangements to commercial bank clients, with an estimated $2 billion to $3 billion in the next two to three years.
Capital Expenditures
- Fifth Third Bancorp plans to increase its investment in new branches to $1.9 billion through 2029, up from $225 million announced in 2018.
- The primary focus of these capital expenditures is the expansion of branches in the Southeast and Texas, with plans to add 150 locations in Texas by 2029.
- The company launched approximately 50 new branch locations and entered Alabama in 2025.
Latest Trefis Analyses
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 60.25 |
| Mkt Cap | 39.6 |
| Rev LTM | 9,122 |
| Op Inc LTM | 855 |
| FCF LTM | 2,166 |
| FCF 3Y Avg | 2,411 |
| CFO LTM | 2,390 |
| CFO 3Y Avg | 2,798 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 13.3% |
| Rev Chg 3Y Avg | 4.8% |
| Rev Chg Q | 13.4% |
| QoQ Delta Rev Chg LTM | 3.2% |
| Op Inc Chg LTM | 5.2% |
| Op Inc Chg 3Y Avg | 10.8% |
| Op Mgn LTM | 18.1% |
| Op Mgn 3Y Avg | 17.9% |
| QoQ Delta Op Mgn LTM | -0.8% |
| CFO/Rev LTM | 28.5% |
| CFO/Rev 3Y Avg | 32.6% |
| FCF/Rev LTM | 26.6% |
| FCF/Rev 3Y Avg | 29.6% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Consumer and Small Business Banking | 5,361 | 5,378 | 6,458 | 4,184 | 2,792 |
| Commercial Banking | 3,686 | 3,912 | 5,038 | 3,892 | 3,093 |
| Wealth and Asset Management | 644 | 614 | 729 | 630 | 658 |
| General Corporate and Other | -654 | -1,401 | -3,492 | -315 | 1,525 |
| Eliminations | -180 | ||||
| Total | 9,037 | 8,503 | 8,733 | 8,391 | 7,888 |
| $ Mil | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|
| Commercial Banking | 837 | 985 | 937 | 840 | 435 |
| General Corporate and Other | 784 | 531 | 880 | ||
| Branch Banking | 481 | 534 | 393 | 288 | 288 |
| Consumer Lending | 175 | -105 | 283 | 344 | 86 |
| Investment Advisors | 88 | 83 | 105 | 66 | 38 |
| Eliminations | 0 | 0 | 0 | 0 | 0 |
| General Corporate | 672 | -512 | |||
| Total | 2,365 | 2,028 | 2,598 | 2,210 | 335 |
| $ Mil | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Consumer and Small Business Banking | 2,761 | 1,309 | 220 | ||
| Commercial Banking | 2,559 | 1,649 | 1,554 | 387 | 1,424 |
| Wealth and Asset Management | 279 | 198 | 94 | 102 | 112 |
| Eliminations | 0 | 0 | |||
| General Corporate and Other | -3,250 | -710 | 902 | 570 | 24 |
| Branch Banking | 251 | 860 | |||
| Consumer Lending | 117 | 92 | |||
| Total | 2,349 | 2,446 | 2,770 | 1,427 | 2,512 |
| $ Mil | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|
| Consumer and Small Business Banking | 88,144 | 83,697 | 85,455 | ||
| Commercial Banking | 77,640 | 83,535 | 75,387 | 70,241 | 74,570 |
| General Corporate and Other | 37,899 | 25,967 | 36,438 | 11,511 | -11,669 |
| Wealth and Asset Management | 10,891 | 14,253 | 13,836 | 12,466 | 10,500 |
| Eliminations | 0 | 0 | |||
| Branch Banking | 79,982 | 69,413 | |||
| Consumer Lending | 30,480 | 26,555 | |||
| Total | 214,574 | 207,452 | 211,116 | 204,680 | 169,369 |
Price Behavior
Price Behavior
| Market Price | $57.00 | |
| Market Cap ($ Bil) | 47.0 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -4.0% | |
| 50 Days | 200 Days | |
| DMA Price | $53.57 | $48.24 |
| DMA Trend | up | up |
| Distance from DMA | 6.4% | 18.2% |
| 3M | 1YR | |
| Volatility | 25.9% | 26.3% |
| Downside Capture | 35.72 | 73.32 |
| Upside Capture | 92.48 | 97.58 |
| Correlation (SPY) | 18.8% | 40.8% |
FITB Betas & Captures as of 6/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.02 | 0.18 | 0.50 | 0.73 | 0.83 | 0.98 |
| Up Beta | -1.41 | -0.42 | 0.73 | 0.95 | 1.03 | 0.96 |
| Down Beta | 0.23 | -0.00 | -0.10 | 0.19 | 0.69 | 1.03 |
| Up Capture | 116% | 75% | 85% | 97% | 90% | 110% |
| Bmk +ve Days | 11 | 24 | 40 | 67 | 140 | 429 |
| Stock +ve Days | 13 | 23 | 38 | 67 | 133 | 404 |
| Down Capture | -36% | 11% | 15% | 73% | 75% | 96% |
| Bmk -ve Days | 10 | 17 | 23 | 58 | 112 | 321 |
| Stock -ve Days | 8 | 18 | 25 | 58 | 119 | 345 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FITB | |
|---|---|---|---|---|
| FITB | 38.2% | 26.2% | 1.20 | - |
| Sector ETF (XLF) | 8.5% | 14.7% | 0.34 | 69.6% |
| Equity (SPY) | 17.6% | 12.7% | 1.00 | 40.6% |
| Gold (GLD) | 20.8% | 28.1% | 0.66 | 2.9% |
| Commodities (DBC) | 29.6% | 19.5% | 1.21 | -17.2% |
| Real Estate (VNQ) | 13.9% | 14.1% | 0.69 | 43.1% |
| Bitcoin (BTCUSD) | -46.0% | 43.0% | -1.31 | 18.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FITB | |
|---|---|---|---|---|
| FITB | 14.7% | 31.6% | 0.48 | - |
| Sector ETF (XLF) | 12.0% | 18.4% | 0.51 | 79.6% |
| Equity (SPY) | 13.2% | 17.1% | 0.59 | 58.8% |
| Gold (GLD) | 17.2% | 18.4% | 0.75 | -1.7% |
| Commodities (DBC) | 9.7% | 19.5% | 0.38 | 11.6% |
| Real Estate (VNQ) | 3.3% | 18.9% | 0.07 | 53.0% |
| Bitcoin (BTCUSD) | 15.8% | 53.5% | 0.47 | 21.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with FITB | |
|---|---|---|---|---|
| FITB | 15.9% | 36.1% | 0.51 | - |
| Sector ETF (XLF) | 13.6% | 22.0% | 0.56 | 85.2% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 63.9% |
| Gold (GLD) | 11.4% | 16.1% | 0.58 | -4.4% |
| Commodities (DBC) | 6.9% | 18.0% | 0.30 | 22.7% |
| Real Estate (VNQ) | 5.2% | 20.7% | 0.21 | 56.5% |
| Bitcoin (BTCUSD) | 58.0% | 66.2% | 0.98 | 16.4% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 7/28/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/17/2026 | -2.3% | -3.7% | |
| 4/17/2026 | 1.7% | 2.8% | -4.4% |
| 1/20/2026 | 2.0% | 2.7% | 9.2% |
| 10/17/2025 | 1.3% | 4.2% | 5.5% |
| 7/17/2025 | -1.0% | -0.7% | 0.3% |
| 4/17/2025 | -0.7% | 4.0% | 15.2% |
| 1/21/2025 | 1.2% | 1.4% | 0.0% |
| 10/18/2024 | -1.5% | -2.9% | 3.6% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 14 | 20 |
| # Negative | 13 | 11 | 4 |
| Median Positive | 2.0% | 3.7% | 5.8% |
| Median Negative | -1.5% | -3.7% | -7.2% |
| Max Positive | 5.9% | 9.3% | 15.2% |
| Max Negative | -6.3% | -9.2% | -10.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/17/2026 | -2.3% | -3.7% | |
| 4/17/2026 | 1.7% | 2.8% | -4.4% |
| 1/20/2026 | 2.0% | 2.7% | 9.2% |
| 10/17/2025 | 1.3% | 4.2% | 5.5% |
| 7/17/2025 | -1.0% | -0.7% | 0.3% |
| 4/17/2025 | -0.7% | 4.0% | 15.2% |
| 1/21/2025 | 1.2% | 1.4% | 0.0% |
| 10/18/2024 | -1.5% | -2.9% | 3.6% |
| 7/19/2024 | 1.9% | 4.0% | 1.1% |
| 4/19/2024 | 5.9% | 7.6% | 12.7% |
| 1/19/2024 | 2.9% | 5.0% | 2.1% |
| 10/19/2023 | 1.1% | -6.5% | 10.1% |
| 7/20/2023 | 2.7% | 0.1% | -9.6% |
| 4/20/2023 | -0.6% | -8.7% | -10.2% |
| 1/19/2023 | 2.8% | 9.3% | 12.0% |
| 10/20/2022 | -6.3% | 6.8% | 6.2% |
| 7/21/2022 | -1.3% | -2.7% | 7.6% |
| 4/19/2022 | 4.4% | -0.7% | -4.8% |
| 1/20/2022 | -2.8% | -6.6% | 0.5% |
| 10/19/2021 | -0.3% | 3.5% | 1.8% |
| 7/22/2021 | -2.3% | -1.2% | 1.3% |
| 4/20/2021 | -3.8% | 2.4% | 10.9% |
| 1/21/2021 | -2.1% | -9.2% | 10.2% |
| 10/22/2020 | 2.0% | -4.5% | 10.1% |
| 7/23/2020 | -0.1% | 3.0% | 1.9% |
| SUMMARY STATS | |||
| # Positive | 12 | 14 | 20 |
| # Negative | 13 | 11 | 4 |
| Median Positive | 2.0% | 3.7% | 5.8% |
| Median Negative | -1.5% | -3.7% | -7.2% |
| Max Positive | 5.9% | 9.3% | 15.2% |
| Max Negative | -6.3% | -9.2% | -10.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 02/24/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/24/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/27/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/05/2026 | 10-Q |
| 12/31/2025 | 02/24/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/24/2025 | 10-K |
| 09/30/2024 | 11/05/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/27/2024 | 10-K |
| 09/30/2023 | 11/07/2023 | 10-Q |
| 06/30/2023 | 08/07/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/24/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/09/2022 | 10-Q |
| 12/31/2021 | 02/25/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/06/2021 | 10-Q |
| 03/31/2021 | 05/07/2021 | 10-Q |
| 12/31/2020 | 02/26/2021 | 10-K |
| 09/30/2020 | 11/05/2020 | 10-Q |
| 06/30/2020 | 08/07/2020 | 10-Q |
| 03/31/2020 | 05/08/2020 | 10-Q |
| 12/31/2019 | 03/02/2020 | 10-K |
| 09/30/2019 | 11/08/2019 | 10-Q |
| 06/30/2019 | 08/08/2019 | 10-Q |
Insider Activity
Updated 7/21/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sefzik, Peter L | EVP | Direct | Sell | 4292026 | 50.46 | 20,000 | 1,009,189 | 9,556,109 | Form |
| 2 | Khanna, Kevin J | EVP | Direct | Sell | 4212026 | 50.77 | 6,000 | 304,630 | 3,873,827 | Form |
| 3 | Schramm, Jude | EVP & CIO | Direct | Sell | 2252026 | 50.54 | 3,896 | 196,911 | 7,149,634 | Form |
| 4 | Schramm, Jude | EVP & CIO | Direct | Sell | 2252026 | 50.96 | 11,000 | 560,604 | 7,407,924 | Form |
| 5 | Spence, Timothy | Chair, CEO & President | Direct | Sell | 2182026 | 54.05 | 3,420 | 184,868 | 23,532,412 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sefzik, Peter L | EVP | Direct | Sell | 4292026 | 50.46 | 20,000 | 1,009,189 | 9,556,109 | Form |
| 2 | Khanna, Kevin J | EVP | Direct | Sell | 4212026 | 50.77 | 6,000 | 304,630 | 3,873,827 | Form |
| 3 | Schramm, Jude | EVP & CIO | Direct | Sell | 2252026 | 50.54 | 3,896 | 196,911 | 7,149,634 | Form |
| 4 | Schramm, Jude | EVP & CIO | Direct | Sell | 2252026 | 50.96 | 11,000 | 560,604 | 7,407,924 | Form |
| 5 | Spence, Timothy | Chair, CEO & President | Direct | Sell | 2182026 | 54.05 | 3,420 | 184,868 | 23,532,412 | Form |
| 6 | Feiger, Mitchell Stuart | Spouse's Trust | Sell | 2132026 | 53.20 | 32,870 | 1,748,685 | 4,549,347 | Form | |
| 7 | Feiger, Mitchell Stuart | Spouse's Revocable Living Trust | Sell | 2132026 | 53.00 | 49,175 | 2,606,275 | 4,332,876 | Form | |
| 8 | Feiger, Mitchell Stuart | Trust | Sell | 2132026 | 53.29 | 77 | 4,103 | 1,151,722 | Form | |
| 9 | Feiger, Mitchell Stuart | First Sibling Second Trust | Sell | 2132026 | 54.91 | 9,139 | 501,828 | 689,115 | Form | |
| 10 | Feiger, Mitchell Stuart | Trust | Sell | 2132026 | 54.74 | 5,674 | 310,571 | 1,491,191 | Form | |
| 11 | Feiger, Mitchell Stuart | Revocable Living Trust | Sell | 2132026 | 54.74 | 581 | 31,804 | 6,609,765 | Form | |
| 12 | Schramm, Jude | EVP & CIO | Direct | Sell | 12152025 | 48.50 | 2,250 | 109,125 | 6,265,764 | Form |
| 13 | Bayh, Evan | Direct | Buy | 10222025 | 41.22 | 3,000 | 123,650 | 3,501,026 | Form | |
| 14 | Khanna, Kevin J | EVP | Direct | Sell | 8182025 | 42.67 | 14,000 | 597,426 | 3,451,118 | Form |
Investor Activity (13F)
Updated Jul 28, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
Fifth Third Bancorp — Investor Video Playlist
Investor / Analyst
Fifth Third Bancorp: The Comerica Merger and Q1 2026 Analysis
Investor / Analyst
Fifth Third Bancorp Q4 2025 Earnings Beat & Comerica Merger Insights
Products & Services
Head of Digital Channels, Erin Crawford, Discusses Innovation in the Digital Space
Investor / Analyst
Fifth Third Bancorp (FITB|$23.3B) - 2025 Q1 Earnings Analysis
Products & Services
Fifth Third Furnancial Guidance - Certificate of Deposit Savings!
Leadership
Fifth Third Bank CEO: Our credit metrics have been very well behaved as delinquencies declined
Industry Resources
| Financials Resources |
| Federal Reserve Economic Data |
| Federal Reserve |
| FDIC Data |
| American Banker |
| The Banker |
| Banking Technology |
| Regional Banks Resources |
| Bank Director |
| Independent Banker |
| S&P Global Market Intelligence |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 7/27/2026