Fifth Third Bancorp

FITB · NASDAQ

$52.41+$1.90 (+3.76%)TodayMarket closed · Oct 20, 7:59 PM ET

Prev close $50.51

FITB analyst rating

BuyConsensus of 20 analysts over the last 12 months. 75% rate it a buy.

Strong buy0
Buy15
Hold5
Underperform0
Sell0

12-month price target · 22 analysts

Average $64.32 (+22.7% upside)

Low: $55.55
Now: $52.41
High: $70.35

Upgrades and downgrades

The latest rating actions, newest first

FITB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 20, 2026	Maintains	Outperform	$62.00 → $60.00	67%
TD Cowen	Oct 8, 2026	Initiates	Buy	$60.00	50%
UBS	Oct 5, 2026	Maintains	Buy	$65.00 → $63.00	50%
JP Morgan	Oct 2, 2026	Maintains	Overweight	$62.00 → $58.00	46%
Evercore ISI Group	Oct 1, 2026	Maintains	In-Line	$61.00 → $57.00	49%
Truist Securities	Sep 23, 2026	Maintains	Buy	$64.00 → $63.00	59%
Citigroup	Sep 22, 2026	Upgrade	Neutral → Buy	$59.00 → $62.00	40%
JP Morgan	Jul 29, 2026	Maintains	Overweight	$61.00 → $62.00	46%
Citigroup	Jul 24, 2026	Maintains	Neutral	$53.00 → $59.00	40%
Evercore ISI Group	Jul 21, 2026	Maintains	In-Line	$60.00 → $61.00	49%

The case for and against

Updated Oct 21, 2026

Bull case

Fifth Third Bancorp is positioned well because the Comerica acquisition expands scale, geographic reach, and fee-generating businesses while preserving attractive deal economics and supporting long-term shareholder value. The company is already showing stronger fundamentals, with 2Q26 core ROATCE of 18.0%, ROAA of 1.31%, PPNR of $1.165 billion, and TBV per share up to $23.15, while asset quality remained solid and net charge-offs fell to 0.30%. Management’s disciplined operating model, growing Southeast franchise, and rising revenue from commercial payments, capital markets, and wealth management suggest the merger can drive durable earnings power and support a return to buybacks in 3Q26.

Bear case

Fifth Third Bancorp is exposed to a weaker fundamental setup because its earnings remain highly sensitive to credit quality, interest rates, and a potentially softer U.S. economy, with rising nonaccrual loan inflows signaling pressure on future charge-offs and workout costs. While noninterest income improved to $1.06 billion and book value per share rose to $35.56, the benefits are partly tied to the full-quarter Comerica contribution, which also adds integration risk and higher expenses, including about $210 million of CDI amortization in 2026. Even with a 76% loan-to-deposit ratio and 109% LCR compliance, slower Southeast breakeven progress, competitive pressure, and a possible recession could constrain profitability and credit performance.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.