Fifth Third Bancorp (NASDAQ:FITB) Hits New 12-Month High After Earnings Beat

Fifth Third Bancorp (NASDAQ:FITB) shares reached a new 52-week high during trading on Tuesday after the company announced better than expected quarterly earnings. The company traded as high as $50.50 and last traded at $50.4610, with a volume of 11260928 shares trading hands. The stock had previously closed at $49.16.

The financial services provider reported $1.08 EPS for the quarter, topping the consensus estimate of $1.00 by $0.08. The firm had revenue of $2.35 billion during the quarter, compared to analyst estimates of $2.34 billion. Fifth Third Bancorp had a net margin of 19.50% and a return on equity of 13.72%. Fifth Third Bancorp’s revenue for the quarter was up 63.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.85 earnings per share.

Fifth Third Bancorp Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were given a $0.40 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $1.60 annualized dividend and a dividend yield of 3.0%. Fifth Third Bancorp’s dividend payout ratio is presently 45.20%.

More Fifth Third Bancorp News

Here are the key news stories impacting Fifth Third Bancorp this week:

• Positive Sentiment: Q4 results beat and strong NII — FITB reported better-than-expected Q4 EPS and record net interest income, driven by higher loan demand, fees and lower provisions; management highlighted positive operating leverage and raised 2026 outlook. Q4 Press Release
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple firms (RBC, Wolfe, Piper Sandler, Janney, Keefe) raised price targets and kept overweight/outperform stances after the quarter, signaling renewed sell‑side conviction. Analyst PTs
• Positive Sentiment: Comerica acquisition seen as catalyst — Management and analysts say the Comerica deal should materially boost scale, drive >30% NII lift and accelerate account/loan growth; MarketBeat frames FITB at an inflection with double‑digit upside. MarketBeat Inflection
• Positive Sentiment: Product/digital traction — The new banking app and continued branch/digital investments reportedly drove higher engagement and originations, supporting fee income and deposit dynamics. PYMNTS
• Positive Sentiment: Dividend and capital return story — Coverage highlights FITB as a high‑yield dividend name with growing buybacks and a payout ratio below 40%, which supports yield-focused investor demand. Zacks Dividend Story
• Neutral Sentiment: Integration activity — Reports show Comerica staff reductions as consolidation advances; layoffs imply near‑term integration activity and cost savings but also execution and morale risks. Detroit News
• Negative Sentiment: Valuation and skepticism — Some analysts and op‑eds warn valuation looks full after the post‑earnings move and raise concerns around Comerica integration, flat loan/deposit growth in parts of the business and lingering execution risk. Seeking Alpha

Analyst Upgrades and Downgrades

A number of research analysts have commented on FITB shares. Stephens boosted their price objective on Fifth Third Bancorp from $54.00 to $57.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. UBS Group upgraded Fifth Third Bancorp from a “neutral” rating to a “buy” rating and set a $57.00 price target for the company in a report on Tuesday, January 6th. Morgan Stanley set a $60.00 price objective on shares of Fifth Third Bancorp and gave the company an “overweight” rating in a research report on Tuesday, October 7th. Wall Street Zen upgraded shares of Fifth Third Bancorp from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, Evercore ISI set a $52.00 target price on shares of Fifth Third Bancorp in a research note on Tuesday, January 6th. Seventeen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Fifth Third Bancorp has an average rating of “Moderate Buy” and an average target price of $55.06.

Insider Buying and Selling

In other news, EVP Jude Schramm sold 2,250 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $48.50, for a total transaction of $109,125.00. Following the completion of the transaction, the executive vice president directly owned 129,191 shares of the company’s stock, valued at approximately $6,265,763.50. This represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.53% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the stock. Prime Capital Investment Advisors LLC boosted its holdings in shares of Fifth Third Bancorp by 973.5% during the fourth quarter. Prime Capital Investment Advisors LLC now owns 73,793 shares of the financial services provider’s stock valued at $3,454,000 after acquiring an additional 66,919 shares during the period. Robinhood Asset Management LLC acquired a new position in Fifth Third Bancorp during the 4th quarter valued at about $8,529,000. Apella Capital LLC bought a new position in Fifth Third Bancorp in the 4th quarter worth about $200,000. Sound Income Strategies LLC increased its stake in shares of Fifth Third Bancorp by 30.5% in the fourth quarter. Sound Income Strategies LLC now owns 1,908 shares of the financial services provider’s stock valued at $94,000 after purchasing an additional 446 shares during the period. Finally, Unison Advisors LLC raised its holdings in shares of Fifth Third Bancorp by 0.9% during the fourth quarter. Unison Advisors LLC now owns 106,309 shares of the financial services provider’s stock valued at $5,019,000 after buying an additional 924 shares during the last quarter. 83.79% of the stock is currently owned by institutional investors.

Fifth Third Bancorp Stock Performance

The firm has a market capitalization of $34.94 billion, a price-to-earnings ratio of 14.93, a P/E/G ratio of 1.08 and a beta of 0.97. The company has a 50-day moving average price of $46.50 and a 200-day moving average price of $44.50. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.71.

About Fifth Third Bancorp

Fifth Third Bancorp is a Cincinnati, Ohio–based bank holding company whose primary banking subsidiary operates as Fifth Third Bank. The company provides a broad range of financial services to individual consumers, small businesses, middle-market companies and large corporations. Its business mix includes retail and commercial banking, lending, payment and card services, treasury and cash management, and wealth management and investment advisory services delivered through a combination of branch locations, commercial offices and digital platforms.

On the consumer side, Fifth Third offers deposit accounts, consumer loans, mortgages, auto financing and credit card products, along with digital banking and mobile services.