Boston Common Asset Management LLC Decreases Holdings in Fifth Third Bancorp $FITB

Boston Common Asset Management LLC decreased its holdings in Fifth Third Bancorp (NASDAQ:FITB) by 8.9% in the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 276,302 shares of the financial services provider’s stock after selling 27,053 shares during the period. Boston Common Asset Management LLC’s holdings in Fifth Third Bancorp were worth $12,309,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Evolution Wealth Management Inc. bought a new stake in Fifth Third Bancorp in the second quarter worth $26,000. Activest Wealth Management increased its holdings in shares of Fifth Third Bancorp by 1,043.3% in the second quarter. Activest Wealth Management now owns 686 shares of the financial services provider’s stock worth $28,000 after buying an additional 626 shares during the period. GoalVest Advisory LLC boosted its holdings in Fifth Third Bancorp by 246.3% during the 2nd quarter. GoalVest Advisory LLC now owns 748 shares of the financial services provider’s stock valued at $31,000 after acquiring an additional 532 shares during the period. Legacy Investment Solutions LLC purchased a new stake in Fifth Third Bancorp during the 2nd quarter valued at about $32,000. Finally, BankPlus Trust Department grew its position in Fifth Third Bancorp by 53.0% during the 2nd quarter. BankPlus Trust Department now owns 837 shares of the financial services provider’s stock worth $34,000 after acquiring an additional 290 shares during the last quarter. Hedge funds and other institutional investors own 83.79% of the company’s stock.

Insiders Place Their Bets

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

Analyst Ratings Changes

Several analysts have weighed in on FITB shares. Wells Fargo & Company boosted their price objective on Fifth Third Bancorp from $52.00 to $58.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Morgan Stanley set a $60.00 price target on shares of Fifth Third Bancorp and gave the company an “overweight” rating in a report on Tuesday, October 7th. Stephens raised their price target on shares of Fifth Third Bancorp from $54.00 to $57.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Wall Street Zen upgraded shares of Fifth Third Bancorp from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Fifth Third Bancorp in a report on Wednesday, October 8th. Seventeen equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Fifth Third Bancorp currently has an average rating of “Moderate Buy” and a consensus price target of $55.06.

Key Stories Impacting Fifth Third Bancorp

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

Fifth Third Bancorp Trading Up 5.5%

NASDAQ:FITB opened at $52.86 on Thursday. The company has a 50-day moving average price of $46.50 and a 200-day moving average price of $44.50. The stock has a market cap 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 current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.71. Fifth Third Bancorp has a 12 month low of $32.25 and a 12 month high of $52.96.

Fifth Third Bancorp (NASDAQ:FITB) last released its quarterly earnings results on Tuesday, January 20th. The financial services provider reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.08. Fifth Third Bancorp had a net margin of 19.50% and a return on equity of 13.72%. The company had revenue of $2.35 billion during the quarter, compared to the consensus estimate of $2.34 billion. During the same period in the prior year, the firm earned $0.85 earnings per share. Fifth Third Bancorp’s revenue was up 63.1% on a year-over-year basis. Equities analysts predict that Fifth Third Bancorp will post 3.68 EPS for the current year.

Fifth Third Bancorp Dividend Announcement

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

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.