Every material Form 8-K Fifth Third Bancorp filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Fifth Third Bancorp reported third quarter 2026 net income available to common shareholders of $828 million, or $0.90 per diluted share, up from $763 million, or $0.83 per share, in the second quarter, but roughly flat with the $0.91 per share earned a year earlier. Excluding $0.23 per share of certain items, mainly merger-related charges tied to the Comerica acquisition, adjusted EPS was $1.13.
Net income available to common shareholders was $828 million, compared with $763 million in the prior quarter and $608 million a year earlier.
Diluted EPS was $0.90, versus $0.83 in the second quarter and $0.91 in the third quarter of 2025; adjusted EPS was $1.13.
Certain items reduced results by $211 million after tax, including $171 million of merger-related charges.
Net interest income rose 3% sequentially to $2.28 billion, while noninterest income fell 5% to $1.01 billion.
Fifth Third reported second-quarter 2026 net income available to common shareholders of $763 million, or $0.83 per diluted share, up from $128 million ($0.15) in the first quarter but down 6% per share from $0.88 a year earlier. Results include $0.19 per share of items, mainly $155 million after-tax in merger-related charges tied to the Comerica acquisition, and the company did not repurchase shares in the first half of 2026.
Diluted EPS of $0.83 compares with $0.15 in the prior quarter and $0.88 in the year-ago quarter; excluding $0.19 of certain items, adjusted EPS was $1.02.
Net interest income rose 48% year over year to $2.220 billion, reflecting a full quarter of Comerica.
Net charge-off ratio improved to 0.30%, the lowest level since the second quarter of 2023.
CET1 capital ratio was 9.93%, and there was no share repurchase activity in the first half of 2026.
Fifth Third Bancorp said on June 1, 2026 that it will voluntarily transfer the listing of its common stock and four preferred depositary share series from Nasdaq to the New York Stock Exchange. Trading on Nasdaq ends at market close on June 11, 2026, and trading on the NYSE begins at market open on June 12, 2026, under the same common ticker, FITB, and new preferred tickers.
Common stock keeps the ticker FITB on the NYSE, starting June 12, 2026.
Four preferred depositary share series move to the NYSE as FITB PRA, FITB PRI, FITB PRK and FITB PRM.
Nasdaq trading for these securities ends at market close on June 11, 2026.
Chairman and CEO Tim Spence is scheduled to ring the NYSE Opening Bell on June 12.
At its April 21, 2026 annual meeting, Fifth Third Bancorp shareholders elected all 16 board nominees to serve until the 2027 annual meeting, ratified Deloitte & Touche LLP as the independent audit firm for 2026, and approved executive compensation in an advisory vote. These are routine governance votes, and the filing reports no changes in leadership or other material events.
Sixteen directors were elected; votes for each nominee ranged from 701,953,879 (Timothy N. Spence) to 734,381,415 (Derek J. Kerr).
Deloitte & Touche LLP was ratified as the 2026 independent external audit firm with 783,792,162 votes for and 47,008,970 against.
Executive compensation was approved in an advisory vote with 699,182,469 votes for and 39,949,231 against, plus 90,178,097 broker non-votes.
Fifth Third reported first-quarter 2026 net income available to common shareholders of $128 million, or $0.15 per diluted share, down from $699 million ($1.04) in the prior quarter and $478 million ($0.71) a year earlier. The results include two months of Comerica, which the company acquired on February 1, 2026, and merger-related charges that reduced diluted EPS by $0.68, so revenue growth did not carry through to profit.
Net interest income rose 34% year over year to $1.939 billion, and noninterest income rose 29% to $895 million.
Noninterest expense was $2.395 billion, including $635 million of pre-tax merger-related charges; after-tax merger-related charges were $510 million.
Comerica acquisition closed February 1, 2026, in an all-stock deal valued at approximately $12.7 billion; the CET1 capital ratio fell to 9.96% from 10.81% in the prior quarter.
No share repurchases occurred in the first quarter of 2026.
On February 18, 2026, Fifth Third's Compensation Committee approved performance share unit (PSU) grants to several named executive officers to reward integration following the previously announced merger with Comerica. Chairman, CEO and President Timothy N. Spence's award has a grant date value of $5 million and requires him to hold vested shares, net of tax, until February 18, 2031. Payouts range from 0% to 125% based on an integration scorecard, so shareholders' exposure depends on how that scorecard is met.
Timothy N. Spence (Chairman, CEO and President) grant date value: $5,000,000, with shares held until February 18, 2031
James C. Leonard (EVP and COO) grant date value: $1,500,000
Bryan D. Preston (CFO), Robert P. Shaffer (Chief Risk Officer) and Jude A. Schramm (CIO) each receive $1,000,000
Performance period runs February 1, 2026 through December 31, 2026; 50% vests on each of the first and second grant anniversaries
Fifth Third Bancorp completed its merger with Comerica Incorporated, which the company says creates the ninth-largest U.S. bank with about $294 billion in assets. Each Comerica common share converted into 1.8663 Fifth Third common shares, and three former Comerica directors joined Fifth Third's board. The filing does not give financial results for the combined company, and the press release lists integration and cost-savings risks.
Each Comerica common share converted into 1.8663 Fifth Third common shares, with cash paid in lieu of fractional shares.
Fifth Third assumed $1,790 million of Comerica parent notes and $626 million of Comerica Bank notes.
Michael G. Van de Ven, Barbara R. Smith and Derek J. Kerr joined the board, which increased to 16 directors.
A certificate of amendment creating 400,000 shares of New Fifth Third Preferred Stock took effect January 31, 2026 at 11:59 pm Eastern Time.
Fifth Third Bancorp reported fourth-quarter 2025 net income available to common shareholders of $699 million, or $1.04 per diluted share, up from $582 million, or $0.85 per share, a year earlier. The company said the Comerica acquisition is expected to close on February 1, 2026, and it did not repurchase shares in the quarter because of the pending deal.
Diluted EPS of $1.04 compared with $0.91 in the third quarter of 2025 and $0.85 in the fourth quarter of 2024; certain items reduced EPS by a net $0.04.
Net interest income was $1.533 billion, up 6% from a year earlier; noninterest expense was $1.309 billion, up 7%.
No share repurchases in the fourth quarter of 2025 due to the pending Comerica acquisition, which the company expects to close on February 1, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Fifth Third Bancorp filing is on SEC EDGAR ↗. 8-K briefs of other companies →