NASDAQ$FITB

Fifth Third Bancorp · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported diluted earnings per share of $0.85, driven by growth in loans and fees, and improved net interest margin.

Fifth Third Bancorp reported a strong and consistent performance in 2024, with growth in loans, deposits, and fees in Q4. The company's net interest margin expanded, and expense discipline was maintained. Total consumer households surpassed 2.5 million, and 21 new branches were opened in high-growth markets.

  • Net income available to common shareholders was $582 million, or $0.85 per diluted share.
  • Net interest income increased 1% sequentially, driven by loan growth and deposit rate management.
  • Efficiency ratio improved to 56.4%, with an adjusted efficiency ratio of 54.7%.
  • Wealth and asset management revenue increased 11%, and capital markets fees were up 16% compared to Q4 2023.

Headline financials

Total Revenue

$2.18B

Previous: $2.17B+0.4%
EPS (adj)

$0.90

Previous: $0.99-9.1%
Net Interest Margin

3.0%

Previous: 2.9%+4.2%
Efficiency Ratio

56.4%

Previous: 67.2%-16.1%
CET1 Capital Ratio

10.6%

Previous: 10.3%+2.7%
Net Charge-Off Ratio

0.5%

Previous: 0.3%+43.8%
Nonperforming Asset Ratio

0.7%

No prior period
Return on Avg Assets

1.2%

No prior period
Return on Avg Common Equity

13.0%

No prior period
Return on Avg Tangible Common Equity

18.4%

No prior period
Capital Expenditures

-$127M

Previous: $126M-200.8%
Net Income

$620M

Previous: $530M+17.0%
Operating Income

$764M

Previous: $657M+16.3%

Revenue & EPS history

Fifth Third · Revenue · Quarterly

$2.18B

Q4 2024+0.4%vs Q4 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Fifth Third · $474M total across 2 segments · Q1 2023

  • Commercial Banking
    $336M+2.8%
  • Wealth & Asset Mgmt
    $138M-4.2%

Forward guidance

Fifth Third Bancorp's balance sheet is positioned to continue its strong performance in 2025 through a range of interest rate outcomes. The company remains proactive in managing its credit risk and is committed to generating long-term, sustainable value for its shareholders.

Tailwinds

  • Resilient balance sheet delivers continued positive momentum in net interest income.
  • Disciplined expense management.
  • Strong fee performance driven by strategic investments.
  • Period-end consumer and commercial loans increased.
  • Strong profitability allowed the company to return capital to shareholders while increasing capital ratios.

Headwinds

  • Risks are well-understood and well-contained.
  • The company remains proactive in managing our credit risk.
  • Navigate risks, we are committed to generating long-term, sustainable value for our shareholders as we adhere to our guiding principles of stability, profitability, and growth - in that order.
  • Unspecified external risks.
  • Unspecified internal risks.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+3.0%

Avg return

30 days after

58%

42 / 73 earnings

Positive

+6.8%

Q1 2024

Best reaction

-12.1%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+0.9%+2.1%-4.4%
Q1 2026-0.5%+2.1%-4.4%
Q3 2025+1.2%+3.3%+5.5%
Q2 2025+0.5%-0.4%+6.0%
Q1 2025-0.7%+0.7%+15.2%
Q4 2024-0.9%-0.4%-1.6%
Q3 2024-4.4%-3.3%+3.6%
Q2 2024+1.6%+1.9%+1.1%
Q1 2024+6.8%+8.8%+12.7%
Q4 2023+4.0%+4.4%+2.1%
Q3 2023-5.5%-6.7%+11.9%
Q2 2023-0.9%-1.6%-10.2%
Q1 2023-1.9%-8.4%-10.4%
Q4 2022+5.8%+7.4%+12.9%
Q3 2022-0.7%+6.3%+7.1%
Q2 2022-3.1%-4.4%+5.3%
Q1 2022+4.1%-1.6%-8.8%
Q4 2021-6.1%-6.4%+0.5%
Q3 2021+3.5%+3.3%+0.2%
Q2 2021-3.0%-1.4%+2.0%
Q1 2021-1.3%+1.2%+9.7%
Q4 2020-1.4%-5.0%+10.2%
Q3 2020+3.9%-2.5%+7.6%
Q2 2020+0.6%-0.8%+0.7%
Q1 2020-1.1%+2.6%+4.6%
Q4 2019+1.2%-1.8%+1.3%
Q3 2019+0.9%+3.7%+6.3%
Q2 2019+6.6%+8.0%-7.3%
Q1 2019+2.6%+3.0%-2.0%
Q4 2018+2.1%+2.9%+2.7%
Q3 2018-1.6%+1.9%+5.6%
Q2 2018-5.8%-3.0%-1.8%
Q1 2018+5.0%+6.0%-0.5%
Q4 2017+1.7%+1.8%+0.3%
Q3 2017+0.5%+2.3%-0.0%
Q2 2017+3.7%+2.7%+3.3%
Q1 2017-1.4%-3.6%-3.4%
Q4 2016+1.5%+1.0%+3.7%
Q3 2016+3.4%+3.7%+25.1%
Q2 2016+1.8%-0.4%+5.6%
Q1 2016+1.3%
Q4 2015-3.6%
Q3 2015-3.9%
Q2 2015+1.5%
Q1 2015+4.0%
Q4 2014-0.9%
Q3 2014-2.4%
Q2 2014-5.1%
Q1 2014-5.2%
Q4 2013-2.7%
Q3 2013+4.8%
Q2 2013+0.2%
Q1 2013+3.8%
Q4 2012+5.3%
Q3 2012-0.7%
Q2 2012-0.9%
Q1 2012+0.6%
Q4 2011+0.7%
Q3 2011-3.8%
Q2 2011-12.1%
Q1 2011+1.3%
Q4 2007-4.5%
Q4 2010-4.5%
Q3 2010-1.2%
Q2 2010+2.4%
Q1 2009+5.7%
Q1 2010+2.4%
Q4 2009+0.3%
Q3 2008+5.5%
Q3 2009+5.5%
Q2 2008+0.8%
Q2 2009+0.8%
Q4 2008+0.8%

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