03:30 PM EST, 01/20/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target price by $4 to $57, 13.7x our 2026 EPS estimate, a wider risk premium than FITB's five-year forward P/E average of 10.3x given fee income momentum. Additionally, although net interest income disappointed in Q4, we expect improvement as the bank's net interest margin rebounds. We raise our 2026 EPS estimate by $0.03 to $4.16 and 2027's by $0.05 to $4.92. FITB's risk profile is strengthening as the bank has reduced unrealized losses on its available-for-sale securities portfolio by 20% since Q1, with further improvement expected in 2026 due to predictable cash flows from its investment strategy. Credit quality concerns around Tricolor and Non-Depository Financial Institutions have also subsided, with both net charge-offs and nonperforming loans improving Q/Q and Y/Y. However, this positive outlook is tempered by the upcoming Comerica acquisition, scheduled to close February 1, which we think will create a headwind to FITB's organic growth.