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Fifth Third Bancorp: Buy Rating Affirmed Amid Strong Loan Growth and Strategic Expansion in the Southeast

Fifth Third Bancorp: Buy Rating Affirmed Amid Strong Loan Growth and Strategic Expansion in the Southeast

Fifth Third Bancorp, the Financial sector company, was revisited by a Wall Street analyst yesterday. Analyst Mike Mayo from Wells Fargo maintained a Buy rating on the stock and has a $52.00 price target.

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Mike Mayo has given his Buy rating due to a combination of factors including Fifth Third Bancorp’s ability to invest in organic growth, particularly in the Southeast region, and an upward revision in their guidance for loan and net interest income (NII) growth for 2025. The company has demonstrated superior loan growth, with an increase in their NII guidance by 50 basis points and a rise in loan growth expectations to 5%. Despite some challenges, such as a lack of commercial loan growth in the second quarter of 2025, the overall outlook remains positive.
Additionally, Mayo notes that Fifth Third Bancorp’s management is taking a more aggressive stance on deposit growth and cost management, which could lead to further NII upside. The company’s focus on traditional lending, rather than investment banking-driven growth, highlights the benefits of their expansion efforts in the Southeast. Furthermore, a decline in non-performing assets by 11% is seen as a positive indicator, contributing to the Buy rating.

In another report released today, Barclays also maintained a Buy rating on the stock with a $51.00 price target.

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