'Mark Walter’s Biggest Insurer Sees Banks Pause Sales Amid Probe; Truist Financial And Fifth Third Bancorp Have Paused Distribution Of Products Tied To Financier Mark Walter's Delaware Life Insurance' - Bloomberg News

Reported Earlier, 'US Fed plans to raise bank oversight thresholds, sources say' - Reuters Exclusive

https://www.reuters.com/legal/transactional/us-fed-plans-raise-bank-oversight-thresholds-sources-say-2026-09-25/

Truist Securities Maintains Buy on Fifth Third Bancorp, Lowers Price Target to $63

Truist Securities analyst Brian Foran maintains Fifth Third Bancorp (NYSE:FITB) with a Buy and lowers the price target from $64 to $63.

Meta To Rally Around 18%? Here Are 10 Top Analyst Forecasts For Tuesday

Analysts upgraded Fifth Third to Buy and adjusted price targets for Exelon, Alaska Air, Fair Isaac, Meta, Alkermes, Twilio and Warner Bros. Discovery.

Citigroup Upgrades Fifth Third Bancorp to Buy, Raises Price Target to $62

Citigroup analyst Benjamin Gerlinger upgrades Fifth Third Bancorp (NYSE:FITB) from Neutral to Buy and raises the price target from $59 to $62.

CEO Increases Holdings, Buys 21,000 Shares of Financial Stock Valued at $1.0 Million

Truist Financial CEO Michael P. Lyons purchased 21,000 shares worth $1.0 million at $48.36 per share on September 17, 2026, establishing a new direct equity position. While the insider buy signals management confidence, the stock has underperformed the S&P 500 significantly since 2021 (15% vs 88% return). The company faces headwinds including a declining net interest margin of 2.98% and potential credit quality concerns, though it offers a 4.3% dividend yield and has executed aggressive share buybacks.

Shares of banking companies are trading lower amid overall market weakness after Fed Chairman Warsh took a hawkish tone in his press conference and Q&A session after the FOMC rate hike.