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Dec 31, 2023

Fifth Third Q4 2023 Earnings Report

Reported diluted earnings per share of $0.72, driven by strong capital accretion and deposit growth.

Key Takeaways

Fifth Third Bancorp reported a net income of $530 million for Q4 2023, with diluted earnings per share of $0.72. The results reflect a decrease compared to the previous quarter and year-ago quarter, impacted by certain items including an FDIC special assessment. However, the company saw growth in average deposits and CET1 capital.

Average deposits increased 2% compared to the previous quarter and 5% compared to the year-ago quarter.

CET1 capital increased 49 bps sequentially to 10.29%, driven by strong earnings and balance sheet optimization.

Net charge-off ratio declined 9 bps compared to the prior quarter.

Opened 19 branches during the quarter, with 18 in high-growth Southeast markets, and generated consumer household growth of 3% compared to the prior year.

Total Revenue
$2.17B
Previous year: $2.32B
-6.5%
EPS
$0.99
Previous year: $1.01
-2.0%
Net Interest Margin
2.85%
Previous year: 3.35%
-14.9%
Efficiency Ratio
67.2%
Previous year: 52.6%
+27.8%
CET1 Capital Ratio
10.29%
Previous year: 9.27%
+11.0%
Gross Profit
$3.39B
Previous year: $2.22B
+52.9%
Cash and Equivalents
$3.14B
Previous year: $3.47B
-9.3%
Free Cash Flow
$1.95B
Previous year: $1.97B
-1.0%
Total Assets
$215B
Previous year: $207B
+3.4%

Fifth Third

Fifth Third

Fifth Third Revenue by Segment

Forward Guidance

While the economic and regulatory environments remain uncertain, Fifth Third remains well positioned to navigate potential economic and regulatory outcomes, focusing on stability, profitability, and growth.

Positive Outlook

  • Strong operating results in 2023.
  • Record revenue generation.
  • Prudent expense management.
  • Disciplined credit risk management.
  • Successful completion of risk-weighted assets initiative.

Challenges Ahead

  • Challenging economic environment.
  • Uncertain regulatory landscape.
  • Potential economic outcomes.
  • Potential regulatory outcomes.
  • Continued investment in businesses required.

Revenue & Expenses

Visualization of income flow from segment revenue to net income