10-KPeriod: FY2023

FIFTH THIRD BANCORP Annual Report, Year Ended Dec 31, 2023

Filed February 27, 2024For Securities:FITBFITBOFITBPFITB-PIFITB-PMFITB-PAFITBIFITB-PK

Summary

Fifth Third Bancorp (FITB) reported its 2023 financial results, highlighting a resilient economic performance despite managing inflation and tighter credit conditions. The bank demonstrated growth in net interest income driven by higher market interest rates, which positively impacted yields on loans and securities, though this was partially offset by increased rates paid on deposits and higher funding costs. The provision for credit losses saw a slight decrease compared to the prior year, and the bank maintained strong capital ratios well above regulatory requirements, including a CET1 ratio of 10.29% at year-end 2023. Key business segments, particularly Commercial Banking, showed significant profit growth, contributing substantially to the overall net income. The company also navigated a dynamic regulatory environment, addressing proposed changes to capital rules and the ongoing LIBOR transition. Fifth Third Bancorp remains focused on its core strategies, including deposit growth, prudent risk management, and strategic investments to support future growth, while acknowledging the continued competitive landscape and evolving economic conditions.

Financial Statements
Beta
Revenue$577.00M
Interest Expense$3.93B
Net Income$2.35B
EPS (Basic)$3.23
EPS (Diluted)$3.22
Shares Outstanding (Basic)684.17M
Shares Outstanding (Diluted)687.68M

Key Highlights

  • 1Net interest income (FTE) increased by $227 million to $5.9 billion in 2023, driven by higher market interest rates on earning assets, partially offset by increased funding costs.
  • 2Net income available to common shareholders was $2.2 billion, or $3.22 per diluted share, a decrease from $2.3 billion or $3.35 per diluted share in 2022.
  • 3The provision for credit losses decreased to $515 million in 2023 from $563 million in 2022.
  • 4Total loans and leases decreased by 4% to $117.6 billion at December 31, 2023, primarily due to reductions in commercial and industrial loans and indirect secured consumer loans.
  • 5Core deposits increased by 2% to $163.7 billion at December 31, 2023, reflecting a shift towards higher-yielding deposit products due to the interest rate environment.
  • 6The Bancorp maintained strong capital ratios, with CET1 capital ratio at 10.29%, Tier 1 risk-based capital ratio at 11.59%, and Total risk-based capital ratio at 13.72% as of December 31, 2023.
  • 7The Bancorp recognized a $224 million FDIC special assessment in November 2023, impacting earnings and to be paid over eight quarterly periods starting Q1 2024.

Frequently Asked Questions

Fifth Third Bancorp reported a net income of $2.349 billion for the year ended December 31, 2023, and net income available to common shareholders of $2.212 billion, or $3.22 per diluted share.

Net interest income on an FTE basis increased by $227 million to $5.9 billion in 2023. This was primarily driven by higher market interest rates, which increased yields on average loans and leases, and other short-term investments. However, this benefit was partially offset by higher rates paid on average interest-bearing core deposits, long-term debt, and FHLB advances, as well as deposit migration into higher-yielding products.

Fifth Third Bancorp maintained strong capital ratios as of December 31, 2023. The Common Equity Tier 1 (CET1) capital ratio was 10.29%, the Tier 1 risk-based capital ratio was 11.59%, and the Total risk-based capital ratio was 13.72%. All of these ratios exceeded the minimum requirements and the Bancorp's stress capital buffer requirement.

The Bancorp recognized a $224 million FDIC special assessment in November 2023, which was recorded in earnings at that time. This assessment is related to recovering costs from bank failures in 2023 and will be paid to the FDIC over an anticipated eight quarterly assessment periods beginning in the first quarter of 2024.