10-QPeriod: Q2 FY2022

FIFTH THIRD BANCORP Quarterly Report for Q2 Ended Jun 30, 2022

Filed August 5, 2022For Securities:FITBFITBOFITBPFITB-PIFITB-PMFITB-PAFITBIFITB-PK

Summary

Fifth Third Bancorp (FITB) reported its second quarter 2022 financial results, showing a net income available to common shareholders of $526 million, or $0.76 per diluted share, a decrease from $674 million, or $0.94 per diluted share, in the prior year's quarter. This decline was primarily driven by a higher provision for credit losses, which increased to $179 million from a benefit of $115 million in Q2 2021, alongside a decrease in noninterest income, largely due to lower mortgage banking net revenue. Despite the year-over-year decline in net income, the Bancorp demonstrated resilience with an increase in net interest income on an FTE basis by 11% to $1.3 billion, benefiting from rising market interest rates. The Bancorp also saw an increase in its total loans and leases by 4% from the end of 2021, driven by growth in commercial loans and leases. Capital ratios remained strong, with a CET1 capital ratio of 8.95% as of June 30, 2022, exceeding regulatory requirements. The Bancorp also successfully completed a $1 billion senior notes offering in April 2022 and acquired a national point-of-sale consumer lender during the quarter, signaling strategic growth initiatives.

Financial Statements
Beta
Revenue$154.00M
Interest Expense$125.00M
Net Income$562.00M
EPS (Basic)$0.76
EPS (Diluted)$0.76
Shares Outstanding (Basic)689.02M
Shares Outstanding (Diluted)694.80M

Key Highlights

  • 1Net income available to common shareholders decreased by 22% year-over-year to $526 million ($0.76 per diluted share) due to higher provision for credit losses and lower noninterest income.
  • 2Net interest income on an FTE basis increased by 11% year-over-year to $1.3 billion, driven by higher market interest rates and increased average loan and securities balances.
  • 3Total loans and leases increased by 4% from December 31, 2021, to $121.4 billion, primarily due to growth in commercial loans and leases.
  • 4Noninterest income decreased by 9% to $676 million, mainly impacted by a 52% decline in mortgage banking net revenue.
  • 5The provision for credit losses increased significantly to $179 million from a benefit of $115 million in the prior year's quarter, reflecting a more challenging macroeconomic outlook and loan growth.
  • 6Common Equity Tier 1 (CET1) capital ratio remained strong at 8.95%, demonstrating robust capital adequacy.
  • 7The Bancorp completed a $1 billion senior notes offering and acquired a national point-of-sale consumer lender, indicating strategic expansion and capital management activities.

Frequently Asked Questions

Fifth Third Bancorp reported a net income of $562 million for the second quarter of 2022. Net income available to common shareholders was $526 million, or $0.76 per diluted share.

Net interest income on a fully taxable equivalent (FTE) basis increased by 11% to $1.3 billion compared to the same period in the prior year. This growth was primarily attributed to higher market interest rates and an increase in average interest-earning assets.

Noninterest income decreased by 9% to $676 million compared to the prior year's quarter. The primary driver of this decrease was a significant 52% decline in mortgage banking net revenue, alongside a decrease in commercial banking revenue.

The Bancorp recorded a provision for credit losses of $179 million in Q2 2022, a substantial increase from the benefit from credit losses of $115 million recorded in Q2 2021. This increase was driven by higher period-end loan balances, a deterioration in forecasted macroeconomic conditions, and the initial recognition of provision expense on loans acquired in a recent business acquisition.

The Bancorp maintained strong capital ratios, with a Common Equity Tier 1 (CET1) capital ratio of 8.95% as of June 30, 2022, which is above the regulatory minimum requirements and its stress capital buffer. The Bancorp also continues to manage its capital effectively through strategic actions such as debt offerings and share repurchases.