Fifth Third's Comerica Buy is a Financial 'Home Run' -- Market Talk

Dow Jones

Oct 06

1149 ET - TD Cowen evaluates M&A deals using two key metrics: financial impact and long-term growth potential. In terms of financial impact, Fifth Third Bancorp's $10.9 billion acquisition of Comerica is a home run, TD Cowen analysts say in a research note. The deal will boost per-share earnings and increase efficiency. "From this vantage point, this is one of the most financially attractive bank transactions that we've seen in decades." The worry lies in growth potential. Comerica recently received pressure from an activist investor because its growth metrics lagged peers. Fifth Third will be tasked with unlocking Comerica's value to support long-term growth, the analysts said. (connor.hart@wsj.com)

(END) Dow Jones Newswires

October 06, 2025 11:49 ET (15:49 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2573310609"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2573310609\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2573310609?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-10-06 23:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2573310609","market":"fut","top_or_hot":-1,"title":"Fifth Third's Comerica Buy is a Financial 'Home Run' -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1149 ET - TD Cowen evaluates M&amp;A deals using two key metrics: financial impact and long-term growth potential. In terms of financial impact, <a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a>'s $10.9 billion acquisition of Comerica is a home run, TD Cowen analysts say in a research note. The deal will boost per-share earnings and increase efficiency. \"From this vantage point, this is one of the most financially attractive bank transactions that we've seen in decades.\" The worry lies in growth potential. Comerica recently received pressure from an activist investor because its growth metrics lagged peers. Fifth Third will be tasked with unlocking Comerica's value to support long-term growth, the analysts said. (connor.hart@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 06, 2025 11:49 ET (15:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fifth Third's Comerica Buy is a Financial 'Home Run' -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFifth Third's Comerica Buy is a Financial 'Home Run' -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-06 23:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1149 ET - TD Cowen evaluates M&amp;A deals using two key metrics: financial impact and long-term growth potential. In terms of financial impact, <a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a>'s $10.9 billion acquisition of Comerica is a home run, TD Cowen analysts say in a research note. The deal will boost per-share earnings and increase efficiency. \"From this vantage point, this is one of the most financially attractive bank transactions that we've seen in decades.\" The worry lies in growth potential. Comerica recently received pressure from an activist investor because its growth metrics lagged peers. Fifth Third will be tasked with unlocking Comerica's value to support long-term growth, the analysts said. (connor.hart@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 06, 2025 11:49 ET (15:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HBCP","symbol_name":"Home Bancorp Inc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2573310609","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2573310609","pubTimestamp":1759765740,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1149 ET - TD Cowen evaluates M&A deals using two key metrics: financial impact and long-term growth potential. In terms of financial impact, Fifth Third Bancorp's $10.9 billion acquisition of Comerica is a home run, TD Cowen analysts say in a research note. The deal will boost per-share earnings and increase efficiency. \"From this vantage point, this is one of the most financially attractive bank transactions that we've seen in decades.\" The worry lies in growth potential. Comerica recently received pressure from an activist investor because its growth metrics lagged peers. Fifth Third will be tasked with unlocking Comerica's value to support long-term growth, the analysts said. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HBCP":"Home Bancorp Inc","BK4211":"区域性银行","BK4588":"碎股","BK4589":"SVB概念","BK4585":"ETF&股票定投概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","CMA":"联信银行","BK4195":"互助储蓄与抵押信贷金融服务","FITB":"五三银行","CFA.SI":"NikkoAM-STC Asia REIT","BK4207":"综合性银行"},"translate_title":"Fifth Third收购Comerica是一次财务“本垒打”——市场讨论","themeId":"76f1fdbfb0bf42b2b9030049d294f4d4","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CFA.SI":1.5,"CMA":1.5,"FITB":0.9,"HBCP":1.5},"content_text":"1149 ET - TD Cowen evaluates M&A deals using two key metrics: financial impact and long-term growth potential. In terms of financial impact, Fifth Third Bancorp's $10.9 billion acquisition of Comerica is a home run, TD Cowen analysts say in a research note. The deal will boost per-share earnings and increase efficiency. \"From this vantage point, this is one of the most financially attractive bank transactions that we've seen in decades.\" The worry lies in growth potential. Comerica recently received pressure from an activist investor because its growth metrics lagged peers. Fifth Third will be tasked with unlocking Comerica's value to support long-term growth, the analysts said. (connor.hart@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  October 06, 2025 11:49 ET (15:49 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}