10 Oct, 2025
Fifth Third's Comerica buy breaks bank deal records; banks' loan growth persists
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Fifth Third's Comerica buy breaks recent US bank deal records
Fifth Third Bancorp's proposed $10.91 billion acquisition of Comerica Inc. smashed a slew of recent bank M&A records and could open the door for further large bank consolidation.
US banks' loan growth continues to firm as Q3 2025 concludes
US banks appear to have finished out the third quarter with modestly firming loan growth intact.
Visible Alpha breakdown of US banks' third-quarter earnings expectations
US big banks kick off third quarter earnings season on Tuesday, October 14, with JP Morgan, Citi, and Wells Fargo, reporting first, followed by Bank of America on Wednesday, October 15. Based on Visible Alpha consensus, the overall outlook for the major US banks is positive, with analysts expecting strong year-over-year earnings growth. This optimism is driven by healthy loan demand and a robust environment for investment banking and capital markets. The key uncertainty is the potential economic impact of new tariffs, and management commentary on this topic will be closely watched.
Rising sovereign yields strain debt sustainability in Europe, Japan
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More highlights
– Keefe Bruyette & Woods Inc. further solidified its position as the leading US bank M&A financial adviser based on deal value through the third quarter with several high-profile transactions.
– Keefe Bruyette & Woods Inc. remained the top underwriter of US bank common equity offerings based on both deal value and deal count through the third quarter.
– Goldman Sachs & Co. LLC was the top common equity underwriter for US financial services companies in 2025 through the close of the third quarter.
– An advisory assignment on a $2.20 billion asset manager acquisition in July helped BofA Securities Inc. stay atop the 2025 M&A financial adviser rankings in the asset management, investment banks, brokers and capital markets category.
Chart of the day
Otis Worldwide Corp. Chair, President and CEO Judith Marks ranked as the highest-paid female S&P 500 CEO in 2024.
Marks received a total adjusted compensation of $42.1 million in 2024, according to an analysis by S&P Global Market Intelligence. This included a stock package valued at $34.6 million when granted, accounting for more than 82% of the executive's compensation. The CEO-to-median employee pay ratio for Otis Worldwide was 689-to-1 for 2024, based on Marks' compensation and the company's median employee salary of $61,120.
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