Commercial
-
Getty Images
Capital One’s commercial bank zeroes in on middle market
The lender aims to give that “underserved” segment a steady focus amid big banks’ inconsistency, an executive said. But CapOne faces competition from regional banks stepping up to serve the middle market, too.
By Caitlin Mullen • Feb. 17, 2026 -
Michael M. Santiago / Staff via Getty Images
Goldman legal chief resigns over Epstein ties
Kathryn Ruemmler will leave the bank June 30, after the Justice Department’s release of Epstein-related documents revealed the extent of her ties to the late financier and convicted sex offender.
By Caitlin Mullen • Feb. 13, 2026 -
Explore the Trendline➔
Getty Images
TrendlineArtificial intelligence
Banks’ focus on AI has shifted from a “cool-toys” mentality to one that sees the technology as a foundational pillar underlying finance and society itself.
By Banking Dive staff -
Caitlin Mullen/Banking Dive
Judge: ‘Blind-eye’ accusation sufficient in BofA’s Epstein case
A bank spokesperson reiterated Thursday that the lender looks forward “to a full review of the facts.”
By Caitlin Mullen • Feb. 12, 2026 -
Permission granted by Texas Capital
Texas Capital CEO touts transformation amid M&A chatter
The Dallas-based bank is seen in the industry as a possible takeover target, but CEO Rob Holmes said "the real M&A transaction for Texas Capital" has been its recent business transformation.
By Caitlin Mullen • Feb. 10, 2026 -
Joe Raedle / Staff via Getty Images
Capital One pays CEO Fairbank $40M for 2025
The pay package represents an approximately 19% raise over the $33.5 million Fairbank received for 2024.
By Caitlin Mullen • Feb. 9, 2026 -
Santander to buy Webster for $12.3B
The acquisition would create a top-10 retail and commercial bank in the U.S. by assets and a top-five deposit franchise in the Northeast, the banks said Tuesday.
By Caitlin Mullen • Feb. 3, 2026 -
Spencer Platt / Staff via Getty Images
Flagstar returns to profitability
Two years after commercial real estate loans sent the bank into a spiral, the Long Island-based lender is “pivoting to the growth side of the story,” its CFO said Friday.
By Dan Ennis • Feb. 2, 2026 -
Getty Images
Chicago bank first to fail in 2026
An Illinois regulator closed Metropolitan Capital Bank & Trust on Friday, and the FDIC sold the majority of its assets to Detroit-based First Independence Bank.
By Gabrielle Saulsbery • Feb. 2, 2026 -
Permission granted by Frost
Frost Bank stays the course amid Texas M&A spurt
The San Antonio-based lender has “zero interest” in M&A, CEO Phil Green said – so much so that he said no one approaches him anymore. “They know I’m not in that game.”
By Caitlin Mullen • Feb. 2, 2026 -
Getty Images
Wells Fargo to pay CEO Scharf $40M for 2025
The bank credited Charlie Scharf for the resolution of seven consent orders last year, including a $1.95 trillion asset cap imposed by the Federal Reserve.
By Dan Ennis • Jan. 30, 2026 -
Getty Images
What’s coming for the banking industry in 2026
2025 brought a surge of M&A. Expect more this year. De novo applications, too, spiked last year. That should continue. If regulation was stripped down in 2025, expect a buildup – with a different look.
By Banking Dive staff • Jan. 30, 2026 -
Permission granted by UMB
UMB CEO takes ‘measured’ tone on M&A
After integrating HTLF, UMB has learned that “between close and conversion, expectations should be more muted for growth out of the acquired company,” CEO Mariner Kemper said Wednesday.
By Caitlin Mullen • Jan. 29, 2026 -
Getty Images
Prosperity Bank continues its Texas tear
The Houston-based lender agreed to buy Stellar Bank in a roughly $2 billion deal expected to close in the second quarter. The transaction would be Prosperity’s third announced acquisition since July.
By Dan Ennis • Jan. 28, 2026 -
Getty Images
Judge rejects HoldCo’s challenge of Comerica-Fifth Third deal
After the activist investor filed an emergency motion to stall the merger’s closing, set for Feb. 1, a Delaware Court of Chancery judge denied it, saying Monday that HoldCo failed “to clear that high hurdle.”
By Caitlin Mullen • Jan. 28, 2026 -
Stephen Maturen / Stringer via Getty Images
U.S. Bank CEO, other Minnesota execs seek ‘de-escalation’
Gunjan Kedia and other CEOs of large Minnesota-based companies urged local and federal officials to collaborate on “real solutions” in the wake of a second shooting death by federal immigration agents in Minneapolis.
By Caitlin Mullen • Jan. 27, 2026 -
Courtesy of The Office of the Comptroller of the Currency
Ally taps former acting OCC chief as policy adviser
Rodney Hood, who has served as acting comptroller of the currency and chair of the National Credit Union Administration, will serve as a senior policy adviser to Ally CEO Michael Rhodes.
By Caitlin Mullen • Jan. 27, 2026 -
Permission granted by Eastern Bank
Eastern Bank eschews M&A in face of investor complaint
Activist investor HoldCo Asset Management urged the bank to sell to a larger regional, such as M&T. Executives Friday said Eastern, after completing a deal last October, had attained “the size and scale to compete effectively.”
By Caitlin Mullen • Jan. 26, 2026 -
Getty Images
FDIC conditionally approves Ford, GM ILC charters
Both automakers must stand up their respective banks within 12 months. After that, they must maintain a minimum 15% tier 1 leverage ratio.
By Gabrielle Saulsbery • Jan. 23, 2026 -
Caitlin Mullen/Banking Dive
Huntington doesn’t ‘need to be national to win,’ CFO says
Concentration on specific segments and geographies is “the predominant factor in success,” said the Ohio-based regional’s CFO, Zach Wasserman. “That's where we're doubling down.”
By Caitlin Mullen • Jan. 23, 2026 -
Getty Images
Sunwest Bank moves on AI in search of efficiencies
Ben Xiang, the bank’s chief technology and strategy officer, plans to use AI to automate workflows and add intelligence capabilities to extract value.
By Makenzie Holland • Jan. 23, 2026 -
Alamy
KeyCorp names new lead independent director
Two other board members will retire at the bank’s annual meeting. Activist investor HoldCo Asset Management sought board changes, among other demands, in a presentation last month.
By Gabrielle Saulsbery • Jan. 21, 2026 -
Drew Angerer / Staff via Getty Images
‘We’re coming’ to ‘fight you,’ PNC’s Demchak warns banks
“A regional bank that’s trying to protect its moat in a shrinking market, as the large banks and PNC come into their market, is a tough place to be,” CEO Bill Demchak said.
By Caitlin Mullen • Jan. 21, 2026 -
Courtesy of Fifth Third
Fifth Third CEO flags acquisition-related cuts
A WARN notice Comerica filed this month indicates 184 jobs are being reduced at the Dallas-based bank’s Frisco, Texas, location.
By Caitlin Mullen • Jan. 20, 2026 -
Permission granted by First Horizon
First Horizon calls out Raleigh as a market of interest
The bank’s CFO said First Horizon isn’t interested in a large acquisition, but if a smaller bank with a handful of branches were to come for sale, “we’re going to run the math.”
By Caitlin Mullen • Jan. 16, 2026 -
Alamy
PNC mandates 5-day RTO starting May 4
Whispers about a return to full-time office work have been stirring at PNC since CEO Bill Demchak said in a December fireside chat that remote work “hurts” companies.
By Gabrielle Saulsbery • Jan. 15, 2026
