Retail
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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 -
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 -
Explore the Trendline➔
Getty Images
TrendlineArtificial intelligence
The heavily regulated banking sector rarely gets to trailblaze. But with AI, an all-in mentality is fueling both research and adoption.
By Banking Dive staff -
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 -
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 -
Former Citi exec sues bank, alleging sexual harassment
Citi’s former global head of platform and experiences said she was subject to a campaign of sexual harassment, manipulation and grooming involving the bank’s wealth chief.
By Gabrielle Saulsbery • Jan. 27, 2026 -
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 -
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 -
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 -
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 -
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 -
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 -
‘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 -
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 -
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 -
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 -
Deep Dive
M&A in 2026 may put more distance between big, small banks
Expect the acceleration in bank M&A to pick up further, especially in advance of this year’s midterm elections.
By Caitlin Mullen • Jan. 15, 2026 -
Fed approves Fifth Third-Comerica deal
The transaction is expected to close Feb. 1, Fifth Third said. The green light, 99 days after proposal, comes despite an intense campaign by Comerica investor HoldCo Asset Management.
By Dan Ennis • Jan. 14, 2026 -
Citi may sell more Banamex stakes, CFO says
Outgoing CFO Mark Mason wouldn’t commit Wednesday to whether the initial public offering of the lender’s Mexican retail-banking business would occur in 2026.
By Caitlin Mullen • Jan. 14, 2026 -
Q&A
U.S. Bank exec: Customers will want a zero-friction bank partner on AI
“The new bar for digital excellence is, what can we do for our customers, as opposed to having them do it themselves,” the super-regional’s innovation chief said.
By Caitlin Mullen • Jan. 14, 2026 -
Regions insider named next CFO
Anil Chadha, the Birmingham, Alabama-based bank's controller and head of corporate finance, will take the role after longtime CFO David Turner retires in March.
By Gabrielle Saulsbery • Jan. 13, 2026 -
JPMorgan CFO: Card interest cap would ‘significantly change’ bank’s business
The CFO of the largest U.S. lender didn’t rule out that the banking industry could take legal action if a credit card interest rate cap is imposed, as President Donald Trump has suggested.
By Caitlin Mullen • Jan. 13, 2026 -
Ohio bank rebrands in ‘ambition play’
Metamora State Bank, a three-branch, $98 million-asset lender, adopted a new moniker – Bank419 – that embraces the region’s area code rather than tying itself to one town.
By Dan Ennis • Jan. 13, 2026 -
Jenius Bank is winding down
The Sumitomo Mitsui Banking Corp.-backed digital bank is closing, according to an SMBC spokesperson, confirming employment-related filings and claims from several now-former employees.
By Gabrielle Saulsbery • Updated Jan. 13, 2026 -
Wells Fargo location in Connecticut votes against unionizing
Of 30 Wells branches to have held union elections, three have voted against unionizing. A Wells Fargo branch in Wallingford, Connecticut is one of them.
By Gabrielle Saulsbery • Jan. 8, 2026 -
JPMorgan Chase to take over as Apple Card’s issuer
The largest U.S. bank will assume a $20 billion portfolio of Apple customers as Goldman Sachs extricates itself from consumer lending.
By Justin Bachman • Jan. 8, 2026