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News
Fifth Third’s $178m Tricolor hit - NDFI fears spread
Fifth Third recorded a $178 million third quarter charge-off tied to bankrupt subprime auto lender Tricolor, amplifying investor concern over banks’ exposure to non-depository financial institutions. Similar hits and fraud-linked loans disclosed by peers — alongside JPMorgan’s $170 million Tricolor charge-off — have sharpened focus on regional bank credit risk. Lenders stress the issues are isolated and say reserves, underwriting and monitoring remain strong.
Oct 23, 2025
Tags:
Credit Risk
The views and opinions expressed in this content are those of the thought leader as an individual and are not attributed to CeFPro or any other organization
- Fifth Third takes $178m Q3 charge-off tied to Tricolor
- JPMorgan reports separate $170m Tricolor hit
- Zions and Western Alliance disclose fraud-linked bad loans
- Investors shift focus to NDFI exposures and regional bank credit risk
- Fifth Third completes portfolio review and labels issue isolated fraud
- Nonbank lending is about 8 percent of Fifth Third’s book
- U.S. Bank flags immaterial First Brands exposure and higher provisions
- Truist notes under $200m First Brands exposure, fully reserved
- Executives stress strong underwriting, diversification and vigilance
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