Dec 30, 2025 • GuruFocus
SOMEWHAT-BULLISH
Citigroup Raises Comerica (CMA) Price Target to $88.00, Maintains Neutral Rating | CMA Stock News
Citigroup has raised its price target for Comerica (CMA) to $88.00 from $82.00, while maintaining a Neutral rating. This adjustment reflects a 7.32% increase and renewed analyst confidence in the stock. Other firms like Wells Fargo, RBC Capital, Keefe, Bruyette & Woods, and Jefferies have also recently adjusted their price targets and ratings for Comerica.
Dec 23, 2025 • Banking Dive
SOMEWHAT-BEARISH
Comerica-Fifth Third deal’s speed attacked by investor HoldCo
Activist investor HoldCo is intensifying its efforts to block Fifth Third's $10.9 billion acquisition of Comerica, arguing the deal was rushed and driven by Comerica CEO Curt Farmer's personal interests rather than shareholder value. HoldCo points to the unusually short 17-day timeline for the deal's execution, contrasting it with other recent bank mergers, and highlights supplemental disclosures suggesting the timing aimed to neutralize a proxy contest. Despite proxy adviser Institutional Shareholder Services recommending approval due to reasonable valuation and lack of competing offers, HoldCo maintains that Farmer's significant compensation package in the merger indicates a conflict of interest.
Dec 23, 2025 • The Business Journals
BULLISH
Fifth Third stock price targets rise as analysts cite growth beyond Comerica acquisition
Analysts are increasing their price targets for Fifth Third Bancorp, projecting potential gains of up to 24% over the next year. This optimism is driven by factors extending beyond the upcoming Comerica acquisition. The article highlights that analysts see growth opportunities for Fifth Third Bancorp beyond the acquisition.
Dec 19, 2025 • MarketBeat
SOMEWHAT-BULLISH
Assenagon Asset Management S.A. Purchases 175,826 Shares of Comerica Incorporated $CMA
Assenagon Asset Management S.A. significantly increased its stake in Comerica Incorporated (NYSE:CMA) by 52.8% in Q3, purchasing 175,826 additional shares, bringing its total holdings to 508,689 shares valued at approximately $34.86 million. Institutional investors collectively own 80.74% of Comerica, with several large firms also boosting their positions. Analysts currently have a "Hold" rating on the stock with a consensus price target of $74.26, and Comerica recently declared a quarterly dividend of $0.71 per share.
Dec 19, 2025 • Business Wire
SOMEWHAT-BEARISH
Shareholder Investigation Launched by Kaskela Law Firm into Fairness of Comerica Inc. (NYSE: CMA) Merger Price; Comerica Investors Encouraged to Contact the Firm
Kaskela Law LLC has initiated an investigation into the proposed acquisition of Comerica Inc. (NYSE: CMA) by Fifth Third Bancorp, questioning whether the stock exchange ratio of 1.8663 shares of Fifth Third stock for each Comerica share undervalues Comerica's shares. The firm encourages Comerica shareholders who believe their shares are undervalued to contact them to discuss their legal rights and options. This investigation aims to determine if Comerica's officers and/or directors breached their fiduciary duties or violated securities laws.
Dec 18, 2025 • Banking Dive
NEUTRAL
Comerica filing details back-and-forth with Fifth Third, ‘Institution A’
Comerica has released additional information regarding its agreement to be acquired by Fifth Third, including its discussions with an unnamed "Financial Institution A." This disclosure comes amidst litigation from activist investors and shareholders alleging a lack of transparency in the transaction. The filing details the timeline of offers and negotiations, emphasizing Comerica's board decision not to engage exclusively with Financial Institution A, ultimately leading to the Fifth Third deal.