Citizens Financial Group, Flagstar Financial, Texas Capital Bank, Fifth Third Bancorp, and Comerica Shares Are Falling, What You Need To Know

October 10, 2025 at 15:51 PM EDT

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What Happened?

A number of stocks fell in the afternoon session after investors reacted to escalating trade tensions between the US and China following President Trump's announcement of a potential 'massive increase' in tariffs on Chinese imports.

Earlier in the week, China announced new export controls on the critical minerals. Beijing's Commerce Ministry stated that foreign suppliers now need government approval to export products containing certain rare-earth materials. These materials are essential for producing high-tech goods, including computer chips, electric vehicles, and defense technology. Analysts viewed the move as a strategic assertion of China's dominance in the global rare earth supply chain, particularly amid ongoing trade tensions and ahead of an anticipated meeting between the US and Chinese presidents.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

Regional Banks company Citizens Financial Group (NYSE: CFG) fell 3.2%. Is now the time to buy Citizens Financial Group? Access our full analysis report here, it’s free for active Edge members.
Thrifts & Mortgage Finance company Flagstar Financial (NYSE: FLG) fell 3.4%. Is now the time to buy Flagstar Financial? Access our full analysis report here, it’s free for active Edge members.
Regional Banks company Texas Capital Bank (NASDAQ: TCBI) fell 3.1%. Is now the time to buy Texas Capital Bank? Access our full analysis report here, it’s free for active Edge members.
Regional Banks company Fifth Third Bancorp (NASDAQ: FITB) fell 3.4%. Is now the time to buy Fifth Third Bancorp? Access our full analysis report here, it’s free for active Edge members.
Regional Banks company Comerica (NYSE: CMA) fell 3.4%. Is now the time to buy Comerica? Access our full analysis report here, it’s free for active Edge members.

Zooming In On Comerica (CMA)

Comerica’s shares are not very volatile and have only had 7 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The previous big move we wrote about was 4 days ago when the stock gained 15.8% on the news that Fifth Third Bancorp announced it would acquire the company in a $10.9 billion all-stock deal. The transaction valued Comerica at $82.88 a share, a premium of over 17% compared to its previous closing price. Under the agreement's terms, Comerica shareholders were to receive 1.8663 shares of Fifth Third for each Comerica share they held. The merger was set to create one of the ten largest banks in the U.S., with assets totaling nearly $290 billion. This acquisition marked the largest deal for a U.S. bank since late 2021.

Comerica is up 24.2% since the beginning of the year, and at $76.32 per share, it is trading close to its 52-week high of $80.21 from October 2025. Investors who bought $1,000 worth of Comerica’s shares 5 years ago would now be looking at an investment worth $1,783.

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Citizens Financial Group, Flagstar Financial, Texas Capital Bank, Fifth Third Bancorp, and Comerica Shares Are Falling, What You Need To Know

What Happened?

Zooming In On Comerica (CMA)

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