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FLAGSTAR BANK, N.A. CREDIT RATINGS UPGRADED BY FITCH

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Flagstar Bank (NYSE: FLG) announced Fitch Ratings has upgraded its credit ratings on March 3, 2026: Long-Term Deposits to BBB- and Short-Term Deposits to F3, both investment grade, and Long-Term Issuer to BB+ with a Stable outlook.

Fitch cited the bank's business transformation, de-risking of the loan portfolio, return to profitability, higher capital levels, and improved funding profile. At December 31, 2025, Flagstar reported $87.5B assets, $61.0B loans, $66.0B deposits, and $8.1B equity.

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Positive

  • Long-Term Deposits upgraded to BBB- (investment grade)
  • Short-Term Deposits upgraded to F3 (investment grade)
  • Fitch cited return to profitability and higher capital levels
  • Balance sheet metrics: $87.5B assets, $61.0B loans, $66.0B deposits, $8.1B equity

Negative

  • Long-Term Issuer rating remains BB+ (non-investment grade)

News Market Reaction – FLG

+0.93%
+0.93% Session close to close

In the Mar 4 session, FLG gained 0.93%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights Fitch’s upgrades of FLG’s Long‑Term Deposit rating to BBB-, Short‑Term ...
Analysis

This announcement highlights Fitch’s upgrades of FLG’s Long‑Term Deposit rating to BBB-, Short‑Term Deposit rating to F3, and Long‑Term Issuer rating to BB+, all tied to improved profitability, asset quality, and capital. These changes build on a balance sheet with $87.5 billion in assets, $66.0 billion in deposits, and prior capital actions such as the $1.05 billion 2024 raise. Investors may track future earnings, credit metrics, and execution of the transformation plan to gauge whether the stronger ratings profile is sustained.

Key Figures

Long-Term Deposits rating: BBB- Short-Term Deposits rating: F3 Long-Term Issuer rating: BB+ +5 more
8 metrics
Long-Term Deposits rating BBB- Upgraded by Fitch to investment grade
Short-Term Deposits rating F3 Upgraded by Fitch to investment grade
Long-Term Issuer rating BB+ Upgraded by Fitch from BB
Total assets $87.5 billion Balance sheet at December 31, 2025
Loans $61.0 billion Loan portfolio at December 31, 2025
Deposits $66.0 billion Deposits at December 31, 2025
Stockholders' equity $8.1 billion Equity at December 31, 2025
Capital raise $1.05 billion Capital raise completed in March 2024

Historical Context

5 past events · Latest: Feb 12 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Feb 12 Dividend declaration Positive -1.0% Board declared quarterly cash dividends on common and preferred stock.
Feb 03 Conference participation Positive +3.5% Management presented at a major financial services investor conference.
Jan 30 Earnings return Positive -2.4% Returned to profitability with Q4 2025 net and adjusted income growth.
Jan 29 Technology partnership Positive +4.6% Cognizant partnership milestone supporting multi‑year tech transformation.
Jan 26 Branch expansion Positive +0.6% Opened new Private Client Office on Park Avenue in New York City.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

News on partnerships, conferences, and expansion has often seen positive alignment, while dividend and earnings announcements have twice coincided with short-term price pullbacks.

Recent Company History

Over the past months, FLG has reported several strategic milestones. In January 2026, it returned to profitability with positive credit metrics, expanded through a new Private Client office in New York, and highlighted a technology transformation partnership with Cognizant. Subsequent conference participation and dividend declarations in February 2026 underscored capital returns and investor outreach. Today’s Fitch upgrade, citing improved asset quality, capital and funding, fits this narrative of balance-sheet strengthening and business transformation already flagged in prior quarterly results and strategic updates.

Key Terms

long-term deposit rating, short-term deposit rating, long-term issuer rating, fdic-assisted transaction, +2 more
6 terms
long-term deposit rating financial
"including raising the Bank's Long-Term Deposit rating to BBB-"
A long-term deposit rating is an independent assessment of how likely a bank or financial institution is to honor customer deposits over several years, similar to a report card that measures long-term financial health. Investors and savers use it as a quick signal of stability: a higher rating means deposits are seen as safer and the institution can borrow more cheaply, while a lower rating suggests greater risk and potential costs or losses for creditors.
short-term deposit rating financial
"and Short-Term Deposit rating to F3, both investment grade ratings"
A short-term deposit rating is an independent assessment of how likely a bank or financial institution is to repay deposits that mature within a year. It’s like a safety grade for keeping cash with that institution for a short period, helping investors and treasurers judge the risk of losing principal or facing delays in access to funds; higher ratings mean lower perceived risk and greater confidence in liquidity.
long-term issuer rating financial
"In addition, Fitch raised Flagstar's Long-Term Issuer rating to BB+."
A long-term issuer rating is a credit score assigned to a company or government that signals how likely it is to meet its debt obligations over several years. Think of it as a multi-year report card on financial strength that helps investors judge the risk of lending money or holding bonds: higher ratings mean lower perceived default risk and usually cheaper borrowing costs, while lower ratings imply higher risk and potential for higher returns or losses.
fdic-assisted transaction regulatory
"acquisition of substantial portions of the former Signature Bank through an FDIC-assisted transaction"
An FDIC-assisted transaction is a deal arranged by the Federal Deposit Insurance Corporation (FDIC) when a bank is failing, where the FDIC helps transfer deposits and assets to another institution or provides financial backstops to complete a sale. Think of it like a referee stepping in to arrange a safe handoff so customers aren’t left hanging; for investors it signals government-managed risk containment that can affect asset values, potential losses, and the stability of counterparties.
reverse stock split financial
"the effects of the reverse stock split we effected in July 2024"
A reverse stock split reduces a company's number of outstanding shares while raising the price per share proportionally, so the total value of each investor's holding is unchanged; a 1-for-10 split turns 100 shares worth $1 each into 10 shares worth $10 each. Companies often do this to regain compliance with an exchange's minimum price rule or to attract investors who avoid very low-priced stocks.
forward–looking statements regulatory
"Cautionary Statements Regarding Forward-Looking Statements This release may include forward–looking statements"
Statements that describe a company's expectations, plans, projections or predictions about future performance, results, or events rather than facts. They matter to investors because they are forward-looking guesses based on assumptions and carry uncertainty and risk—think of them like a weather forecast for a business: useful for planning but not guaranteed, so investors should weigh the assumptions, consider alternative outcomes, and watch for updates or disclaimers.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Both Long-Term and Short-Term Deposit Ratings Raised to Investment Grade

HICKSVILLE, N.Y., March 3, 2026 /PRNewswire/ -- Flagstar Bank, N.A. (NYSE: FLG) (the "Bank") today announced that Fitch Ratings ("Fitch") has upgraded several of the Banks's credit ratings, including raising the Bank's Long-Term Deposit rating to BBB- and Short-Term Deposit rating to F3, both investment grade ratings. In addition, Fitch raised Flagstar's Long-Term Issuer rating to BB+.

According to Fitch, the upgrade is driven by the Bank's accelerating business transformation, progress in de-risking the loan portfolio, improving asset quality, its return to profitability, higher capital levels, and enhanced funding profile. In addition, the agency cited that the upgrades reflect the execution of Flagstar's balance sheet and business restructuring which has resulted in a lower commercial real estate concentration, lower wholesale borrowings and improved funding costs.

"This ratings upgrade is another milestone for our organization," said Joseph M. Otting, Executive Chairman, President, and Chief Executive Officer of Flagstar Bank, N.A. "The upgrade in both our Long- and Short-Term deposit ratings to investment grade and the improvement in our Long-Term issuer rating reflects the tremendous hard work, focus, and commitment from all our teammates. Over the past two years, we have strengthened our balance sheet, enhanced our capital and liquidity positions, improved our asset quality, diversified the loan portfolio through C&I growth, and executed our strategic plan to transform Flagstar Bank into one of the best performing regional banks in the country. We are extremely pleased that these efforts have been recognized by Fitch."

The investment grade deposits ratings are expected to enhance the Bank's competitive position, support continued deposit growth, and further strengthen relationships with commercial, municipal, and institutional clients.

Summary of Rating Actions:

Long Term Deposits to BBB- from BB+

Short Term Deposits to F3 from B

Long Term Issuer to BB+ from BB

Outlook: Stable

Flagstar Bank, N.A.

Flagstar Bank, N.A. is one of the largest regional banks in the country and is headquartered in Hicksville, New York. At December 31, 2025, the Bank had $87.5 billion of assets, $61.0 billion of loans, deposits of $66.0 billion, and total stockholders' equity of $8.1 billion. Flagstar Bank, N.A. operates approximately 340 locations across ten states, with strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast.

Cautionary Statements Regarding Forward-Looking Statements

This release may include forward–looking statements by us and our authorized officers pertaining to such matters as our goals, beliefs, intentions, and expectations regarding, among other things: (a) revenues, earnings, loan production, asset quality, liquidity position, capital levels, risk analysis, divestitures, acquisitions, and other material transactions, among other matters; (b) the future costs and benefits of the actions we may take; (c) our assessments of credit risk and probable losses on loans and associated allowances and reserves; (d) our assessments of interest rate and other market risks; (e) our ability to achieve profitability goals within projected timeframes and to execute on our strategic plan, including the sufficiency of our internal resources, procedures and systems; (f) our ability to attract, incentivize, and retain key personnel and the roles of key personnel; (g) our ability to achieve our financial and other strategic goals, including those related to our recent holding company reorganization, which was completed in October 2025 (the "Reorganization"), our merger with Flagstar Bancorp, Inc., which was completed in December 2022, our acquisition of substantial portions of the former Signature Bank through an FDIC-assisted transaction, which was completed in March 2023, and our ability to comply with the heightened regulatory standards with respect to governance and risk management programs to which we are subject as a national bank with assets of $50 billion or more; (h) the impact of the $1.05 billion capital raise we completed in March 2024; (i) our past material weaknesses in internal control over financial reporting; (j) the conversion or exchange of shares of our preferred stock; (k) the payment of dividends on shares of our capital stock, including adjustments to the amount of dividends payable on shares of our preferred stock; (l) the availability of equity and dilution of existing equity holders associated with future equity awards and stock issuances; (m) the effects of the reverse stock split we effected in July 2024; and (n) the impact of the 2024 sale of our mortgage servicing operations, third party mortgage loan origination business, and mortgage warehouse business.

Forward–looking statements are typically identified by such words as "believe," "expect," "anticipate," "intend," "outlook," "estimate," "forecast," "project," "should," "confident," and other similar words and expressions, and are subject to numerous assumptions, risks, and uncertainties, which change over time. Accordingly, actual results or future events could differ, possibly materially, from those anticipated in our statements, and our future performance could differ materially from our historical results. Further, forward–looking statements speak only as of the date they are made; we do not assume any duty, and do not undertake, to update our forward–looking statements.

Our forward–looking statements are subject to, among others, the following principal risks and uncertainties: general economic conditions and trends, either nationally or locally; conditions in the securities, credit and financial markets; changes in interest rates; changes in deposit flows, and in the demand for deposit, loan, and investment products and other financial services; changes in real estate values; changes in the quality or composition of our loan or investment portfolios, including associated allowances and reserves; changes in future allowance for credit losses, including changes required under relevant accounting and regulatory requirements; the ability to pay future dividends; changes in our capital management and balance sheet strategies and our ability to successfully implement such strategies; our ability to achieve the anticipated benefits of the Reorganization; changes in our Board of Directors and our executive management team; changes in our strategic plan, including changes in our internal resources, procedures and systems, and our ability to successfully implement such plan; changes in competitive pressures among financial institutions or from non–financial institutions; changes in legislation, regulations, and policies; the impacts of tariffs, sanctions and other trade policies of the United States and its global trading counterparts; the outcome of federal, state, and local elections and the resulting economic and other impact on the areas in which we conduct business; the impact of changing political conditions or federal government shutdowns; the imposition of restrictions on our operations by bank regulators; the outcome of pending or threatened litigation, or of investigations or any other matters before regulatory agencies, whether currently existing or commencing in the future; our ability to comply with heightened regulatory standards with respect to governance and risk management programs to which we are subject as a national bank with assets of $50 billion or more; the restructuring of our mortgage business; our ability to recognize anticipated cost savings and enhanced efficiencies with respect to our balance sheet and expense reduction strategies; the impact of failures or disruptions in or breaches of our operational or security systems, data or infrastructure, or those of third parties, including as a result of cyberattacks or campaigns; the impact of natural disasters, extreme weather events, civil unrest, international military conflict, terrorism or other geopolitical events; and a variety of other matters which, by their nature, are subject to significant uncertainties and/or are beyond our control. Our forward-looking statements are also subject to the following principal risks and uncertainties with respect to our merger with Flagstar Bancorp, which was completed in December 2022, and our acquisition of substantial portions of the former Signature Bank through an FDIC-assisted transaction, which was completed in March 2023: the possibility that the anticipated benefits of the transactions will not be realized when expected or at all; the possibility of increased legal and compliance costs, including with respect to any litigation or regulatory actions related to the business practices of acquired companies or the combined business; diversion of management's attention from ongoing business operations and opportunities; the possibility that we may be unable to achieve expected synergies and operating efficiencies in or as a result of the transactions within the expected timeframes or at all; and revenues following the transactions may be lower than expected.

More information regarding some of these factors is provided in the Risk Factors section of our Annual Report on Form 10–K for the year ended December 31, 2025 and in other securities reports that we file. Our forward–looking statements may also be subject to other risks and uncertainties, including those we may discuss in this news release, during investor presentations, or in our securities disclosure filings, which are accessible on our website, on the OCC's website at www.occ.gov and on the SEC's website, www.sec.gov.

Investor Contact:
Salvatore J. DiMartino
(516) 683-4286

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/flagstar-bank-na-credit-ratings-upgraded-by-fitch-302703059.html

SOURCE Flagstar Bank, N.A.

FAQ

What credit ratings did Fitch assign to Flagstar Bank (FLG) on March 3, 2026?

Fitch upgraded Flagstar's deposits to investment grade: Long-Term Deposits to BBB- and Short-Term Deposits to F3. According to the company, Fitch also raised the Long-Term Issuer rating to BB+ with a Stable outlook.

Why did Fitch upgrade Flagstar Bank's (FLG) ratings in March 2026?

Fitch cited Flagstar's transformation, de-risking, improved asset quality, and return to profitability. According to the company, higher capital levels and an enhanced funding profile also supported the upgrades.

How might the BBB- deposit rating affect Flagstar Bank (FLG) deposit growth and clients?

A BBB- deposit rating is investment grade and may strengthen market confidence and deposit inflows. According to the company, the upgrade is expected to support deposit growth and commercial, municipal, and institutional relationships.

What were Flagstar Bank's reported balance sheet figures as of December 31, 2025?

Flagstar reported $87.5 billion in assets, $61.0 billion in loans, $66.0 billion in deposits, and $8.1 billion in stockholders' equity. According to the company, these figures underpin the rating improvement.

Does the Fitch upgrade mean Flagstar Bank (FLG) is fully investment grade?

Not entirely: deposit ratings are now investment grade, but the Long-Term Issuer rating remains BB+, which is below investment grade. According to the company, the outlook on the ratings is Stable.