DailyIQ
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Sector:Financial ServicesAll sectors
Last updated 7 minutes ago

HBAN·Huntington Bancshares Incorporated

$.
-. (-.%)
After Hours
High
$18.63
Open
$18.46
Market Cap
36.96B
52W High
$19.46
Low
$18.19
P. Close
$18.26
P/E
16.75
52W Low
$14.89
Fwd P/E
9.59
DailyIQ Est.
$20.86
Technical Score (1D)
86
BUY
News Sentiment
56
BULLISH
Huntington Bancshares has just launched an equity research platform focused on REITs and utilities through its Huntington Securities subsidiary, adding two senior analysts to the effort. This expansion signals the bank’s intent to deepen its research offerings for Huntington Capital Markets clients, potentially positioning HBAN as a more attractive partner for investors seeking exposure to the real‑estate and utility sectors. The move could lead to more detailed earnings forecasts and risk assessments for these sectors, which may in turn influence HBAN’s own earnings guidance and analyst coverage. By providing richer data on REITs and utilities, the bank may capture additional client interest and fee income, strengthening its revenue base over the next 1–10 trading days. The positive 30‑day and 90‑day returns of 1.88% and 7.08% respectively, coupled with a 1‑year total shareholder return of 11.83%, suggest that the market is already recognizing the underlying strength of HBAN’s business. Investors should watch for any updates to HBAN’s earnings guidance that incorporate the new research capabilities, as this could adjust expectations for profitability and growth. Additionally, the performance of REITs and utilities in the coming weeks will be a key indicator of whether the expanded research platform delivers the anticipated value to clients. Market participants may also monitor client uptake of the new research services, which could signal broader demand for specialized sector analysis within the banking sector. Finally, any subsequent changes in the bank’s fee structure or client mix resulting from the expanded research offering will be important to track for assessing HBAN’s competitive positioning.
Earnings Summary
HUNTINGTON BANCSHARES INCORPORATED, through its subsidiary The Huntington National Bank, is a diversified regional bank that offers deposit, lending, wealth management and digital banking services across the United States, serving both consumers and businesses through a multi‑channel network of branches, ATMs and online platforms. Operating in the financial services sector, the bank’s performance is closely tied to interest‑rate dynamics, credit quality and regional economic conditions. In the latest six quarters, Huntington has delivered a mixed earnings pattern: Q4 2024 EPS of $0.34 beat the $0.31 estimate, Q1 2025 $0.34 beat $0.31, Q2 2025 $0.34 beat $0.33, Q3 2025 $0.41 beat $0.38, but Q4 2025 $0.37 missed the $0.37 estimate by a hair and Q1 2026 $0.37 fell short of the $0.39 estimate; revenue has trended upward, rising from $1.95 billion in Q4 2024 to $2.59 billion in Q1 2026, a 33 % year‑over‑year increase, with quarterly growth accelerating from a modest decline in the first quarter to a 12 % jump in the fourth quarter of 2025 and a 34 % jump in the first quarter of 2026. Historically, the bank has shown a streak of four consecutive EPS beats followed by two misses, while revenue growth has remained positive YoY, suggesting that margin expansion may be under pressure despite a solid top‑line. Recent analyst commentary reflects a bullish stance, with Stephens lifting the price target to $20 and several investment banks upgrading the stock, citing a strong balance sheet and favorable regional banking conditions, yet some downgrades highlight concerns over slower loan growth and margin compression; these mixed signals underscore the sensitivity of Huntington’s valuation to interest‑rate movements and credit quality. Investors should watch the upcoming Q2 2026 earnings for guidance on loan portfolio performance, interest‑rate sensitivity, and capital allocation, as well as regulatory developments that could impact the regional banking sector, to assess whether the bank can sustain its recent earnings momentum.

EPS

EstBeatMiss
$0.30$0.33$0.36$0.39$0.42Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.39 - -
Q1'26$0.39$0.37-6.0%
Q4'25$0.37$0.37-0.7%
Q3'25$0.38$0.41+9.1%
Q2'25$0.33$0.34+1.7%
Q1'25$0.31$0.34+8.5%

Revenue

EstBeatMiss
$1.8B$2.1B$2.4B$2.7B$3.0BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.9B - -
Q1'26$2.9B$2.6B-9.3%
Q4'25$2.3B$2.2B-2.7%
Q3'25 - $2.2B -
Q2'25 - $2.0B -
Q1'25 - $1.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

HBAN Stock Snapshot

HBAN is currently trading at $18.25, giving Huntington Bancshares Incorporated a market cap of 36.96B and a P/E ratio of 16.8. Today's range spans $18.19–$18.63, with shares opening at $18.46 and moving down $0.01 (0.1%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 56/100.

Over the past year HBAN has traded between $14.89 and $19.46 - the current price is +22.6% off the 52-week low and -6.2% from the high. 27 analysts cover the stock with a Buy consensus and a mean 12-month target of $20.45 (range $18.60–$22.50), implying upside of +12.1%.

HBAN is showing the kind of bullish setup that active managers add to on dips - 86/100 (BUY), neutral sentiment at 56/100, 36.96B market cap in Financial Services, price $18.25 (in the upper portion of its 52-week range). The current P/E ratio stands at 16.8. At this cap tier, the combination of technical confirmation and positive sentiment is what separates speculative bullish positions from high-conviction ones. Annual range: $14.89–$19.46. The setup is in the latter category.

Earnings revision cycles in large-cap Financial Services names tend to compound: when technicals confirm a BUY thesis (86/100) and news sentiment (56/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $18.25 (in the upper portion of its 52-week range), HBAN's position within the $14.89–$19.46 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.