Huntington Bancshares IncorporaNasdaq: HBAN
Financials · Regional Banks
$16.65
-0.69%
Vol: 10.8M
Research Digest
Friday, May 1, 2026
Huntington Bancshares reported strong Q1 2026 with 9% EPS growth, benefiting from Cadence and Veritex acquisitions that increased total assets to $285.4 billion.
Q1 2026 adjusted EPS of $0.37 grew 9% YoY with revenue up 34% to $2.59 billion, driven by the $8.3 billion Cadence and $1.7 billion Veritex deals completed in early 2026. Net interest margin expanded to 3.24% and the bank is undergoing strategic transformation with a $3 billion buyback program. Acquisition-related integration costs of $263 million offset some earnings gains. Huntington expanded commercial banking into Austin as part of new market initiatives.
Previous Market Intelligence
13 daysApr 30Huntington Bancshares beats Q1 estimates with $0.37 adjusted EPS and announces $3B buyback programPositive▶
Huntington Bancshares exceeded Q1 expectations with adjusted EPS of $0.37, up 9% year-over-year, and revenue of $2.59 billion. The company reported 33% year-over-year growth in net interest income despite lower 2026 guidance and integration costs. Shareholders approved all proposals at the 2026 Annual Meeting. Goldman Sachs maintains a Buy rating with $20 price target. The company is making strategic moves including a University of Michigan partnership and SEI Wealth Platform selection.
Apr 29Huntington Q1 EPS beat at $0.37; integration progressing with 50 AI agents in productionPositive▶
Huntington Bancshares reported Q1 2026 adjusted EPS of $0.37, up 9% year-over-year, driven by strong net interest income growth and successful acquisition integration. The bank is expanding geographically with new Carolinas branches and Texas presence through recent acquisitions. AI innovation is accelerating with 50 agents currently in production and 60+ in development. Management reaffirmed buyback plans and cost control initiatives. Analysts maintain Buy consensus with 19.4% upside to $19.73 price target.
Apr 16Huntington Bancshares to announce Q1 2026 earnings April 23 after completing Cadence Bank merger with ~$279B in combined assets.Neutral▶
Huntington Bancshares will release Q1 2026 financial results April 23 before market open with conference call at 9:00 a.m. ET. The company completed merger with Cadence Bank creating combined entity with ~$279B in assets, $221B in deposits, and $187B in loans across ~1,400 branches in 21 states. Strategic initiatives include partnerships with University of Michigan and selection of Ameriprise Financial as new retail investment provider with ~$28B in assets under management by ~260 advisors.
Apr 15Huntington Bancshares named Official Consumer Bank of University of Michigan in exclusive partnership.Neutral▶
Huntington Bancshares announced on April 6, 2026 a major partnership with the University of Michigan, becoming the official consumer bank for 100,000+ students and staff. Quarterly dividend maintained at $0.155 per share. Analyst sentiment is mixed due to macroeconomic pressures.
Apr 14Huntington Bancshares named official consumer bank of University of Michigan, holding annual shareholder meeting on April 22.Neutral▶
Huntington Bank was designated as the Official Consumer Bank of the University of Michigan on April 6, 2026. Huntington Bancshares will hold its 2026 virtual annual meeting on April 22 where shareholders will vote on 15 director nominees. The proxy highlights 2025 achievements including 11% revenue growth.
Apr 13University of Michigan partnership announced April 6; annual shareholder meeting April 22; Cadence Bank acquisition closing expected Q2 2026.Neutral▶
Huntington Bancshares named Official Consumer Bank of the University of Michigan on April 6. Virtual annual shareholder meeting April 22 with votes on 15 director nominees. Cadence Bank acquisition expected to close Q2 2026. Fair value estimate at $20.13 vs prior $20.60. Mixed analyst sentiment on integration risk.
Apr 10Huntington Bancshares designated as official consumer bank of University of Michigan; analyst price targets cut.Mixed▶
Huntington National Bank became Official Consumer Bank of University of Michigan on April 6 with $250,000 in scholarships. 2026 annual shareholder meeting scheduled for April 22. Major analyst banks cut price targets: BofA lowered to $18, JPMorgan to $19, RBC Capital to $20. Current price $16.55 with 17-analyst average Buy rating.
Apr 9Huntington Bancshares completes Cadence Bank merger, expanding to 1,400 locations with $279B in assetsMixed▶
Huntington Bancshares completed its merger with Cadence Bank creating a combined entity with approximately $279 billion in assets, $221 billion in deposits, and $187 billion in loans as of December 31, 2025. The merger expanded Huntington's branch network to nearly 1,400 locations across 21 states. Analyst price targets show an average of $20.44 with analyst sentiment at Outperform. JPMorgan Chase recently lowered its price target from $125.00 to $100.00 with an underweight rating. Integration continues with customer account conversions planned for mid-2026.
Apr 8JPMorgan and Goldman Sachs lower Huntington Bancshares price targets amid macro concerns and integration risksNegative▶
Huntington Bancshares faces analyst headwinds with JPMorgan lowering target from $21.00 to $19.00 and Goldman Sachs reducing from $21.00 to $20.00, reflecting macro uncertainty post-Cadence merger integration. Recent positive development: Huntington named Official Consumer Bank of University of Michigan (April 6, 2026) with exclusive benefits and campus ATMs. The combined entity has ~$279B assets across 1,400+ branches in 21 states. Consensus Moderate Buy with $20.13 target acknowledges dividend strength (3.9% yield) offset by integration and economic concerns.
Apr 7Huntington named Official Consumer Bank of University of Michigan; Q1 2026 earnings April 16.Positive▶
Huntington named Official Consumer Bank of U Michigan April 6, serving 100K+ students/faculty. Q4 2025 EPS $0.37 beat $0.35. Selected Ameriprise as retail investment provider. Joined tokenized deposit network. Barclays Hold $21; Morgan Stanley lowered to $21.
Apr 6Huntington Bancshares-Cadence Merger Approved; Q4 2025 EPS $0.30Neutral▶
Huntington Bancshares shareholders approved Cadence Bank merger on January 6, 2026, with expected close February 1, 2026. Q4 2025 net income $519M with EPS $0.30 (down 17% QoQ, down $0.04 YoY), including $130M pre-tax notable items. Net interest income rose $86M QoQ (6%) and $197M YoY (14%). Common dividend $0.155/share payable April 1, 2026. Company faces analyst target cuts amid industry pressures but supports 2026 NII growth expectations.
Apr 3Huntington Bancshares 2026 annual meeting April 22; dividend maintained at $0.155/share with strong 2025 earnings growth.Neutral▶
Huntington Bancshares will hold its 2026 virtual annual meeting on April 22. Declared quarterly dividend of $0.155 per share (maintained). Achieved strong 2025 results with 11% revenue growth, $10 billion organic loan growth, $5 billion core deposit growth, GAAP EPS of $1.39, and ROTCE of 15.7%.
Apr 2Huntington Bancshares reaches 52-week low at $24.31; Morgan Stanley lowers price target to $21; dividend of $0.155 paid April 1.Negative▶
Huntington Bancshares stock hit a new 52-week low of $24.31. Morgan Stanley lowered price target to $21 from $23 on March 31. Company paid quarterly dividend of $0.155 per share on April 1, 2026. Post-merger integration with Cadence Bank continues; combined entity has approximately $279 billion in assets as of December 31, 2025. Next earnings report scheduled April 23, 2026.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| FITBFIFTH | $50.49 | -0.54% | +6.7% | 10.4x | 0.97 | $46.0B |
| HBANHUNTINGTON | $16.65 | -0.69% | +5.1% | 8.8x | 0.97 | $34.0B |
| MTBM | $216.63 | -0.91% | +3.1% | 10.5x | 0.60 | $32.5B |
| CFGCITIZENS | $64.51 | -0.84% | +5.9% | 10.2x | 1.06 | $27.7B |
| RFREGIONS | $28.24 | -1.10% | +6.8% | 10.0x | 1.04 | $24.4B |
| KEYKEYCORP | $21.91 | -0.90% | +7.0% | 10.3x | 1.07 | $24.0B |
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