Huntington Bancshares Inc HBAN

Zacks Investment Research 13 nov

Hancock Whitney shares fell 10.2% following its announcement of a $3.2 billion all-stock acquisition of Trustmark Corporation. While the deal is expected to generate $205.5M in annual cost savings and 7% earnings accretion by 2028, investors are concerned about near-term dilution (7% tangible book value), $250M in merger expenses, and a 2.8-year earn-back period. The combined entity will create a $58B asset regional banking franchise with improved competitive positioning in the Southeast.

The Motley Fool 29 oct

Huntington Bancshares announced plans to grow 2027 earnings per share by over 20% through capital reallocation away from low-margin consumer loans toward higher-yielding commercial opportunities. The regional bank is expanding into high-growth southern markets while reducing operational expenses to fund technology investments and maintain shareholder returns.

Zacks Investment Research 28 oct

Flagstar Bank (FLG) significantly cut its 2026 adjusted EPS guidance to 10-15 cents from 40-50 cents and lowered 2027 EPS to 85-95 cents from $1.60-$1.70, citing higher credit costs, competitive deposit pricing, and slower balance-sheet growth. The bank pushed its profitability targets to 2028, projecting NII of $2.60-$2.70 billion and adjusted EPS of $1.60-$1.70. Similar challenges are affecting peers Huntington Bancshares and Citigroup.

Zacks Investment Research 22 oct

Huntington Bancshares (HBAN) reported Q3 2026 adjusted EPS of 38 cents matching estimates, with revenues up 30.7% to $2.81 billion. While net interest income jumped 37.2% and NIM expanded 12 basis points, the company faced headwinds from surging non-interest expenses (up 42.2%), deteriorating credit quality with net charge-offs rising to $146 million, and declining average loan balances. The efficiency ratio worsened to 61.2%, and capital ratios declined year-over-year, prompting a Zacks Rank #5 (Strong Sell) rating.

Zacks Investment Research 22 oct

Huntington Bancshares reported Q3 2026 earnings of $0.38 per share, matching consensus estimates but missing revenue expectations with $2.81 billion versus the estimated $2.82 billion. The stock has underperformed the S&P 500 by 22.7% year-to-date and carries a Zacks Rank #5 (Strong Sell) rating due to unfavorable estimate revisions, suggesting continued underperformance ahead.