$BOH

Why is Bank of Hawaii stock sliding today? By Investing.com

Investing.com reports Bank of Hawaii (BOH) shares fell about 4.5% after its pre-market Q2 2026 earnings. The bank posted revenue of $196.9M, up 12% YoY but below the $199.7M estimate, and net interest income of $153.6M versus about $156.7M expected. Diluted EPS was $1.47, above consensus, with net interest margin at 2.78% and non-performing assets at 0.08%.

Original reporting
Published Jul 27, 2026, 2:21 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Jul 27, 2026, 2:43 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefEarnings
Primary signal
$BOH
Bearish
medium confidence
Mentioned
$BOH
Relevance
7/10
alphai data visualization · based on investing.com
Decision brief

The 30-second read

$BOHBearishMed
01

Why it matters

BOH’s stock decline is attributed to underperformance versus consensus on revenue and net interest income, despite EPS and margin improvements and solid asset quality.

02

Market read

Traders can use the cited metric misses to reassess near-term expectations for BOH’s earnings power and sensitivity to revenue and NII forecasts.

03

What to watch

The article does not include management guidance, deposit/cost-of-funds commentary, or loan growth details, which could materially change the revenue and NII outlook.

Relevance 7/10Novelty 6/10Timing: same-day pre-market Q2 2026 earnings reaction

Background

The piece frames BOH’s move as a reaction to a mixed Q2 2026 earnings print, with investors focused on revenue and net interest income misses.

Company-level read

Ticker impact

$BOHBearishMedium confidence
Context

Bank of Hawaii shares fall 4.5% after Q2 2026 results show revenue and net interest income misses versus Wall Street expectations.

Expected impact

Near-term downside bias as investors reprice revenue and NII expectations; follow-through depends on management commentary not provided here.

Evidence & confidence

The article cites specific misses (revenue $196.9M vs ~$199.7M, NII $153.6M vs ~$156.7M) as the reason for the stock’s sharp decline, outweighing EPS beat and asset-quality stability.

Market effects

Regional bank sentiment may soften if investors generalize revenue and NII sensitivity, though no peer-specific catalysts are cited today.

Island-focused lenders could see sympathy trading, but the article notes no comparable earnings catalysts for peers.

Limited global spillover; the driver is BOH-specific earnings metrics rather than broad macro.

Counterpoint

EPS beat and nine-quarter net interest margin improvement (2.78%) plus low non-performing assets (0.08%) could support a stabilization trade after the initial revenue/NII selloff.

Key entities

  • Bank of Hawaii Corporation

    Subject of the article, down about 4.5% after Q2 2026 earnings with revenue and net interest income misses.

  • Wall Street consensus

    The benchmark expectations cited for revenue (~$199.7M) and net interest income (~$156.7M).

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Bank of Hawaii Corporation Q2 2026 Earnings Call Summary

Bank of Hawaii (BOH) reported Q2 2026 results including a 13% rise in diluted EPS and ROACOE of 15.5%, with net interest margin expanding for a ninth straight quarter. Loan growth was 2.6% annualized. Management targets NIM near 2.9% by year-end 2026, projects lower mid-single-digit loan growth, plans $20M share repurchases, and expects $112.5M normalized non-interest expense in Q3.

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Bank of Hawaii (NYSE:BOH) reported Q2 diluted EPS of $1.47, slightly above the $1.46 consensus. Net income rose 11.1% to $63.8M and net interest income increased 1.7% to $153.6M. Net interest margin rose 4 bps to 2.78%. Loans grew to $14.3B; deposits fell to $20.9B. BOH repurchased ~216k shares for $17.0M and declared a $0.70 dividend.

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