Huntington Bancshares Non-GAAP EPS of $0.38 in-line, revenue of $2.8B misses by $30M (HBAN:NASDAQ)

Huntington (HBAN) reported strong Q3 2026 earnings, with C&I growth driven by national commercial strategy. The company expects 2027 EPS to grow over 20% from 2025, with ROTCE in the 17-18% range. They have completed $460 million in share repurchases year-to-date and plan to return substantial capital to shareholders. Huntington's operating model combines local and national commercial banking, with $191 billion in loans and $225 billion in deposits.

Huntington Bancshares (HBAN) reported Q3 earnings with net interest income at $2.1B, up 0.9% sequentially. Net interest margin increased to 3.25%, with management expecting it to remain flat in Q4. Fee revenue grew 15% YoY, and noninterest expense was stable. The company repurchased $460M of common stock YTD and expects $1.8B-$1.9B in repurchases over 2023-2024. Net charge-offs were 31 basis points, with stable credit performance.

Huntington Bancshares (HBAN) reported Q3 revenue of $2.81B, missing estimates. The bank's tangible book value per share is $9.47, with a CET1 ratio of 10.1%. It offers a 3.99% dividend yield, and its GF Score™ is 86/100. Insiders have sold more shares than they bought, and institutional investors are trimming positions.

Huntington Bancshares (HBAN) reported Q3 earnings per share of $0.38, meeting estimates, but revenue fell 1.8% year-over-year to $2.8 billion, missing forecasts. The company faces interest rate pressures. HBAN offers a 3.99% dividend yield with a 48% payout ratio and is 5.4% undervalued according to its GF Value™. Insiders have been net sellers, while institutional investors show mixed sentiment.

Huntington Bancshares (HBAN) reported Q3 adjusted EPS of $0.38, beating estimates, but revenue of $2.79B missed expectations. Shares fell 2.54% premarket. Net interest income rose 1%, while noninterest income declined 8%. The bank maintained strong capital ratios and repurchased $100M in shares.

Huntington Bancshares Inc (HBAN) reported Q3 2026 EPS of $0.33, missing estimates by $0.02. Revenue was $2.79B, down slightly from Q2 but up from a year ago. Noninterest income fell 8% QoQ, and loans declined 0.4%. The bank maintained strong capital ratios but faces challenges in loan demand and noninterest income. GuruFocus values HBAN at $16.62, suggesting a 5.4% undervaluation.