$HBAN

Wells Fargo initiated Huntington Bancshares with an overweight rating and a $23 price target, citing Texas population and economic growth, data-center expansion, and banks shifting operations to Texas. The firm says Huntington’s Texas and Southeast U.S. focus, plus acquisitions including Veritex and a deal to buy Cadence Bank, should drive benefits. Shares rose slightly; YTD up about 4%.

Baird removed its “Fresh Pick” designation on Huntington Bancshares (HBAN) but kept an Outperform rating, saying bank stocks trade at or slightly above fair value. It cut HBAN’s 2027 EPS estimate to $1.80 versus management guidance of $1.90, citing difficulty meeting targets without low provisions and strong fee trends. Baird also expects possible guidance cuts tied to Cadence’s impact on NII and margins.

Huntington Bancshares (HBAN) outlines a plan to reach 18-19% ROTCE by 2027, citing EPS of $1.90-$1.93 for 2027, 6-9% pre-provision net revenue CAGR, and acquisition synergies from Veritex and Cadence. It targets $435M annual cost synergies by 2027 and over $300M revenue synergies by 2028. Q2 2026 ROTCE was 15.1% vs 11.6% in Q1.

Kowalski Kendall A (Chief Information Officer) sold 27,971 shares of HUNTINGTON BANCSHARES INC /MD/ (HBAN) at an average of $17.20 ($17.20–$17.20, $0.48M total) across 2 trades on 2026-08-03.

Investing.com’s Wall Street analyst recap covers Huntington Bancshares (BofA cuts to Neutral, PT $18.50), Clorox (Jefferies cuts to Hold, expects FY27 guidance ~6% below consensus), Ribbon Communications (B. Riley upgrades to Buy, PT $3.30), New Oriental Education (Macquarie keeps Neutral, PT up 15% citing $500M capital returns), and AXT (Needham upgrades to Buy, PT $90).

Simply Wall St says Huntington Bancshares’ latest quarter reported net interest income of $2,052 million and net income of $727 million, while net charge-offs rose to $119 million. The article notes the common dividend was kept at $0.155 per share and preferred dividends were declared, alongside a completed $50 million share repurchase. It cites forecast revenue of $14.5 billion and earnings of $3.7 billion by 2029.

The new Community Plan will expand access to capital and strengthen financial well-being across Huntington's markets. COLUMBUS, Ohio, July 30, 2026 /PRNewswire/ -- Huntington Bancshares Incorporated (Nasdaq: HBAN) today announced a new $80 billion Community Plan. The plan will help improve financial opportunities for consumers, businesses and communities with a focus on affordable housing, small business and community development investments. Huntington shaped the plan by listening first.

The article previews Monday’s Wall Street analyst calls and a busy earnings week, citing over 150 S&P 500 companies scheduled to report. It lists upgrades, downgrades, and initiations for specific stocks, including Alphabet (GOOGL) Buy to $425, Ford (F) Buy to $17.50, Stellantis (STLA) double downgrade to $4, and Clean Harbors (CLH) Buy to $360. It also notes Bitcoin at $65,149 and gold at $4,051.

Simply Wall St reports Huntington Bancshares (HBAN) posted Q2 2026 revenue of $2.7B, EPS $0.34, and net income $686M. Cost-to-income was 61.5% vs 67.2% in Q1 2026. Nonperforming loans rose to $1.6B from $1.3B in Q1. Shares trade at $17.36, 15.6x P/E, with DCF fair value $34.19 and consensus target $20.34.

Huntington Bancshares management said it is on track for $365 million in Cadence cost synergies in Q4 and $435 million in combined Veritex and Cadence run-rate expense synergies by Q4. Q2 average loans rose $15B (8.6%) and deposits rose $18.8B (9.2%). Net interest income was $2.1B (+8.5%); value-added fees rose over 60% YoY. Outlook: NII pressured by deposit costs; EPS target for 2027 is $1.90 to $1.93.