Huntington Bancshares Incorporated earnings overview

HBAN FY2026 Q2 · Calendar Q3 2026

Huntington Bancshares Incorporated

Huntington Bancshares delivered strong Q2 2026 organic growth, with 8.6% sequential loan growth and 9.2% sequential deposit growth, alongside the successful completion of the Cadence systems conversion in just 235 days. Fee revenues expanded 10-46% year-over-year across payments, wealth management, and capital markets. However, EPS of $0.33 missed the consensus estimate of $0.36 by 8.0%, driven by rising deposit costs pressuring net interest margin. Revenue of $2.857 billion modestly exceeded the $2.838 billion estimate by 0.7%. Management maintained full guidance, reaffirming 2027 targets of 18-19% ROTCE and $1.90-$1.93 EPS, with share repurchases scaling to $1.1-1.2 billion in 2027. The stock fell 3.5% on an abnormal basis following the report, with continued negative drift of -3.2% in subsequent sessions on 3.2x baseline volume. The bullish score improved from 78 to 82…