Huntington Bancshares Q4 Results Miss Estimates, Stock Drops 6.02%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 22 2026
0mins
Source: NASDAQ.COM
- Missed Expectations: Huntington Bancshares reported Q4 2025 results that fell short of revenue and EPS estimates, leading to a 6.02% drop in stock price, highlighting the adverse impact of rising expenses and credit provisions on profitability.
- Surge in Trading Volume: The stock saw a trading volume of 86.2 million shares, approximately 204% above its three-month average of 28.4 million shares, indicating heightened market interest in its future performance.
- Deteriorating Asset Quality: The bank's criticized asset ratio increased from 3.79% to 4.23%, and management guided for a 10% rise in expenses in 2026, further souring market sentiment regarding its growth prospects.
- Optimistic Future Outlook: Despite short-term challenges, management expects stand-alone net interest income, loans, deposits, and fee revenue to grow by 11.5%, 11.5%, 8.5%, and 14.5% at the midpoint, respectively, indicating potential for long-term growth.
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Analyst Views on HBAN
Wall Street analysts forecast HBAN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HBAN is 20.23 USD with a low forecast of 16.00 USD and a high forecast of 23.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
12 Buy
2 Hold
1 Sell
Moderate Buy
Current: 17.060
Low
16.00
Averages
20.23
High
23.00
Current: 17.060
Low
16.00
Averages
20.23
High
23.00
About HBAN
Huntington Bancshares Incorporated is an asset regional bank holding company. The Company, through its bank subsidiary, Huntington National Bank and its affiliates provide consumers, small and middle-market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. It operates more than 1,000 branches in 14 states, with certain businesses operating in extended geographies. Its Consumer & Regional Banking segment offers financial products and services to consumer and business customers, including deposits, lending, payments, mortgage banking, dealer financing, investment management, and other financial products and services. Its Commercial Banking segment provides expertise through banks, capabilities, and digital channels, which include a comprehensive set of product offerings. Its target clients span from mid-market to large corporates across a national footprint.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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