Huntington Bancshares stock falls after cutting 2026–2027 earnings outlook
Published on 09/16/2026 at 15:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Huntington Bancshares stock (ISIN US4461501045) is under pressure on September 16, 2026 after the regional lender revised down its earnings outlook for fiscal 2026 and 2027, signaling slower growth than previously expected while maintaining an active capital return program.
Guidance cut reshapes earnings trajectory
According to Investing.com on September 16, 2026, Huntington Bancshares now expects fiscal 2027 earnings per share of USD 1.75 to USD 1.83, down from an April outlook of USD 1.90 to USD 1.93, a reduction of up to USD 0.18 per share at the top end of the range.
As Investing.com reports, the bank simultaneously reduced its fiscal 2026 net interest income growth projection to approximately 35 percent, compared with a previous forecast of 39 percent to 43 percent, and lowered implied revenue growth to about 34 percent year over year from an earlier outlook near 37 percent.
Supporting this picture, MarketWatch notes that analysts polled by FactSet had been expecting net interest income of USD 8.24 billion for the year, equivalent to around 36 percent growth, so the new 35 percent guidance sits modestly below those expectations.
Conference commentary and capital return plans
The guidance changes were communicated around the Barclays Global Financial Services Conference, where management also updated its capital return assumptions. According to GuruFocus on September 16, 2026, Huntington Bancshares revised its fiscal 2026 guidance by trimming net interest income and revenue growth expectations while increasing the planned share repurchase program to a range of USD 1.3 billion to USD 1.4 billion.
As GuruFocus highlights, the bank offers a dividend yield of around 3.7 percent backed by a payout ratio of roughly 42 percent, meaning less than half of earnings are paid out as dividends while the rest can support buybacks and balance sheet growth.
For investors, the combination of softer earnings guidance and a higher buyback range means total capital return may remain attractive even as fundamental growth expectations are recalibrated, but the earnings downgrades temper the medium term story compared with the April outlook.
Recent quarterly figures provide context
Recent quarterly results frame the new guidance. According to Ad-hoc-news citing MarketBeat data, Huntington Bancshares reported earnings per share of USD 0.39 for the quarter ended July 23, 2026, matching the consensus estimate and up from USD 0.34 a year earlier.
The same report notes that revenue for that quarter reached USD 2.86 billion, ahead of the USD 2.84 billion analyst consensus, providing a modest beat on the top line even as the new full year guidance now points to a slower pace of growth than previously signaled.
These figures suggest that, as of the most recently reported quarter within fiscal 2026, Huntington Bancshares was still growing earnings per share by roughly 14.7 percent year on year, while delivering a small upside surprise on revenue compared with expectations.
Analyst stance and risk focus
On the analyst side, sentiment appears cautious but not outright negative. As TipRanks reports on September 16, 2026, the most recent analyst rating on Huntington Bancshares stock is Hold with a USD 19.00 price target, while the platform’s AI analyst Spark classifies the shares as Neutral.
Regional banking risks are front and center in this context. A report summarized by CMoney on September 16, 2026 notes that Huntington Bancshares now expects about 35 percent growth in net interest income and roughly 34 percent growth in overall revenue for fiscal 2026, down from earlier projections of 39 percent to 43 percent and about 37 percent respectively, with higher deposit costs flagged as a key concern.
The same overview indicates that, despite these pressures, some institutions such as Wells Fargo still rate the stock Overweight, reflecting a view that earnings and capital return remain compelling relative to peers if management can navigate rising funding costs and competitive dynamics.
Stock reaction and valuation snapshot
The guidance revision has weighed on the shares in the near term. According to Investing.com on September 16, 2026, Huntington Bancshares stock slipped about 2.0 percent in pre-open trading to trade near USD 16.41 after the earnings outlook revision, as investors had been expecting a more constructive margin trajectory into 2027.
A recent valuation check from GuruFocus on September 16, 2026 places the platform’s GF Value estimate at USD 16.66 per share versus a market price around USD 16.75, indicating the stock is roughly 0.5 percent overvalued and therefore fairly valued overall in their framework.
The same source notes a trailing twelve month price-earnings ratio of about 12.98 times, slightly above the five year median of 12.25 times and near the upper end of the recent valuation range, which suggests that, even after the guidance cut, the market is still pricing Huntington Bancshares stock close to its historical average multiple.
Recent closing price and trading metrics
For a concrete reference point, Huntington Bancshares stock recorded a closing price of USD 16.86 on the Nasdaq on September 11, 2026, matching its prior close and resulting in a 0.0 percent daily move, with a trading range between USD 16.63 and USD 16.97 that day.
The same data set put trading volume near 19.01 million shares and the company’s market capitalization around USD 34.06 billion as of September 11, 2026, placing the stock among the larger regional banks by market value in the United States.
From an income perspective, GuruFocus highlights that Huntington Bancshares currently offers a dividend yield around 3.7 percent on these price levels, which, combined with the updated buyback guidance, remains a core element of the total shareholder return story.
Dividend calendar remains a near term catalyst
Beyond guidance, the dividend calendar provides an additional checkpoint for investors. As Ad-hoc-news reported on September 14, 2026, Huntington Bancshares stock is scheduled to go ex-dividend on September 17, 2026 for a quarterly payment of USD 0.155 per share, with the dividend due to be paid on October 1, 2026.
This payment level annualizes to USD 0.62 per share, which, relative to the updated fiscal 2027 guidance range of USD 1.75 to USD 1.83 in earnings per share, implies a forward payout ratio of roughly 33 percent to 35 percent if the company maintains the dividend at this level.
That ratio is comfortably below the 42 percent payout referenced by GuruFocus for recent periods, suggesting room for flexibility in balancing cash dividends and share repurchases even after the guidance downgrade.
Stock level and investor perspective
Huntington Bancshares stock closed at USD 16.86 on the Nasdaq on September 11, 2026, with a daily change of 0.0 percent, and was indicated around USD 16.41 in pre-open trading on September 16, 2026 after the guidance cut, leaving the shares trading close to the GF Value estimate and the recent valuation range while investors digest the slower growth outlook and assess the sustainability of capital returns.
Huntington Bancshares stock - key data
- Company: Huntington Bancshares Incorporated
- ISIN: US4461501045
- Ticker: HBAN
- Trading venue: Nasdaq
- Price (as of September 11, 2026): 16.86 USD
- Market capitalization: 34.06 billion USD (as of September 11, 2026)
- Sector / Industry: Financials / Regional banks
- Index membership: S&P 500
- Next earnings date:
