NASDAQ$HBAN

Huntington Bancshares Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Huntington Bancshares Incorporated reported its fourth-quarter 2025 earnings, with net income of $519 million and diluted EPS of $0.30.

Huntington Bancshares Incorporated delivered outstanding results in the fourth quarter of 2025, marked by accelerating organic growth, an expanded margin, and excellent credit performance. The company's strategic partnerships are expected to springboard future organic growth, with the Veritex acquisition successfully integrated and the Cadence Bank partnership anticipated to close soon.

  • Net interest income increased by $86 million, or 6%, from the prior quarter, and $197 million, or 14%, from the year-ago quarter.
  • Average total loans and leases increased by $10.7 billion, or 8%, from the prior quarter to $146.6 billion, inclusive of the Veritex acquisition.
  • Average total deposits increased by $8.3 billion, or 5%, from the prior quarter and $13.8 billion, or 9%, from the year-ago quarter, inclusive of the Veritex acquisition.
  • The tangible common equity (TCE) ratio improved to 7.1%, up from 6.8% in the prior quarter and 6.1% from a year ago.

Headline financials

Total Revenue

$2.19B

Previous: $1.95B+12.1%
EPS (adj)

$0.37

Previous: $0.34+8.8%
Net Income

$519M

Previous: $530M-2.1%
Operating Income

$582M

No prior period

Revenue & EPS history

Huntington · Revenue · Quarterly

$2.19B

Q4 2025+12.1%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Forward guidance

Huntington's focus for 2026 remains on driving strong organic growth, supported by excellent momentum and robust backlogs and pipelines. The company is well-positioned to deliver exceptional profitability and long-term value.

Tailwinds

  • Strong organic growth is expected to continue in 2026.
  • Backlogs and pipelines are robust, indicating future business.
  • Strategic investments over several years position the company for accelerated value creation.
  • Successful integration of Veritex and anticipated closing of Cadence partnership will springboard growth.
  • Well-positioned to deliver exceptional profitability and long-term value for stakeholders.

Headwinds

  • No specific negative forward guidance was provided in the report.
  • Potential impacts from general economic, political, or industry conditions.
  • Risks associated with instability in global economic conditions and geopolitical matters.
  • Uncertainty in U.S. fiscal and monetary policy, including interest rate policies.
  • Competitive pressures on product pricing and services.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.3%

Avg return

Earnings day

+0.5%

Avg return

5 days after

+2.5%

Avg return

30 days after

49%

34 / 69 earnings

Positive

+12.5%

Q3 2022

Best reaction

-9.1%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%-1.6%-5.5%
Q4 2025-5.8%-1.6%-5.5%
Q3 2025+1.0%+3.3%+2.3%
Q2 2025+0.5%-0.6%+6.3%
Q1 2025+3.0%+5.0%+21.9%
Q4 2024+1.5%+0.1%-0.7%
Q3 2024-3.0%-1.9%+11.7%
Q2 2024+5.0%+4.3%-2.8%
Q1 2024+2.7%+4.4%+7.8%
Q4 2023+5.6%+6.9%+5.1%
Q3 2023-4.6%-5.6%+10.5%
Q2 2023+2.1%+2.6%-6.1%
Q1 2023-3.4%-7.6%-14.1%
Q4 2022+5.1%+5.2%+9.8%
Q3 2022+12.5%+13.0%+12.8%
Q2 2022+0.5%-0.6%+8.6%
Q1 2022-3.4%-4.7%-8.6%
Q4 2021-6.2%-7.5%-5.0%
Q3 2021-1.4%-1.0%-3.8%
Q2 2021+0.6%+3.3%+11.9%
Q1 2021-3.9%-1.9%+1.5%
Q4 2020-7.1%-8.5%+5.4%
Q3 2020+8.0%+2.6%+21.3%
Q2 2020+4.0%-1.1%-1.3%
Q1 2020+1.5%+13.7%+0.7%
Q4 2019-6.9%-7.7%-5.6%
Q3 2019+0.1%-0.1%+2.7%
Q2 2019+1.9%+0.7%-13.2%
Q1 2019+0.0%+1.3%-3.9%
Q4 2018-0.1%+0.0%+5.7%
Q3 2018-3.7%-0.4%+5.6%
Q2 2018+0.1%+1.3%+6.0%
Q1 2018+0.3%+0.9%+0.9%
Q4 2017+0.5%+1.1%-1.9%
Q3 2017-2.1%-3.1%-5.3%
Q2 2017-2.7%-2.8%-6.6%
Q1 2017-0.6%+1.5%-1.8%
Q4 2016+5.7%+2.8%+7.0%
Q3 2016+5.5%+4.0%+23.3%
Q2 2016+0.4%+1.8%+2.9%
Q1 2016+1.1%
Q4 2015-1.2%
Q3 2015+4.8%
Q2 2015+1.4%
Q1 2015-2.1%
Q4 2014+2.9%
Q3 2014-0.8%
Q2 2014+4.7%
Q1 2014-2.7%
Q4 2013-2.7%
Q3 2013+3.5%
Q2 2013+1.7%
Q1 2013-5.0%
Q4 2012+4.2%
Q3 2012-8.5%
Q2 2012-4.1%
Q1 2012+1.6%
Q4 2008+1.3%
Q4 2011+1.3%
Q3 2011-9.1%
Q2 2011-3.0%
Q1 2011-1.2%
Q1 2010-1.2%
Q2 2009-6.7%
Q4 2010-6.7%
Q3 2010-1.1%
Q3 2009-1.1%
Q4 2009-2.1%
Q2 2010-2.1%

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