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09:00
Jul 23 ◎

HBAN FY2026 Q2 Watch

Huntington Bancshares Incorporated (HBAN) FY2026 Q2 Earnings Call

09:00
Apr 23 ◎

HBAN FY2026 Q1 Watch

Huntington Bancshares Incorporated (HBAN) FY2026 Q1 Earnings Call

CADE VBTX HBAN ▾

Steve Steinauer

Cadence integration is on track for June conversion; management is optimistic about synergies and growth opportunities.

"and we remain excited about the extraordinary growth opportunities we continue to see in our core and across Texas and the South."

CADE WATCH

Steve Steinauer

Veritex integration is complete; cost and revenue synergies are being realized.

"Veritex conversion was completed in the first quarter and we're on track for the Cadence conversion in June."

VBTX WATCH

Zach Wasserman

Management reaffirmed medium-term targets but slightly tempered near-term NII guidance, balancing caution with confidence in long-term execution.

"we continue to see a clear path to our 2027 EPS target of 190 to 193, driven by organic revenue growth, disciplined expense management, and realization of the cost and revenue synergies."

HBAN WATCH

HIGH

09:00
Jan 22 ◎

HBAN FY2025 Q4 Watch

Huntington Bancshares Incorporated (HBAN) FY2025 Q4 Earnings Call

VBTX CADE HBAN ▾

Grant Stanridge

Huntington completed the Veritex systems migration in just 187 days from announcement, a pace that enables earlier revenue synergy capture and sets a benchmark for the Cadence integration. — Faster integration reduces execution risk and accelerates the timeline for cross-sell and cost saves, potentially boosting near-term EPS.

"We substantially completed this process last weekend. This concludes what has been an extremely efficient and well-executed conversion that's only taken 187 days since announcement."

VBTX WATCH

Zach Wasserman

"We expect to begin realizing cost synergies almost immediately after closing with the full benefits run rating into expenses in the fourth quarter."

CADE WATCH

Steve Steinauer

Management's guidance for 2026 calls for 10-13% NII growth, 13-16% fee revenue growth, and 150-200bps operating leverage, reflecting strong organic momentum and successful partnership integrations.

"We've never been better positioned for the future and we're excited about that."

HBAN WATCH

HIGH

09:00
Oct 17 ◎

HBAN FY2025 Q3 Watch

Huntington Bancshares Incorporated (HBAN) FY2025 Q3 Earnings Call

HBAN VBTX CMA JPM ▾

Steve Steinauer

Management raised full-year guidance across multiple metrics, highlighted peer-leading loan and deposit growth, and signaled strong NIM expansion into 2026, reflecting high confidence in the trajectory.

"We delivered another outstanding quarter. The business is performing exceptionally well across all fronts. We have tremendous momentum and we're poised to accelerate from here."

HBAN WATCH

Steve Steinauer

Huntington is acquiring Veritex, expecting immediate scale in Texas and revenue synergies, indicating strong integration prospects.

"We look forward to welcoming our Veritex colleagues and customers to Huntington next Monday."

VBTX WATCH

Steve Steinauer

Huntington explicitly stated it was not involved in the Comerica transaction, suggesting that CMA may have been an M&A target with other interested parties. — For Comerica, this confirms HBAN was not a bidder, narrowing the field of potential acquirers and supporting speculation that CMA was actively marketed.

"We were not involved in Comerica."

CMA WATCH

Steve Steinauer

Huntington downplays industry credit concerns raised by JPMorgan's CEO, asserting isolated issues rather than systemic risk.

"I'm obviously aware of Jamie's comments this week, but I don't see it broadly affecting the industry."

JPM WATCH

HIGH

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