Update shared on20 Sep 2025
Fair value Increased 0.52%Huntington Bancshares’ price target was raised as analysts cited continued net interest income growth, improved loan activity, efficiency gains, and a favorable regulatory environment, resulting in a modest fair value increase from $19.32 to $19.42.
Analyst Commentary
- Bullish analysts point to net interest margin expansion and consistent net interest income growth as key drivers behind price target increases.
- Stronger-than-expected loan acceleration and peer-leading loan/deposit growth are seen as catalysts for outperformance relative to regional and large-cap banking peers.
- Management’s guidance and recent conference disclosures reflect slightly higher loan growth and improved EPS estimates for 2025-2026.
- Structural advantages from the company’s scale and efficiency improvements are expected to deliver higher, more predictable returns and capital returns.
- Increased investor interest in regional banks, benign credit environment, and regulatory benefits—especially potential reductions in capital requirements—support a sector re-rating and favorably impact valuation multiples.
What's in the News
- Huntington Bancshares conducted no share repurchases and spent $0 under the buyback program announced on April 17, 2025.
Valuation Changes
Summary of Valuation Changes for Huntington Bancshares
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $19.32 to $19.42.
- The Consensus Revenue Growth forecasts for Huntington Bancshares has significantly risen from 7.3% per annum to 11.2% per annum.
- The Net Profit Margin for Huntington Bancshares has fallen from 26.27% to 23.77%.
Disclaimer
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