Business UpdateMay 27, 2026, 04:13 PM
Huntington Bancshares Highlights Growth, Capital at Bernstein Conference
AI Summary
Huntington Bancshares Incorporated announced its participation in the 2026 Sanford Bernstein Strategic Decisions Conference, where Chairman, President, and CEO Steve Steinour presented to analysts and investors. The presentation highlighted the company's strong financial performance, including robust earnings and capital growth, successful integration of recent acquisitions, and a disciplined capital allocation framework. Key figures presented included significant organic growth in loans and deposits, substantial synergy targets from M&A, and a healthy capital position.
Key Highlights
- FY25 Adjusted EPS was $1.45, with FY27E EPS projected at $1.90 - $1.93.
- FY25 Adjusted Return on Average Tangible Common Equity (ROTCE) was 16.4%, with Tangible Book Value (TBV) growth of +19% YoY in 4Q25.
- Expected cost synergies from integrations are $435 million run-rate by 2027.
- Expected revenue synergies from integrations are $500 million cumulative by 2028.
- Programmatic share repurchase plan includes $550 million in 2026 and $1.1B-$1.2B in 2027.
- Total Assets were $285 billion, Loans $189 billion, and Deposits $223 billion as of March 31, 2026.
- FY25 Commercial Bank organic loan growth was +10% and deposit growth was +18%.
- Adjusted CET1 Ratio was 9.2% as of March 31, 2026, within the 9-10% target range.
Price Impact
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