HBAN falls after Huntington trims guidance at Barclays conference

Huntington Bancshares Incorporated (HBAN) is down 5.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is a guidance reset unveiled in Huntington’s September 16, 2026 investor presentation filed on Form 8-K. Management pointed to weaker-than-expected loan volume, pressure on net interest margin from elevated deposit costs, and a more conservative 2027 earnings outlook, which together appear to have outweighed otherwise solid long-term franchise messaging.

Details:

Huntington furnished a new investor presentation with a September 16 Form 8-K tied to its Barclays financial conference appearance.

The presentation reduced 2026 net interest income growth guidance to about 35%, down from a prior 39% to 43% range.

Management said loan growth and NII expectations were pressured by higher CRE and residential paydowns, lower auto production, and sustained high short-term rates that lifted deposit costs.

Huntington also adopted a more conservative 2027 EPS target range of $1.75 to $1.83, signaling a tougher near-term earnings backdrop even as it highlighted stronger expected share repurchases.

Sources:

Huntington Bancshares, SEC, AP News

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$HBAN Insider Trading Activity

$HBAN insiders have traded $HBAN stock on the open market 12 times in the past 6 months. Of those trades, 7 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $HBAN stock by insiders over the last 6 months:

JAMES D III ROLLINS has made 7 purchases buying 33,500 shares for an estimated $617,560 and 1 sale selling 223,522 shares for an estimated $3,878,106.
KENDALL A KOWALSKI (Chief Information Officer) has made 0 purchases and 2 sales selling 27,970 shares for an estimated $481,102.
SCOTT D KLEINMAN (Senior Exec. V.P.) sold 19,425 shares for an estimated $314,685
MARCY C HINGST (SEVP and General Counsel) sold 10,568 shares for an estimated $190,224

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

EARLY ACCESS

Receive HBAN Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$HBAN Hedge Fund Activity

We have seen 574 institutional investors add shares of $HBAN stock to their portfolio, and 554 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MILLENNIUM MANAGEMENT LLC removed 21,064,883 shares (-81.2%) from their portfolio in Q2 2026, for an estimated $373,480,375
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 18,517,624 shares (-37.0%) from their portfolio in Q2 2026, for an estimated $328,317,473
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 13,544,706 shares (+inf%) to their portfolio in Q2 2026, for an estimated $240,147,637
FEDERATED HERMES, INC. removed 13,007,810 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $230,628,471
JPMORGAN CHASE & CO added 12,964,571 shares (+inf%) to their portfolio in Q2 2026, for an estimated $229,861,843
D. E. SHAW & CO., INC. added 11,627,880 shares (+2380.2%) to their portfolio in Q2 2026, for an estimated $206,162,312
NORDEA INVESTMENT MANAGEMENT AB added 9,987,348 shares (+1849.0%) to their portfolio in Q2 2026, for an estimated $177,075,680

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$HBAN Congressional Stock Trading

Members of Congress have traded $HBAN stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $HBAN stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$HBAN Price Targets

Multiple analysts have issued price targets for $HBAN recently. We have seen 6 analysts offer price targets for $HBAN in the last 6 months, with a median target of $20.25.

Here are some recent targets:

Erika Najarian from UBS set a target price of $22.0 on 07/07/2026
David Chiaverini from Jefferies set a target price of $19.0 on 07/06/2026
Vivek Juneja from JP Morgan set a target price of $19.5 on 07/06/2026
John Pancari from Evercore ISI Group set a target price of $21.0 on 07/06/2026
Manan Gosalia from Morgan Stanley set a target price of $21.0 on 06/29/2026
Matt Olney from Stephens & Co. set a target price of $19.0 on 06/15/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.