Huntington Bancshares Slides as Investors Weigh Mixed Q2 Signals

Huntington Bancshares (HBAN) is down 5.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The sell-off appears tied to a mixed second-quarter report rather than a single headline miss. Profit, revenue, and net interest income improved, but investors may be focusing on weaker credit metrics, a slight decline in net interest margin, lower capital levels, and ongoing acquisition-related costs.

Details:

Second-quarter diluted earnings were $0.33 per share, or $0.39 adjusted for notable items, while revenue net of interest expense was modestly ahead of expectations.

Net interest income rose from the prior quarter, but net interest margin slipped to 3.21% from 3.24%, which can matter for bank valuations.

Credit trends showed some pressure, with the nonaccrual loan ratio rising to 0.84% from 0.71% and the nonperforming asset ratio increasing to 0.85% from 0.72%.

The CET1 capital ratio eased to 10.0% from 10.2%, and the quarter included acquisition-related notable items as Huntington continued digesting recent deals, including the Cadence integration.

Sources:

Huntington Bancshares, SEC, WTOP

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 24 times in the past 6 months. Of those trades, 16 have been purchases and 8 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 14 purchases buying 47,000 shares for an estimated $905,041 and 1 sale selling 223,522 shares for an estimated $3,878,106.
SCOTT D KLEINMAN (Senior Exec. V.P.) has made 0 purchases and 2 sales selling 84,955 shares for an estimated $1,315,983.
STEPHEN D STEINOUR (President, CEO & Chairman) purchased 32,277 shares for an estimated $499,970
BRENDAN A LAWLOR (Executive VP and CCO) has made 0 purchases and 2 sales selling 17,454 shares for an estimated $330,425.
GARY TORGOW purchased 14,200 shares for an estimated $252,901
MARCY C HINGST (SEVP and General Counsel) sold 10,568 shares for an estimated $190,224
PRASHANT NATERI (Chief Corp Operations Officer) sold 10,170 shares for an estimated $157,648
BRANTLEY J STANDRIDGE (Senior Exec. V.P.) sold 5,830 shares for an estimated $111,557

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.

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$HBAN Hedge Fund Activity

We have seen 621 institutional investors add shares of $HBAN stock to their portfolio, and 359 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP added 59,303,292 shares (+84.6%) to their portfolio in Q1 2026, for an estimated $928,096,519
BLACKROCK, INC. added 31,460,092 shares (+21.8%) to their portfolio in Q1 2026, for an estimated $492,350,439
CAPITAL WORLD INVESTORS added 25,841,102 shares (+inf%) to their portfolio in Q1 2026, for an estimated $404,413,246
MILLENNIUM MANAGEMENT LLC added 23,559,090 shares (+986.6%) to their portfolio in Q1 2026, for an estimated $368,699,758
PRICE T ROWE ASSOCIATES INC /MD/ added 20,427,145 shares (+47.4%) to their portfolio in Q1 2026, for an estimated $319,684,819
FMR LLC added 17,179,788 shares (+59.6%) to their portfolio in Q1 2026, for an estimated $268,863,682
STATE STREET CORP added 17,122,006 shares (+22.2%) to their portfolio in Q1 2026, for an estimated $267,959,393

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 8 analysts offer price targets for $HBAN in the last 6 months, with a median target of $19.75.

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
Peter Winter from DA Davidson set a target price of $20.0 on 03/16/2026

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.