HUNTINGTON BANCSHARES INC /MD/ (HBAN) Earnings History

HUNTINGTON BANCSHARES INC /MD/ - Q4 FY2025 Earnings

Filed at: Jan 22, 2026, 6:56 AM EST|Read from source

EXECUTIVE SUMMARY

Huntington Bancshares reported solid fourth-quarter results, capping off a strong 2025 with accelerating organic growth and an expanded net interest margin. The company highlighted successful strategic partnerships and excellent credit performance, positioning it for continued peer-leading performance.

POSITIVE HIGHLIGHTS

  • •

    Net interest income increased $86 million, or 6%, from the prior quarter, and $197 million, or 14%, from the year-ago quarter.

    positive
  • •

    Average total loans and leases increased $10.7 billion, or 8%, from the prior quarter and $18.4 billion, or 14%, from the year-ago quarter, inclusive of the Veritex acquisition.

    positive
  • •

    Average total deposits increased $8.3 billion, or 5%, from the prior quarter and $13.8 billion, or 9%, from the year-ago quarter, inclusive of the Veritex acquisition.

    positive
  • •

    Tangible book value per share of $9.89, up $0.35, or 4%, from the prior quarter and up $1.56, or 19%, from a year ago.

    positive

CONCERNS & RISKS

  • •

    Diluted earnings per common share (EPS) for the quarter was $0.30, lower by $0.11 from the prior quarter, and $0.04 lower than the year-ago quarter.

    negative
  • •

    Noninterest income decreased $46 million, or 7%, from the prior quarter.

    attention
  • •

    Common Equity Tier 1 (CET1) risk-based capital ratio was 10.4%, compared to 10.6% in the prior quarter.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$2.19B
+11.3%
Prior year: $1.97B
Net Income
Quarterly
$519.00M
-2.1%
Prior year: $530.00M
EPS (Diluted)
Quarterly
$0.30
-11.8%
Prior year: $0.34
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Net Margin
Current Quarter
23.7%
Prior Year
26.9%
YoY Change
-324 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Acquisition-related expenses
Pretax impact
+$154M
$0.08 per share
Q4 2025
FDIC Deposit Insurance Fund (DIF) special assessment
Pretax impact
$24M
$0.01 per share
Q3 2025
Acquisition-related expenses
Pretax impact
+$14M
$0.01 per share
Q3 2025
FDIC DIF special assessment
Pretax impact
$6M
$0.01 per share
Q3 2025
Gain on sale of a portion of a corporate trust and custody business
Pretax impact
$24M
$0.01 per share
Q4 2024
FDIC DIF special assessment
Pretax impact
$3M
$0.00 per share
Total Impact
+$111M$0.06 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Huntington delivered a strong fourth quarter, capping off an outstanding 2025, powered by focused execution and broad‑based organic growth.

— HUNTINGTON BANCSHARES INC /MD/, Q4 FY2025 2025 Earnings Call

We advanced our strategy by expanding national commercial verticals, strengthening payments, wealth, and capital markets capabilities, growing our consumer and regional banking businesses, and accelerating our Carolinas buildout.

— HUNTINGTON BANCSHARES INC /MD/, Q4 FY2025 2025 Earnings Call

Our credit quality remains outstanding, consistent with our aggregate moderate-to-low risk profile.

— HUNTINGTON BANCSHARES INC /MD/, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

ACL as a % of total loans and leases
1.8
-2.7% YoY
Prior year: 1.9
%
Efficiency ratio
64.2
+9.6% YoY
Prior year: 58.6
%
NAL ratio
0.6
+3.3% YoY
Prior year: 0.6
%
NCOs as a % of average loans and leases
0.2
-20.0% YoY
Prior year: 0.3
%
Net interest margin
3.1
+4.0% YoY
Prior year: 3.0
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.