|HBAN Overview
HBAN

HUNTINGTON BANCSHARES INC /MD/

Financials • CIK: 0000049196

Loading...

Market Cap
$25.15B
P/E (TTM)
12.0x
Rev Growth (TTM)
+10.7%
Net Margin (TTM)
135.0%
FCF Yield (TTM)
9.8%
FCF Margin (TTM)
158.3%

LATEST EARNINGS

Q4 FY2025
about 1 month ago
View source
Revenue
$2.19B
+11.3%
Net Income
$519.00M
-2.1%
EPS
$0.30
-11.8%
Net
23.7% -3.2%
  • Net interest income increased $86 million, or 6%, from the prior quarter, and $197 million, or 14%, from the year-ago quarter.
  • 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.
  • 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.
  • 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.

Cash Flow Health

Free Cash Flow7/8 positive
TTM$2.5B
Q3 '25
$446M-11%
Q2 '25
$500M+9%
FCF Margin
TTM158.3%
Q3 '25105.2%-21%
Sector: 21.9%Top 10%
OCF Margin169.5%
OCF/NI1.26x
CapEx Coverage15.0x
FCF Yield9.8%
FCF Growth (2Y)
Cash Conversion Cycle
0 days
DSO: 0+DIO: 0DPO: 0

Capital Allocation & Returns

Balanced
Total Shareholder YieldEst.
Est.3.6%
Div Yield3.6%
+
Est. Buyback3.7%

Balancing returns with reinvestment

Dividend & Payout Metrics
Dividend Yield (TTM)3.6%
FCF Payout Ratio36.5%
Free Cash Flow (TTM)$2.5B
Capital Return / FCF41.4%
Est. Dividends Paid (TTM)$902.8M
Estimated: Buyback data estimated from FCF. Actual repurchase data not available for this company.
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
-31.6%
P25MedianP75
25th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
-168.9%
8Q: -179.2%
Asset Turnover
0.01x
8Q: 0.01x
Leverage (1+D/E)
1.01x
D/E: 0.01x
DuPont: -1.3%-31.6% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
1.43x
8Q:
Invested Cap Turn
0.19x
8Q:
CapEx Intensity
2.1%
8Q:
CapEx/Depreciation
0.25x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Revenue
$1.6B
$424.0M12.5%
$377.0M7.4%
$351.0M14.4%
$410.0M13.3%
$362.0M0.6%
$360.0M7.1%
$336.0M4.8%
$353.0M
Operating Income
$-3.2B
$-822.0M0.2%
$-820.0M2.4%
$-801.0M4.3%
$-768.0M0.0%
$-768.0M1.5%
$-757.0M5.5%
$-801.0M19.5%
$-995.0M
Net Income
$2.1B
$602.0M18.3%
$509.0M1.8%
$500.0M0.4%
$498.0M3.5%
$481.0M9.6%
$439.0M14.6%
$383.0M78.1%
$215.0M
Operating Cash Flow
$2.6B
$487.0M12.1%
$554.0M8.0%
$513.0M53.1%
$1.1B1986.2%
$-58.0M119.5%
$297.0M38.4%
$482.0M46.3%
$898.0M
Free Cash Flow
$2.5B
$446.0M10.8%
$500.0M8.9%
$459.0M57.0%
$1.1B1167.0%
$-100.0M139.2%
$255.0M43.3%
$450.0M46.3%
$838.0M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
12.0x
Valuation Lenses
Earnings
12.0x
vs sector
Cash Flow
4.5x
EV/FCF vs
Growth-Adj
0.3xPEG
Undervalued for growth
Quality-Adj
P/E per %ROIC
ROIC: -31.6%
Shareholder Returns
Dividend
3.6%
Buyback
Total Yield
3.6%
Market Cap$25.15B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
12/100
Below Average

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Below Avg
10.2%
8Q:
Return on Invested Capital (ROIC)Below Avg
-31.6%
8Q:
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: -168.9%
Asset Turnover: 0.01x

Earnings Quality

Cash Conversion

1.26x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin54.1%

Capital Efficiency

Invested Capital Turnover0.19x

Working Capital

Cash Conversion Cycle0 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
61/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
10.7%
OpInc Growth YoY
-7.0%
EPS Growth YoY
37.5%
FCF 3Y CAGR
N/A

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
54.1%
Operating
-205.6%
Below Avg in sector
Net
135.0%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
+23.2 pts
FCF: 158.3% | Net: 135.0%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $12.49B
Interest Coverage
+Net cash position: $12.49B
Leverage Metrics
Debt-to-Equity
0.01x
Balance sheet risk & solvency analysis