New York, February 11, 2026, 09:42 EST — Regular session
Shares of Huntington Bancshares Incorporated ticked up 0.5% to $18.67 early Wednesday, following a previous close at $18.57. So far this session, they’ve ranged from $18.55 to $18.67, market data show. 1
After dropping 2.26% on Tuesday—lagging the bulk of the market, which also finished down—the stock is still trading below its recent 52-week peak of $19.45, MarketWatch data show. 2
Investors have been digesting fresh targets from a company presentation filed with regulators, just ahead of Huntington’s slot at the UBS Financial Services Conference. The presentation laid out a 2027 EPS goal between $1.90 and $1.93, and detailed “partnership” cost synergies from Cadence and Veritex to hit a combined $435 million annual run rate. Of that, Cadence is expected to deliver $365 million by the fourth quarter of 2026. 3
Banks tend to react quickly when rate outlooks change, and Wednesday’s data gave them something to chew on. The U.S. January jobs report arrived late, but showed payrolls climbing by 130,000—surprising economists who’d expected less. Unemployment edged down to 4.3%, according to Reuters. 4
The Labor Department reported 82,000 new health care jobs in January, with social assistance payrolls up by another 42,000—both standing out as sizable monthly gains. Investors eye those numbers for what they signal about growth and inflation, since shifts in employment can ripple into bank loan demand and shape funding costs. 5
Appearing at the UBS conference, CFO Zach Wasserman called the 2027 earnings target doable: “We expect to deliver between $1.90 and $1.93 of earnings per share in 2027,” he said. He flagged purchase accounting and share buybacks as the main variables on the road to that result. Purchase accounting—those fair-value adjustments recorded in a transaction—can swing reported income sharply, though the effects taper off down the line. 6
Huntington officer Brendan A. Lawlor is looking to unload as many as 17,455 shares, worth around $330,000, according to a Form 144 filed Tuesday. The sale would go through Fidelity. Huntington’s total shares outstanding stood at roughly 1.46 billion, the filing showed. 7
State Street Corp disclosed in a Schedule 13G that it held 77.2 million shares in Huntington, representing a 4.9% stake as of Dec. 31. 8
Early trading had several regional-bank stocks on the front foot. KeyCorp edged 0.5% higher to $23.06, and Fifth Third Bancorp picked up 1.0% to reach $55.02, Investing.com figures showed. 9
But it’s one thing to set targets on a slide deck; quarterly numbers tell another story. For Huntington, the risks haven’t changed: integration could stretch out, credit costs might climb, or the rate picture could squeeze net interest margin—the gap between loan yields and deposit costs.
The next big moment: earnings. Huntington is set to release its first-quarter 2026 numbers ahead of the bell on Thursday, April 23, 2026, with the call scheduled for 9 a.m. ET. 10
