Huntington Bancshares (HBAN) Stock Today: Insider Moves, Institutional Buying and New Credit Deal

Published: November 18, 2025

HBAN stock today: price action at a glance

Huntington Bancshares Incorporated (NASDAQ: HBAN) traded around $15.28 per share on Tuesday, November 18, 2025, roughly flat on the day and down only a few cents from the prior close, with an intraday range between about $15.14 and $15.41 and volume just under 12 million shares as of early afternoon U.S. trading.

Recent institutional data show Huntington’s 52‑week range sits between $11.91 and $18.44, with a market capitalization near $22–23 billion, a trailing price‑to‑earnings ratio around 10.7–11.0, and a beta close to 1.0, indicating the stock tends to move roughly in line with the broader market. ^[1]

At today’s price, Huntington’s quarterly dividend of $0.155 per share (annualized to $0.62) translates into a dividend yield of roughly 4%, with the next ex‑dividend date in mid‑December and payment slated for early January. ^[2]

Against this price backdrop, several fresh headlines on November 18 are shaping the narrative around HBAN stock.

Today’s HBAN news for November 18, 2025

1. Large public pension boosts its stake

A new 13F disclosure shows that the Commonwealth of Pennsylvania Public School Employees’ Retirement System (PSERS) increased its position in Huntington Bancshares by 7.5% in Q2 2025, according to a report published today by MarketBeat. ^[3]

Key details:

PSERS now holds 357,292 HBAN shares, having added 24,835 shares during the quarter.
The position was valued at roughly $5.99 million at the time of the filing. ^[4]
MarketBeat notes that a broad group of smaller institutions and advisors have also been adding modestly to positions, contributing to an overall institutional ownership level of about 80.7% of Huntington’s float. ^[5]

While these filings describe second‑quarter portfolio moves, the disclosures are arriving in mid‑November, so they’re being digested by the market today as fresh confirmation that large, long‑term investors are comfortable owning HBAN into 2026.

2. Mount Lucas Management opens a new position

In a separate filing also highlighted on November 18, Mount Lucas Management LP disclosed that it initiated a new position in Huntington during Q2. ^[6]

According to the same MarketBeat summary:

Mount Lucas acquired 44,600 shares, valued at approximately $747,000 in its most recent filing.
Other asset managers, including Accurate Wealth Management and Sumitomo Mitsui DS Asset Management, have modestly increased their holdings, contributing to the high institutional ownership figure. ^[7]

Taken together, today’s batch of 13F‑driven headlines paints a picture of steady institutional accumulation, rather than broad‑based selling, even as the stock trades well below its 52‑week high.

3. Executive vice president sells shares – but keeps a large stake

Balancing out the institutional buying, investors are also digesting news of a small insider sale by a top Huntington executive.

A Form 4 filing summarized today by InsiderTrades and other services shows that EVP and General Counsel Marcy Hingst sold 6,416 Huntington shares on November 14, 2025, at an average price of $15.65, for proceeds of roughly $100,410. ^[8]

After the transaction:

Hingst still owns about 252,305 shares of Huntington stock,
representing only a low‑single‑digit percentage reduction in her holdings (around 2.5% by one estimate). ^[9]

The same InsiderTrades piece reiterates that:

Huntington’s insiders own around 0.9% of outstanding shares,
while institutional investors hold more than 80%, underscoring that the stock’s behavior is driven mostly by large professional investors, not executives’ personal trading. ^[10]

For stock watchers, the scale and context of this sale matter. A single six‑figure sale representing a small fraction of a long‑standing holding is typically seen as routine portfolio management, rather than a strong directional signal on its own.

4. New $300M+ growth finance deal highlights Huntington’s capital‑markets reach

The most strategic “HBAN‑adjacent” news today doesn’t involve Huntington issuing a release of its own, but rather a major client transaction that showcases the bank’s role in syndicated lending and advisory work.

The Partner Companies (TPC), a U.S. advanced manufacturing group, announced this morning that it secured a $100‑plus million minority equity investment from Tensile Capital Management, completing a capital package of more than $300 million. ^[11]

Two details are important for HBAN shareholders:

Huntington Bank led TPC’s $200‑plus million syndicated credit facility, which forms the debt component of this financing package. ^[12]
TPC’s financial advisor Capstone Partners is a subsidiary of Huntington Bancshares, tying the deal directly into Huntington’s fee‑generating advisory and capital markets ecosystem. ^[13]

The TPC financing is earmarked to:

expand specialized manufacturing capacity across 11 brands serving aerospace, defense, med‑tech and clean‑energy customers,
fund equipment and process‑technology upgrades, and
support further M&A activity in TPC’s niche markets. ^[14]

For Huntington, leading the loan syndicate and providing advisory services reinforces a key theme in its recent earnings calls: capital markets, advisory and fee businesses are becoming larger contributors to revenue and profit growth, not just traditional spread‑based lending.

5. Ongoing deal momentum: Janney units, Veritex and Cadence

Although not dated today, several recent strategic announcements are repeatedly referenced in this morning’s coverage and remain central to the HBAN investment story:

Janney Montgomery Scott units:
A November 14 Finviz summary of a Bloomberg report says Huntington is set to acquire Janney’s public finance group, M&A advisory business, and fixed‑income sales and trading operations from KKR‑owned Janney Montgomery Scott. The financial terms weren’t disclosed, but the deal is expected to bolster Huntington’s capital markets franchise and geographic reach. ^[15]
Veritex merger:
On October 20, 2025, Huntington closed its merger with Veritex Holdings, expanding its Texas footprint (Dallas–Fort Worth and Houston) and bringing combined assets to roughly $223 billion, with $176 billion in deposits and $148 billion in loans based on September 30 balances. ^[16]
Cadence Bank acquisition:
On October 27, 2025, Huntington announced a $7.4 billion all‑stock deal to acquire Cadence Bank, establishing a significant presence across the South with substantial scale in Texas and Mississippi and positioning Huntington among the top deposit holders in those markets. ^[17]

These transactions, referenced again today in coverage of TPC’s financing and various analyst notes, are central to why many on Wall Street view Huntington as one of the more aggressive growth‑oriented regional banks in the current cycle.

Earnings backdrop: Q3 2025 momentum still in focus

Behind today’s headlines is a solid fundamental backdrop from Huntington’s latest quarterly results.

In its Q3 2025 earnings release, the bank reported: ^[18]

Earnings per share (EPS) of $0.41, up $0.07 from Q2 and $0.08 from the same quarter a year ago.
Revenue of about $2.15 billion, roughly 14% higher year‑over‑year and ahead of analyst estimates. ^[19]
Net interest income up about 3% sequentially and 11% year‑over‑year, reflecting strong loan growth and improved net interest margin. ^[20]
Non‑interest income (fees and other services) up more than 20% year‑on‑year, with especially strong contributions from payments, wealth management and capital markets, all themes directly echoed in today’s TPC financing news. ^[21]
Average loans up around 9% and average deposits up about 5% versus the prior year, demonstrating balanced growth on both sides of the balance sheet. ^[22]

On the risk side, Huntington reported:

Net charge‑offs equal to 0.22% of average loans,
a nonperforming asset ratio of 0.60%,
and an allowance for credit losses equal to 1.86% of total loans, all consistent with a moderate risk profile amid a still‑benign credit environment. ^[23]

Capital levels remain robust, with a CET1 ratio of 10.6% and tangible common equity (TCE) ratio of 6.8%, giving the bank room to absorb shocks and pursue acquisitions. ^[24]

Management used the Q3 call to raise 2025 guidance for loan growth, deposit growth and net interest income, and highlighted Texas and the Carolinas as high‑growth markets where Veritex and, prospectively, Cadence will act as “springboards” for expansion. ^[25]

Interest‑rate moves and credit ratings

Prime rate cut

On October 29, 2025, Huntington reduced its prime rate from 7.25% to 7.00%, effective October 30. ^[26]

The move, in line with broader declines in benchmark rates, is aimed at:

maintaining competitiveness in loan pricing, and
supporting customers while the bank continues to manage net interest margin through deposit pricing, hedging and balance‑sheet mix.

Credit ratings

Rating agencies continue to view Huntington as an upper‑medium‑grade credit, albeit with some caution:

Moody’s recently affirmed The Huntington National Bank’s A3 rating but revised the outlook to negative on October 27, 2025, citing evolving risk factors in the regional banking landscape. ^[27]
S&P Global Ratings affirmed Huntington Bancshares’ ‘BBB+’ long‑term issuer rating and ‘A‑’ ratings on certain bank‑level obligations in late October. ^[28]
DBRS Morningstar and Fitch continue to rate the bank in the A / A‑ range with stable outlooks, according to Huntington’s published ratings summary. ^[29]

These ratings underpin the bank’s ability to fund large syndicated deals, like the TPC credit facility announced today, at competitive spreads.

What Wall Street and models are saying about HBAN

Analyst consensus

According to MarketBeat’s latest compilation, as of this week: ^[30]

22 research firms cover Huntington.
The consensus rating is “Moderate Buy” to “Buy”, with:
- 1 Sell
- 3 Hold
- 15 Buy
- 3 Strong Buy recommendations.
The average 12‑month price target hovers around $19–20 per share, implying roughly 25–30% upside from today’s mid‑$15 level, before dividends.

Other forecast aggregators, including StockAnalysis, Moomoo and Public, show similar “Buy”‑leaning consensus ratings and targets in the high‑teens to low‑20s per share. ^[31]

Quant and technical models

Short‑term modeling sites are broadly aligned on a sideways‑to‑modestly‑positive outlook:

StockInvest recently estimated a “fair” opening price around $15.42 for November 18, very close to today’s trading band. ^[32]
CoinCodex’s near‑term projection keeps HBAN in the mid‑$15 range over the next several days, with forecast moves mostly within low‑single‑digit percentages. ^[33]

These tools are model‑driven and not guarantees, but they reinforce the picture of a stock that, in the eyes of many analysts and algorithms, looks modestly undervalued rather than overextended at current levels.

Key risks and watch‑points for HBAN investors

Even with constructive earnings and deal momentum, HBAN is not without risk. Issues investors are watching include:

M&A integration risk
- Huntington must integrate Veritex, complete the Cadence Bank acquisition, and potentially fold in Janney’s capital‑markets units, all while preserving culture, customer relationships and expected cost and revenue synergies. ^[34]
Regulatory and approval risk
- Large bank mergers and acquisitions remain under heavy regulatory scrutiny. Approvals and conditions attached to deals can affect the timing and economics of Huntington’s expansion strategy.
Interest‑rate and margin risk
- Lower prime and benchmark rates may pressure net interest margin if funding costs don’t reprice quickly enough. Management is relying on deposit repricing, hedging and fee growth to offset this. ^[35]
Credit quality and macroeconomic uncertainty
- While current charge‑offs and nonperforming assets remain low, an economic slowdown could increase credit costs, especially after Huntington’s rapid loan growth and expansion into new geographies. ^[36]
Market sentiment toward regional banks
- The entire regional‑bank sector remains sensitive to deposit‑flight fears, commercial real‑estate headlines and regulatory changes. Sector‑wide volatility can move HBAN regardless of company‑specific fundamentals.

Bottom line: how today’s news fits into the HBAN story

Putting November 18’s news flow together:

Institutional filings show large, long‑term investors like PSERS and Mount Lucas adding to HBAN in Q2, extending a broader pattern of strong institutional ownership. ^[37]
A modest insider sale by a senior executive trims but does not materially alter insider ownership, and appears small relative to her remaining stake. ^[38]
The TPC/Tensile financing, anchored by a Huntington‑led $200‑plus million syndicated credit facility and advisory work by Capstone Partners, highlights the bank’s growing role in capital markets and fee‑based businesses. ^[39]
Recent earnings, M&A and rating actions continue to reinforce a narrative of a regional bank pushing for above‑peer growth while operating with solid capital and manageable risk metrics. ^[40]

For now, HBAN trades in the mid‑$15s, well below the high‑teens price targets favored by many analysts, with a 4% dividend yield providing additional return potential if the bank executes on its growth and integration plans.