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HBANL Stock Analysis 2026 - HUNTINGTON BANCSHARES INC /MD/ AI Rating

HBANL Nasdaq National Commercial Banks MD CIK: 0000049196
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
HOLD
45% Conf
Pending
Analysis scheduled

📊 HBANL Key Takeaways

Revenue: $1.6B
Net Margin: 141.5%
Free Cash Flow: $2.2B
Current Ratio: N/A
Debt/Equity: 0.71x
EPS: $1.39
AI Rating: HOLD with 45% confidence

Is HBANL a Good Investment? Thesis Analysis

Claude

Huntington Bancshares exhibits strong balance sheet fundamentals with $13.5B cash, solid debt/equity ratio of 0.71x, and robust free cash flow generation of $2.2B. However, the 84.8% revenue decline coupled with abnormally elevated operating margins (172%) and net margins (141%) strongly indicate one-time gains that obscure organic business performance. The low interest coverage ratio of 2.5x and opaque underlying earnings quality prevent a more constructive stance.

Why Buy HBANL? Key Strengths

Claude
  • + Strong free cash flow generation of $2.2B with healthy FCF margin
  • + Solid balance sheet with $13.5B cash on hand and reasonable debt/equity leverage of 0.71x
  • + Positive net income growth of 5.9% and EPS growth of 13.9% despite revenue headwinds

HBANL Investment Risks to Consider

Claude
  • ! Severe 84.8% revenue decline YoY suggests major one-time gains or divestitures masking true operational performance
  • ! Abnormally high operating margin (172%) and net margin (141%) indicate non-recurring items, making normalized earnings difficult to assess
  • ! Interest coverage ratio of 2.5x is below optimal threshold (>3x), indicating limited debt service cushion in economic downturns

Key Metrics to Watch

Claude
  • * Normalized/recurring revenue and operating income trends excluding one-time items
  • * Interest coverage ratio improvement and net interest margin stability
  • * Return on equity sustainability above 8% level and asset quality metrics

HBANL Financial Metrics

Revenue
$1.6B
Net Income
$2.2B
EPS (Diluted)
$1.39
Free Cash Flow
$2.2B
Total Assets
$225.1B
Cash Position
$13.5B

💡 AI Analyst Insight

The 141.8% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

HBANL Profitability Ratios

Gross Margin N/A
Operating Margin 172.1%
Net Margin 141.5%
ROE 9.1%
ROA 1.0%
FCF Margin 141.8%

HBANL vs Finance Sector

How HUNTINGTON BANCSHARES INC /MD/ compares to Finance sector averages

Net Margin
HBANL 141.5%
vs
Sector Avg 25.0%
HBANL Sector
ROE
HBANL 9.1%
vs
Sector Avg 12.0%
HBANL Sector
Current Ratio
HBANL 0.0x
vs
Sector Avg 1.2x
HBANL Sector
Debt/Equity
HBANL 0.7x
vs
Sector Avg 2.0x
HBANL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is HBANL Overvalued or Undervalued?

Based on fundamental analysis, HUNTINGTON BANCSHARES INC /MD/ appears fundamentally strong relative to the Finance sector in 2026.

Return on Equity
9.1%
Sector avg: 12%
Net Profit Margin
141.5%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.71x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

HBANL Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.71x
Debt/Assets
89.2%
Interest Coverage
2.46x
Long-term Debt
$17.2B

HBANL 5-Year Financial Trend & Growth Analysis

HBANL 5-year financial data: Year 2021: Revenue $1.1B, Net Income $1.4B, EPS $1.27. Year 2022: Revenue $1.3B, Net Income $817.0M, EPS $0.69. Year 2023: Revenue $1.4B, Net Income $1.3B, EPS $0.90. Year 2024: Revenue $1.5B, Net Income $2.2B, EPS $1.45. Year 2025: Revenue $1.6B, Net Income $2.0B, EPS $1.24.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: HUNTINGTON BANCSHARES INC /MD/'s revenue has grown significantly by 40% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.24 reflects profitable operations.

HBANL Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
141.8%
Free cash flow / Revenue

HBANL Quarterly Performance

Quarterly financial performance data for HUNTINGTON BANCSHARES INC /MD/ including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $362.0M $517.0M $0.33
Q2 2025 $360.0M $474.0M $0.30
Q1 2025 $336.0M $419.0M $0.26
Q3 2024 $338.0M $517.0M $0.33
Q2 2024 $332.0M $474.0M $0.30
Q1 2024 $336.0M $419.0M $0.26
Q3 2023 $338.0M $547.0M $0.35
Q2 2023 $322.0M $539.0M $0.35

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

HBANL Capital Allocation

Operating Cash Flow
$2.5B
Cash generated from operations
Capital Expenditures
$267.0M
Investment in assets
Dividends Paid
$908.0M
Returned to shareholders

HBANL SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for HUNTINGTON BANCSHARES INC /MD/ (CIK: 0000049196)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/doc4.xml View →
Apr 3, 2026 4 xslF345X06/doc4.xml View →
Apr 3, 2026 4 xslF345X06/doc4.xml View →
Apr 3, 2026 4 xslF345X06/doc4.xml View →
Apr 3, 2026 4 xslF345X06/doc4.xml View →

Frequently Asked Questions about HBANL

What is the AI rating for HBANL?

HUNTINGTON BANCSHARES INC /MD/ (HBANL) has an AI rating of HOLD with 45% confidence, based on fundamental analysis of SEC EDGAR filings.

What are HBANL's key strengths?

Claude: Strong free cash flow generation of $2.2B with healthy FCF margin. Solid balance sheet with $13.5B cash on hand and reasonable debt/equity leverage of 0.71x.

What are the risks of investing in HBANL?

Claude: Severe 84.8% revenue decline YoY suggests major one-time gains or divestitures masking true operational performance. Abnormally high operating margin (172%) and net margin (141%) indicate non-recurring items, making normalized earnings difficult to assess.

What is HBANL's revenue and growth?

HUNTINGTON BANCSHARES INC /MD/ reported revenue of $1.6B.

Does HBANL pay dividends?

HUNTINGTON BANCSHARES INC /MD/ pays dividends, with $908.0M distributed to shareholders in the trailing twelve months.

Where can I find HBANL SEC filings?

Official SEC filings for HUNTINGTON BANCSHARES INC /MD/ (CIK: 0000049196) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HBANL's EPS?

HUNTINGTON BANCSHARES INC /MD/ has a diluted EPS of $1.39.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HBANL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, HUNTINGTON BANCSHARES INC /MD/ has a HOLD rating with 45% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HBANL stock overvalued or undervalued?

Valuation metrics for HBANL: ROE of 9.1% (sector avg: 12%), net margin of 141.5% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy HBANL stock in 2026?

Our dual AI analysis gives HUNTINGTON BANCSHARES INC /MD/ a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is HBANL's free cash flow?

HUNTINGTON BANCSHARES INC /MD/'s operating cash flow is $2.5B, with capital expenditures of $267.0M. FCF margin is 141.8%.

How does HBANL compare to other Finance stocks?

Vs Finance sector averages: Net margin 141.5% (avg: 25%), ROE 9.1% (avg: 12%), current ratio N/A (avg: 1.2).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI