Huntington Bancshares Still a Sell

Tags: hban
21 Nov 3:54am
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Huntington Bancshares Incorporated (HBAN) is a regional bank headquartered in Columbus, Ohio. HBAN conducts business through over 600 branches in Ohio, Michigan, Indiana, Kentucky, Pennsylvania and West Virginia, and a network of over 1,400 ATMs. Net interest income contributed 70% of HBAN's adjusted net revenue in 2007, while non-interest sources such as service charges on deposits, mortgage banking, trust, and insurance contributed the balance.

HBAN reported a 3Q08 net income of $75.1 million or $0.17 per share. Excluding the market-related losses, securities impairments and deferred tax-valuation allowance benefit, core results came in at $0.27 per share.

Credit quality continued to worsen. Net charge-offs were 0.82% of average total loans and leases, up 18 bps sequentially and 35 bps year-over-year. Non-performing assets as a percentage of related assets increased by 11 bps sequentially to 2.52% at the end of 3Q08. Increase in charge-offs and increase in allowance for credit losses are expected going forward.

Huntington Bancshares Inc.'s loan composite remains heavily weighed to the mid-Ohio to eastern Michigan markets, which are under severe stress currently. Considering we are in the second third of a housing market correction, delinquencies will continue to rise undoubtedly, which should translate into substantially higher levels of losses throughout 2008 and potentially into 2009.

Read the full analyst report on HBAN



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