Live Report · Updated January 26, 2026

Huntington vs Nomura

This page compares Huntington and Nomura, examining their business models, financial performance, and market context in a neutral, accessible way. It presents these aspects side by side to help readers understand how each company operates within the broader stock landscape. Educational content, not financial advice.

This page compares Huntington and Nomura, examining their business models, financial performance, and market context in a neutral, accessible way. It presents these aspects side by side to help reader...

Comparison Snapshot

Key Financial Metrics

HBAN

Metric

NMR

$27.18B

Market Cap

$28.14B

17.14%

Potential Profit

-1.52%

Buy

Analyst Rating

Hold

Why It's Moving

Huntington Bancshares eyes record 2026 interest income amid merger momentum and solid Q4 results.

Q4 interest income surged 14% to $1.6 billion, driven by higher margins and 14% YoY loan growth to $146.6 billion, signaling strong borrowing demand post-Fed rate cuts.
Forecasts record 2026 interest income with loans up 11-12% and deposits growing 8-9%, boosted by $1.85-$1.90 billion from the impending Cadence merger.
Maintained quarterly dividend at $0.155 per share and completed Veritex integration smoothly, enhancing Texas and Southern footprint for organic growth.

Sentiment:

🐃Bullish

Huntington Bancshares eyes record 2026 interest income amid merger momentum and solid Q4 results.

Q4 interest income surged 14% to $1.6 billion, driven by higher margins and 14% YoY loan growth to $146.6 billion, signaling strong borrowing demand post-Fed rate cuts.
Forecasts record 2026 interest income with loans up 11-12% and deposits growing 8-9%, boosted by $1.85-$1.90 billion from the impending Cadence merger.
Maintained quarterly dividend at $0.155 per share and completed Veritex integration smoothly, enhancing Texas and Southern footprint for organic growth.

Sentiment:

🐃Bullish

Investment Analysis

Huntington

HBAN

Pros

Reported strong Q3 2025 earnings with net income up 22% year-over-year and earnings per share of $0.41, reflecting robust profitability.
Demonstrated high-single-digit loan growth year-over-year, outperforming peers and showing effective client base expansion.
Maintains strong capital position with a common equity Tier 1 ratio of 10.6%, well above regulatory requirements.

Considerations

Operating expenses grew by 10% recently, indicating rising costs that could pressure margins if not controlled.
Does not have an economic moat rating, suggesting limited sustainable competitive advantages compared to some peers.
Exposure to non-depository financial institutions, although small, presents some credit risk management considerations.

Nomura

NMR

Pros

Nomura Holdings is a leading financial services group in Japan with strong presence in investment banking and asset management.
Has been strategically expanding its global footprint, particularly in Asia and the U.S., aiming for diversified revenue streams.
Improved profitability in recent quarters driven by higher trading revenues and cost controls.

Considerations

Faces regulatory and macroeconomic risks in Japan and global markets, including interest rate volatility and geopolitical tensions.
Exposure to cyclical market conditions makes earnings susceptible to fluctuations in trading and investment banking activities.
Has a historically moderate capital ratio compared to some global peers, imposing some vulnerability in stress scenarios.

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