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Can Bank of Hawaii stock sustain its top line recovery? DA Davidson weighs in

EditorEmilio Ghigini
Published 10/29/2024, 06:30 PM
BOH
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On Tuesday, Bank of Hawaii (NYSE:BOH) stock received an updated price target from DA Davidson, with the firm expressing increased confidence in the bank's financial performance. The price target was lifted to $74.00 from the previous $65.00 while the Neutral rating was maintained.

The revision in the price target reflects the firm's belief that Bank of Hawaii has successfully navigated past top-line pressures, evidenced by two consecutive quarters of rising net interest income (NII) and net interest margin (NIM). The analyst noted that these financial metrics are expected to see further increases. Additionally, the bank reported strong fee income in the third quarter, and its credit quality was highlighted as a strength of the company.

Although the bank's expenses were slightly above projections, DA Davidson anticipates a higher earnings per share (EPS) outlook for Bank of Hawaii. This anticipation factors in the positive financial indicators, including the aforementioned increases in NII and NIM, as well as robust fee income.

The firm's commentary concluded with a reiteration of the Neutral rating, coupled with the new $74 price target. This stance is based on the positive trends observed in the bank's financial results and the expectation of continued improvement in its revenue streams.

In other recent news, Bank of Hawaii Corporation reported third-quarter earnings surpassing analyst estimates, with a significant rise in net income of 18.4% from the previous quarter. The bank recorded a net income of $40.4 million or $0.93 per diluted share, outperforming the expected earnings of $0.82 per share. Revenue amounted to $162.73 million, exceeding the consensus estimate of $160.3 million.

Net interest income saw an increase of 2.4% quarter-over-quarter to $117.6 million, propelled by higher earning asset yields and balances, leading to an expansion in the net interest margin to 2.18%. The bank's total loans and leases grew by 0.6% from the previous quarter to $13.9 billion, while total deposits saw an increase of 2.8% to $21.0 billion.

As part of the recent developments, Bank of Hawaii maintained solid capital levels, with its Tier 1 capital ratio rising to 14.05% from 13.96% in the prior quarter. The bank also declared a quarterly cash dividend of $0.70 per share, set to be distributed to shareholders of record as of late November. These developments showcase the bank's strong financial performance and commitment to shareholder returns.

InvestingPro Insights

Recent data from InvestingPro aligns with DA Davidson's positive outlook on Bank of Hawaii (NYSE:BOH). The bank's stock has shown significant momentum, with a 15.92% price return over the past month and an impressive 56.19% return over the last year. This performance supports the analyst's decision to raise the price target.

InvestingPro Tips highlight that Bank of Hawaii has maintained dividend payments for 53 consecutive years, underscoring its financial stability and commitment to shareholder returns. This consistency in dividend payments could be particularly attractive to income-focused investors in the current economic climate.

Additionally, the company's P/E ratio of 19.82 suggests that the stock is reasonably valued relative to its earnings, which may support the analyst's Neutral rating. For investors seeking a deeper understanding of Bank of Hawaii's financial health and future prospects, InvestingPro offers 10 additional tips that could provide valuable insights for investment decisions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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