Key Takeaways BOH stock rose 15.7% in three months, beating the industry's 6.2% and S&P's 0.2% gains.Analysts raised BOH's 2026 and 2027 earnings estimates by 27.4% and 9.8%, respectively.Strong balance sheet, growing NII, and strategic digital moves support BOH's long-term growth.Shares of Bank of Hawaii Corporation (BOH) have gained 15.7% in the past three months, outperforming the industry’s 6.2% growth and the S&P 500 Index’s 0.2% rise.Further, the bank’s price performance has been better than that of i ...

It has been about a month since the last earnings report for Bank of Hawaii (BOH) . Shares have added about 2.8% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Bank of Hawaii due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Bank of Hawaii Corporation before we dive into how investors and analysts have reacted as of late.Bank of ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) x Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended December 31, 2025 or Commission File Number: 1-6887 BANK OF HAWAII CORPORATION (Exact name of registrant as specified in its charter) | Delaware | 99-0148992 | | --- | --- | | (State of incorporation) | (I.R.S. Employer Identification No.) | 130 Merchant Street Honolulu Hawaii 96813 (Add ...

Bank of Hawaii (BOH) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a ...

Bank of Hawaii is a household name in the Pacific Islands, but can its stock continue to grow long-term?On Feb. 6, 2026, Robert W. Wo Jr., Director of Bank of Hawaii Corporation (BOH +1.33%), reported an indirect open-market sale of 5,000 common shares valued at approximately $393,000 according to the SEC Form 4 filing. Transaction summaryMetricValueShares sold (indirect)5,000Transaction value$393,000Post-transaction shares (direct)44,635Post-transaction shares (indirect)11,173Post-transaction value (direct ...

Financial Performance - Bank of Hawaii Corporation reported strong performance in Q4 2025, with earnings per share of $1.39, exceeding market expectations of $1.26 [1] - Revenue reached $189.65 million, higher than the anticipated $184.83 million [1] - Net profit was $60.9 million, and net interest margin expanded for the seventh consecutive quarter to 2.61% [1] Company Status - The company announced the resumption of its stock repurchase program, planning to increase quarterly buyback amounts to between $15 million and $20 million, indicating management's confidence in future cash flow and growth [2] Future Development - Management expects the net interest margin to approach 290 basis points (2.90%) by the end of 2026, with loan growth projected to remain in the low to mid-single digits [3] - The company warned of a potential increase in operating expenses by 3-3.5% in 2026, which may impact profitability [3] Industry and Risk Analysis - The saturation of the Hawaiian market may limit business expansion opportunities, and interest rate fluctuations pose ongoing risks to the stability of the net interest margin [3] - Investors should monitor macroeconomic changes that could affect the bank's asset quality and credit costs [3]

Core Insights - Bank of Hawai'i (BOH) is a well-established financial institution with a history of 128 years, offering a range of banking services including personal and commercial banking, wealth management, and investment services [1] - The stock price of BOH has shown a 1.39% increase, reflecting investor optimism and market response to internal developments [3][6] - Peter S. Ho, the Chairman and CEO of BOH, plans to retire on March 31, 2026, as part of a succession plan to ensure stability [4][6] Stock Performance - The current stock price of BOH is $77.39, with fluctuations between $75.96 and $77.46 during the trading day [3] - The stock's 52-week range is between $57.45 and $78.25, indicating volatility over the past year [3] - The market capitalization of BOH is approximately $3.08 billion, reflecting its size in the financial sector [3] Insider Transactions - Matthew Emerson, Vice Chair of BOH, sold 1,996 shares at $76.53 each, leaving him with 9,943 shares [2][6] - Such insider transactions can indicate the executive's perspective on the company's future performance or personal financial planning [2] Leadership Transition - The planned retirement of Peter S. Ho is part of a leadership transition aimed at maintaining stability within the bank [4][6] - Ho will remain as a consultant until the end of 2027 to aid in a smooth transition for the bank's leadership [4] Investor Interest - The trading volume for BOH stands at 461,724 shares, suggesting active investor interest [5] - The recent stock price increase may indicate a positive market response to the planned leadership transition and the bank's strategic direction [5]

Core Viewpoint - Bank of Hawaii (BOH) is positioned as a strong investment opportunity due to its improving earnings outlook and analysts' increasing earnings estimates [1][2]. Earnings Estimate Revisions - The trend of rising earnings estimate revisions reflects growing analyst optimism regarding Bank of Hawaii's earnings prospects, which is expected to positively influence its stock price [2]. - For the current quarter, Bank of Hawaii is projected to earn $1.32 per share, marking a 36.1% increase from the previous year's reported figure. The Zacks Consensus Estimate has risen by 5.38% over the last 30 days due to one upward revision and no negative changes [6]. - For the full year, the earnings estimate is $5.80 per share, representing a 25.3% increase from the prior year. In the past month, three estimates have been raised, contributing to an 8.92% increase in the consensus estimate [7][8]. Zacks Rank and Performance - Bank of Hawaii currently holds a Zacks Rank 1 (Strong Buy), indicating strong agreement among analysts in raising earnings estimates, which historically correlates with stock performance [3][9]. - Stocks with a Zacks Rank 1 and 2 have shown significant outperformance compared to the S&P 500, with Zacks 1 stocks averaging a 25% annual return since 2008 [3][9]. Stock Performance - The stock has appreciated by 9.5% over the past four weeks, driven by favorable estimate revisions, suggesting potential for further upside [10].

Core Viewpoint - Bank of Hawai'i's Chairman and CEO Peter S. Ho will retire on March 31, 2026, as part of a long-term succession plan to ensure stability for the bank [1] Group 1 - Peter S. Ho has been serving as Chairman and CEO since 2010 [1] - The bank has a 128-year history, indicating its established presence in the financial sector [1] - Following his retirement, Ho will continue to support the company as a consultant until the end of 2027 [1]

Core Insights - Bank of Hawaii Corporation (BOH) shares rose nearly 6.1% after reporting better-than-expected fourth-quarter 2025 earnings per share (EPS) of $1.39, exceeding the Zacks Consensus Estimate of $1.25 and up from 85 cents in the same quarter last year [1][10] Financial Performance - The company's net income (GAAP basis) for Q4 2025 was $60.9 million, reflecting a 55.6% year-over-year increase [2] - For the full year 2025, EPS was $4.63, surpassing the Zacks Consensus Estimate of $4.50 and up from $3.46 in 2024. The net income for the year was $205.9 million, a 37.3% increase year over year [3] - Quarterly revenues increased by 16.2% year over year to $189.6 million, exceeding the Zacks Consensus Estimate by 3.9%. Full-year revenues reached $716.6 million, up 12.1% year over year, also surpassing estimates [4] Income and Expenses - Net interest income (NII) for Q4 was $145.4 million, a 20.9% increase year over year, with net interest margin (NIM) rising 42 basis points to 2.61% [4] - Non-interest income was $44.3 million, up 2.8% year over year, driven by higher trust and asset management income [5] - Non-interest expenses rose 1.5% year over year to $109.5 million, with adjusted expenses increasing 3.9% from the previous year [6] Efficiency and Credit Quality - The efficiency ratio improved to 57.75%, down from 66.12% in the prior year, indicating increased profitability [7] - As of December 31, 2025, non-performing assets decreased by 26.6% year over year to $14.2 million, while net loan and lease charge-offs increased to $4.1 million [11] Capital Ratios and Profitability - The Tier 1 capital ratio improved to 14.49%, up from 13.95% a year earlier, and the total capital ratio rose to 15.54% from 15.00% [13] - Return on average assets was 1.01%, up from 0.66% in the prior year, and return on average shareholders' equity increased to 13.33% from 9.42% [14] Share Repurchase - In the reported quarter, Bank of Hawaii repurchased 76.5 thousand shares at a total cost of $5 million, with remaining buyback authority of $121 million [15] Overall Outlook - The rise in NII and fee income is expected to support top-line growth, alongside a solid capital position and higher loan and deposit balances. However, rising expenses remain a concern for overall performance [16]